TSoftPlus™
2014.3
Preface
This publication was written for TSoftPlus™
Publication Information / Version
Document Title: TSoftPlus Upgrade Guide Release Date: December 2014
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©2014 Wolters Kluwer Financial Services, St. Cloud, Minnesota
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Table of Contents
System Requirements...1 Introduction...1 Server Hardware... 1 Server Software... 1 Client Hardware... 2 Client Software... 2 Standalone... 3Software as a Service (SaaS) Environment... 3
Additional Notes... 3
Service Packs... 3
Backup/Restore...3
Unsupported Operating Systems or Installations... 3
Configuration Requirements...4
Confirm Installation of Windows Identity Foundation Runtime... 4
PowerShell 2.0... 4
ASP.NET MVC 3 Tools Update... 4
Updating TSoftPlus... 6
How to Contact Wolters Kluwer Financial Services... 10
Support Web Site...10
Internet... 10
Phone... 10
E-Mail... 10
System Requirements
Introduction
Use this information as a guide to identify the hardware and software components needed to implement TSoftPlus. All requirements are for systems running TSoftPlus only. You will need to take into
consideration any additional software that will be running in your environment, as this will increase the listed requirements.
Server Hardware
These minimum requirements are for TSoftPlus only. Additional hardware may be needed if you are using additional applications.
￭ Multicore Intel/AMD processor
￭ 4 GB RAM or greater
￭ 7 GB hard disk space or greater
￭ 24X speed or greater CD-ROM Drive
Server Software
￭ One of the following server operating systems:
— Windows Server 2003 (incompatible with SQL Server 2012; not supported after Dec 31, 2014)
— Windows Server 2008
— Windows Server 2008R2
— Windows Server 2012
Note:
No 32-bit operating systems are supported for server use after Dec. 31, 2014.
Note:
If you perform over 100 transactions a year, we recommend you use a full version of SQL Server, not SQL Server Express, so all transactions can be stored in their original form for seven years.
￭ Internet connectivity
￭ Internet Information Services (IIS) 6 or later. This program must be installed and functional on the server before installing TSoftPlus. Wolters Kluwer Financial Services cannot provide assistance with implementing IIS beyond the information contained in the TSoftPlus Installation Guide.
Note:
IIS6 compatibility tools need to be installed as a prerequisite on Windows 2008 or Windows 7. For more information, refer to the IIS6 section in the TSoftPlus Installation Guide.
￭ Microsoft .NET 4.0 Framework
￭ Microsoft ASP.NET MVC3
￭ Windows Identity Foundation Runtime
￭ Microsoft Visual C++ 2010 Runtime
Client Hardware
Additional hardware requirements to run TSoftPlus for the client are generally not needed. You should take into account all software that you anticipate using in selecting a suitable hardware platform. The hardware you select to support a particular operating system should be adequate for daily use of the TSoftPlus client.
Client Software
All users within an institution must use the same version of Microsoft Office to successfully open and save documents using the Loan Authorization Wizard and Financial Analysis Spreadsheets. Required software, including the operating system, includes:
￭ Windows 7 Professional or Ultimate, 32- or 64-bit
￭ Windows 8.1, 32- or 64-bit
￭ Internet connectivity
￭ Microsoft Word 2007, 2010 or 2013
￭ Microsoft Excel 2007, 2010 or 2013
￭ Microsoft Internet Explorer 9 or 10 or Google Chrome 19 or later
Standalone
For Standalone installations, TSoftPlus requires the use of Microsoft Word and Excel. Therefore, due to simultaneous operation, a 64-bit operating system with a minimum of 4GB RAM is recommended.
Software as a Service (SaaS) Environment
More detailed information on software and hardware requirements for using the SaaS version of TSoftPlus can be found in the latest TSoftPlus_System_Requirements_SaaS.pdf.
Additional Notes
Service Packs
The most current service pack is required for all Microsoft applications.
Backup/Restore
Backups are the sole responsibility of your institution. Your backup software may require an additional module to allow backing up of database files.
Unsupported Operating Systems or Installations
The following operating systems or installation environments are not supported by TSoftPlus:
￭ Novell Netware - TSoftPlus utilizes Microsoft IIS to create the screens and Microsoft SQL Server to manage the database and these cannot be installed to or run from a Novell NetWare file server.
￭ Microsoft Small Business Server
￭ Microsoft BackOffice Server
￭ Active Directory Server (Domain Controllers) - TSoftPlus should not be installed on a domain controller.
￭ Exchange Server - TSoftPlus should not be installed on a Microsoft Exchange Server.
