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CaliberRM Installation Guide.book

1. C Program Files Borland Installshield Help lt Back Cancel 3 Click on a component s install state icon 4 Choose the installation option for each component DI Note If you choose to create an RMMSA DSN you must click the Change button and navigate to the Microsoft mdb file you want to use 5 Click the Help button for information about each install state Click the Space button to see a list of the disk space requirements for each component Click the Change button if you want to change the location where the component is installed The default install location and database installation path is C Program Files Borland CaliberRM Datamart for the CaliberRM Datamart server and C Borland Business Objects for the CaliberRM BusinessObjects client 6 Click Next Setup displays the Ready to Install the Program screen 7 Click Install to begin the installation The CaliberRM BusinessObjects Read Me report is displayed 8 SelectFile gt Exit to return the CaliberRM Installation Wizard 9 Click Finish to exit the CaliberRM Installation Wizard Chapter 4 CaliberRM Datamart and BusinessObjects Installation 35 Performing an Upgrade To upgrade CaliberRM Datamart and BusinessObjects 1 Complete steps 1 10 starting on page 35 The Setup Type screen is displayed Caliber Installation Wizard for CaliberRM Datamart amp Datamart Ex x Setup Type Choose the setup type that best suits your needs B 0 ri a
2. click Run from the Windows Start menu Windows displays the Run dialog Dox Type the name of a program folder or document and K Windows will open it for you Open Je setup Cancel Browse 14 CaliberRM Installation Guide In the Open field enter e setup where e is the letter of your CD ROM drive Click OK 3 4 j CaliberRM Network Install and Upgrade Caliber Installation Wizard Select Install CaliberRM Admin Components Select Install CaliberRM Network Install and Upgrade The CaliberRM Install Wizard starts and the Welcome screen is displayed Click Next The License Agreement screen is displayed Read the license agreement carefully and if you agree to the terms select the accept the terms in the license agreement option button Click Next The Customer Information screen is displayed xl Customer Information Please enter your information 0 i a n 8 9 User Name lt Organization e TT CaliberRM Clients will automatically detect new versions from the Following URL Selection for the clients to either automatically download the upgrade or view the CaliberRM Install web page Automatically download and start the upgrade Direct the user to the above URL to start the upgrade manually lt Back Cancel Enter a User Name and Organization To have CaliberRM clients check for upgrades select the CaliberRM Clients will automatically detect new versions
3. CaliberRM Caliber Installation Wizard x Setup Type Choose the setup type that best suits your needs 0 F a n Please select a setup type C Install Typical Client Features Only All default CaliberRM client program features will be installed Install Full Client All Client features will be installed All Full CaliberRM client and server program features will be installed C Custom Choose which program features you want installed and where they will be installed Recommended for advanced users lt Back cancel 11 Select the type of installation you want to perform Install Typical Client Features Only Installs the client only Go to page 25 Install Full Client Installs the client only Go to page 25 Install Client and Server Installs both the CaliberRM client and the CaliberRM server See below Custom Installs only the features you select Recommended for advanced users Select this option if you want to install the server only Go to page 9 Installing the Client and Server Terminal Services must be disabled on the CaliberRM server machine If not the CaliberRM Installation Wizard prompts you to disable it and will not continue unless you disable Terminal Services Note The installer checks the length of the currently logged in user name and does not allow the server install to continue if the length is greater than 15 characters or contains spaces 1 Complete steps 1 11 starti
4. CaliberRM Web Viewer 12 Select the web server option you would like e If you want to use Apache as your web server select the Use Apache as my Web Server option button e If you want to use Microsoft IIS as your web server select the Use Microsoft IIS as my Web Server option button e If f you want to configure your web server manually select the TIl configure my web server manually option button 13 Click Next Setup displays the Ready To Install screen 14 If you want to change the install location click the Change button The default path is C Borland CaliberRMServer 15 Click Install to begin installation Setup displays the Installing the CaliberRM Web screen Click Cancel to cancel the installation at any time When the installation is complete setup displays the CaliberRM Installation Wizard Completed screen 16 Click Finish to exit the Install Wizard Setup displays the CaliberRM Web Installer Information screen 17 Click Yes to restart your system immediately or No to restart later Note You must restart your machine for the changes to take effect Logging off and on again is insufficient Program Maintenance For CaliberRM Web The CaliberRM Install Wizard allows you to perform program maintenance on your CaliberRM Web installation To perform program maintenance 1 Complete steps 1 4 starting on page 11 When CaliberRM Web is detected Setup displays the program maintenance Welcome screen 2 Click Ne
5. Menu Folder BusinessObjects Database Type DSN Name DSN Type BusinessObjects Reports BusinessObjects Templates CaliberRM Estimate Professional Path Name or Type CaliberRM Estimate Professional Installation Path Start Menu Folder Database Type Documentation Location Name or Type C Program Files Borland CaliberRM Datamart C Program Folders Borland Business Objects Start gt Programs gt Borland gt CaliberRM Datamart Start gt Programs gt Business Objects Microsoft Access RMMSA Microsoft Access C Program Files Borland CaliberRM Datamart Reports Business Objects C Program Files Borland CaliberRM Datamart Templates Business Objects Location Name or Type C Program Files Borland CaliberRM Estimate Professional Start gt Programs gt CaliberRM gt CaliberRM Estimate Professional Microsoft Access C Program Files Borland CaliberRM Documentation Note For additional information on CaliberRM Estimate Professional See Integrating CaliberRM Estimate Professional or CaliberRM Estimate Professional User Manual from the Windows Start menu Select Programs gt CaliberRM gt Documentation 4 CaliberRM Installation Guide Chapter Installing Administrative Components This chapter details how to install the Administrative Components of CaliberRM including the CaliberRM server CaliberRM Web and WebView Network Install and Upgrade MPX server
6. Note You can also install the CaliberRM Datamart and BusinessObjects but that is not covered in this chapter See Chapter 4 CaliberRM Datamart Installation CaliberRM Estimate Professional is installed with CaliberRM but that is not covered in this chapter See Integrating CaliberRM Estimate Professional or CaliberRM Estimate Professional User Manual from the Windows Start menu Select Programs gt CaliberRM gt Documentation Installing the CaliberRM Server There are two ways you can install the CaliberRM server with the client below or alone page 9 Warning Terminal Services must be disabled on the CaliberRM Server machine If not the CaliberRM Installation Wizard prompts you to disable it and will not continue unless you disable Terminal Services x Note The installer checks the length of the currently logged in user name and does not allow the server install to continue if the length is greater than 15 characters or contains spaces To install the CaliberRM server with the client 1 Close all Windows programs before proceeding with the installation 2 Insert the CaliberRM CD into the CD ROM drive Chapter 2 Installing Administrative Components 5 DI Note The CD browser should start automatically if autorun is enabled If it is not enabled click Run from the Windows Start menu Windows displays the Run dialog box Type the name of a program folder or document and K Windows will open it for
7. The CaliberRM Web Server only needs to meet the recommended system requirements that Apache or IIS requires CaliberRM Windows and Web Client Components Processor Operating System Minimum Ram Space Hard Drive Space Browser Office Products Minimum Recommended 200 MHz Pentium II 500 MHz Pentium Il or or higher higher Windows 2000 Professional SP4 Windows XP Professional Windows NT 4 0 SP6 A workstation 128 MB 256 MB 100 MB 100 MB IE 6 IE 6 MS Access MS Word amp MS Excel 2000 or 2002 Japanese Operating System Requirements Components Operating System Office Products CaliberRM Datamart Components Operating System Other Client Server Windows XP or Windows Windows 2000 Server 2000 PRO SP4 SP4 Office 2000 and 2002 XP CaliberRM Datamart Windows NT 4 0 SP6 A and Windows 2000 CD ROM MDAC 2 51 and 2 53 are NOT supported 2 CaliberRM Installation Guide CaliberRM Datamart Extractor Server If CaliberRM Datamart Extractor is installed alone and the database is installed on another machine Components Minimum Recommended CPU PIII 500OMHz PIII 800MHz RAM 256MB 512MB Hard Drive N A 125MB Database Server MS Access or MS SQL Server If the database is installed alone and the CaliberRM Datamart Extractor is installed on another machine Components Minimum Recommended CPU PII 233MHz PIII 500MHz RAM 256 MB 512 MB Hard Drive N A Depends on database size CaliberR
