Você está na página 1de 38

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROW PRODUCT SUITE INSTALLATIONS

ARROW RESEARCH CORPORATION PTY LTD

Page 1

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

TABLE OF CONTENTS

DOCUMENT OVERVIEW .......................................................................................... 3 ARROW PRODUCT SUITE INSTALLATION & CONFIGURATION CHECKLISTS............................................................................................................. 4
ARROW FINANCIALS .................................................................................................. 4 ARROW FINANCIALS WORKSTATION SETUP ........................................................... 4 ARROW SALES DEMONSTRATION DATA INSTALLATION ........................................ 5 ARROWSHOP INSTALLATION .................................................................................... 7 ARROWSAM INSTALLATION ...................................................................................... 8 ARROWLINK INSTALLATION ....................................................................................... 9

ARROW PRODUCT SUITE INSTALLATIONS ........................................................ 10


ARROW FINANCIALS INSTALLATION ...................................................................... 10 ARROW FINANCIALS WORKSTATION SETUP ......................................................... 14 ARROW SALES DEMONSTRATION DATA INSTALLATION ...................................... 17 ARROWSHOP INSTALLATION .................................................................................. 21 ARROWSAM INSTALLATION .................................................................................... 25 ARROWLINK INSTALLATION ..................................................................................... 28 QUICKFORMS INSTALLATION & CONFIGURATION .............................................. 32

ARROW RESEARCH CORPORATION PTY LTD

Page 2

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

DOCUMENT OVERVIEW
This document has been designed to assist in the installation and configuration of the Arrow Product Suite. The Checklist section of this document outlines the steps required to install and configure each of the products in the Arrow Product suite. Each point references other materials and help information that may be required when completing those steps. The Installation section of this document steps through each installation found on the CD, explaining and making recommendations on all installation options. Throughout the document there are references to assist in the setting up of the Sales Demonstration workstations. These recommendations are identified in the colour red. This document, along with the Online user manual and Document libraries FAQ documents will enable Arrow to be installed onsite, or assist in the installation and setup of demonstration workstations and support systems.

ARROW RESEARCH CORPORATION PTY LTD

Page 3

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROW PRODUCT SUITE INSTALLATION & CONFIGURATION CHECKLISTS


ARROW FINANCIALS
Before beginning the installation ensure The Network Configuration guide (found on the Arrow CD) has been read. Ensure that the server planned for the installation adheres to the specifications outlined in this document. An Arrow Financials registration number has been obtained for the site. That the installation is run on the server itself, and run while logged in an administrator account.

1) From the Arrow Production CD launch the installation of Arrow Financials.


(Notes on the installation of Arrow Financials can be found in the installation section of this document. Click here to view these notes found on page 10. )

ARROW FINANCIALS WORKSTATION SETUP


Before beginning the installation ensure Arrow Financials has been installed to the server and a network drive mapping exists to the Arrow folder. Ensure that the correct user permissions have been granted to users planning on running Arrow. The Network Configuration guide (found on the Arrow CD) has been read. Ensure that the workstation planned for the installation adheres to the specifications outlined in this document. That the installation is run from the workstation while logged in an administrator account.

1) From the Wstation folder, created by the Arrow Financials installation, run the Setup.exe to launch the workstation setup program.
(Notes on the installation of the Workstation Setup can be found in the installation section of this document. Click here to view these notes found on page 15.)

ARROW RESEARCH CORPORATION PTY LTD

Page 4

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROW SALES DEMONSTRATION DATA INSTALLATION


The purpose of the Sales Demonstration datasets is to provide a multi company installation with individual data sets which cater for single or multi location, standard or extended general ledger and ArrowShop and ArrowSAM. By utilising the appropriate data set, the demonstration will easily be able to be tailored to the prospects requirements. This installation will allow for the creation of any of the following three companies

Standard Demo data includes Multi-Location, ArrowShop & ArrowSAM

This company contains a demonstration dataset registered for ArrowShop, ArrowSAM and ArrowLink. It would be used to demonstrate these applications after the relevant configuration has been completed in the database. If this feature has been selected for installation, it is assumed instructions pertinent to the Sales Demonstration datasets have been followed during the installation of ArrowShop, ArrowSAM and ArrowLink. The following are the paths to the Arrowlink, ArrowSAM and ArrowShop databases expected by this dataset ArrowLink ArrowShop ArrowSAM C:\arrow\dem@link C:\dem@shop\data C:\dem@sam\data

