Installation / Migration Guide for Windows 2000/2003 Servers

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PSQL

v

9 SP1 (9.1)

&

Installation / Migration Guide

for

Windows 2000/2003 Servers

Ebix, Inc.

Corporate Headquarters

Concourse Parkway, Suite 3200 Atlanta, GA 30328 USA

Phone: 678-281-2020

Fax: 678-281-2019 E-mail: info@Ebix http://www.Ebix

Support

Phone: 1-888-633-5744

Fax: 925-274-0320

E-mail: [email protected] http://www.ebixsupport.com

EbixONE ® is a registered trademark and registered service mark of Ebix Incorporated. All other trademarks and service

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Table of Contents

EbixONE System and Support Requirements _________________________ 3 Prerequisites and Check List ______________________________________ 4 Part I – Installing Pervasive SQL v9 Server ___________________________ 5

Installation _____________________________________________________________ 5

Part II – Configuring the Server Engine _____________________________ 12 Part III – Installing the Pervasive Client _____________________________ 14

Copy Pervasive Client Files from CD to Server ______________________________ 14 Update HOSTS file ______________________________________________________ 15 Installing Pervasive SQL v9 Client _________________________________________ 16 Troubleshooting Pervasive Client Tests ____________________________________ 18

Part IV - EbixONE Installation / Migration ___________________________ 19

Installing EbixONE for the 1^st Time (New Install) _____________________________ 19 Migrating EbixONE from another Server (Migration) __________________________ 19

Part V - EbixONE Client Install Setup _______________________________ 20

Creating ODBC DSN (Data Source Name) for EbixONE ________________________ 24

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Part I – Pervasive SQL 2000i Server Upgrade

EbixONE System and Support Requirements

System Requirements:

Please verify that your system meets the EbixONE System, Network and Software requirements:

(For details, please refer to the EbixONE Microsoft Solution requirement documentation at http://www.ebixsupport.com).

• Windows 2000 or Windows XP Pro installed on workstations

• A CD-ROM Drive installed on the Server and Administrator Workstation

• A Minimum of 2 GB free disk space on the server

• A Minimum of 200 Mb free disk space on the Administrator workstation

• HP PCL5 or 100% compatible laser printer(s)

• Office XP / Office 2000 (for Word or Excel merge only)

Note: Windows 95, 98, ME and Windows NT workstation are not supported

Support Requirements:

• pcAnywhere – version 9.02 or higher installed on EbixONE administrative workstation.

Note: pcAnywhere 10.5 or higher is required for Windows XP.

A modem or high speed Internet connection is required on the administrator workstation.

Recommendation:

MS Windows Remote Desktop or NetMeeting 3.01 or pcAnywhere installed on all other EbixONE workstations.

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Prerequisites and Check List

Prerequisites:

• A full backup of your server prior to the installation is necessary.

• All workstations using EbixONE must have the same drive mapping for shared resources on the server where EbixONE is installed.

• A shared folder with Full Permissions called EBIX on the server. Create the folder and make it sharable prior to the Pervasive and EbixONE installations.

You will copy CDPROD (the EbixONE program folder) into the EBIX folder at the end of the installation process.

• Pervasive SQL v9.1 must be installed and tested prior to installing EbixONE.

Note:

EbixONE is not certified with PSQL V9 SP9 (9.5). EbixONE will not work with V9.5 or higher. If you have a later version on CD, you will need to download PSQL V9.1 from www.pervasive.com.

• You need to have a minimum of 2Gb free disk space on the server and 200Mb disk space on the administrative workstation before the installation

Check List:

Verify the backup is complete and valid.

1. Unload or disable any anti-virus, fax or backup software on the server.

2. Have the following information ready:

Server IP address _____________________

Administrator Login ID _____________________

Administrator Password _____________________

3. Unload or disable all TSRs such as screen savers, anti-virus and fax software on the workstation doing the installation.

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Part I – Installing Pervasive SQL v9 Server

Restarting the server prior to the install is suggested. If you do, make sure everyone is logged out of the server and remains out during the installation.

Note: The Pervasive SQL v9.1 installation must be performed at the server.

If you have more than one partitions on the server. The EBIX folder should be created on a partition that has the most disk space.

If installing on a Terminal Sever, please contact Ebix Support for additional documentation.