8. can include links images and any other information This enables you to customize the page according to your organizations needs The lower pane contains the file RmInstallxx htm xx representing the release number which should not be modified However if after the installation you need to change the URL for the Install or Upgrade to CaliberRM v x link you can edit it See Modifying Your URL Location on page 18 for more information 11 Click Next The Setup Type screen is displayed fe CaliberRM Network Install and Upgrade Caliber Installation Wizare x Setup Type Choose the setup type that best suits your needs B 0 ri a na Please select a setup type CaliberRM will be installed given the previous default settings IF you changed the default Client URL then choose Custom Configuration C Custom Configuration Choose which program features you want installed and where they will be installed Select this option if you did not use the default Client URL lt Back Cancel 12 Select the type of installation you want e Automatic Configuration Installs the product using the client URL settings you chose in step 9 Select this option if you are installing this feature on a machine that has an IIS or Apache web server e Custom Configuration Allows you to change the Client URL for installing updates Select this option if your web server is something other than Apache or IIS or if you want to install t
9. cancel installation at any time 4 Click Finish to exit the Install Wizard Setup displays the CaliberRM Client Installer Information screen 5 Click Yes to restart your system immediately or No to restart later Note You must restart your machine for the changes to take effect Logging off and on again is insufficient 28 CaliberRM Installation Guide Removing CaliberRM To remove the CaliberRM from your system 1 Click Remove from the Program Maintenance screen 2 Click Next Setup displays the Remove the Program screen 3 Click Remove The uninstall procedure completes Using the Windows Add Remove Program to Remove CaliberRM You can also use the standard Windows Add Remove Programs procedure to remove CaliberRM To uninstall CaliberRM using the Windows Add Remove Programs procedure 1 Click the Windows Start button and click Settings gt Control Panel When the control panel appears double click the Add Remove Programs icon Select the program you want to remove from the program list Click Add Remove The InstallShield window opens Click Next then Remove InstallShield removes CaliberRM from your system When the InstallShield program is complete click Finish na O Oo FP QO N If prompted you must restart your machine for the changes to take effect Logging off and on again is insufficient Silent Installation For Clients You can install or upgrade a CaliberRM client using a silent installation process that u
10. for Yisual Studio NET Caliber Installation Wizard xl Select Installation Folder Please select the desired installation directory B 0 ri a n dl The installer will install CaliberRM for Visual Studio NET to the following folder To install in this folder click Next To install to a different folder enter it below or click Browse Folder Browse Install the Integration for Visual Studio NET Install the Integration for Visual Studio NET 2003 Install the Integration for both versions InstallShield lt Back Cancel 12 To change the folder location click Browse 13 Select the version you want to install e Install Visual Studio NET e Install Visual Studio NET 2003 e Install Visual Studio NET for both versions 14 Click Next 15 Click Install The installation begins 16 When installation is complete click Finish Chapter 3 Installing User Components 31 Program Maintenance For Visual Studio NET The CaliberRM Install Wizard allows you to perform program maintenance on your CaliberRM Visual Studio NET integration To perform program maintenance 1 Complete steps 1 4 starting on page 30 When the CaliberRM Visual Studio NET integration is detected Setup displays the program maintenance Welcome screen 2 Click Next Setup displays the Program Maintenance screen 3 Selectthe type of program maintenance you want to perform Repair or Remove See the f
11. from the following URL check box You can use the default URL or enter a different URL in the text box 10 Make a selection using the option buttons regarding how the upgrades will be downloaded e Automatically download and start the upgrade e Direct the user to the above URL to start the upgrade manually see below for details about the URL Note To change these options later see page 17 When users are prompted to visit the URL the following screen index htm is displayed Z CaliberRM Network Install amp Upgrade Microsoft Internet Explorer File Edit View Favorites Tools Help Back gt gt A A Reach Gyravorites Meda E G amp E Address Look at what s new on Borland com This pane can be modified Check the CaliberRM White Papers and Release Notes Check the Borland Support Website How Can get Borland Professionals on site How can get additional Training How can contact customer service ee eee ae ee ee ee ee ee ee ee Led Tell me more about Borland Professional Services gt I 1 Do not modify this pane Install or Upgrade to Caliber 6 0 Borland a File C Borland CaliberRMServer WebAccess CaliberRM_Network_Install CaliberRM60 exe B My Computer a es ee eee a sl Chapter 2 Installing Administrative Components 15 The page consists of two panes The upper pane contains the file RMINSTALL2 htm and can be modified with any text editor You
12. option from the Program Maintenance screen and click Next Setup displays the Custom Setup screen 2 Complete steps 14 20 starting on page 16 Repairing Your Network Install and Upgrade Installation If you have accidentally deleted or overwritten a file you can repair your installation To repair your Network Install and Upgrade installation Chapter 2 Installing Administrative Components 19 1 Selectthe Repair option button from the Program Maintenance screen and click Next Setup displays the Ready to Repair the Program screen 2 Click Install to complete the repair Setup checks for missing or corrupted files and re installs them 3 When installation is complete Setup displays the CaliberRM Installation Wizard Completed screen 4 Click Finish to exit the Install Wizard Setup displays the CaliberRM Network Install and Upgrade Installer Information screen 5 Click Yes to restart your system immediately or No to restart later EX Note You must restart your machine for the changes to take effect Logging off and on again is insufficient Removing Your Network Install and Upgrade Installation To remove Network Install and Upgrade from your system 1 Select the Remove option button from the Program Maintenance screen 2 Click Next Setup displays the Remove the Program screen 3 Click Remove and the uninstall procedure completes DI Note You must restart your machine for the changes to take effect Logging off and on
13. you Open Je setup Cancel Browse In the Open field enter e setup where e is the letter of your CD ROM drive Click OK 3 Select Install CaliberRM Admin Components 4 Select Install CaliberRM Client amp Server The CaliberRM Install Wizard starts and the Welcome screen is displayed Note You can only upgrade to CaliberRM 2005 from CaliberRM 6 5 or 6 0 If you attempt to upgrade from an older CaliberRM version the upgrade displays a warning message and discontinues 5 Click Next The License Agreement screen is displayed 6 Read the license agreement carefully and if you agree to the terms select the accept the terms in the license agreement option button 7 Click Next The Customer Information screen is displayed na CaliberRM Caliber Installation Wizard i l x Customer Information Please enter your information B 0 ri a li ci User Name _ Organization Install this application for Anyone who uses this computer all users Only for me lt Back Cancel 8 Enter a User Name and Organization 9 Select an option in the Install this application for area 10 Click Next The Setup Type screen is displayed as shown on the following page 6 CaliberRM Installation Guide Note 6 x clients will not support all of the features available in CaliberRM 2005 K Note If you are performing an upgrade setup displays the Upgrade screen See page 27 for upgrade information ji