If the installation directories do not to meet these criteria then the following programs must be run and configured from the Arrowlink module in Arrow Financials after the company and these applications are installed Maintain ArrowLink Parameters Maintain ArrowShop Parameters Maintain ArrowSam Parameters Maintain ArrowLink Processes (the path on each process should be altered) Extended General Ledger This company contains a demonstration dataset registered and configured for the Extended General Ledger module. General Ledger accounts will be in the format of 2.2.4.2. Single Location This company contains a demonstration dataset not registered for Multi-Warehousing. This avoids any stock location pop-up entry screens occurring during processing in Arrow Financials. NOTE: The option for Maintaining and viewing master file notes has been set to NO in all three companies to avoid the pop up programs during a demonstration. Before beginning the Arrow Sales Demonstration Installation ensure Arrow Financials has been installed and the following features chosen during that installation. Arrow Manual Visual Arrow Multi-Company Data Files
Page 5

ARROW RESEARCH CORPORATION PTY LTD

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

If ArrowShop and ArrowSAM are to be demonstrated please ensure that the demonstration databases are installed during the ArrowShop, ArrowLink, and ArrowSAM installations. These installations should be run after the Sales Demo databases install. The Installation program will override files in the arr@data directory. Ensure that the arr@data directory that will be chosen during the installation process does not contain live data or data that is required to be kept.

1) From the Arrow Production CD launch the installation of Arrow Sales Demonstration Datasets.
(Notes on the installation of Arrow Sales Demo Datasets can be found in the installation section of this document. Click here to view these notes found on page 15.)

In addition to installing the Arrow suite of products with the Arrow data sets we recommend you install the following to enable effective demonstration of external reporting: Crystal Report with the demonstration Crystal Reports ODBC driver (for standard Dataflex sites) with Excel

NOTE

ARROW RESEARCH CORPORATION PTY LTD

Page 6

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROWSHOP INSTALLATION
Before beginning the ArrowShop installation ensure The Arrow Financials Database has been registered for ArrowShop and ArrowLink The checklist prior to Installing ArrowShop has been read and adhered to.

(This list is found in the online e-business manual in \ArrowShop\Installing Arrowshop\Checklist Prior to Installing Arrowshop)

1) From the Arrow Production CD launch the installation of ArrowShop.


(Notes on the installation of ArrowShop can be found in the installation section of this document. Click here to view these notes found on page 25.)

2) Ensure that the Steps to enable and configure ArrowShop in Arrow Financials have been read and adhered to.
(These steps are found in the online e-business manual in \ArrowShop\Installing ArrowShop\Steps to enable and configure ArrowShop in Arrow Financials.)

3) Configure Microsoft IIS or Personal Web Server to create the website.


(This detail is found in the online e-business manual in \ArrowShop\Configuring Microsoft Internet Information Services\Configuring Microsoft IIS.)

4) Setup user permissions for the IIS User Account.


(This detail is found in the online e-business manual in \ArrowShop\Configuring Microsoft Internet Information Services\Configuring Security Permissions for the IIS User.)

5) If a Windows 2003 Server is in use add the arrshop.exe as a web service.


(This detail is found in the online e-business manual in \ArrowShop\ Configuring Microsoft Internet Information Services\Configuring IIS for Windows 2003 Server.)

6) Install and configure ArrowLink


(Steps to doing so can be found in this document. Click here to view these steps found on page 35)

7) If the demonstration system is in use, setup the relevant email accounts.


(This detail is found in the online e-business manual in \ArrowShop\ArrowShop Configuration & Maintenance\Setting up Microsoft Outlook Express for demonstration purposes.)

8) Launch the ArrowLink Demo, Demo SMTP Server, and Outlook Express icons. Arrowshop would then be able to be launched from Internet Explorer by referencing the relevant website address. In a demonstration environment it may be accessed by the \localhost\Arrowshop address in the instance ArrowShop was the name of the virtual directory setup in point 3.

ARROW RESEARCH CORPORATION PTY LTD

Page 7

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROWSAM INSTALLATION
Before beginning the ArrowSAM installation ensure The Arrow Financials Database has been registered for ArrowSAM and ArrowLink The checklist prior to Installing ArrowSAM has been read and adhered to.

(This list is found in the online user manual in \ArrowSAM\Installing ArrowSAM\Checklist Prior to Installing ArrowSAM)

1) From the Arrow Production CD launch the installation of ArrowSAM.


