Installing Client Profiles 6.0

Installing Client Profiles 6.0

Gathering Software

You will need to have the following software to perform the install (I will provide the URL’s for you to download these if you need to).

SQL 2000 Server -

SQL 2000’s Latest Service Pack -

HTTP://www.microsoft.com/SQL

( follow the links on the right side of the screen.) Client Profiles 6 Server Side Installer -

ftp://ftp.clientprofiles.com/ClientProfiles/Windows/ NewInstall/SQL/CP-Server.exe

Client Profiles 6 Client Installer -

ftp://ftp.clientprofiles.com/ClientProfiles/Windows/ NewInstall/SQL

(the file will be named using this format:

CP6ixxxx.exe, where the “xxxx” represents the

latest build Number)

Client Profiles 6 Update -

ftp://ftp.clientprofiles.com/ClientProfiles/Windows/ Upgrade

(the file will be named using this format:

MSQL_cp6uxxx.exe, where the “xxx” represents

the latest build Number)

After you have all the required software we can begin.

MS SQL 2000 Server Installation:

1) Insert The SQL CD, It should auto start (If it doesn’t run X:\ autorun.exe, where “X” is your CD Drive letter)

2) From the Installation Menu Choose “SQL Server 2000 Components” 3) Select “Install Database Server”

4) Choose “Next”

7) Enter the Name & Company Info (this can be anything you want it to be) Choose “Next”

8) Accept the licensing agreement by Selecting “YES” 9) Enter you 25 digit Product Key & Select “Next”

10) Leave “Server & Client Tools” Selected & click “Next” 11) Leave the “Default” box Check & select Next

12) Leave the installation type set to “Typical”, You can change the Default installation paths if you want, Then select “Next”

13) Under “Service Settings” Select “Use the Local System Account” & Click “Next” 14) Choose “Mixed Mode (Windows Authentication and SQL Server

Authentication)”, Supply a password or check the “Blank Password” check box & click “Next”

15) Click “Next” & I’ll start installing files.

16) Once at the “Setup Complete” Screen, Select “Finish”

MS SQL 2000 Service Pack Installation: (Time: About 15 minutes)

3) Select “Yes” to create the folder & it’ll begin to extract Service Pack Installation the files

4) Once the extraction is complete, select “OK”

5) Insert your Microsoft SQL Server 2000 CD in the CD drive

6) From Windows Explorer browse to the extraction directory (from step 2) 7) Double click the “SETUP.BAT” file

8) At the “Welcome” screen select “Next”

9) Once again accept the licensing agreement by selecting “Yes” 10) At the “Instance Name” Screen Select “Next”

11) Leave the “The Windows account…” bullet selected and choose “Next” 12) Select “Next” to begin the installation process

13) Select “OK” at the next prompt

14) And then select “Finish” to complete the Update

15) From Windows Explorer, Delete the Service Pack folder (from step 2). It’s no longer needed

Client Profiles 6.0 Server Side Install: (Time: About 10 minutes)

1) From the desktop, Right click on “My Computer” & Select “Properties” 2) Select the “Computer Name” Tab at the top of the window

3) About half way down you’ll see the line “Full Computer Name: “ Remember this name (you only need the info to the left of the first period. EXAMPLE: If the computer name was cpserver.clientprofiles.com you would only need to remember cpserver)

5) Click on your start button (bottom left corner of the screen), Select “Programs”, then select “Microsoft SQL Server” & “Service Manager”

6) If the “Start/Continue” button isn’t dimmed, Click the “Start/Continue” button to start the SQL Service

7) Close the Service Manager window

8) From Windows Explorer browse to & double click “CP-Server.exe” (you should see the InstallShield Wizard start)

9) In the “Server” text box type the name of your server (the name your

remembering from step 3)

10) Leave “sa” in the UserID text box

11) Input your Password from the SQL 2000 Server Installation (step 14). If you check the “use blank” check box, leave the password text box blank

