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2012 Installation Guide

PROFITstar®, PROFITability®, Profitstar Suite™, and PROFITstar® Portfolio

Last updated: 04/09/2013

Intended audience: End users and IT professionals

This document is available at:

http://profitstarhelp.jackhenry.com/dev/Install.pdf

Summary

This document contains detailed installation instructions for PROFITstar, PROFITability,

Profitstar Suite, and PROFITstar Portfolio.

With the assistance of the Installation Wizard, the installation of these products is a

straightforward process. Remember that for all types of installations, the person actually

installing the software must have ―Administrator‖ rights.

To find the instructions you need for a specific type of installation, refer to the Contents

list below:

Recent Changes to This Guide

Recommendations concerning WANs and LANs on page 3

Contents

Important Considerations on page 2

First Installation of the 2012 edition – from a CD on page 5

Updating from 2007a or Later on page 10

Converting your Existing Data on page 14

Installing on a New PC on page 16

Converting your PROFITstar Portfolio Data on page 22

Linking PROFITstar Portfolio and PROFITstar Data on page 22

Installing Profitstar Web Services for Optimizer Web

Appendix A – Using UNC Paths on page 23

Appendix B – Related Links on page 24

http://profitstarhelp.jackhenry.com/dev/Install.pdf

http://profitstarhelp.jackhenry.com/dev/Profitstar%20Web%20Services%20Install.pdf

2

Important Considerations

Prior to installing any of these products, you and your network administrator are strongly

encouraged to review these instructions, as well as the other pertinent resources listed in

Appendix B—providing the system and hardware requirements, antivirus scanning

suggestions, and more.

In addition, before attempting to install our products, it is important to be aware of the

following key points:

General

Software Version Upgrade Path

If you are a current PROFITstar client, you need to have version 2007a or later

installed in order to upgrade to the 2012 edition. Data older than 2007a must be

incrementally upgraded—first to a version such as 2009 and then to 2012. Visit our

Release/Upgrades page, in the For Clients portal, for important information about the

2010, 2011, and 2012 releases, and for instructions regarding how to download the necessary installation files.

2012 System Requirements

A complete list of the 2012 System Requirements can be found at

http://profitstarhelp.jackhenry.com/dev/SysReq.pdf.

Microsoft® .NET Framework, Version 4.0

If Microsoft® .NET Framework, version 4.0, files are not detected on a machine being

targeted by the installation, the program will attempt to download the necessary files from Microsoft‘s website.

If any of these ―server‖ or ―client‖ machines do not allow a connection to the

Internet, the .NET Framework files will need to be downloaded on another PC and

then manually installed on the appropriate machine(s).

The .NET Framework files are available on the Microsoft website and can be

downloaded from the following link:

http://www.microsoft.com/en-us/download/details.aspx?id=17851

Person Installing the Software Needs “Administrator” Rights

Since the installation programs for the PROFITstar Server and PROFITstar Client

perform admin functions, it is required that the person installing the software have ―Administrator‖ rights.

In the Vista and Windows 7 operating systems, the person installing the software will

be prompted to log in with Administrator credentials, if necessary. In Windows XP, a

message box will be displayed if the person performing the installation lacks the necessary permissions.

https://forclients.jackhenry.com/Release_Upgrades/PROFITstarPROFITabilityCUPRO/Pages/default.aspx

http://profitstarhelp.jackhenry.com/dev/SysReq.pdf

http://www.microsoft.com/en-us/download/details.aspx?id=17851

3

Recommendations concerning WANs and LANs

PROFITstar 2012 is not designed to be used in a WAN environment. While the

PROFITstar 2013 release should address this issue, in the interim, we recommend

that you house the PROFITstar 2012 server on the same LAN as the PROFITstar clients.

Server-related issues

Two Windows services—the Profitstar Server and the Advantage Database Server

(ADS)—are installed on the server PC. The Profitstar Server service relieves the client

PCs of some of the heavier data processing duties. Be aware that:

Non-Windows Operating Systems

Non-Windows operating systems—such as Novell Netware and Linux—are not

supported.

DFS-Managed Folders

DFS-managed folders cannot be used for PROFITstar, PROFITability, Profitstar Suite, and PROFITstar Portfolio data.

Physical Location of the Server Components and Data

The server components must reside on the same physical machine as the

PROFITstar, PROFITability, Profitstar Suite, and/or PROFITstar Portfolio data, but the service and the data do not have to be on the same drive.