(Notes on the installation of ArrowSAM can be found in the installation section of this document. Click here to view these notes found on page 30.)

2) Configure Microsoft IIS or Personal Web Server to create the website.


(This detail is found in the online e-business manual in \ArrowSAM\Configuring ArrowSAM\Configuring Microsoft Internet Information Server.)

3) Setup user permissions for the IIS User Account.


(This detail is found in the online e-business manual in \ArrowSAM\Configuring ArrowSAM\Configuring Security Permissions for the IIS User.)

4) If a Windows 2003 Server is in use add the arrsam.exe as a web service.


(This detail is found in the online e-business manual in \ArrowSAM\Configuring ArrowSAM\Configuring IIS for Windows 2003 Server.)

5) Install and configure ArrowLink (Steps to doing so can be found in this document. Click here to view these steps found on page 35) 6) From Arrow Financials, launch the ArrowLink menu and run Maintain ArrowSAM Parameters. (Notes on Maintain Arrowlink parameters are found in the online e-business
manual, \ArrowSAM\Arrow Financials SAM Menu\Maintain SAM Parameters)

7) From the Arrow Financials, launch the ArrowLink menu and "Maintain User Defined Fields", Maintain User Details, Maintain User Permissions, and Maintain User Menus to configure the setup and security for the ArrowSAM users.
(Further detail on these programs can be found in the online e-business manual in \ArrowSAM\Arrow Financials SAM menu.)

8) From the Arrow Financials, launch the ArrowLink menu and "Maintain Codes ", and Maintain Sales Groups to configure the ArrowSAM prompts to be used.
(Further detail on these programs can be found in the online e-business manual in \ArrowSAM\Arrow Financials SAM menu.)

9) Launch the icon that runs the ArrowLink Processes from the workstation that ArrowLink was installed on. This will update data in the ArrowLink database with that specified in the ArrowLink processes.
(If the demonstration system is being used, ensure that the Demo SMTP server is also launched and left running along with ArrowLink.)

10) Launch the icon that runs the ArrowSAM report Engine ArrowSAM would then be able to be launched from Internet Explorer by referencing the relevant website address. In a demonstration environment it may be accessed by the \localhost\ArrowSAM address in the instance ArrowSAM was the name of the virtual directory setup in point 3.

ARROW RESEARCH CORPORATION PTY LTD

Page 8

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROWLINK INSTALLATION
Before beginning the installation ensure Arrow Financials is installed and its installation location known. The Arrow Financials Database has been registered for ArrowLink The workstation from which ArrowLink will be run has access to the Arrow Financials database.

If ArrowLink is being used for ArrowSAM and ArrowShop ensure ArrowSAM and ArrowShop are installed. The workstation from which ArrowLink will be run has access to the ArrowSAM and ArrowShop databases. An SMTP Server address is known and available from the ArrowLink workstation.

1) From the Arrow Production CD launch the installation of ArrowLink.


(Notes on the installation of Arrowlink can be found in the installation section of this document. Click here to view these notes found on page 35.)

2) Run Arrow Financials from the ArrowLink workstation and Maintain ArrowLink Parameters from the ArrowLink menu.
(Notes on Maintain Arrowlink parameters are found in the online e-business manual, \ArrowLink\Arrow Financials Link Menu\Maintain Arrowlink Parameters)

3) Run Arrow Financials from the ArrowLink workstation and Load List of Current Processes from the ArrowLink menu.
(Notes on Load List of Current Processes are found in the online e-business manual, \ArrowLink\Arrow Financials Link Menu\Load List of Current Processes)

4) Run Arrow Financials from the ArrowLink workstation and Maintain Process List.
(If ArrowSAM or ArrowShop are being used, recommended lists of processes are found in the online e-business manual. An FAQ can be also found on the document library title FAQ ArrowLink Integration for ArrowSAM. Click here to access the Knowledge Base for download of this document

ArrowLink can then be launched when required. If the demonstration system is being used, ensure that the Demo SMTP server is also launched and left running along with ArrowLink.

ARROW RESEARCH CORPORATION PTY LTD

Page 9

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROW PRODUCT SUITE INSTALLATIONS


ARROW FINANCIALS INSTALLATION
The installation is run from the Arrow Financials CD. To install Arrow Financials Go to Start - Settings - Control Panel and choose to Add/Remove programs Run the install from Apps\Arrow\setup.exe.