14. CaliberRM Borland Software Corporation 100 Enterprise Way Scotts Valley California 95066 3249 www borland com Made in Borland Copyright 2004 Borland Software Corporation All rights reserved All Borland brand and product names are trademarks or registered trademarks of Borland Software Corporation in the United States and other countries Microsoft Windows and other Microsoft product names are trademarks or registered trademarks of Microsoft Corporation in the U S and other countries Linux is a registered trademark of Linus Torvalds All other marks are the property of their respective owners Corporate Headquarters 100 Enterprise Way Scotts Valley CA 95066 3249 o 831 431 1000 o www borland com o Offices in Australia Brazil Canada China Czech Republic France Germany Hong Kong Hungary India Ireland Italy Japan Korea the Netherlands New Zealand Russia Singapore Spain Sweden Taiwan the United Kingdom and the United States Table of Contents Chapter 1 Introduction 1 Borland Support 1 System Requirements 1 CaliberRM Server 0 8804 2 CaliberRM Windows and Web Client 2 Japanese Operating System Requirements 2 CaliberRM Datamart 2 CaliberRM Datamart Extractor Server 3 Database Server MS Access or MS SQL Server 3 CaliberRM Datamart Extractor Server and Database 3 CaliberRM Estimate Professional 3 Default Installat
15. Client component Select the This feature will not be available option Click the install state icon to select the StarTeam Toolbar component Select the This feature will not be available option Click the install state icon to select the CaliberRM SDK component aon Oo Vi A OQ Select the This feature will not be available option Chapter 2 Installing Administrative Components 9 9 Click the install state icon to select the CaliberRM Server component 10 Select the This feature and all subfeatures will be installed on local hard drive option 11 Click the Help button for information about each install state Click the Space button to see a list of the disk space requirements for each component Click the Change button if you want to change the location where the component is installed The default install location for the server is C Borland CaliberRMServer 12 Click Next The License Keys screen is displayed 13 If you are installing an evaluation copy of CaliberRM go to step 15 If you are installing a purchased copy of CaliberRM click Edit next to the CaliberRM License Key text box 14 Enter in your license key and click Validate Key Note The CaliberRM 2005 server will only accept version 7 License Keys no previous versions are recognized 15 Click Next The MPX Configuration screen is displayed amp CaliberRM Caliber Installation Wizard x MPX Configuration Use the following options to confi
16. M Datamart Extractor Server and Database If CaliberRM Datamart Extractor and the database are installed on the same machine Components Minimum Recommended CPU PIII 800MHz Dual PIII 500MHz RAM 512 MB 1 GB Hard Drive N A Depends on database SIZE CaliberRM Estimate Professional Components Recommended CPU 200 MHz Pentium or higher RAM 128 MB Hard Drive 150 MB Other Drives CD ROM Note For additional information on CaliberRM Estimate Professional See Integrating CaliberRM Estimate Professional or CaliberRM Estimate Professional User Manual from the Windows Start menu Select Programs gt CaliberRM gt Documentation Chapter 1 Introduction 3 Default Installation Settings CaliberRM Path Name or Type CaliberRM Client Installation Path CaliberRM Server Installation Path Start Menu Folder Samples Documentation CaliberRM SDK Visual Studio NET integration User Name and Password Location Name or Type C Program Files Borland CaliberRM C Borland CaliberRMServer Start gt Programs gt CaliberRM C Program Files Borland CaliberRM Samples C Program Files Borland CaliberRM Documentation C Program Files Borland CaliberRM SDK C Program Files Borland CaliberRM for Visual Studio NET Both are admin CaliberRM Datamart and BusinessObjects Path Name or Type CaliberRM Datamart server Installation Path BusinessObjects Installation Path Start Menu Folder Datamart Start
17. Publish MPX events to this machine If you do not have MPX Broker installed select the Install StarTeam Message Broker after CaliberRM installation completes check box See Installing The StarTeam Message Broker MPX Server on page 20 for instructions on installing the StarTeam Message Broker e Publish MPX events to a different machine Enter the name or IP address of the alternate machine Choose this option if the StarTeam Message Broker is or will be installed on another machine If you do not enable MPX events but decide to at a later time see page 21 for instructions on enabling MPX post installation 8 Click Next The System Configuration screen is displayed i CaliberRM Caliber Installation Wizard System Configuration Use the options below to configure your installation 0 i a il Please select from the following options to configure you installation of CaliberRM Glient Options server Options G Place a CaliberRM shortcut on i Sample Database Database Name the desktop SQMDB Blank Database Do Not Place a CaliberRM shortcut on the desktop Database Owner jrogers Installation Directory Installation Directory C Program 3 FilesiStarbase CaliberRM CiStarBase CaliberRMSeryerl Server License Evaluation lt Back Cancel CaliberRM 9 If you do not want a CaliberRM shortcut on your desktop select the Do Not Place a CaliberRM shortcut on the desktop option b
18. RL to email http Server1 Admin CaliberRM_Network_ Install Each machine is able to download and begin the CaliberRM installation or upgrade Once the product is installed the client machines automatically check for a new version of CaliberRM available If there is a newer version available the CaliberRM client downloads the upgrade 18 CaliberRM Installation Guide See the figure below for clarification SERVER1 Apache IIS or other SERVER 2 Where the CaliberRM Web Server that has a mapped Network Install amp Upgrade drive to SERVER2 is installed A Virtual Directory is created on SERYVERI to the mapped install location on SERVER2 Local Intranet Local RM Clients Program Maintenance For Network Install and Upgrade The CaliberRM Install Wizard allows you to perform program maintenance on your Network Install and Upgrade installation To perform program maintenance 1 Complete steps 1 4 starting on page 14 When Network Install and Upgrade is detected Setup displays the program maintenance Welcome screen 2 Click Next Setup displays the Program Maintenance screen 3 Select the type of program maintenance you want to perform Modify Repair or Remove See the following sections for each option Modifying Your Network Install and Upgrade Installation If you want to add or remove a feature from your installation you can modify your installation To modify your installation 1 Click the Modify
19. again is insufficient You can also use the standard Windows Add Remove Programs procedure to remove Network Install and Upgrade To use this procedure go to page 29 Installing The StarTeam Message Broker MPX Server To install the MPX server 1 Close all Windows programs before proceeding with the installation 2 Insert the CaliberRM CD into the CD ROM drive Note The CD browser should start automatically if autorun is enabled If it is not enabled click Run from the Windows Start menu Windows displays the Run dialog box Type the name of a program folder or document and Windows will open it for you Open Je setup Cancel Browse In the Open field enter e setup where e is the letter of your CD ROM drive Click OK 3 Select Install CaliberRM Admin Components 4 Select Install MPX Server The StarTeam Message Broker Install Wizard starts and the Welcome screen is displayed 5 Click Next The License Agreement screen is displayed 6 Read the license agreement carefully and if you agree to the terms click Yes The Message Broker Service Type screen is displayed 20 CaliberRM Installation Guide Select the type of service you want Automatic or Manual Click Next The Destination Location screen is displayed Click Browse to change the location for install or click Next The Folder Selection screen is displayed for determining where product icons will be located 10 Click Next The Setup Complete scr
20. art amp BusinessObjects 37 CaliberRM Web 14 Network Install and Upgrade 20 Visual Studio NET integration 32 Removing the CaliberRM Server 37 repairing CaliberRM Datamart amp BusinessObjects installation 37 CaliberRM installation 28 CaliberRM Web 13 Network Install and Upgrade 19 Visual Studio NET integration 32 S silent installation 29 StarTeam Message Broker 8 10 support 1 system requirements CaliberRM Datamart 2 T technical support 1 U uninstall CaliberRM 29 CaliberRM Datamart amp BusinessObjects 37 Index 39 CaliberRM Web 14 Network Install and Upgrade 20 Visual Studio NET integration 32 upgrade CaliberRM 27 CaliberRM Datamart amp BusinessObjects 36 user components installing 32 user components installing 23 V Visual Studio NET integration installing 30 program maintenance 32 removing 32 40 CaliberRM Installation Guide