Installation

1. Place Pervasive SQL v9.1 Server for Windows CD into the server’s CDROM drive. The Install Shield Wizard for Pervasive should open.

If you do not see this Setup box, click Start, Select Run, and then Browse for Setup.exe on CD-ROM drive. Double Click on Setup.exe and then click Ok.

Tip – When installing Pervasive SQL v9.1 for the first time on a system the Setup program will check if the needed system files are locked by operating system. In

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some cases, a reboot is required and a dialog box will appear giving you the option to restart the server. Click the Finish button to restart. Setup will then automatically restart.

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2. Click on Next.

3. Enter the license number provided in the Pervasive v9 software box then click on Next

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4. Select Complete Installation and click on Next

5. Click on Install

Note: The default installation directory for Pervasive is \PVSW on the system drive (Example: C:\PVSW). Pervasive must be installed on the system drive and not installed under the \EBIX folder.

Once the install completes, a series of tests will begin. If any test fails, please contact Ebix Support before continuing.

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6. Click on Next to begin the Transactional Engine test.

7. Click on Next after reviewing the results. Contact Ebix Support if any red X failures are displayed.

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8. Enter your server name in the Machine Name if it is not already there, otherwise click Next.

(Note: Your server name would be different then sample below)

9. Click on Next. If you see red Xs instead of all black checks, call Ebix Support.

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10. Click on Finish to close the Pervasive System Analyzer Wizard.

11. Click on Finish

Once you finish, you will be prompted by Pervasive to register the software now or close window if you prefer to do it later. It is up to you when you want to register your license.

Note: You may receive a few wizard dialog boxes wrapping up additional supporting installation programs on the server. Review dialog boxes and click Finish when done.

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Part II – Configuring the Server Engine

The instructions below cover configuring the Server Engine from the server where Pervasive SQL v9 was just installed.

Note: Please refer to the Pervasive Getting Started Guide for a detailed explanation on using the Pervasive Control Center.

1. Click on Start. Select Run then type in PCC. Click Ok. Or you can use the Programs menu and browse to Start > Programs > Pervasive > Pervasive Control Center. You will see a screen similar to the following:

Note: You may need to expand the Engines folder and select your server name (in example above it is wc-win03ts-v9) before the Common Tasks items appear.

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2. Double click on Configure Local Engine under Common Tasks to open the Properties for your server.

3. Click on the radio button 7.x under Create File Version.

Note: Incorrect file versions will cause data communication problems within EbixONE, which is designed to use File Version 7.x.

4. Click Apply button.

5. Click OK to close the Properties window.

6. Close the Pervasive Control Center.

7. Reboot the server. It is important to reboot the server so that Pervasive’s Transactional and Relational Services are restarted and apply the change made.

This completes the installation and configuration of Pervasive on the Windows server.

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Part III – Installing the Pervasive Client

The Pervasive Client must be installed on each workstation that will use EbixONE. Repeat Steps 2 to 4 for each workstation.

Tip - Please have the server name or IP address available in advance.

Copy Pervasive Client Files from CD to Server

The Pervasive Client can be installed from CD or from network location. Ebix recommends copying the Pervasive Client folder from the CD to the shared /EBIX folder for ease of multiple workstation installations.

1. Insert Pervasive SQL v9 CD in CDROM (if it is not already there).

2. Open Windows Explorer, local and highlight CDROM drive to expand folders.

3. Highlight the Clients folder on the CD and click on Edit then Copy

4. Browse to the shared folder \EBIX on the server. If the folder does not exist, create it and give full permissions so that all users can access.

5. Create a new folder under EBIX called PVSWClient. (\EBIX\PVSWClient)

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Update HOSTS file

The HOSTS file must have your server name and IP address listed If you are using the TCP/IP protocol This must be done for each workstation. To check your Hosts File:

For Windows 2000

Start > Run then type the following

NOTEPAD C:\WINDOWS\SYSTEM32\DRIVERS\ETC\HOSTS. <Enter> (see *) Type the IP address and server name at the bottom of the HOSTS file

For Windows XP Professional Start > Run then type the following

NOTEPAD C:\WINDOWS\SYSTEM32\DRIVERS\ETC\HOSTS. <Enter> (see *) Type the IP address and server name at the bottom of the HOSTS file

• Note: A period “.” is entered at the end of HOSTS.

Save the HOSTS file and exit.