Launching this installation program will present the following screen

After reading the Welcome Note click Next to begin the installation process.

ARROW RESEARCH CORPORATION PTY LTD

Page 10

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

The license agreement must be accepted before continuing with the installation. When this is done click next to begin the Installation.

The Multi Company Data Files feature will create an arr@data directory from the installation path containing a partial blank Arrow database. This is all that is required from sites that are registered for Multi Company. If this option is not selected an arr@data folder will be created containing a full blank company dataset. The Demonstration Database feature will create an arr@demo directory from the installation path containing a set of the Arrow Financials Demonstration data. This demonstration data is set to work with the ArrowLink, ArrowSAM and ArrowShop demonstration databases. The Practice Pack feature will create an arr@prac directory from the installation path containing a pre-registered blank database. A Practice Pack.PDF document is also installed to detail and run through case studies in how to use Arrow Financials in the practice company. The Programs only (5.10 Upgrade) installation option will update the Arrow.chm file in the arr@data folder as well as update all .VD7 programs in the arr@vdf\program folder to version 5.20 Arrow Financials programs. SUPPORT NOTE: If the Sales Demonstration Datasets are to be installed you should ensure that the Multi Company is selected for installation. Select the features that are required to be installed and Click next to proceed.

ARROW RESEARCH CORPORATION PTY LTD

Page 11

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

Select the directory as to where Arrow Financials is going to be installed. Support Note: Arrow should to be installed to either the root directory or a directory called Arrow. If this is not the case it should be ensured that the mapped network drive running Arrow is mapped either to root drive or Arrow directory. Click next to Proceed.

Select ArrowSQL is you wish to install Microsoft SQL Server databases and the Connectivity Kit. This option will require an SQL installation code and a connectivity kit registration code. The Microsoft SQL Server name must be the correct name of the SQL Server instance. The SQL server instance name will, in most cases, be the name of the SQL Server

ARROW RESEARCH CORPORATION PTY LTD

Page 12

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

machine (example SQLSERVER). In some cases, the SQL Server instance name will be the server name plus an instance name (example SQLSERVER\SQL2000). The name of the Microsoft SQL Server name can be found by running any of the Microsoft SQL server utilities. SUPPORT NOTE If an incorrect SQL server or database name is provided at this point Arrow Financials will not function at all. These values are written to SQL INT files that make it necessary for these applications to operate. Please make a record of the SQL Server name and the Database name entered. The database name chosen is a logical name by which the SQL Server will know the SQL database. Care should be used in selecting a name that it does not conflict with any existing names used by the SQL server. This will also decide the name of the MDF (SQL Database Container) and populate the INT files from the installation with the database name specified. The SQL Database name for the SQL databases must comply with the Microsoft SQL server naming rules, and you should write down the chosen name for later reference. The Demonstration Database (if installed) is always called ARROWDEMO. The Practise Pack Database (if installed) is always called ARROWPRAC.

Click Install to begin the installation. After this file is closed, restarting the system will complete the installation. A re-boot of the server must be done at this point in time to guarantee that any registry keys or environment variables set during the installation are recognized.

ARROW RESEARCH CORPORATION PTY LTD

Page 13

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROW FINANCIALS WORKSTATION SETUP


The installation is run from the WSTATION directory created during the installation of Arrow Financials. To setup a workstation with the icons, manual and environment required to run Arrow Financials Go to Start - Settings - Control Panel and choose to Add/Remove programs Run the install from \Wstation\setup.exe.

Launching this installation program will present the following screen

After reading the Welcome Note click Next to begin the installation process.

The license agreement must be accepted before continuing with the installation.

ARROW RESEARCH CORPORATION PTY LTD

Page 14

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

When this is done click next to begin the Installation.

The Arrow Manual feature will install the Online Arrow User manual into the Windows\Help directory of the workstation. An icon is also created in the Program item group called Arrow Financials The Arrow SQL Client feature will modify the workspace registry key to open an SQL database as opposed to the native Dataflex database format. The Local Programs option can be used to copy the Visual Arrow programs from the server from which they are hosted to be run locally for the specific workstation. This required all users are out of the server version of Arrow Financials for the copy to be successful. Selecting this option will require a destination path for the local programs later in the install process. By default the workstation install will create a Visual Arrow shortcut in the Arrow Financials start menu program group. Additional shortcuts for a Visual Arrow Demonstration system and Practice pack can be added into this start menu program group. The Visual Arrow icon can also be selected to have a shortcut placed on the users desktop. The Visual Arrow Demo feature will create a workspace registry key and an icon in the Arrow Financials program group to launch Visual Arrow with the Demonstration data found in the arr@demo directory. The Practice Pack feature will create a workspace registry key and an icon in the Arrow Financials program group to launch the Practice pack in Visual Arrow. It will also create an icon to link to the PracticePack.PDF document that runs through the practice pack facility.