21. art later Note You must restart your machine for the changes to take effect Logging off and on again is insufficient You can also use the standard Windows Add Remove Programs procedure to remove CaliberRM Web To use this procedure see page 29 Network Install and Upgrade The Network Install and Upgrade feature allows an administrator to install a one click self extracting CaliberRM installation or upgrade package The package uses a default CaliberRM html page for users to receive available download updates As new releases are delivered administrators can install the new product in one place Users are notified at login that there is a new release available and are guided through the install upgrade process Note Before installing this feature you should have administrator privileges on the machine on which you are performing the install have IIS or Apache running on the machine on which you are performing the install You can have both installed on the machine but only one running at a time You do not need to have both installed If you are installing on a machine that does not have IIS or Apache refer to page 18 for more information on configuring your installation To install Network Install and Upgrade 1 Close all Windows programs before proceeding with the installation 2 Insert the CaliberRM CD into the CD ROM drive Note The CD browser should start automatically if autorun is enabled If it is not enabled
22. automatically if autorun is enabled If it is not enabled click Run from the Windows Start menu Windows displays the Run dialog Dox Type the name of a program folder or document and Windows will open it for you Open Je setup Cancel Browse In the Open field enter e setup where e is the letter of your CD ROM drive Click OK 30 CaliberRM Installation Guide 3 Click Install User Components 4 Click Install User Integrations 5 Click Install Visual Studio NET integration for CaliberRM The CaliberRM Install Wizard starts and the Welcome screen is displayed 6 Click Next The License Agreement screen is displayed 7 Read the license agreement carefully and if you agree to the terms select the accept the terms in the license agreement option button 8 Click Next The Customer Information screen is displayed E CaliberRM for Yisual Studio NET Caliber Installation Wizard x l E x Customer Information amp Please enter your information B 0 ri a n al Please note that a production or evaluation License Key is not required User Mame p Organization emmo License Registration Install this application for Anyone who uses this computer all users C Only for me jrogers lt Back Cancel 9 Enter a User Name and Organization 10 Click an option in the Install this application for area 11 Click Next The Select Installation Folder screen is displayed i CaliberRM
23. bout each install state Click the Space button to see a list of the disk space requirements for each component Click the Change button if you want to change the location where the component is installed The default install location for the client is C Program Files Borland CaliberRM 6 Click Next The System Configuration screen is displayed j CaliberRM Caliber Installation Wizard System Configuration Use the options below to configure your installation 0 i a n Please select from the following options to configure your installation of CaliberRM Glient Options Server Options Database Name fe Sample Database G Place a CaliberRM shortcut on the desktop c Do Not Place a CaliberRM shortcut on the desktop Installation Directory C Program Files BorlandiCaliberRM Server License Evaluation lt Back Cancel 7 If you do not want a CaliberRM shortcut on your desktop select the Do Not Place a CaliberRM shortcut on the desktop option button The default is to place a shortcut on the desktop 8 Click Next The Ready to Install screen is displayed 9 Click Install Setup begins installing files and displays a status bar to show progress Click Cancel at any time to cancel the installation Note If you are attempting to install CaliberRM on an unsupported operating system a warning message is displayed Before you can proceed you must select the check box indicating
24. d click Next Setup displays the Custom Setup screen 2 Complete steps 3 9 starting on page 37 36 CaliberRM Installation Guide Repairing Your Installation If you have accidentally deleted or overwritten a file you can repair your installation To repair the installation 1 Click the Repair option from the Program Maintenance screen 2 Click Next Setup displays the Program Repair screen 3 Click Install to complete the repair Setup installs the required files Click Cancel to cancel the installation at any time 4 Click Finish to exit the Install Wizard Note You must restart your machine for the changes to take effect Logging off and on again is insufficient Removing CaliberRM Datamart and BusinessObjects To remove the CaliberRM Datamart and BusinessObjects from your system 1 Click Remove from the Program Maintenance screen 2 Click Next Setup displays the Remove the Program screen 3 Click Remove The uninstall procedure completes You can also use the standard Windows Add Remove Programs procedure to remove your CaliberRM Datamart and BusinessObjects To use this procedure see page 29 Chapter 4 CaliberRM Datamart and BusinessObjects Installation 37 38 CaliberRM Installation Guide A administrative components installing 5 21 C CaliberRM custom client installation 25 custom server installation 9 default install paths 4 program maintenance 28 removing 29 repairing 28 CaliberRM Datamart amp Busin
25. ded for advanced users See page 25 for instructions on performing a custom installation Click Next The System Configuration screen is displayed System Configuration Use the options below to configure your installation 0 i a n Please select from the Following options to configure you installation of CaliberRM aient Options Server Options Piace a Caliber shortcut on sample Database Database Name Blank Database as c Do Not Place a CaliberRM i shortcut on the desktop Database Owner jrogers Installation Directory Installation Directory C Program C StarBace CaliberRMServer Files Borland CaliberRM Se E eee Server License GaliberRM lt Back Cancel If you do not want a CaliberRM shortcut on your desktop select the Do Not Place a CaliberRM shortcut on the desktop option button The default is to place a shortcut on the desktop Click Next The Ready to Install screen is displayed Note If you are attempting to install CaliberRM on an unsupported operating system a warning message is displayed Before you can proceed you must select the check box Chapter 3 Installing User Components 2 7 indicating you are aware that your installation is not supported Please review the system requirements for CaliberRM on page 1 6 Click Install Setup begins installing files and displays a status bar to show progress Click Cancel to cancel installation at any time 7 Click F
26. een is displayed 11 Click Finish to exit the wizard Enabling MPX Post Installation You can enable MPX events after performing an install Note These steps should only be performed by an administrator To enable MPX events 1 2 3 7 On the machine where the CaliberRM server is installed select Start gt Run In the Open area enter regedit and click OK Under HKEY_LOCAL_MACHINE navigate to Software Borland CaliberRM 6 5 Server MPX Double click Broker In the Value data area enter the name or IP address of the machine where MPX is installed and click OK Double click Server In the Value data area enter the name or IP address of the machine where MPX is installed and click OK Double click Enable In the Value data area enter a 1 to turn on MPX events and click OK Close the Registry Editor Note You must stop and restart the server before MPX is active Reconnecting MPX if the Server Loses the Connection If the connection is lost on the CaliberRM server side and you receive an error message from the CaliberRM server you must restart the CaliberRM server If the connection is lost on the MPX side you must restart the MPX server then the CaliberRM server Chapter 2 Installing Administrative Components 21 22 CaliberRM Installation Guide Chapter Installing User Components This chapter details how to install the User Components of CaliberRM including the CaliberRM client User In
27. ent is installed The default path is C Borland CaliberRMServer WebAccess CaliberRM_Network_ Install 17 The Ready to Install screen is displayed Click Install to begin the installation Setup begins installing files and displays a status bar to show progress Click Cancel to cancel the installation at any time 18 Click Finish Modifying Your Network Install Settings You can modify the download options a section of the index htm page and the URL from which CaliberRM users download the product and available upgrades Modifying Your Download Options You can modify the download option you selected for your clients during installation To modify your option 1 Navigate to the version ini file The file resides in the default installation folder for the Network Install and Upgrade C Borland CaliberRMServer WebAccess HT Docs CaliberRM_Network_lInstall 2 Right click the file select Open with and select Notepad from the list 3 Locate the line autodownload n 4 If you want CaliberRM clients to automatically download and start the upgrade replace n with a 1 If you want CaliberRM clients to direct the user to the specified URL to start the upgrade replace n with a 0 5 SelectFile gt Save from the menu then close the file Modifying Your Custom HTML Page To modify your HTML page 1 Navigate the RMINSTALL2 htm file The file resides in the default installation folder for the Network Install and Upgrade C Borla