Profitstar Web Services

Clients running both the Profitstar Server and ProfitStars‘ Optimizer product (see

http://www.profitstars.com/financial-performance/business-profitability-and-

reporting/pages/optimizer-performance-suite-portal.aspx) need to install Profitstar

Web Services—a component that allows Optimizer users to view PROFITstar and

PROFITability data. Profitstar Web Services installation instructions can be found at: http://profitstarhelp.jackhenry.com/dev/Profitstar Web Services Install.pdf.

Client-related issues

Modify Rights

On each computer used to access PROFITstar or its related software products, users

must have Modify rights to the folder in which the PS.ini file is stored. For a

Profitstar Suite client, running on Vista or Windows 7, the default location for this file

is: C:\ProgramData\Profitstar\PS Suite\2012. For a Windows XP user, the default

location for the PS.ini file is: C:\Documents and Settings\All Users\Application

Data\Profitstar\PS Suite\2012.

http://www.profitstars.com/financial-performance/business-profitability-and-reporting/pages/optimizer-performance-suite-portal.aspx



4

Client and Server-related issues

Permissions

The Share and Security permissions for all PROFITstar users, as well as the local

System account, must be set to Full Control for the root data directory (C:\PSData by default) and the nested subdirectories (PS, PA, Common, and PMData).

IT personnel must set these permissions from the server machine. If these

permissions are not granted and a user attempts to complete a task for which these

permissions are required, a message will be displayed, explaining that the user has insufficient rights to perform the requested action.

Configuring Firewall Software

If firewall software is used to protect the server or server-like machine, it must be

configured to allow incoming connections on port 6262, using the UDP protocol, and

on port 20925, using the TCP protocol. In order to satisfy and manage client

requests for data in the database used by PROFITstar and its related software

products. The Advantage Database Server (ADS) uses the first port (6262), while the Profitstar Server utilizes the second port (20925).

Note: Instructions explaining how to allow communication through Windows

Firewall, on Windows Server 2008, are available at

http://profitstarhelp.jackhenry.com/dev/Windows Server 2008 Firewall.pdf

Other

FAQs

Several installation-related FAQs can be found at

http://profitstarhelp.jackhenry.com/faqs/FAQs.htm#Installation\faqinst.html.

http://profitstarhelp.jackhenry.com/dev/Windows%20Server%202008%20Firewall.pdf

http://profitstarhelp.jackhenry.com/faqs/FAQs.htm#Installation/faqinst.html

5

First Installation – from a 2012 edition CD

New clients installing the PROFITstar, PROFITability, Profitstar Suite, and/or PROFITstar

Portfolio 2012 programs for the first time, from an installation CD, should perform the

following steps:

1. Introduction

The combination of a Profitstar Server installation and a separate Profitstar Client

installation results in improved scalability and performance of the software.

Initially, the Profitstar Server needs to be installed on the server machine, while the

Profitstar Client installation must be run on each PC used to access the PROFITstar or

PROFITability data.

For subsequent installations, however, only the Profitstar Server installation will need

to be run, since it contains the necessary files for both the server and client

applications. When each user attempts to log in, following the server installation,

they will be prompted to automatically update their client application, without having

to download the client installation file.

2. Verify the System Requirements

Review the system requirements and verify that the computers on which the

software will be installed meet these requirements.

The System Requirements for the 2012 edition are available at

http://profitstarhelp.jackhenry.com/dev/SysReq.pdf.

3. Locate your Serial Number, Validation Code, and Product Key

To initially install the Advantage Database service, which is necessary to run the

2012 editions of PROFITstar, PROFITability, Profitstar Suite, and/or PROFITstar

Portfolio, a Serial Number and Validation Code must be obtained for the computer on

which the Advantage software will be installed. In addition, you will need the Product

Key that will unlock the ProfitStars software products that your institution is currently

licensed to install.

Note: There is no separate installation for PROFITstar Portfolio. If this add-on

program has been purchased, the institution‘s Product Key will unlock the necessary

functionality during the PROFITstar installation.

You will be prompted for this information, as necessary, during the installation

process. These codes may have been provided to you if you received a 2012 edition

CD. If you do not have this institution-specific information for the 2012 edition,

please contact your Client Services Analyst at 800-356-9099.