ARROW RESEARCH CORPORATION PTY LTD

Page 15

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

Arrow Financials is installed to: Select the directory as to where Arrow Financials is installed. This will be the network mapping that exists to the root directory or Arrow folder containing the arr@data, arr@vdf, or arr@demo directories. This path is used to set the pathing on the workstation icons that are installed, as well as the setup of the workspace registry keys that enable the launching of Arrow Financials. Install Local programs to: If the option to install local programs was selected this prompt will determine the location to which the local programs are copied from the server. Support Note: If the installation of Local programs is planned, it is still imperative that the Network path containing Arrow is selected. This path is used to copy the programs and runtime from the network folder to the local destination folder selected further on in the workstation installation procedure. Should local programs be selected then failure to select the correct directory at this prompt will cause the workstation setup to fail. Click Next to proceed.

Click Install to proceed with the installation, or Back to alter any installation information.

ARROW RESEARCH CORPORATION PTY LTD

Page 16

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROW SALES DEMONSTRATION DATA INSTALLATION


The installation is run from the Arrow Financials CD. To install Arrow Financials Go to Start - Settings - Control Panel and choose to Add/Remove programs Run the install from \Apps\Sales\setup.exe.

Launching this installation program will present the following screen

After reading the Welcome Note click Next to begin the installation process.

The license agreement must be accepted before continuing with the installation. When this is done click next to begin the Installation.

ARROW RESEARCH CORPORATION PTY LTD

Page 17

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

Enter the User Profile and Company Name that this application will be run under. Also select whether the installation is meant only for administrator purposes or for all users. Click next to proceed.

Select the directory as to where the Arrow Sales Demo Datasets are to be installed. The directory that is chosen should be the Arr@Data directory from the installation of Arrow Financials. It will override any of the DAT files in the arr@data directory with a dataset registered for multi-company. It will also update the COMPANY.DAT in this directory to include the company information from the companies selected for installation during the install. Support Note: As the arr@data directory will be overridden you must ensure that this directory does not contain any live data or data wanted to be retained. It should be backed up before the installation.

ARROW RESEARCH CORPORATION PTY LTD

Page 18

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

Click next to Proceed.

The ArrowShop and ArrowSAM dataset will be a copy of the standard Arrow demonstration database. It will be registered for Multi-Company, ArrowSAM, ArrowLink, ArrowShop and mutli-company. The Extended GL dataset will be a copy of the standard Arrow demonstration database configured and registered for Extended General Ledger. The Single Location Dataset will be a copy of the standard Arrow demonstration database registered for single location. SUPPORT NOTE: If the Sales Demonstration workstation is being setup then you MUST select to install all three company datasets. Select the companies to be installed and Click next to Proceed.

ARROW RESEARCH CORPORATION PTY LTD

Page 19

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

Click NEXT to begin the installation. Any changes can be made to the installation features by selecting the BACK button.

You will be notified upon completion of the installation.

ARROW RESEARCH CORPORATION PTY LTD

Page 20

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROWSHOP INSTALLATION
The checklist prior to Installing ArrowShop found in the Online E-Business manual should have been read and adhered before proceeding with the installation of ArrowShop. The ArrowShop installation is run from your Arrow Financials CD. Ensure that the installation is run on the server, which is hosting the ArrowShop web site. Please ensure that no other programs are running when installing ArrowShop and that you are logged in as the Administrator. To install ArrowShop Go to Start - Settings - Control Panel and choose to Add/Remove programs Run the install from \Apps\ArrowShop\setup.exe.

Once this file has been launched you will be presented with the below welcome screen.

After reading the information presented, Click Next>

ARROW RESEARCH CORPORATION PTY LTD

Page 21

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

The presented screen contains the Arrow Software License Agreement. You must first read and accept this agreement to continue the installation. Then, click Next>

Use the Browse button to select a drive/directory or network path where ArrowShop is to be installed. SUPPORT NOTE: The Sales Demonstration Dataset is set to work with an Arrowshop installation directory of C:\. The ArrowShop Demonstartion Database will create a demonstration ArrowShop database in a DEM@SAM directory along with the ArrowShop programs and runtime. In addition this option will also install a demo SMTP server that can be used to send ArrowShops report emails out of the demo system. This option must be selected if the Sales Demonstration system is to be setup.