￭ Windows Millennium Edition
￭ Windows XP, server or client
￭ Windows Vista Home
Configuration Requirements
Confirm Installation of Windows Identity Foundation Runtime
For both new and update installations for this release, you need to confirm that the Windows Identity Foundation (WIF) runtime has been installed on your server before installing or updating TSoftPlus. To determine if it is installed, open Control Panel, Programs and Features. Click the link on the left, View Installed Updates. Scroll down to the Microsoft Windows section to find the entry for WIF.
If you do not have an entry for WIF you can download it from Microsoft for free at http://
support.microsoft.com/kb/974405. Note that there are separate download packages for Windows Server 2003 and 2008.
PowerShell 2.0
You will need to download and install PowerShell 2.0 before installing or updating TSoftPlus. 1. Navigate to the Microsoft download page for PowerShell 2.0: http://support.microsoft.com/
kb/968929
2. Scroll down the page to the section titled Windows Management Framework Core (WinRM
2.0 and Windows PowerShell 2.0).There are separate downloads based on operating systems.
Choose the one most suitable for your system.
3. Click the link. You will be taken to the page with specific installation instructions for your operating system.
4. Download and install the package per instructions on the page.
ASP.NET MVC 3 Tools Update
In order for TSoftPlus to function properly, you must install the MVC3 Tools Update prior to installing TSoftPlus.
Note:
You can determine if the MVC3 Tools Update is already installed by accessing Add/ Remove Programs (or Programs in Windows 7) from Control Panel and looking for an entry for Microsoft ASP.NET MVC 3.
Note:
The MVC3 Tools Update is also available from Microsoft's web site at http:// www.microsoft.com/en-us/download/details.aspx?id=1491
2. Double-click AspNetMVC3ToolsUpdateSetup.exe to begin the installation. 3. Accept the license agreement and click Install to install.
Updating TSoftPlus
Important:Before updating your version of TSoftPlus, ensure you have a current backup of all necessary databases.
1. Uninstall your existing version of TSoftPlus before updating to the latest release. Select TSoftPlus from the list of programs in Control Panel, Programs and Features and choose Uninstall. If you do not uninstall your previous version you will receive an error message when you begin the update installation.
2. Locate and double-click the executable file, TSoftPlusInstall-64bit.msi, from the product CD. The installation application is displayed.
Note:
￭ During a new installation, if the SQL Server is not hosted on the local machine, this must be changed to the name of the machine hosting SQL Server.
￭ If you have an existing SQL instance, enter the server and instance name
manually. Failing to provide the name of an existing instance causes an error to be displayed.
￭ During an Initial or Update installation, the SQL Server Host, Instance, Port, Integrated security settings and Username (if integrated security is selected) are
retained and used for future upgrades.
￭ SQL Server Port: The default value is the standard port used for SQL Server
installations. If you have modified the port for your instance, you must indicate that value in this field.
￭ Use Integrity Security: This feature is intended for use when TSoftPlus and the
SQL database reside on the same computer.
— Selected (default): Uses the Windows account of the logged in user to
connect to SQL Server.
— Not Selected: Allows you to enter the credentials of a specific SQL user
account when the SQL database is hosted on a remote machine.
5. Click Install to begin the installation process. The Installing screen displays a progress indicator during the installation.
6. Click Finish to close the installation application.
Note:
￭ When installation is finished, you can access TSoftPlus within the TSoftPlus program group in the Windows Start menu.
￭ The URL used to access TSoftPlus has changed. Customers with a previous installation will need to utilize the new URL to access the application. TSoftPlus can be accessed from the server it was installed on by going to Start --> Programs
--> TSoftPlus --> TSoftPlus. The new URL is formatted as follows:
https://{machinename}/TSoftPlus/
￭ A log file is created during the installation process that records all installation activity. The filename is: msi*****.log. The asterisks represent characters that
can change across installations (example; msic2eos.log). You can access this
log file in the user's TEMP directory. you can locate the TEMP folder as follows: 1. Click the Windows Start button, and click on Run.
2. Within the Run dialog, type %temp% and click OK. Windows Explorer is
How to Contact Wolters Kluwer Financial Services
￭ Support Web Site￭ Internet
￭ Phone
￭ Fax
Support Web Site
Visit our Software Support web site for documentation, downloads, frequently asked questions, training, or support information: http://support.wolterskluwerfs.com.
Internet
You can visit us on the Internet at www.wolterskluwerfs.com.
Phone
You can telephone our SupportLine technicians at 800-274-2711, ext. 1124028
Our support staff is available Monday through Friday, 7 A.M. to 7 P.M. CST. Voice mail operates continually, allowing you to leave us a message after hours and on weekends. To help us handle your question as quickly as possible, have these items available before you call:
￭ product name
￭ customer number and customer name
￭ operating system and version number; service pack numbers, if installed
To contact us through email, submit all requests to: tsoftsup@wolterskluwer.com
Fax
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