28. essObjects installing 37 modifying 36 program maintenance 36 removing 37 repairing 37 CaliberRM SDK default install paths 4 CaliberRM server installing 5 CaliberRM Web installing 11 removing 14 custom installation CaliberRM client 25 CaliberRM server only 9 D default paths CaliberRM 4 CaliberRM SDK 4 E enabling MPX events 8 10 installation silent 29 installing administrative components 5 21 CaliberRM client 23 CaliberRM Datamart amp BusinessObjects 33 37 CaliberRM server 5 CaliberRM Web 11 MPX server 20 Network Install and Upgrade 14 user components 23 32 Visual Studio NET integration 30 introduction 1 4 M modifying CaliberRM Datamart amp BusinessObjects installation 36 CaliberRM installation 28 Network Install and Upgrade 19 download options 17 HTML page 17 URL location 18 Network Install and Upgrade settings 17 Index MPX events enabling 8 10 reconnecting 21 server installing 20 N Network Install and Upgrade installation without a web server 18 installing 14 modifying 17 19 download options 17 HTML page 17 URL location 18 program maintenance 19 removing 20 p performing an upgrade CaliberRM 27 CaliberRM Datamart amp BusinessObjects 36 product support 1 program maintenance CaliberRM 28 CaliberRM Datamart amp BusinessObjects 36 Network Install and Upgrade 19 Visual Studio NET integration 32 R reconnecting MPX 21 removing CaliberRM 29 CaliberRM Datam
29. g User Components 23 Installing the CaliberRM Client 23 Installing the Typical or Full Client 25 Custom Installation 25 Performing an Upgrade 27 Program Maintenance for CaliberRM 28 Modifying Your Installation 28 Repairing Your Installation 28 Removing CaliberRM 29 Using the Windows Add Remove Program to Remove CaliberRM 29 Silent Installation For Clients 2 29 Installing the Visual Studio NET INIEGrationi a a e da arie et i a 30 Program Maintenance For Visual Studio NET 32 Repairing Your Visual Studio NET Integration ac nia i 32 Removing Your Visual Studio NET Integration cache Re ec ade See 32 Chapter 4 CaliberRM Datamart and BusinessObjects Installation 33 Installing CaliberRM Datamart and BusinessObjects 33 Program Maintenance 36 Modifying Your Installation 36 Repairing Your Installation 37 Removing CaliberRM Datamart and BusinessObjects 37 Index 39 Chapter Introduction Welcome to CaliberRM Borland s requirements management system Please take a moment to review the release notes for the latest information Borland Support Borland offers a variety of support options These include free services on the Internet where you can search our extensive information base and connect with other users of Bor
30. gure your message B 0 ri a n dl publishing events vy OUIG You lit e to enable fl PYPTILS _ Disable MPX Events Enable MPX Events Cia StarTeam Message roker Where Is the MPs Server Publish MPX events to this machine Install StarTeam Message Broker after n CaliberRM Installation completes Publish MPX events to a different machine Please enter the name or IP address of your tarTeam Message Broker ex Borlandi or 192 86 144 201 m lt Back Cancel 16 To enable MPX events select the Enable MPX Events option button Note Enabling MPX events is optional 17 To designate where the MPX events are published select an option e Publish MPX events to this machine If you do not have MPX Broker installed select the Install StarTeam Message Broker after CaliberRM installation completes check box See Installing The StarTeam Message Broker MPX Server on page 20 for instructions on installing the StarTeam Message Broker e Publish MPX events to a different machine Enter the name or IP address of the alternate machine Choose this option if the StarTeam Message Broker is or will be installed on another machine If you do not enable MPX events but decide to at a later time see page 21 for instructions on enabling MPX 10 CaliberRM Installation Guide 18 Click Next The System Configuration screen is displayed System Configuration amp CaliberRM Caliber Installation Wizard Use the o
31. his feature on a machine that is not running a web server D Note If you select Custom you may have to open your web service and create a virtual directory See page 18 for more information 13 Click Next For Automatic Configuration go to step 17 The Custom Setup screen is displayed j CaliberRM Network Install and Upgrade CaliberRM Installation Wizare x Custom Setup Select the program features you want installed R 0 ri a na Click on an icon in the list below to change how a feature is installed Feature Description Select this option to place the CaliberRM 4 2 Installation on this machine The Default HTML Page This feature requires 56MB on your hard drive Install to CriBorland CaliberRMSeryeriWebAccessihtdocs CaliberRM_Network_Installi Change saliberRM Help Space lt Back Cancel 14 Select a component to install by clicking on the install state icon e The CaliberRM Installation installs the Network Install and Upgrade feature 16 CaliberRM Installation Guide e The Default HTML page installs the index htm the RMINSTALL2 htm and Rminstallxx htm xx representing the release number files 15 Choose the installation option for each component 16 Click the Help button for information about each install state Click the Space button to see a list of the disk space requirements for each component Click the Change button if you want to change the location where the compon
32. inish to exit the Install Wizard Setup displays the CaliberRM Client Installer Information screen 8 Click Yes to restart your system immediately or No to restart later Note You must restart your machine for the changes to take effect Logging off and on again is insufficient Program Maintenance for CaliberRM The CaliberRM Installation Wizard allows you to modify repair or remove your CaliberRM installation To perform program maintenance 1 Complete steps 1 4 starting on page 23 Setup displays the Program Maintenance screen 2 Select the type of program maintenance you want to perform Modify Repair or Remove See the following sections for each option Modifying Your Installation If you want to add or remove a feature from your installation you can modify your installation To modify your installation 1 Click the Modify option from the Program Maintenance screen and click Next Setup displays the Custom Setup screen 2 Complete steps 3 11 starting on page 26 Note You do not have access to the Server Options while modifying your installation Repairing Your Installation If you have accidentally deleted or overwritten a file you can repair your installation To repair the CaliberRM installation 1 Click the Repair option from the Program Maintenance screen 2 Click Next Setup displays the Program Repair screen 3 Click Install to complete the repair Setup installs the required files Click Cancel to
33. ion Settings 4 CaliberRM ius han 4 CaliberRM Datamart and BusinessObjects 4 CaliberRM Estimate Professional 4 Chapter 2 Installing Administrative Components 5 Installing the CaliberRM Server 5 Installing the Client and Server 7 Installing the Server Only 9 Program Maintenance For CaliberRM 11 Installing CaliberRM Web and WebView 11 Program Maintenance For CaliberRM Web 13 Repairing Your Web Installation 13 Removing CaliberRM Web 14 Network Install and Upgrade 14 Modifying Your Network Install SENOS as 2 6 Me a ea r a e e aare 17 Modifying Your Download Options 17 Modifying Your Custom HTML Page 17 Modifying Your URL Location 18 Modifying At Each Client 18 Modifying From a Central Location Using Email18 Installation on a Machine That Does Not Have a Web SEVE era Eaa i Sua Sei ei es 18 Program Maintenance For Network Install and Upgrade 19 Modifying Your Network Install and Upgrade Installation Sre pa bd a Blasi ee amp SS 19 Repairing Your Network Install and Upgrade Installation ssi io ee ee ee OOD aa 19 Removing Your Network Install and Upgrade Installation o 20 Installing The StarTeam Message Broker MPX Server aaa aaa 20 Enabling MPX Post Installation 21 Reconnecting MPX if the Server Loses the Connection 21 Chapter 3 Installin
34. land products In addition you can choose from several categories of support ranging from installation support to fee based consultant level support and extensive assistance For more information about Borland s support services see our web site at http www borland com devsupport From the Web site you can access many newsgroups where CaliberRM users exchange information tips and techniques Refer also to the Borland Community site at http community borland com It provides access to lots of information articles code examples and upcoming news about CaliberRM When contacting support be prepared to provide complete information about your environment the version of the product you are using and a detailed description of the problem For support on third party tools or documentation please contact the vendor of the tool System Requirements Before installing CaliberRM make sure that your computer meets the following system requirements If you attempt to install CaliberRM on an operating system that is not supported you will get a warning message Please ensure your operating system is listed in the following tables Chapter 1 Introduction 1 CaliberRM Server Components Processor Operating System Minimum Ram Space Hard Drive Space Minimum Recommended 300 MHz Pentium Il 500 MHz Pentium III or or higher higher Windows 2000 Server SP4 Windows NT 4 0 Server SP6 A 256 MB 1 GB 250 MB 560 MB