ARROW RESEARCH CORPORATION PTY LTD

Page 22

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

Please make your selections and click Next> to proceed.

Select ArrowShop SQL is you wish to install Microsoft SQL Server databases and the Connectivity Kit. This option will require an SQL installation code and a connectivity kit registration code. The Microsoft SQL Server name must be the correct name of the SQL Server instance. The SQL server instance name will, in most cases, be the name of the SQL Server machine (example SQLSERVER). In some cases, the SQL Server instance name will be the server name plus an instance name (example SQLSERVER\SQL2000). The name of the Microsoft SQL Server name can be found by running any of the Microsoft SQL server utilities. SUPPORT NOTE If an incorrect SQL server or database name is provided at this point ArrowShop will not function at all. These values are written to SQL INT files that make it necessary for these applications to operate. Please make a record of the SQL Server name and the Database name entered. The database name chosen is a logical name by which the SQL Server will know the SQL database. Care should be used in selecting a name that it does not conflict with any existing names used by the SQL server. This will also decide the name of the MDF (SQL Database Container) and populate the INT files from the installation with the database name specified. The SQL Database name for the SQL databases must comply with the Microsoft SQL server naming rules, and you should write down the chosen name for later reference. The Arrow Shop Demonstration Database (if installed) is always called SHOPDEMO. Please enter your selections and click Next> to proceed.

ARROW RESEARCH CORPORATION PTY LTD

Page 23

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

When all installation options have been selected, click Next> to have ArrowShop install. At the conclusion of the installation you are then presented with the below screen, from which you should click Finish to end the installation process.

ArrowShop has now been installed and is ready of configuration. Please refer to the online user manual for detail on the ArrowShop configuration.

ARROW RESEARCH CORPORATION PTY LTD

Page 24

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROWSAM INSTALLATION
Once the section of the Online User manual titled The checklist prior to Installing ArrowSAM has been read and adhered to you can proceed with the installation of ArrowSAM. The ArrowSAM installation is run from your Arrow Financials CD. Ensure that the installation is run on the server, which is hosting the ArrowSAM web site. Please ensure that no other programs are running when installing ArrowSAM and that you are logged in as the Administrator. To install ArrowSAM Go to Start - Settings - Control Panel and choose to Add/Remove programs Run the install from \Apps\ArrowSAM\setup.exe.

Once this file has been launched you will be presented with the below welcome screen.

The installation program will always detail what version it is of ArrowSAM that is being installed. After reading the information presented, Click Next>

ARROW RESEARCH CORPORATION PTY LTD

Page 25

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

The presented screen contains the Arrow Software License Agreement. You must first read and accept this agreement to continue the installation. Then, click Next>

Use the Browse button to select a drive/directory or network path where ArrowSAM is to be installed. SUPPORT NOTE: The Sales Demonstration Dataset is set to work with an ArrowSam installation directory of C:\. The ArrowSAM Demonstration Database option will create a demonstration ArrowSAM database in a DEM@SAM directory along with the ArrowSAM programs and runtime. In addition this option will also install a demo SMTP server that can be used to send ArrowSAMs report emails out of the demo system. This option must be selected if the Sales Demonstration system is to be setup. Then click Next>

ARROW RESEARCH CORPORATION PTY LTD

Page 26

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

Select ArrowSAM SQL is you wish to install Microsoft SQL Server databases and the Connectivity Kit. This option will require an SQL installation code and a connectivity kit registration code. The Microsoft SQL Server name must be the correct name of the SQL Server instance. The SQL server instance name will, in most cases, be the name of the SQL Server machine (example SQLSERVER). In some cases, the SQL Server instance name will be the server name plus an instance name (example SQLSERVER\SQL2000). The name of the Microsoft SQL Server name can be found by running any of the Microsoft SQL server utilities. SUPPORT NOTE If an incorrect SQL server or database name is provided at this point ArrowSAM will not function at all. These values are written to SQL INT files that make it necessary for these applications to operate. Please make a record of the SQL Server name and the Database name entered. The database name chosen is a logical name by which the SQL Server will know the SQL database. Care should be used in selecting a name that it does not conflict with any existing names used by the SQL server. This will also decide the name of the MDF (SQL Database Container) and populate the INT files from the installation with the database name specified. The SQL Database name for the SQL databases must comply with the Microsoft SQL server naming rules, and you should write down the chosen name for later reference. The Arrow Shop Demonstration Database (if installed) is always called SAMDEMO. Please enter your selections and click Next> to proceed.

