sql-installation & network setup guide

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estream Software S S Q Q L L I I n n s s t t a a l l l l a a t t i i o o n n & & N N e e t t w w o o r r k k S S e e t t u u p p G G u u i i d d e e

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S S Q Q L L I I n n s s t t a a l l l l a a t t i i o o n n & & N N e e t t w w o o r r k k S S e e t t u u p p G G u u i i d d e e estream Software Table Of Contents 1 INTRODUCTION eStream Software This guide will teach you on the new setup for SQL Accounting in a network environment. You must install the Firebird Engine in order to run SQL Accounting in network mode. Click on Firebird button as circled in below screen.

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Page 1: SQL-Installation & Network Setup Guide

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Table Of Contents

1 INTRODUCTION .................................................................................................................. 1

2 INSTALLATION FIREBIRD DATABASE SERVER ................................................................... 1

2.1 Insert SQL Accounting CD ............................................................................................. 1

2.2 Firebird Database Server Installation Wizard ................................................................. 2

2.3 To check Firebird Engine Started .................................................................................. 7

3 HOW TO INSTALL SQL ACCOUNTING INTO SERVER? ........................................................... 8

3.1 Insert SQL Accounting CD ............................................................................................. 8

3.2 SQL Accounting Installation Wizard .............................................................................. 8

4 OTHER SETTING IN WINDOWS .......................................................................................... 12

4.1 Share Estream Folder ................................................................................................. 12

4.2 Windows Firewall Setting ............................................................................................ 14

5 SQL ACCOUNTING SETTING IN NETWORK ......................................................................... 16

5.1 Choose Working Environment ..................................................................................... 16

5.2 Choose Database Collection File (DCF) Option ............................................................. 16

5.3 Select Database Server ................................................................................................ 17

5.4 Define Account Book Manager ..................................................................................... 18

5.5 Create New Database ................................................................................................... 21

5.6 SQL Accounting Logon ................................................................................................ 23

6 SQL ACCOUNTS CLIENT SETUP ......................................................................................... 23

6.1 SQL Accounting Installation........................................................................................ 23

6.2 Client PC Account Book Manager Setting .................................................................... 23

7 POSSIBILITY WARNING MESSAGE ..................................................................................... 25

7.1.1 Failed to locate Default Database Collection File (DCF) “C:\Program Files\eStream\SQLAccounting\Default .DCF”. .................................................................... 25

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1 INTRODUCTION

This guide will teach you on the new setup for SQL Accounting in a network environment.

2 INSTALLATION FIREBIRD DATABASE SERVER

2.1 Insert SQL Accounting CD You must install the Firebird Engine in order to run SQL Accounting in network mode. Click on Firebird button as circled in below screen.

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2.2 Firebird Database Server Installation Wizard 1) You must install the Firebird Engine in order to run SQL Accounting in network environment.

2) You will see below License Agreement. Please read it and accept the agreement before proceed to NEXT.

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3) Click NEXT to proceed.

4) Leave it as default and click on NEXT to proceed.

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5) Leave it as default and click on NEXT to proceed.

6) Leave it as default and click on NEXT.

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7) Leave it as default (DO NOT CHANGE THE SETTING HERE). Click NEXT to proceed.

8) Click INSTALL to start installation.

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9) Just click NEXT.

10) Click FINISH to end the installation.

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2.3 To check Firebird Engine Started Go to control panel and you will find the Firebird 1.5 Server Manager as show screen below. Double click and check the status.

Just make sure the Firebird service is running.

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3 HOW TO INSTALL SQL ACCOUNTING INTO SERVER?

3.1 Insert SQL Accounting CD After you have insert the SQL Accounting CD into the server, .you will see the following screen appeared. You have to point to SQL Account and click on “Install SQL Accounting (Version XXXXXXX)”.

3.2 SQL Accounting Installation Wizard 1) You have to wait below screen process finished.

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2) Click NEXT to proceed.

3) You will see below License Agreement. Please read it and accept the agreement before proceed to NEXT.

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4) Leave it default and click on NEXT.

5) Leave it default and click on NEXT.

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6) Review and confirm the setting by click INSTALL to start installation.

7) Click FINISH to finish the installation.

8) You can see a shortcut icon created in your PC desktop.

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4 OTHER SETTING IN WINDOWS

4.1 Share Estream Folder

You need to share-out the Estream folder in Program Files. This is to enable other PC client to access the database file in server. Right click on the Estream folder and select “Sharing and Security …”.

Then you will get the following screen, so you must tick both:- a) Share this folder on the network. b) Allow network users to change my files.

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You will found that the Estream folder will shared out (a hand hold the folder) as below screen.