6

4. Special Considerations – Server and Client on the Same Computer

If you will be working on a laptop that is occasionally disconnected from the network,

then that computer will need to have the server components and the program files

for PROFITstar (and any related ProfitStars software products that you intend to use)

installed on it. If the server components—ADS and the Profitstar Server, with related

configuration tools—have not already been installed, you will need to obtain a special

Advantage Database Server single-user Serial Number and Validation Code from

your Client Services Analyst.

5. Installation Rights

The person installing the database server service must have ―Administrator‖ rights.

6. Server Components Installation (Steps 6 – 11)

The server components (ADS and the Profitstar Server) software must be installed

on the PC where the data resides. It is possible to install them on:

A ―true‖ 32 or 64-bit server machine

A non-server machine that is commonly accessible to multiple users

A single user‘s own machine

7. Installing from a CD

Insert the CD into your computer‘s CD or DVD drive. If autorun is enabled for the

drive, the installation program will launch automatically.

If autorun is not enabled, click the Windows Start menu and select Run. Enter

R:\setup.exe (where ‗R‘ is the drive letter for your CD or DVD drive) and click OK.

This opens the first page of the Profitstar Installer.

To install the server components, select the Install Profitstar Server option.

After each step, click Next to continue.

8. Defined Root Path

During this step of the installation process, you are asked to specify a ―defined root

path‖ for your ProfitStars dataset(s). If more than one dataset will reside on the

―server‖ machine, select a path that will allow access to all of your data. If, for

example, your datasets will be located under C:\PSData, then select C:\PSData as

your defined root path.

Later, if you need to modify the defined root path, go to Start > All Programs >

Profitstar Server 2012 > Profitstar Server Configuration to open a tool that lets you

reselect the defined root path.

7

9. Advantage Database Service

If the data actually resides (or will reside) on the

current computer, enter your ADS Serial

Number and Validation Code during this step.

If you do not have this institution-specific

information for the 2012 edition, please contact

your Client Services Analyst at 800-356-9099.

Once you have a current set of installation

codes, be sure to keep them in a safe place, for

future reference. You will need these codes if you

ever need to reinstall the software.

Remember that a laptop that is occasionally disconnected from the network will need

a special ADS single-user Serial Number and Validation Code, if the server

components and the client software are both installed on the same machine.

10. Install Profitstar Server

This step asks you to specify a path for the

Profitstar Server installation. As with the prior

step, you cannot install this software remotely,

via a network or mapped drive.

11. Server Components Installed

Following the installation of the Profitstar server,

you will see a completion message. Clicking the

Finish button returns you to the installer‘s

Welcome screen.

If you are currently installing to a ―server‖

machine, where the data and the server

components are located, and if PROFITstar and

its related software products will not be run from

this PC, select Close to exit the installation

program.

Note: If your institution is also licensed for the Optimizer product, you will need to

install Profitstar Web Services before closing the installer‘s Welcome screen (Step

12).

12. Install Profitstar Web Services for Optimizer

Clients who will be running both the Profitstar Server and ProfitStars‘ Optimizer

product (see http://www.profitstars.com/financial-performance/business-

profitability-and-reporting/pages/optimizer-performance-suite-portal.aspx) also need

to install Profitstar Web Services—a component that allows Optimizer users to view

PROFITstar and PROFITability data. Click the Install Profitstar Web Services for

Optimizer link, on the installer‘s Welcome screen, to accomplish this.

Profitstar Web Services installation instructions can be found at:

http://profitstarhelp.jackhenry.com/dev/Profitstar Web Services Install.pdf

IT Note:

If firewall software is used, it

must be configured to allow

incoming connections on port

6262, using the UDP protocol.

This port is used by the

Advantage Database Server

service to satisfy client requests

for data in the database used by

PROFITstar and its related

software products.

IT Note:

Incoming connections must

also be allowed on port

20925, using the TCP

protocol. This port is used by

the Profitstar Server service

to manage client requests for

data in the database.

Instructions explaining how to

allow communication through

Windows Firewall, on Windows

Server 2008, are available at

http://profitstarhelp.jackhenry

.com/dev/Windows Server 2008 Firewall.pdf.







8

13. Client Installation (Steps 13 – 15)

The client installation should be run when:

You are currently installing to a ―server‖ machine, where the data and the server

components are located, and PROFITstar and its related software products will be

run on this PC.

You are installing the program files for PROFITstar and/or its related products on

each PC that will be used to access the data.