SAMPLE

#

# This is a sample HOSTS file used by Microsoft TCP/IP for Windows.

#

# This file contains the mappings of IP addresses to host names. Each

# entry should be kept on an individual line. The IP address should

# be placed in the first column followed by the corresponding host name.

# The IP address and the host name should be separated by at least one

# space.

# Additionally, comments (such as these) may be inserted on individual

# lines or following the machine name denoted by a ‘#’ symbol.

#

127.0.0.1 localhost

198.116.152.1 SERVER (sample) Å Enter your server’s IP address and name here

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Installing Pervasive SQL v9 Client

The Pervasive Client can be installed from CD or from your shared \EBIX folder.

1. Click Start ->Run ->Browse to the network drive/path where Pervasive Client is installed. Then click OK.

Example of network drive/path – F:\PVSWClient\CLIENTS\Windows\Setup.exe Note: You may have additional or fewer setup windows appearing during the installation depending on what the Pervasive install program finds on your workstation. If such a window appears, follow the default option such as “Next”.

2. Click Next to begin the installation.

3. Choose Complete as Setup Type and click Next.

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4. Click Install

Once the Pervasive Client Installation Install Wizard completes the installation, the Pervasive System Analyzer begins testing the connection and services. This is identical to the tests run when the server was installed with Pervasive SQL v9.

If any tests fails contact Ebix Support before continuing.

5. Test Network Communication. Enter your server name as the Target Machine Name on the Test Network Communication test. Click Next to begin.

6. Test Transactional Engine. The default path is

F:\PVSWClients\Clients\samples. (Where F is your mapped drive to EBIX).

Click Next.

7. Test Relational Engine. Your server name should default. If not, enter your server name in the Machine Name field and click Next to begin the tests.

8. Click Finish once the Pervasive System Analyzer is done.

9. Click Finish once the Pervasive v9 Install Wizard is done.

You may be prompted for a reboot of your PC. Make sure you unload or disable all TSRs such as screen savers, anti-virus and fax software on the workstation after the reboot.

If the tests failed, then review the following troubleshooting page.

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Troubleshooting Pervasive Client Tests

There are multiple reasons for the Relational Test to fail. Review the common problems below to troubleshoot the failed test.

Click Next to complete the installation and if prompted, reboot your workstation.

• If you are using TCP/IP protocol, the Windows HOSTS file may be missing the server name or IP address or the server name and IP address may be incorrect. To check the HOSTS file, refer to the beginning of this section, Part III, on page 14 and follow the steps to check or modify your HOSTS file.

• The Relational Engine uses ODBC components that need to be loaded when your PC is started.

A reboot, if prompted, may load the necessary drivers for a successful connection. After reboot, run the Pervasive System Analyzer and check the box Relational Test to retest.

• Pervasive PSQL V9 Server \PVSW folder was installed on a non-system drive (Example second hard drive D: instead of system C: drive where Windows was installed). Earlier versions of Relational Test expected demodata files on system C: drive. If /PVSW installed on non-system drive, skip the relational test and continue with setup. You will test ODBC DSN setup to EbixONE database later and if it passes, relational service is running fine.

Retry the Relational Test by using the Pervasive System Analyzer utility usually found under your Start Program Menu > Programs > Pervasive v9> Other Utilities > Pervasive System Analyzer.

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Part IV - EbixONE Installation / Migration

Installing EbixONE for the 1

^st

Time (New Install)

Note: Pervasive v9 must be installed (both server and client) prior to installing EbixONE. You must have your EbixONE 9.08 CD and registration disk available.

Important: EbixONE installation must be run from the Administrative

Workstation. pcAnywhere must be installed on the workstation so that Ebix Support can dial in and complete the installation.

1. Insert the EbixONE 9.08 Installation CD into the CD-ROM drive.

2. Copy the CDPROD folder on the CD to the root of the mapped shared drive /EBIX on the server.

3. Contact Ebix Support to complete the setup of the CDPROD folder.

Migrating EbixONE from another Server (Migration)

Everyone must be logged off EbixONE. Ebix recommends stopping the Pervasive Transactional and Relational Services on the old server.

1. Copy the CDPROD folder from the old server to the to the new shared folder /EBIX on the new server.

If you are planning to change mapped drive letters that point to the new server and EbixONE (example F:\CDPROD to G:\CDPROD), you will need to change the following files:

On the Server

Update the global.ini. Using Notepad or DOS editor, edit

\cdprod\global.ini and replace all mentions of the old drive letters with the new drive letter.