Tick both

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4.2 Windows Firewall Setting 1) Go to control panel and double click on Windows Firewall.

2) You will see the following screen prompted. By default is “ON”.

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3) Go to Exception tab and click on “Add Port…” button.

4) Follow the below info in the screen below, then click OK button.

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5 SQL ACCOUNTING SETTING IN NETWORK

5.1 Choose Working Environment Please choose an appropriate working environment. a) Standalone b) Network

5.2 Choose Database Collection File (DCF) Option For first time installation, please choose ‘Create New DCF’ option and click OK to proceed.

You have to input “Default” as the filename for DCF under C:\Program Files\Estream\SQLAccounting and SAVE it.

NOTE: If you have created the DCF file, you may choose second option, ie. ‘Open Existing DCF’.

Choose an appropriate environment

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5.3 Select Database Server For network setting, you must choose the Firebird 1.5 Server. Below is the list of options available: a) Standalone Server (Recommended for single PC) b) Firebird 1.5 Server (Recommended for network environment) c) Firebird 1.0 Server (Not recommended) d) Interbase 6.0 Server (Not recommended) e) Interbase 7.1 Server (Not recommended) f) Microsoft SQL Server 2000 (Coming Soon) g) Oracle Server (Not applicable)

Note: You must install the Firebird Database Server. For more detail about installation, please refer to Chapter 2 : INSTALLATION FIREBIRD DATABASE SERVER.

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5.4 Define Account Book Manager 1) Click on ‘Firebird 1.5 Server Properties…’ in Account Book Manager window.

2) You will see below screen appeared. For network, please choose option-Remote (TCP/IP Network). Otherwise, choose option-Local (Standalone PC).

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3) Once you have selected option- Remote (TCP/IP Network), you will get a confirmation for the Server IP Address message as show below.

4) After that, click on TEST Connection button.

This test connection will prompt you different status depends on the test connection results. Possible status: a) Status: Connection Active Server Version: WI-V1.5.1.4481 Firebird 1.5 b) Status: Unknown. It will prompted you the below message, so you have to make sure:

♦ Server is connected in network environment.

♦ Server IP address is correct.

♦ Firebird Database Server Engine is started.

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5) Next, you have to define the path in Folder Setting correctly and carefully. Click on the open folder button to define it. a) Database Folder: C:\Program Files\eStream\SQLAccounting\DB b) Server Backup Folder: C:\Program Files\eStream\SQLAccounting\Backup c) Network Backup Folder:

\\**ServerName\eStream\SQLAccounting\Backup **ServerName: Make sure choose the correct server.

Please do click on ‘Test Backup Folder Accessibility’ to check the status. Possible status: a) Status: You have acess to backup folder. (Correct) b) Status: You don’t have enough access right to backup folder.

(Incorrect. You have to check the share folder access right.) c) Status: Network backup folder and Server backup folder are not in

same physical folder. (Incorrect. Make sure both backup folders are point to same source.)

Tips: If you get the below warning message, just click OK to continue.

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5.5 Create New Database 1) Click on NEW button and select ‘Create New Database’ to create new database. There are some options: a) Evaluation with Sample Data… b) Create New Database… c) Restore From Backup…

2) You will get below message. Just click OK to proceed.

3) Please specify a new database file name. DO NOT change it, just leave as default. Click OK to proceed.

4) You will get the below message that new database created.

5) You will see a New Company added into database list as shown below.

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6) Click on CLOSE button to exit the Account Book Manager. If you have get the below message, please click Yes.

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5.6 SQL Accounting Logon After close the Account Book Manager, you will prompted LOGON screen. First time login as: User: ADMIN Password: ADMIN

6 SQL ACCOUNTS CLIENT SETUP

6.1 SQL Accounting Installation Refer to Chapter 3: How to Install SQL Accounting into Server.

6.2 Client PC Account Book Manager Setting 1) For client PC, please select Network and click OK.

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2) Please select ‘Open Existing DCF’ and click OK to proceed.

3) Browse thru ‘My Network Place � Entire � Microsoft Windows Network � WorkGroup or your domain’ and select the server name. From this stage, you will see the sharing folder (eStream\SQLAccounting).Select and OPEN the ‘DEFAULT.DCF’ file.

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7 POSSIBILITY WARNING MESSAGE

7.1.1 Failed to locate Default Database Collection File (DCF) “C:\Program Files\eStream\SQLAccounting\Default .DCF”.

If you get the above message, please do the following checking: a) Make sure the Server or Workstation PC is connected in network

environment; or b) Make sure the ‘DEFAULT.DCF’ file is under correct directory in the server.

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