When all installation options have been selected, click Next> to have ArrowSAM install. At the conclusion of the installation you are then presented with the below screen, from which you should click Finish to end the installation process.

ARROW RESEARCH CORPORATION PTY LTD

Page 27

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROWLINK INSTALLATION
Arrow Financials requires the installation of Visual ArrowLink to work with ArrowShop, ArrowSAM or any third party integration routines that have been setup. The installation is run from your Arrow Financials CD. To install Visual Arrowlink Go to Start - Settings - Control Panel and choose to Add/Remove programs Run the install from \Apps\ArrowLink\setup.exe.

NOTE: Whether you are running ArrowSAM, ArrowShop or third party integration you MUST ENSURE this installation is run from the workstation that will be running the Arrowlink polling program as the installation will create the shortcuts required for it to be run and requires mappings to both the Web Server (if applicable) and the Arrow Financials database.

After reading the Welcome Note click Next to begin the installation process.

ARROW RESEARCH CORPORATION PTY LTD

Page 28

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

You must accept the license agreement to continue the installation. When this is done click next to begin the Installation.

Install ArrowLink To: Select the directory as to where you would like to install ArrowLink. The install itself will create the ArrowLink directories off this path chosen in this window. The Sales Demonstration datasets are setup for and Arrowlink destination path of C:\arrow. Support Note: If you are running ArrowSAM or ArrowShop you should ensure you select a folder that exists on your Web Server that hosts ArrowShop or ArrowSAM. Arrowlink must be installed to this server to ensure that the IIS users have sufficient rights to read the ArrowLink database. The ArrowLink demonstration database will create a dem@link directory that contains an ArrowLink demo database for use with the Arrow Financials, Arrowshop and ArrowSAM Demo databases. This option must be chosen if the Sales Demonstration data is to be setup.

ARROW RESEARCH CORPORATION PTY LTD

Page 29

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

Arrow Financials is installed to: It is here that you choose the paths to setup your ArrowLink Icons. The icons created for ArrowLink require the path to the Arrow Financials database that it will be running from. You should browse to the path to the Arrow Financials directory containing the data from which the processes will be run. The folder containing the arr@data or arr@demo directories is the path required. Once the paths have been specified, click next to proceed.

Select ArrowSQL is you wish to install Microsoft SQL Server databases and the Connectivity Kit. This option will require an SQL installation code and a connectivity kit registration code. The Microsoft SQL Server name must be the correct name of the SQL Server instance. The SQL server instance name will, in most cases, be the name of the SQL Server machine (example SQLSERVER). In some cases, the SQL Server instance name will be the server name plus an instance name (example SQLSERVER\SQL2000). The name of the Microsoft SQL Server name can be found by running any of the Microsoft SQL server utilities. SUPPORT NOTE If an incorrect SQL server or database name is provided at this point ArrowLink will not function at all. These values are written to SQL INT files that make it necessary for these applications to operate. Please make a record of the SQL Server name and the Database name entered. The database name chosen is a logical name by which the SQL Server will know the SQL database. Care should be used in selecting a name that it does not conflict with any existing names used by the SQL server. This will also decide the name of the MDF (SQL Database Container) and populate the INT files from the installation with the database name specified. The ArrowLink Demonstration Database (if installed) is always called LINKDEMO. Please enter your selections and click Next> to proceed.

ARROW RESEARCH CORPORATION PTY LTD

Page 30

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

If you are happy with the information entered during the installation and you wish to begin select Install to start the installation, otherwise click back to change selections made in the process. At the completion of the installation process you will have the below structure all depending upon options chosen in the install. arr@link - contains a blank set of ArrowLink database files dem@link - contains the ArrowLink demonstration dataset used with Arrow Financials demo data. arr@vdf\runtime - contains the Visual dataflex runtime used to run the ArrowLink program. arr@vdf\program\ARROWLNK.vd7 - This program file is used to run the ArrowLink program. ArrowLink Icon The ArrowLink icon is created with the below properties TARGET
{install dir}arr@vdf\runtime\dfrun.exe {install dir}arr@vdf\program\ARROWLNK {data path chosen in install}