Update the disrun.ini. Using Notepad or DOS editor, edit

\cdprod\disrun.ini and replace the old drive letters with the new drive letter that will be used.

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Part V - EbixONE Client Install Setup

If you are migrating from an older server and have not changed the drive mappings for the global.ini and disrun.ini files, and your PCs already have the EbixONE Client installed and configured correctly you can skip to the next section Creating ODBC DSN (Data Source Name) for EbixONE ODBC DSN.

If you changed the drive mappings (Example F:\CDPROD to G:\CDPROD) you will need to reinstall the EbixONE Client so that local delphi.ini file and shortcuts get updated correctly.

Installing the EbixONE Client

Note: You must have Pervasive SQL v9 Client already installed before doing the EbixONE client setup. Begin with the Administrator workstation and then install all subsequent workstations.

Please have the following information ready

• Server IP Address _____________________

• Administrator Login ID _____________________

• ID Password _____________________

The EbixONE client is best installed through the Windows Add/Remove Programs found under the Windows Control Panel.

1. Open Control Panel and click Add or Remove Programs. Visit

www.microsoft.com or use your local PC Help for instructions on using the Add or Remove Program.

2. Click Add Programs

3. Click load from CD or Floppy. No file will be found and a Browse button will appear.

4. Click on Browse and point to the location of your system server installation and run SETUP.EXE from the CDPROD\SYSFILES directory.

Example: F:\CDPROD\SYSFILES\SETUP

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5. Click on OK. Then the following screen appears. Verify that no other programs are running then press Next.

6. Click the Administrator Workstation button.

Note: On any remaining workstations, you would click Workstation button.

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7. Click Next.

The files begin copying.

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You may receive the following error message if you have a later comdlg32.ocx installed on your workstation. Document that you received the error and Press OK to continue. There is no need to report this error.

9. If prompted to place an icon on your desktop, we recommend selecting Yes.

10. Press Yes to setup your DSN now. Continue to the next section ODBC DSN (Data Source Name) for EbixONE.

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Creating ODBC DSN (Data Source Name) for EbixONE

You will need to configure a new ODBC Data Source Name for Pervasive SQL.

This will need to be done on each workstation that plans to use EbixONE.

1. Open your ODBC Data Source Administrator if not already started.

(To open from Windows desktop, Click Start > Programs >

Pervasive V9 > Other Utilities > ODBC Administrator) Note:

If you have an existing Ebix ODBC DSN using a prior Pervasive driver, you will need to remove it before continuing to step 2.

2. Click on the “System DSN” tab then click Add

3. Scroll down to select Pervasive Client Interface. Click Finish.

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4. Enter a Data Source Name under the client section. We recommend the name ”ebixclient”. Enter your Server IP address. Select “Try TCPIP only” for Transport Hint.

Note: If this is your first workstation setup, Click Create button to setup the Data Source Name in the server section. You only need to create the Data Source Name for the server once. You won’t need to create it again when you do the other workstations setup.

If you have previously created the ebix server Data Source Name in the Server section on a prior workstation setup, skip to Step 11.

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5. Enter the User name and Password. You must use either administrator or a user ID that has administrator privilege to the server. Click OK

6. Enter the Data Source Name (for the server). We recommend “ebixserver”.

7. Click Create. The Create Database window displays.

8. Enter a Database Name. We recommend using “ebixdata”.

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Browse the Dictionary Location to your ebix server data directory.

Example: F:\CDPROD\DATA. Click OK.

9. Click OK

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10. Click OK.

11. Click Get DSN List button and select Data Source Name for your server, usually ebixserver or ebixone. Click OK

12. Click Test.

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14. Click OK to close the ODBC Data Source Window

You have completed the ODBC DSN Setup.

Test EbixONE Connection

Attempt to login to EbixONE. Access the Customer Lobby to make sure you can view customer information. If you can login, the .ini files are correct and the transactional services are running fine. If you can access customer data, then the relational communication is running fine and the migration is complete.

Repeat the EbixONE Client Installation and DSN setup steps 1 through 4 then step 11 to 14 for all other PC workstations.

This ends the Installation / Migration of EbixONE with Pervasive PSQL V9