35. lick Next The License Agreement screen is displayed 6 Read the license agreement carefully and if you agree to the terms click the I accept the terms in the license agreement option button 7 Click Next Setup displays the Customer Information screen j Caliber Installation Wizard for CaliberRM Web E x Customer Information Please enter your Name and Company Name R 0 ri a n ci User Name _ Organization Install this application for Anyone who uses this computer all users C Only for me lt Back Cancel 8 Enter your User Name and Organization 9 Selectan option in the Install this application for area 10 Click Next Setup displays the Web Server screen ip Caliber Installation Wizard for CaliberRM Web E oj x How would you like to configure your Web Server I Choose the setup type that best suits your needs B 0 ri a n Please choose whether or not you would like to install Apache Web Server fe Install both CaliberRM Web and ips cus essed reas osecsonvcancessvocecoases ont sirene Weh Viewer i e n rt raf cme Simeoni c Use Microsoft IIS as my Web Install CaliberRM Web Client Server I ll configure my Web Server Install CaliberRM Web Viewer manually GaliberRM lt Back Cancel 11 Select an installation option button 12 CaliberRM Installation Guide e Install both CaliberRM Web and CaliberRM Web Viewer e Install CaliberRM Web Client e Install
36. na 4ll previously installed features will be automatically upgraded C Custom Choose which program features you want installed and where they will be installed Recommended for advanced users lt Back Cancel 2 Select an option for upgrading e Upgrade Features Currently Installed Upgrades your existing installation e Custom Allows you to install only the features you want See page 37 for performing a custom installation 3 Click Next Setup displays the Ready to Install the Program screen 4 Click Install to begin the installation The CaliberRM BusinessObjects Read Me report is displayed 5 SelectFile gt Exit to return the CaliberRM Installation Wizard 6 Click Finish to exit the CaliberRM Installation Wizard Program Maintenance The CaliberRM Installation Wizard allows you to modify repair or remove your CaliberRM Datamart and BusinessObjects installation To perform program maintenance 1 Complete steps 1 6 starting on page 35 Setup displays the Program Maintenance Welcome screen 2 Click Next Setup displays the Program Maintenance screen 3 Selectthe type of program maintenance you want to perform Modify Repair or Remove See the following sections for each option Modifying Your Installation If you want to add or remove a feature from your installation you can modify your installation To modify your installation 1 Click the Modify option from the Program Maintenance screen an
37. nd CaliberRMServer WebAccess HTDocs CaliberRM_Network_Install RMINSTALL2 htm 2 Right click the file select Open with and select Notepad from the list 3 Modify as necessary desired Chapter 2 Installing Administrative Components 17 Modifying Your URL Location You can modify the download URL location two ways at each client or from a central location using a simple email process Before modifying your URL location using either method you must perform the following steps 1 Open the file RmInstallxx htm xx representing the release number with Notepad 2 Find the statement URL http server name CaliberRM_Network_Install 3 Modify the statement with the new or renamed virtual path Modifying At Each Client To modify the URL download location by client 1 In CaliberRM select Tools gt Options from the menu 2 On the General tab in the URL text box enter the new URL 3 Click OK Modifying From a Central Location Using Email To modify the URL download location using email 1 Using your web browser open the new CaliberRM Default Webpage using the new path 2 Copy and email the new link to each user When the user clicks the link the CaliberRM Default Webpage opens and the URL directory is automatically reconfigured within CaliberRM Installation on a Machine That Does Not Have a Web Server Email the URL to the CaliberRM Network Install amp Upgrade s URL to the client machines Example U
38. ng on page 5 2 Click Next The License Keys screen is displayed 3 If you are installing an evaluation copy of CaliberRM click Next and go to Step 5 If you are installing a purchased copy of CaliberRM click Edit next to the CaliberRM License Key text box 4 Enter in your license key and click Validate Key 5 Click Next Note The CaliberRM 2005 server will only accept version 7 License Keys no previous versions are recognized Note CaliberRM 2005 and 6 51 SP1 servers can have connectivity from the following CaliberRM clients 2005 6 51 SP1 6 0 6 5 Chapter 2 Installing Administrative Components 7 The MPX Configuration screen is displayed i CaliberRM Caliber Installation Wizard MPX Configuration Use the following options to configure your message B 0 i l d il cl publishing events TU id Vou li e tO enable MPR events Disable MPX Events Enable MPX Events liui StarTeam Message roker Where is the MPR Server Publish MPX events to this machine Install StarTeam Message Broker after n CaliberRM Installation completes Publish MPX events to a different machine Please enter the name or IP address of your StarTeam Message Broker ex Borlandi or 192 86 144 201 m GaliberaM lt Back aa 6 To enable MPX events select the Enable MPX Events option button x Note Enabling MPX events is optional 7 To designate where the MPX events are published select an option e
39. ny time 22 Click Finish to exit the Install Wizard Setup displays the CaliberRM Client Installer Information screen 23 Click Yes to restart your system immediately or No to restart later Note You must restart your machine for the changes to take effect Logging off and on again is insufficient Once you reboot the CaliberRM server attempts startup If Terminal Services is enabled an error message is written to the SQM Monitor log and the server will not start Program Maintenance For CaliberRM The CaliberRM Install Wizard allows you to perform program maintenance on your CaliberRM installation See Program Maintenance for CaliberRM on page 28 Installing CaliberRM Web and WebView To install the CaliberRM Web View and CaliberRM Web 1 Close all Windows programs before proceeding with the installation 2 Insert the CD into the CD ROM drive Chapter 2 Installing Administrative Components 11 Note The CD browser should start automatically if autorun is enabled If it is not click Run from the Windows Start menu Windows displays the Run dialog box Type the name of a program folder or document and Windows will open it for you Open Je setup Cancel Browse In the Open field enter e setup where e is the letter of your CD ROM drive Click OK 3 Click Install Admin Components 4 Click Install CaliberRM Web amp WebView The CaliberRM Install Wizard starts and the Welcome screen is displayed 5 C
40. ollowing sections for each option Repairing Your Visual Studio NET Integration If you have accidentally deleted or overwritten a file you can repair your installation To repair your CaliberRM Visual Studio NET integration 1 Selectthe Repair option button from the Program Maintenance screen and click Next Setup displays the Ready to Repair the Program screen 2 Click Install to complete the repair Setup checks for missing or corrupted files and re installs them 3 When installation is complete Setup displays the CaliberRM Installation Wizard Completed screen 4 Click Finish to exit the Install Wizard Removing Your Visual Studio NET Integration To remove your CaliberRM Visual Studio NET integration 1 Select the Remove option button from the Program Maintenance screen and click Next Setup displays the Remove the Program screen 2 Click Remove and the uninstall procedure completes You can also use the standard Windows Add Remove Programs procedure to remove your CaliberRM Visual Studio NET integration To use this procedure go to page 29 32 CaliberRM Installation Guide Chapter CaliberRM Datamart and BusinessObjects Installation The CaliberRM Datamart server can be installed on the same machine as the CaliberRM server or on a separate machine EA Note The user must be a member of the Power User or Administrators group in order to run Datamart programs EA Note The BusinessObjects installation i
41. omer Information screen is displayed ji CaliberRM Caliber Installation Wizard E x Customer Information Please enter your information 0 i a n User Name em o ooo Organization Install this application for Anyone who uses this computer all users Only for me lt Back Cancel 8 Enter a User Name and Organization 9 Click an option in the Install this application for area 10 Click Next The Setup Type screen is displayed Note If you are performing an upgrade setup displays the Upgrade screen See Performing an Upgrade on page 27 amp CaliberRM Caliber Installation Wizard x Setup Type il Choose the setup type that best suits your needs B 0 ri a nd Please select a setup type Install Typical Client Features Only All default CaliberRM client program features will be installed Install Full Client All CaliberRM Client features will be installed Requires the most hard drive space Install Client and Server This option is currently unavailable C Custom Select this option to customize your installation of CaliberRM You will be able to select and deselect items as well as change the default installation path Cancel GaliberRM 11 Select the type of installation you want to perform e Install Typical Client Features Only This option installs CaliberRM StarTeam Toolbar Help Files Diagnostic Tool Document Factory Reports CaliberRM Vie