START IN

{install dir}arr@link

ARROW RESEARCH CORPORATION PTY LTD

Page 31

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

QUICKFORMS INSTALLATION & CONFIGURATION


Quickforms is Forms Print engine used to process the printing of Arrow Financials forms, allowing control over their format. Quickforms, in addition to being able to print customised forms, has the ability to email or fax each form to the destination required. The installation is run from the Arrow Financials CD. To install Arrow Financials 1) Go to Start - Settings - Control Panel and choose to Add/Remove programs Run the install from \Apps\Quickforms\setup.exe. 2) Run the autorun.exe file from the CD root directory to launch all options. From the menu that is presented, selected the option to Install Quickforms 3) Run the Setup.exe form the Quickforms directory that was created during the installation of Arrow Financials. The Quickforms setup program will install the program into a default Quickforms directory.

Click Next to proceed with the installation procedure.

ARROW RESEARCH CORPORATION PTY LTD

Page 32

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

Selecting the option above Quickforms Shortcuts at Startup will cause the Print Engine to run when the computer is started. This does not have to be selected as long as the icon placed on the desktop is launched before beginning the demonstration. The option Quickforms Shortcuts on Desktop will result in shortcut icons for each Quickforms component to be added to the windows desktop. Please ensure that this options is selected. Note that each of the demonstration companies previously set up in Arrow Financials has had the respective Quickforms parameters configured.

QUICKFORMS CONFIGURATION
Before beginning the configuration of Quickforms ensure A printer/printer driver has been installed onto the workstation Quickforms will be running from. The printer driver is used to format the output of the Quickforms forms to the screen. That the Sales Demonstration datasets have been installed and their installation paths known.

The setup of Quickforms is performed by running the Quickforms Print Engine Setup program; This is launched from the Quickforms program item folder created after the Quickforms installation.

ARROW RESEARCH CORPORATION PTY LTD

Page 33

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

The + button can be used to add a company. You will need to create the following list of companies depending upon which Sales Demonstration datasets have been installed. A POLL directory is created from the company dataset directory during the installation process which should be set as the Print polling directory in Quickforms. The Print Polling directories may need to be changed in the instance the Sales Demonstration datasets were not installed to C:\arrow. Company Name ARRSTND ARREXGL ARRSLOC Print Polling Directory C:\ARROW\ARR@DATA\ARRSTND\POLL C:\ARROW\ARR@DATA\ARREXGL\POLL C:\ARROW\ARR@DATA\ARRSLOC\POLL

NOTE: There is no need to configure Quickforms emailing and faxing for the purpose of a demonstration workstation. As a result you would have a setup something similar to the following;

ARROW RESEARCH CORPORATION PTY LTD

Page 34

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROW RESEARCH CORPORATION PTY LTD

Page 35

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

QUICKFORMS PRINT ENGINE PROPERTIES Quickforms has the ability to output its forms to the screen. This would be the preferred method of displaying Quickforms in a demonstration environment removing any need to leave the room to retrieve a print job from the printer. The option to print forms to the screen in Quickforms is not set by the default installation of Quickforms. It is therefore necessary to make changes to the properties of the Quickforms Print Engine icons that will be run. Right Click on the Quickforms Print Engine icon that was placed on the desktop during the installation and select Properties . (This would also need to be done to the icon placed in the Programs\Startup program item group if the Run Engines at Startup option was selected during installation). Please add the attribute /A (which stands for Ask on the Target properties as is shown below;

Click Apply and Ok. Arrow Financials print jobs are output to Quickforms when you select the FORM button in the Arrow Financials Print Routine. This outputs a job into the Quickforms job queue (known as the print Polling Directory). Shown below is this process in action.

1) The FORM button is selected in Arrow Financials.

ARROW RESEARCH CORPORATION PTY LTD

Page 36

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

2) This outputs a job into the Quickforms Print Polling Directory

3) When Quickforms Print Engine is launched it polls this job and will ASK where you wish for it to be printed. In the demonstration environment select screen

4) The Arrow Financials form is then output to the screen as requested.

ARROW RESEARCH CORPORATION PTY LTD

Page 37

ARROW PRODUCT SUITE INSTALLATIONS

MARCH 2010

ARROW RESEARCH CORPORATION PTY LTD

Page 38

Você também pode gostar