If you have completed the installation of the server components and have been

returned to the Welcome screen of the Profitstar Installer, you will see that the

Install Profitstar Client option is still active. Click this link if the client files also

need to be installed on the ―server‖ machine.

If you are installing the Profitstar Client on all the individual PCs that will be used to

access the data, you can get to the screen by following the instructions for installing

from a CD (Step 7) or by copying the contents of the CD to a network drive and then

accessing the setup.exe file from each workstation. (Make sure that the properties of

the copied CD files are not set to ―Read-only.‖)

14. Install Profitstar Client (1)

Remember that for all types of installations, the person actually installing the

software must have ―Administrator‖ rights.

When the Install Profitstar Client screen is displayed, enter your institution‘s Product

Key.

This key controls which program files will be installed on the current computer. If you

do not have this institution-specific information for the 2012 edition, please contact

your Client Services Analyst at 800-356-9099.


The Destination Directory, shown at the bottom of the screen, can be modified by

clicking the Browse button and selecting a different folder.

16. Copy Data

This step is only displayed when data is detected on the installation CD.

Answer the copy data question—Yes or No—to determine whether the data files

found on your installation media will be copied to your hard drive.

If you choose to have the data copied, verify that the Destination Directory displayed

is correct. The data subfolders that will be created, depending upon the ProfitStars

products purchased by the institution, are PS, PA, Common, and/or PMData.

If the data will be shared on a network, the data only needs to be copied once—

during the installation on the network server PC. (The server components must also

be installed on this computer.) While the Profitstar Client files do need to be installed

on each PC that will be used to run ProfitStars‘ software, you can select No when the

Copy Data step is presented during each subsequent installation.

9

17. Network Installation

If the institution‘s data is shared by multiple users on a network, be sure to repeat

Steps 13 – 15 on each additional PC used to run the software.

18. Create Shortcuts

While you can go to the Windows Start menu and select All Programs > Profitstar

2012 to launch ProfitStars‘ software programs, you can also use shortcuts on your

desktop.

Unless your data is on your local drive, when specifying the path to your data, it is

preferable to use the full UNC (Universal Naming Convention) path in your shortcut.

Refer to Appendix A for details.

19. PSData Folder Permissions

Before PROFITstar/PROFITability/Portfolio users attempt to run the software, the

Share and Security permissions for both the users and the local SYSTEM account—on

the ―server‖ machine where the server components (ADS and Profitstar Server)

reside—must be set to FULL CONTROL. These permissions need to be set at the root

data directory level (C:\PSData by default), the nested subdirectories (PS, PA,

Common, and PMData), and at any Windows share name established for the root

data directory.

IT personnel must set these permissions from the server.

20. Post-Installation Issues

Additional technical information—such as required permissions, firewall settings, and

interaction with active antivirus scanning software—can be obtained either from the

2012 Installation section of our Web-based FAQs


or, from our IT-related resources, available at

https://forclients.jackhenry.com/ProductsAndServices/PROFITstarPROFITabilityCUPR

O/ReferenceInformation/Pages/ITResources.aspx.

Links to individual papers of interest can be found in Appendix B.


https://forclients.jackhenry.com/ProductsAndServices/PROFITstarPROFITabilityCUPRO/ReferenceInformation/Pages/ITResources.aspx


10

Updating your Existing Software and Data to the 2012 edition

It is possible for clients running any version of 2007a or later to move up to the newest

version of the 2012 edition. Visit our Release/Upgrades page, in the For Clients portal, for

important information about the 2012 release, and instructions for downloading the

necessary files.

To upgrade to the 2012 edition from a CD or downloaded files, perform the following steps:

1. Introduction

The combination of a Profitstar Server installation and a separate Profitstar Client

installation, results in improved scalability and performance of the software.

When you are running 2007a or later, only the PROFITstar Server file needs to be

installed, since it contains the necessary files for both the server and client

applications. When each user attempts to log in, following the server installation,

they will be prompted to automatically update their client application without having

to download the client installation file.

2. Verify the 2012 System Requirements

Review the system requirements and verify that the computers on which the

software will be installed meet these requirements. The system requirements can be

found in the System Requirements for the 2012 edition paper.

3. Back Up your Data

Before installing an update, make sure that you have a current and complete backup

of all of your models and organizations—either a network backup or backups created

with the backup utilities that exist within each program (PROFITstar/PROFITability

and PROFITstar Portfolio).