42. option is case sensitive You can install the Help files using a Custom Modification at a later time See the table below for the feature commands for this option Accepted command line options are NOCLIENT ALLCLIENT NODOCFACTORY NOHELP NOTUTORIAL NOUSERGUIDES NOVIEWS NOREPORTS NOEXPORT NOSBTOOLBAR NOFRAMEWORK NOSAMPLES NODIAGTOOL NOSDK NOVIEWER NORELEASENOTES The No options are the equivalent of deselecting options in a custom install Multiple command line options are acceptable For example to install CaliberRM without the Framework Administrator and without a confirmation dialog box appearing upon completion Setup exe S V qn NOFRAMEWORK YES ALLCLIENT YES Or to install CaliberRM without the Framework Administrator but with a confirmation dialog box appearing upon completion Setup exe S V qn NOFRAMEWORK YES ALLCLIENT YES In the event of an upgrade the modifiers take precedence over the default option to upgrade existing components Installing the Visual Studio NET Integration D Note The Visual Studio NET integration requires that the CaliberRM SDK be installed LS The integration installation wizard automatically installs the CaliberRM SDK if it is not already installed To install the integration 1 Close all Windows programs before proceeding with the installation 2 Insert the CaliberRM CD into the CD ROM drive EX Note The CD browser should start
43. our machine for the changes to take effect Logging off and on again is insufficient Once you reboot the CaliberRM server attempts startup If Terminal Services is enabled an error message is written to the SQM Monitor log and the server will not start Installing the Server Only Terminal Services must be disabled on the CaliberRM Server machine If not the CaliberRM Installation Wizard prompts you to disable it and will not continue unless you disable Terminal Services Note The installer checks the length of the currently logged in user name and does not allow you to continue if the length is greater than 15 characters or contains spaces 1 Complete steps 1 11 starting on page 5 2 Click Next The Custom Setup screen is displayed A x Borland Click on an icon in the list below to change how a feature is installed je CaliberRM CaliberRM Installation Wizard Custom Setup Select the program features you want installed Feature Desct Select this option to install CaliberRM Client and its defaut configuration ption StarTeam Toolbar CaliberRM 6 0 SDK X CaliberRM Server This feature requires 1KB on your hard drive Ithas 11 of 12 subfeatures selected The subfeatures require 39MB on your hard drive Change nstallshield 2a Help Space lt Back Cancel Install Selected Feature to C Program Files Borland CaliberRM Click the install state icon to select the CaliberRM
44. ptions below to configure your installation Please select from the following options to configure you installation of CaliberRM n n 45 ee Glient Oy tions ie GESt Cop f Installation Directory C Program Files Borland CaliberRM E Place 4 GaliberR shortcut on the desktop H Cc Do Wot Place a GaliberkRM shortcut on the des Server Options Database Name SQMDB Database Owner jrogers Sample Database Blank Database Installation Directory C Borland CaliberRMServer Server License Evaluation Cancel 19 If you do not want to install a sample database select the Blank Database option button The default is to install a sample database 20 Click Next The Ready to Install screen is displayed Note If you are attempting to install CaliberRM on a machine that has Terminal Services enabled a warning message is displayed You must select the check box to disable Terminal Services before you can proceed with the installation Note If you are attempting to install CaliberRM on an unsupported or non server operating system a warning message is displayed Before you can proceed you must select the check box indicating you are aware that your installation is not supported Please review the system requirements for CaliberRM on page 1 21 Click Install Setup begins installing files and displays a status bar to show progress Click Cancel to cancel installation at a
45. s installing files and displays a status bar to show progress Click Cancel to cancel installation at any time 6 Click Finish to exit the Install Wizard Setup displays the CaliberRM Client Installer Information screen 7 Click Yes to restart your system immediately or No to restart later Note You must restart your machine for the changes to take effect Logging off and on again is insufficient Custom Installation Note The default custom install is the same as a typical install does not have the server enabled 1 Complete steps 1 11 starting on page 23 Chapter 3 Installing User Components 25 2 Click Next The Custom Setup screen is displayed E CaliberRM CaliberRM Installation Wizard xj Custom Setup Select the program features you want installed B 0 ri a n ci Click on an icon in the list below to change how a feature is installed Feature Description Select this option to install CaliberRM Client and its defaut I he CaliberRM 6 0 SDK configuration X CaliberRM Server This feature requires 1KB on your hard drive It has 11 of 12 subfeatures selected The subfeatures require 39MB on your hard drive Install Selected Feature to C Program FilesiBorland CaliberRM Change InstallShield Help Space lt Back Cancel 3 Click on the install state icon for a component 4 Choose the installation option for each component 5 Click the Help button for information a
46. s not covered in this section Please refer to the BusinessObjects User Guide located in C Program Files Business Objects Business Objects Enterprise 6 online guides en Select the PDF file called Deployment for installation information Installing CaliberRM Datamart and BusinessObjects To install CaliberRM Datamart and BusinessObjects 1 Close all Windows programs 2 Insert the CD into the CD ROM drive Note The CD browser should start automatically if autorun is enabled If it is not click Run from the Windows Start menu Windows displays the Run dialog box Type the name of a program folder or document and Windows will open it for you Open Je setup Cancel Browse In the Open field enter e setup where e is the letter of your CD ROM drive Click OK 3 Click Install Admin Components 4 Click Install CaliberRM Datamart and BusinessObjects The CaliberRM Install Wizard starts and the Welcome screen is displayed Chapter 4 CaliberRM Datamart and BusinessObjects Installation 33 5 Click Next Setup displays the License Agreement screen 6 Read the license agreement carefully and if you agree to the terms select the accept the terms in the license agreement option button 7 Click Next Setup displays the Customer Information screen Customer Information Please enter your information User Name Organization Aoo License Registration Install this application for Anyone
47. ses command line options to run the installation Note The silent install feature cannot be used to install the CaliberRM server To use the silent installation option you must be at a command prompt in the folder where CaliberRM msi resides or enter the full path to that folder A typical silent installation command with full path to the folder on a local CD ROM drive would be Setup exe S V qn The minimum required command to accomplish a command line install is Setup exe V qn However this command is not completely silent you will see a brief splash screen advising that CaliberRM setup is preparing the InstallShield Wizard The S eliminates this splash screen A following qn causes a confirmation dialog box to appear upon completion This dialog box confirms completion or advises of failure in the event the install failed Command Description Setup exe S V qn Installs or upgrades the CaliberRM client silently A confirmation dialog box appears upon completion if you include the plus sign The S V and qn modifiers are case sensitive Setup exe S V qn Enables all features when installing CaliberRM Note that ALLCLIENT YES the ALLCLIENT option is case sensitive Chapter 3 Installing User Components 29 Command Description Setup exe S V qn Disables any feature and prevents the user from enabling FEATURE YES that option in Custom installation mode Note that the NOHELP