12) Select “Next” to continue

13) Use the “Browse” button to select an installation directory (**tip: After selecting browse just replace “c” in c:\cpshare\cpwin with the drive letter you want it installed to), Select “OK” to accept the directory

14) Select “Next” to continue

15) The database path should reflect your changes from step 13. If not use the “Browse” button to put it in a sub-directory of step 13 called “SQLData” 16) After the database path is correct, select “Next”

17) Verify the paths are correct & select “Next” 18) This starts the file copy

19) Select “Finish”

20) Click on your start button (still in the bottom left corner of the screen), Select “Programs”, then select “Microsoft SQL Server” & “Enterprise Manager” 21) Expand the tree structure in the left pane 3 levels. You should see 7 folders

(Databases, Data Transformation Services, Management, etc…) 22) Select the folder named “Security”

23) In the right pane double click on “Logins” 24) Right click on Admin & choose “Properties”

25) Select the “Server Roles” Tab at the top of the window

26) Verify that at lease “Security Administrators” & “Server Administrators” are check

27) Select “OK”

28) Do the same (steps 24 thru 27) for the account named CPADMIN 29) Close the SQL Server Enterprise Manager Window

30) From Windows Explorer copy the latest Windows Update (MSQL_cp6uxxx.exe,

where the “xxx” represents the latest build Number) into the

CPSHARE\CPWIN\UPGRADE directory

31) Double click the upgrade file to begin the extraction

32) Enter the password when prompted (If you don’t know this you can call the help

desk for it 1-866-720-5005 option 1)

33) After the Extraction is finished delete the MSQL_cp6uxxx.exe file from the UPGRADE directory (MSQL_cp6uxxx.exe is the only file you want to delete) 34) Right click on the CPSHARE folder and select “Sharing”

Client Profiles 6.0 Client Installation: (Time: About 5 minutes)

\\SERVERS_NAME\CPSHARE folder (for support reasons we like to use the letter “P”

2) Using Windows Explorer copy the client installer (CP6ixxxx.exe) to the

CPSHARE\CPWIN\INSTALL\MICROSOFT directory (**Note: this is the file that

needs to be run on every workstation that will be using Client Profiles) 3) Double click the installer to begin

4) You can accept the default installation directory, So select “Next” 5) Type in the name of the SQL Server (Server side install step 3) 6) Select “Next”

7) The installer finishes & closes itself

8) Double click the newly created “Client Profiles” Icon on the desktop 9) Use “admin” as the User ID & Password and select “Login”

10) If you receive an error message, hold down the CTRL key and respond “OK” 11) Once in the program, Select the “Administration” option on the menu

12) Choose “System Setup” 13) Double Click “File Locations”

14) Modify the file paths to reflect the correct folders (typically they’ll start off with P:\CPWIN\ )

15) Exit Client Profiles and re-enter (as Admin again)

16) After the update runs & your back in Client Profiles, Select the “Administration” option on the menu

17) Choose “System Setup”

18) Double Click on “Firm Information”

19) Fill in this information for the client, selecting “OK” when you are finished 20) Select the “Help” option on the menu, then choose “About”

21) Double click on the Client Profiles Logo

22) Login to the secure area of the software (If you don’t know this password you can call the Help desk (1-866-720-5005 option 1)

23) While holding down SHIFT+CTRL+ALT click the “User License Generator” Button

24) Enter the number of use they have purchased

25) Enter their main 7 digit phone number (without the area code) This needs to be the same number used in step 19

26) Check off the options if they purchased them 27) Select the Generate button

28) Write the Authorization Code down, then select the “Close” & “OK” buttons 29) You should still have the “System Setup” window open, So double click on the

“Other Setting” icon

30) Select the “User Licenses” tab

33) Check off the Options there getting 34) Click the “Submit” Button

35) The user Count (in Red) should now reflect the proper number of license 36) Select “OK” to close this window

37) Select “Close” to close the “System Setup” Window 38) Close Client Profiles