11

5. Obtain the Necessary Program Files

For the 2012 edition, two downloadable files (e.g., 2012b.9 ProfitstarServer.exe and

2012b.9 ProfitstarClient.exe) are available that will install everything you need to run

the software products for which your institution is currently licensed.

Visit our Release/Upgrades page, in the For Clients portal, for important information

about the 2012 release, and instructions for downloading the necessary files.

Note: When you download an update from our website and you are given the option

to Run or Save the file—be sure to choose to Save it. The resulting executable file

can be launched after the download is complete.


Remember that the person installing the server components must have

―Administrator‖ rights.


If PROFITstar, and/or its related software products, is used by multiple users on a

network, make sure that everyone is out of the program before beginning the

installation process.






8. Installation Wizard – From a CD


drive, the installation program will launch automatically. If autorun is not enabled,

click the Windows Start menu and select Run. Enter R:\setup.exe (where ‗R‘ is the

drive letter for your CD or DVD drive) and click OK.


12

This opens the first page of the Profitstar Installer.

To install the server components, select the Install Profitstar Server option.


9. Installation Wizard – From a Downloaded File

If the installation file was obtained from our website, there are several ways to open

it:

Select the appropriate command (Run or Open) when each download is

complete.

Browse to the downloaded file (e.g., 2012b.9 ProfitstarServer.exe) and double-

click it.

Click the Windows Start menu and select Run. Then browse to the appropriate

downloaded file and click OK.

When the installation program is launched this way, the Defined Root Path page is

displayed. After each step, click Next to continue.





example, your datasets will be located under C:\PSData, then select that as your

defined root path.

If you ever need to modify the defined root path, go to Start > All Programs >




If the Installation Wizard detects that the

Advantage Database service (version 8.0) is

installed, this step will ask you to specify where the

new service (version 8.1) should be installed. It will

not be necessary to enter your ADS Serial

Number and Validation Code.

Note: If the Installation Wizard detects that

Advantage Database service version 8.1 is already

installed, this step will be skipped.

Remember that a laptop that is occasionally

disconnected from the network will need a special

ADS single-user Serial Number and Validation

Code, if the server components and the client software are both installed on the

same machine.

IT Note:










software products.

13



Profitstar Server installation. As with the prior step,

you cannot install this software remotely, via a

network or mapped drive.



you will see a completion message. If you are

installing from a CD, clicking the Finish button

returns you to the installer‘s Welcome screen. If

you are currently installing to a ―server‖ machine,

where the data and the server components are

located, and if PROFITstar and its related software

products will not be run from this PC, select Close

to exit the installation program.

If you are installing from the downloaded Profitstar

Server file, clicking the Finish button exits the

program.




components are located, and if PROFITstar and its related software products will

be run on this PC.



If you have just completed the installation of the server components, from a CD, and

you have been returned to the Welcome screen of the Profitstar Installer, you will

see that the Install Profitstar Client option is still active. Click this link if the client

files also need to be installed on the ―server‖ machine.






Note: Keep in mind that if you have been running version 2007a or later, it is only

necessary to install the Profitstar Server file, since it contains the necessary files for

both the server and client applications. When each user subsequently attempts to log

in, following the server installation, they will be prompted to automatically update

their client application, without having to download or find the appropriate Profitstar

Client file.

IT Note:













.com/dev/Windows Server 2008 Firewall.pdf.




14




Upgrading the PROFITstar programs does not require you to enter a product key on

machines where successfully installed, previous versions of the programs exist.

Product keys will still be necessary, however, for initial installations or if you are

installing on a new PC.

When upgrading the Profitstar Client, if existing and authorized products are

detected on the PC, these will be shown in the installer.

A new key is required if you are installing an additional product (PROFITstar

Portfolio, for example) or moving to a new configuration of products (such as

changing from PROFITstar only to Profitstar Suite). If no products are detected on

the machine, then the Enter a new product key… option will be the only choice

displayed on this page of the Profitstar Client Installer, and a valid key must be

provided for the version you are installing.


The Destination Directory can be modified by clicking the Browse button and

selecting a different folder.

17. Network Installation

If the institution‘s data is shared by multiple users on a network, be sure to repeat

Steps 14 – 16 on each additional PC used to run the software.

18. PSData Folder Permissions

Before PROFITstar/PROFITability/Portfolio users attempt to run the software, the

Share and Security permissions for both the users and the local SYSTEM account—on

the ―server‖ machine where the server components (ADS and Profitstar Server)

reside—must be set to FULL CONTROL. These permissions need to be set at the root

data directory level (C:\PSData by default), the nested subdirectories (PS, PA,

Common, and PMData), and at any Windows share name established for the root

data directory.

