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XactRemodel Network Installation

Introduction

Like all networked software applications, XactRemodel must be installed on a workstation

connected to a network that has been properly set up and mapped to a shared drive (this

document uses the X drive as an example). Xactware recommends that a certified network

technician set up and administer the network.

XactRemodel supports SQL Server 2005/2008, and SQL Server 2005/2008 and Express

Editions. XactRemodel also supports a peer-to-peer network configuration and

installation. Before installing XactRemodel on the network, it is critical that both the

server and each of the workstation computers meet all of the minimum system

requirements for XactRemodel.

Note: It is recommended for a network installation of XactRemodel to use the physical

disc. For instructions about how to set up a network installation of XactRemodel via the

downloadable version, visit the eservice center at eservice.xactware.com.

Requirements for Servers

Operating Systems Supported:

Windows XP Service Pack 3

Windows Vista

Windows 7

Windows Server 2003

Windows Server 2008

Server Processor: A single core processor of 1.5 GHz or faster (examples: Intel

Pentium 4 1.5 GHz or AMD Athlon XP 1500+)

Server Memory: At least 1 GB of RAM

Server Hard Drive: At least 5 GB of continual free space is required to run

XactRemodel. A 5400 RPM drive is required.

Internet:

At least one of the workstations on the network must have access to the

Internet

Internet Explorer 7+ is required on all workstations

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Network Hardware: 100Base-T with Category 5 Unshielded Twisted-Pair (UTP)

cable throughout all network connections (VPN and WLAN/WAN configurations are

not supported by XactRemodel)

Pre-requisites:

Windows Installer 4.5 (required for SQL Server 2008 install)

.NET 3.5 SP1

Requirements for Workstations

Operating Systems:

Windows XP Service Pack 3

Windows Vista

Windows 7

Processor Speed: A single core processor of 1.5 GHz or faster (examples: Intel

Pentium 4 1.5 GHz or AMD Ahtlon XP 1500+)

RAM: At least 1 GB of RAM

Hard Drive Space: At least 5 GB of continual free space is required to run

XactRemodel. A 5400 RPM drive is required.

Monitor Resolution: 1024X600 or higher.

Installing XactRemodel on the Server Machine

If the network meets all of the minimum system requirements, then follow the steps below

to install SQL Server Express on the server. Before installing XactRemodel on a

workstation, the server must first be prepared.

If there is not a dedicated server, use a workstation that meets the minimum system

requirements as the SQL Server Express server (that workstation will now be referred to as

the “server” for purposes of installing XactRemodel). This computer can still be used as a

workstation with minimal impact for the user. If XactRemodel needs to be installed on the

server (as when using a peer-to-peer network), Xactware recommends installing the

workstation version of XactRemodel on the server after the other workstations have been

properly installed and configured. If there is a dedicated server, it is possible to install just

SQL Server or SQL Server Express, and not XactRemodel. Dedicated server networks do

not need the XactRemodel workstation install performed on the server.

Note: An install of SQL Server Express is available on the XactRemodel DVD and should

allow up to ten users to access the network with minimal effect to network performance.

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For networks with more than ten users, Xactware recommends that a full version of SQL

Server be installed on the server.

To install SQL Server Express, follow the steps below.

Installing via the DVD:

1. Insert XactRemodel DVD.

Insert the XactRemodel DVD into the computer. If the XactRemodel install begins,

cancel the install.

2. Open DVD-ROM drive.

Open My Computer, right-click on the DVD-ROM drive, and select Open.

3. Open SQL Express folder

Double-click on the SQL Express folder.

4. Run the Setup-Network batch file.

Locate and double-click on the Setup_Network batch file. The batch file will

automatically perform the SQL Server Express Install. When the install is complete,

the install window closes.

Enabling Network Protocols If using the SQL Server 2008 or SQL Server 2008 Express Edition, perform the

following steps on the server to enable the network protocols.

If the SQL Server is already installed, depending on the configuration, network

protocols may need to be enabled on the server in order for the workstations on the

network to communicate.

Note: If the Setup_Network batch file was used to install SQL Server Express,

skip this section and move on to Open the Windows Firewall.

1. Open Computer Management window.

Right-click on the My Computer icon and select Manage

2. Show list under Services and Applications.

From the Computer Management window, click on the plus sign [+] next to

Services and Applications.

3. Show list under SQL Server Configuration Manager and SQL Server 2005

Network Configuration.