IT personnel must set these permissions from the server.

19. Converting your Existing Data

When you launch PROFITstar, PROFITability, Profitstar Suite, and/or PROFITstar

Portfolio, the program always checks to see if the data needs to be converted. The

first time the 2012 edition is opened by any user, a message will be displayed that

the database is out of date. If the user proceeds, the conversion program will create

an automatic backup of the data and will update the data tables as necessary.

15

20. Update your Shortcuts

You will need to modify the properties of your PROFITstar, PROFITability, or

PROFITstar Portfolio shortcuts before they can be used to open the 2012 versions of

these programs.







2012 Installation section of our Web-based FAQs









16

Installing ProfitStars programs on a New PC

For instructions focusing specifically on moving PROFITstar to a new server, refer to this

resource:

http://profitstarhelp.jackhenry.com/dev/Moving_PROFITstar_to_a_New_Server.pdf.

To install PROFITstar, PROFITability, Profitstar Suite, and/or PROFITstar Portfolio on a

new PC, perform the steps listed below:

1. Verify the 2012 System Requirements

Review the system requirements and verify that the computer on which the software

will be installed meets these requirements.

The system requirements can be found in the System Requirements for the 2012

edition paper, located at http://profitstarhelp.jackhenry.com/dev/SysReq.pdf.

2. Back Up your Data

If the new PC is the one that will house your data, then you will want to create Full

backups of your data (PROFITstar/PROFITability and PROFITstar Portfolio) using the

Backup utility found under the File menu. The compressed file(s) created during this

step should be located where it can be accessed by the new PC. The file(s) will be

restored as part of Step 17.

3. Locate your Serial Number, Validation Code, and Product Key

If the data and the Advantage Database service are being installed on a new PC,

then a Serial Number and Validation Code must be obtained for the computer. In

addition, you will need the Product Key that will unlock the ProfitStars software

products that your institution is currently licensed to install.

You will be prompted for this information, as necessary, during the installation

process. If you do not have this institution-specific information for the 2012 edition,

please contact your Client Services Analyst at 800-356-9099.









http://profitstarhelp.jackhenry.com/dev/Moving_PROFITstar_to_a_New_Server.pdf


17

5. Obtain the Necessary Program Files

…from a CD

If you still have a 2012 edition installation CD, you can use this media to install the

necessary program files on the new PC. After installing from the CD, you can keep

your program files up to date by downloading the latest versions from our website.

…from the For Clients portal

For the 2012 edition, two downloadable files (e.g., 2012b.9 ProfitstarServer.exe and

2012b.9 ProfitstarClient.exe) are available that will install everything you need to run

the software products for which your institution is currently licensed.

Visit our Release/Upgrades page, in the For Clients portal, for important information

about the 2012 release, and instructions concerning how to obtain the necessary

files from JHA Downloads.

Note: When you download an update from our website and you are given the option

to Run or Save the file—be sure to choose to Save it. The resulting executable file

can be launched after the download is complete.


Remember that the person installing the server components must have

―Administrator‖ rights.


If PROFITstar, and/or its related software products, is used by multiple users on a

network, make sure that everyone is out of the program before beginning the

installation process.






8. Installation Wizard – From a CD


drive, the installation program will launch automatically. If autorun is not enabled,

click the Windows Start menu and select Run. Enter R:\setup.exe (where ‗R‘ is the

drive letter for your CD or DVD drive) and click OK.

This opens the first page of the Profitstar Installer. To install the server components,

select the Install Profitstar Server option.



18

9. Installation Wizard – From a Downloaded File

If the installation file was obtained from the For Clients portal, there are several

ways to open it:

Select the appropriate command (Run or Open) when each download is

complete.

Browse to the downloaded file (e.g., 2012b.9 ProfitstarServer.exe) and double-

click it.

Click the Windows Start menu and select Run. Then browse to the appropriate

downloaded file and click OK.

When the installation program is launched this way, the Defined Root Path page is

displayed. After each step, click Next to continue.





example, your datasets will be located under C:\PSData, then select that as your

defined root path.

If you ever need to modify the defined root path, go to Start > All Programs >




If the ProfitStars data actually resides (or will

reside) on the current computer, enter your ADS

Serial Number and Validation Code during

this step. If you do not have this institution-

specific information for the 2012 edition, please

contact your Client Services Analyst at 800-356-

9099. Once you have a current set of installation

codes, be sure to keep them in a safe place, for

future reference. You will need these codes if you

ever need to reinstall the software.

Remember that a laptop that is occasionally

disconnected from the network will need a

special ADS single-user Serial Number and

Validation Code, if the server components and the client software are both installed

on the same machine.

IT Note:










software products.


19



Profitstar Server installation. As with the prior

step, you cannot install this software remotely,

via a network or mapped drive.



you will see a completion message. If you are

installing from a CD, clicking the Finish button

returns you to the installer‘s Welcome screen. If

PROFITstar and its related software products will

not be run from this PC, select Close to exit the

installation program.

If you are installing from the downloaded

Profitstar Server file, clicking the Finish button

exits the program.




components are located, and if PROFITstar and its related software products will

be run on this PC.



If you have just completed the installation of the server components, from a CD, and

you have been returned to the Welcome screen of the Profitstar Installer, you will

see that the only option remaining is Install Profitstar Client. Click this link if the

client files also need to be installed on the ―server‖ machine.






Note: Keep in mind that it is only necessary to install the Profitstar Server file, since

it contains the necessary files for both the server and client applications. When each

user subsequently attempts to log in, following the server installation, they will be

prompted to automatically update their client application, without having to

download or find the appropriate Profitstar Client file.

IT Note:













.com/dev/Windows Server

2008 Firewall.pdf.




20




Enter your institution‘s Product Key. This key controls which program files will be

installed on the current computer. If you do not have this institution-specific

information for the 2012 edition, please contact your Client Services Analyst at 800-

356-9099.


The Destination Directory, shown at the bottom of the screen, can be modified by

clicking the Browse button and selecting a different folder.

17. Associating the Program Files and the Data

If you will be running your data locally on the new PC, you will need to restore the

backup you made in Step 2 of this process. The Restore function can be launched

from outside the PROFITstar or PROFITability programs. In Windows 7, go to the

Start menu and select All Programs > Profitstar 2012 > Restore. In addition, this

application can be run by double-clicking the Restore.exe file in the Profitstar 2012

program files directory. The Restore process will prompt you to identify the backup

that was recently created, as well as the location to which the files will be restored.

Whether a backup is restored to the local hard drive or to a network drive, you have

several ways of telling the program files where to find the data.

…Windows shortcut




…PS.ini file settings

Another alternative is to modify the PS.ini file. For a Profitstar Suite client, running

on Vista or Windows 7, the default location for this file is:

C:\ProgramData\Profitstar\PS Suite\2012. For a Windows XP user, the default

location for the PS.ini file is: C:\Documents and Settings\All Users\Application

Data\Profitstar\PS Suite\2012.

By default, the [Directories] section of the PS.ini file stores the RootPath parameter,

which identifies the root data directory location. The [Profitstar] and [Profitability]

sections store the DataPath parameters that keep track of where the data is for that

product.

As with Windows shortcuts, when specifying the path to your data, it is preferable to

use the full UNC (Universal Naming Convention) path in your PS.ini file. Refer to

Appendix A for details.

21

Using the sample UNC path from Appendix A, the INI file settings for the Profitstar

Suite would look like this:

Profitstar Suite

[Directories]

RootPath=\\Onesrv\Public\PSData

[Profitstar]

DataPath=Common

[Profitability]

DataPath=Common

Once the parameters are specified in the PS.ini file, PROFITstar or PROFITability

shortcuts do not need to reference the data path in order to be able to launch the

program.

Note: If the path to the data is not specified in either the shortcut or the INI file, the

system assumes that the data is located with the program files—which should not be

the case.




2012 Installation section of our web-based FAQs









22

Converting PROFITstar Portfolio Data

When you launch PROFITstar Portfolio, the program will check to see if the data needs to

be converted. The first time the 2012 edition is opened by any user, a message will be

displayed to let you know that the database is out of date. If you proceed, the

conversion program converts the data in each model.

Note: Before attempting to work in or download to PROFITstar or PROFITstar Portfolio,

make sure that both sets of data have been converted to the same version of 2012.

Linking PROFITstar Portfolio and PROFITstar Data

While not technically part of the installation process, it is important to remember that

PROFITstar Portfolio data cannot be used with the corresponding set of PROFITstar data

until you link the two.