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Click on the plus sign [+] next to SQL Server Configuration Manager, and then

click on the plus sign [+] next to SQL Server 2005 Network Configuration.

4. Open Xactware Protocols.

Double-click Protocols for XACTWARE

5. Enable Named Pipes.

In the upper right of the Computer Management window, right-click on Named

Pipes and select Enable. A message states that the change will not take effect

until the service has been restarted.

6. Click OK.

7. Repeat Steps 5-6 for TCP/IP (instead of Named Pipes).

8. Open Services.

Click Services from the file tree menu.

9. Stop SQL Server (XACTWARE).

Scroll down to the SQL Server (XACTWARE), right-click it, then select Stop.

10. Restart SQL Server (XACTWARE).

Once nothing appears under the Status column, right-click the service again

and select Start.

11. Start SQL Server Browser service.

If the SQL Server Browser service isn’t started, right-click it and select Start.

12. Close the Computer Management window.

Open the Windows Firewall

When setting up a peer-to-peer network if may be necessary to open the Windows

Firewall to give SQL access. To do this, follow instructions below:

1. Open Control Panel.

Click the Windows Start button and click Control Panel.

2. Open the Security Center.

Double-click the Security Center icon.

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3. Open Exceptions tab.

Click Windows Firewall and click the Exceptions tab.

4. Click Add Program.

The Add a Program window appears.

5. Click Browse.

6. Select sqlservr.exe.

Navigate to C:\Program Files\Microsoft SQL Server\MSSQL

10.XACTWARE\MSSQL\Binn\ and click sqlservr.exe, then click Open then OK.

This adds SQL Server to the list of programs that the firewall allows access for.

7. Close Windows.

Click OK twice to close the Add a Program and Windows Firewall window.

XactRemodel Network Installation

Setup Mapped Network Data Location

Prior to setup, a network share must be mounted on the local machine. This share

needs to have full permissions for all workstations that will be running XactRemodel.

This drive must be mounted on all workstations that will be using XactRemodel with

the exact same context and drive letter (i.e. drive X:\server\share). The network folder

where the XactRemodel data resiees will need full permissions set for user accounts

that will be running XactRemodel.

Pre-configuration of the Workstation

Follow the steps below to install XactRemodel to the server from a workstation.

Note: From this point on, no part of the installation is done on a dedicated server.

1. Establish an Internet Connection.

Make sure there is an active connection to the Internet.

2. Begin the Installation.

Insert the XactRemodel DVD into one of the workstations.

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The installation procedure should begin automatically. If the XactRemodel

setup does not being immediately, follow these steps:

For Windows XP:

o Click the Windows Start button

o Click Run

o Type D:\setup.exe in the open field

o If the DVD-ROM drive is not D, type the letter for the DVD drive instead.

o Click OK.

For Windows Vista:

o Click the Windows Start button.

o In the Start Search field, type D:\setup.exe.

o If the DVD-ROM drive is not D, type the letter for the DVD drive instead.

o Press Enter on the keyboard.

For Windows 7:

o Click the Windows Start button.

o In the Search programs and files field, type D:\setup.exe.

o If the DVD-ROM drive is not D, type the letter for the DVD drive instead.

o Press Enter on the keyboard.

The XactRemodel Install-InstallShield Wizard appears.

3. Choose a Language.

Select the language for the install and click OK.

The Installation Setup procedure begins.

If they are not already installed, the next window will indicate that XactRemodel

requires Windows Installer 4.5, Microsoft.NET 3.5, and SQL Server Express

2008 to run correctly.

Note: These are Microsoft programs that are required to run XactRemodel. Even if

one or more is already installed on the computer, this window appears so

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XactRemodel can validate the existence of the correct versions of the programs and

then install any required programs that are needed.

4. Click Install.

5. Restart Computer if prompted

Click Yes to restart the computer if required.

6. Accept the License Agreement.

Once the computer has rebooted, click the Install button.

The installation procedure should begin automatically. If the XactRemodel

installation does not begin immediately, go back to Step 2 to start the install.

The License Agreement screen appears.

After reading the license agreement, click the I accept the terms in the license

agreement radio button, then click Next.

7. Install Type screen.

The Install Type screen appears.

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For XactRemodel there are three Install Type options that will apply to a network

setup:

Network – Choose this option to configure a network for the first time from the first

workstation. This will set up a network on the server and set up the current machine

as a workstation. The network option will need to be selected only once on the first

workstation being installed. Each additional workstation will require the Workstation

option.