When PROFITstar Portfolio and PROFITstar are both installed, launch PROFITstar

Portfolio (Start > All Programs > Profitstar 2012 > PROFITstar Portfolio > Profitstar

Portfolio) and then open the PROFITstar Data Link Setup box (Setup > Profitstar Data

Link).

To create a data link, click the Add Data Link button, and:

Click in the first column of the new row if you need to change the path to your

PROFITstar Portfolio data. You can either key in the desired path or click the button to open a box from which you can browse to the data location.

Click the second column to specify a path to your PROFITstar data.

Unless both sets of data reside on your local drive, it is preferable to use full UNC (Universal

Naming Convention) paths when specifying the location of your PROFITstar Portfolio and

PROFITstar data in the PROFITstar Data Link Setup dialog. Refer to Appendix A for more

information about UNC paths.

After clicking off the active cell (or pressing the Enter key), the View Settings link will be

either blue or red. Blue indicates that you are connected to valid data. If it is red, either the

PROFITstar Portfolio or the PROFITstar data path is invalid. Clicking the red View Settings

link will display a message that will tell you which data path is incorrect.

When PROFITstar Portfolio and PROFITstar are properly linked, a PROFITstar Portfolio

speedbutton will appear in the PROFITstar toolbar the next time PROFITstar is opened, and

the two programs will be able to exchange information.

Note: The name of the PROFITstar Portfolio data directory can be user defined. The data

does not have to reside in a folder called ―PMData.‖

23

Appendix A – Using UNC Paths When specifying a path to the data, it is preferable to use full UNC (Universal Naming

Convention) paths for your shortcuts, in your PS.ini file, and in the Data Link to PS

dialog in PROFITstar Portfolio. PROFITstar users are encouraged to involve their IT staff

in this process.

UNC paths use the \\server name\share point format. To determine what the UNC

path is for a particular drive, open Windows Explorer and look at the drive letter. For

example, here is what one user sees for the F:\ drive.

The server name is always marked with single quotes. So, in this example, Onesrv is

the server name and Public is the share point.

If a user‘s data was located at:

F:\PSData\Common

The UNC path would be:

\\Onesrv\Public\PSData\Common

When used in shortcut, the shortcut Target might look like this:

“C:\Program Files\Profitstar 2012\PS.exe” \\Onesrv\Public\PSData\Common

To use a path like this in a shortcut, right-click the desktop and select New > Shortcut.

First, browse to the location of the program files. Then add the UNC path to the

appropriate data subdirectory, to the right of the program files path, separated by a

space (as in the above example). Click Next. Provide a name for the shortcut, and click

Finish.

For institutions with multiple computers running PROFITstar, PROFITability, and/or

PROFITstar Portfolio, shortcuts can be emailed or copied to removable media and then

reused on each PC—as long as the program files are always stored in the same location.

Select the Desktop folder in Windows Explorer and copy the appropriate shortcut file(s).

24

Appendix B – Related Links System requirements for PROFITstar, PROFITability, Profitstar Suite, and PROFITstar

Portfolio.


Antivirus recommendations.

http://profitstarhelp.jackhenry.com/dev/AntivirusRecommendations.pdf

How to move PROFITstar to a new server.


How to allow communication through Windows Firewall, on Windows Server 2008.

http://profitstarhelp.jackhenry.com/dev/Windows Server 2008 Firewall.pdf

-------------------------------

Instructions for installing Profitstar Web Services for Optimizer.

http://profitstarhelp.jackhenry.com/dev/Profitstar Web Services Install.pdf

-------------------------------

System requirements for the PROFITstar Budget Manager – Hosted Version.

http://profitstarhelp.jackhenry.com/dev/BudgetManagerHostedSysReq.pdf

System requirements for the PROFITstar Budget Manager – On-Premises Version.

http://profitstarhelp.jackhenry.com/dev/BudgetManager2012SysReq.pdf

-------------------------------

These and other IT resources can be found at:

https://forclients.jackhenry.com/ProductsAndServices/PROFITstarPROFITabilityCUPRO/Refer

enceInformation/Pages/ITResources.aspx


http://profitstarhelp.jackhenry.com/dev/AntivirusRecommendations.pdf




http://profitstarhelp.jackhenry.com/dev/BudgetManagerHostedSysReq.pdf

http://profitstarhelp.jackhenry.com/dev/BudgetManager2012SysReq.pdf