Workstation – For each additional workstation being added to the network, select this

option. This is only to be selected if the network has already been configured on

another workstation using the ‘Network’ option.

Local and Workstation – This option is selected in the case that there is a pre-existing

local install that would also need to connect to a pre-existing network. Note that both

must be configured before proceeding with this option.

Configuring the Initial Workstation and Network

These steps are only to be followed for the first workstation to be added to the

network. If the network has already been set up, please skip these steps and continue

to the next section.

1. Select Network Install.

Select Network radio button from the list of Install Type options.

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2. Enter the Data Path of the network data location.

In the Data Path field browse to the drive that was mapped as the network data

location. (see section labeled, Setup Mapped Network Data Location for more

details)

3. Select the mapped network drive.

Select the mapped network drive in the Browse For Folder window.

4. Click OK.

5. Click Next.

6. Enter the CD Key.

The CD Key screen appears.

Type the twenty-character key code found on the back of the product

packaging.

7. Register with XactNet.

http://xactware.custhelp.com/app/answers/detail/a_id/1848#4

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Select one of the following:

If a new XactNet address is needed, choose the I don’t have an existing

XactNet address radio button.

If you have an existing XactNet address, choose the I already have an XactNet

address and want to recover it radio button and follow the steps below:

o Enter the e-mail address that was used previously to register with

XactAnalysis.

o Select the Request an email with Security Codes link.

o Within a few minutes, Xactware will send a message to the e-mail

address you entered. This e-mail message will contain a security code.

o Type (or paste) the Security Code into the appropriate field.

Note: If "I already have an XactNet address" is selected, that XactNet address must be

linked to an e-mail address. In a situation where the XactNet address is not linked an

e-mail address, XactRemodel Support can be of assistance. Or, if using an "existing

address" is unsuccessful, choose the "I don't have an existing..." option for now and

complete the registration using an existing XactNet address later.

8. Click Next.

9. Select Additional Versions

The Install Setup screen will appear.

Select one of the following:

Express button to install using the same settings chosen with the configuration

of the network.

Advanced button to install additional versions and profiles that are available

on the keycode.

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10. Click Next.

The Server Configuration screen appears.

11. Enter Licenses.

Enter the number of Licenses to be assigned to the current network.

12. Enter machine name.

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In the SQL Server field, enter the name of the machine configured as the SQL

server for the network, followed by “\xactware” (For example, if the server’s

name is server001, enter ‘server001\xactware’ into this field).

Note: If you created your own named instance of SQL, enter the name of that

instance instead of xactware at the end of this entry (ex.

‘serverName\instanceName’).

13. Enter SQL user & SQL Password.

The SQL User and SQL Password are set by default. Unless you have created

your own named instance of SQL, leave these as they are; otherwise populate

the fields as you have set them up with your instance.

14. For more than one SQL Server network, change the Database Prefix.

If more than one network is being planned to use this SQL server, select

the Modify Database Names checkbox and change the Database Prefix to

something unique to identify this network setup.

15. Click Next.

The network proceeds to configure.

16. Once complete, click Finished.

This workstation may be used now and/or additional workstations may be

added to the network.

Adding an Additional XactRemodel Workstation to an Existing Network

These steps are to be followed only after the network you are adding the workstation to

has been setup and configured. If you have not completed those steps, please return

to the previous section and complete the steps to setup an XactRemodel network.

1. Map drive to the shared network data location.

Map a drive on the current machine to the shared network data location (See

section labeled, Setup Mapped Network Data Location for more details).

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2. Complete the steps listed under Pre-Configuring the Workstation.

Install Type screen appears.

3. Select Install Type.

Select Workstation from the list of Install Type options.

4. Enter Data Path for the network data location.

In the Data Path field browse to the drive that has been mapped as the network

data location. (See step 1)

5. Select mapped network drive

Select the mapped network drive in the Browse For Folder window.

6. Click Next.

7. Connect to existing network.

The workstation connects to the existing network and applies the settings that

have already been configured with the initial workstation.

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8. Select additional versions.

Select one of the following:

Express button to install using the same settings chosen with the

configuration of the network.

Advanced button to install additional versions and profiles that are available

on the keycode.

9. Click Next to complete the workstation configuration.

Once the configuration is completed, click the Finished button to launch

XactRemodel on this workstation.