48. tegrations CaliberRM Estimate Professional is installed with CaliberRM but that is not covered in this chapter See Integrating CaliberRM Estimate Professional or CaliberRM Estimate Professional User Manual from the Windows Start menu Select Programs gt CaliberRM gt Documentation Installing the CaliberRM Client To install CaliberRM 1 Close all Windows programs before proceeding with the installation 2 Insert the CaliberRM CD into the CD ROM drive Note The CD browser should start automatically if autorun is enabled If it is not enabled click Run from the Windows Start menu Windows displays the Run dialog box Type the name of a program folder or document and Windows will open it for you Open e setup Cancel Browse In the Open field enter e setup where e is the letter of your CD ROM drive Click OK 3 Click Install User Components 4 Click Install CaliberRM Client The CaliberRM Install Wizard starts and the Welcome screen is displayed Chapter 3 Installing User Components 23 Note You can only upgrade to CaliberRM 2005 from CaliberRM 6 5 or 6 0 If you attempt to upgrade from an older CaliberRM version the upgrade displays a warning message and discontinues 5 Click Next The License Agreement screen is displayed 6 Read the license agreement carefully and if you agree to the terms select the accept the terms in the license agreement option button 7 Click Next The Cust
49. u select this option The DSN is a collection of information used to connect your application to a particular database Select Start gt Control Panel gt OBDC Connections or gt Administrative Tools gt Data Sources depending on your operating system to create a DSN Note The program also installs Microsoft Data Access Component MDAC if the workstation does not have one installed already Follow the instructions on the MDAC installation screens You do not have to reboot your machine Note If you install CaliberRM Datamart then add a license key afterwards the key will not appear in the Framework Administrator License Management until you reboot the server 34 CaliberRM Installation Guide Custom Installation 1 Complete steps 1 11 starting on page 35 2 Click Next The Custom Setup screen is displayed i CaliberRM Installation Wizard for CaliberRM Datamart amp Datamart Custom Setup Select the program features you want installed 0 i a Click on the CHANGE button to change modify your installation directory Feature Description Install this Feature for extracting data From the CaliberRM operational database Universes CaliberRM Datamart User Guide Create RMMSA Data Source Name ol Create RMMSA Microsoft Acce This feature requires OKB on Iv BusinessObjects 6 Support your hard drive It has 1 of 4 subfeatures selected The subfeatures require 97KB on gt your hard drive
50. utton The default is to place a shortcut on the desktop 10 If you do not want to install a sample database select the Blank Database option button The default is to install a sample database Note If you are using a language option that uses double byte characters Borland strongly recommends you do not modify the default database name from SQMDB Testing has determined that double byte characters may cause problems if used in the database name 8 CaliberRM Installation Guide 1 Warning 11 Click Next The Ready to Install screen is displayed Note If you are attempting to install CaliberRM on a machine that has Terminal Services enabled a warning message is displayed You must select the check box to disable Terminal Services before you can proceed with the installation Note If you are attempting to install CaliberRM on an unsupported or non server operating system a warning message is displayed Before you can proceed you must select the check box indicating you are aware that your installation is not supported Please review the system requirements for CaliberRM on page 1 12 Click Install Setup begins installing files and displays a status bar to show progress Click Cancel to cancel the installation at any time 13 Click Finish to exit the Install Wizard Setup displays the CaliberRM Client Installer Information screen 14 Click Yes to restart your system immediately or No to restart later Note You must restart y
51. wer the CaliberRM SDK and Sample Documents See below e Install Full Client Installs all CaliberRM client programs listed above plus Framework Administrator and RM Export and RM Import See below 24 CaliberRM Installation Guide e Custom Installs only the features you select Recommended for advanced users Go to page 25 Installing the Typical or Full Client 1 Complete steps 1 11 starting on page 23 2 Click Next The System Configuration screen is displayed i CaliberRM Caliber Installation Wizard System Configuration Use the options below to configure your installation 0 i a n Please select from the Following options to configure your installation of CaliberRM dient Options Server Options e Do Not Place a CaliberRM shortcut on the desktop Installation Directory C Program Files Borland CaliberRM lt Back Cancel 3 Ifyou do not want a CaliberRM shortcut on your desktop select the Do Not Place a CaliberRM shortcut on the desktop option button The default is to place a shortcut on the desktop 4 Click Next The Ready to Install screen is displayed Note If you are attempting to install CaliberRM on an unsupported operating system a warning message is displayed Before you can proceed you must select the check box indicating you are aware that your installation is not supported Please review the system requirements for CaliberRM on page 1 5 Click Install Setup begin
52. who uses this computer all users C Only for me lt Back Cancel 8 Enter your User Name Organization and License Registration in the appropriate fields and select an option in the Install this application for area Note Once a valid CaliberRM Datamart and BusinessObjects license key is entered any user can run the CaliberRM Datamart programs Di Note If you add your CaliberRM Datamart license key during the CaliberRM Datamart installation the key will not appear in the Framework Administrator License Management until you reboot the CaliberRM server 9 Click Next The Setup Type screen is displayed i Caliber Installation Wizard for CaliberRM Datamart Explorer x Setup Type g Choose the setup type that best suits your needs R 0 ri a n d Please select a setup type Install CaliberRM Datamart Explorer Only Workstation is Only CaliberRM Datamart Explorer will be installed Install CaliberRM Datamart and Datamart Explorer Server Both applications will be installed The DSN and blank MS Access database will be automatically created and configured quascesessessenesonaon i oe Choose which program Features you want installed and where they will be installed Recommended for advanced users GallberRm aos yy amp NJ lp lt Back Cancel 10 Select the type of installation you want to perform Note You must create a system Data Source Name DSN manually if yo
53. xt Setup displays the Program Maintenance screen 3 Select the type of program maintenance you want to perform Repair or Remove See the following sections for each option Repairing Your Web Installation If you have accidentally deleted or overwritten a file you can repair your installation To repair your CaliberRM Web installation 1 Select the Repair option button from the Program Maintenance screen and click Next Setup displays the Ready to Repair the Program screen 2 Click Install to complete the repair Setup checks for missing or corrupted files and re installs them 3 When installation is complete Setup displays the CaliberRM Installation Wizard Completed screen Chapter 2 Installing Administrative Components 13 4 Click Finish to exit the Install Wizard Setup displays the CaliberRM Web Installer Information screen 5 Click Yes to restart your system immediately or No to restart later Note You must restart your machine for the changes to take effect Logging off and on again is insufficient Removing CaliberRM Web To remove CaliberRM Web from your system 1 Selectthe Remove option button from the Program Maintenance screen and click Next Setup displays the Remove the Program screen 2 Click Remove and the uninstall procedure completes 3 Click Finish to exit the Install Wizard Setup displays the CaliberRM Web Installer Information screen 4 Click Yes to restart your system immediately or No to rest
54. you are aware that your installation is not supported Please review the system requirements for CaliberRM on page 1 10 Click Finish to exit the Install Wizard Setup displays the CaliberRM Client Installer Information screen 26 CaliberRM Installation Guide 11 Click Yes to restart your system immediately or No to restart later ES Note You must restart your machine for the changes to take effect Logging off and on again is insufficient Performing an Upgrade EA Note You can only upgrade to CaliberRM 2005 from CaliberRM 6 5 or 6 0 If you attempt to upgrade from an older CaliberRM version the upgrade displays a warning message and discontinues 1 5 i CaliberRM Caliber Installation Wizard salbea Complete steps 1 10 starting on page 23 Setup displays the Setup Type screen Setup Type Borland Choose the setup type that best suits your needs Please select a setup type poeeesessseeeeseseceessocesecesceesssosoessooooeesssoeesesoseseessososssooessssocecesssecessssseossssseeg All previously installed features will be automatically upgraded C Custom Choose which program features you want installed and where they will be installed Recommended for advanced users Cancel lt Back Select the type of upgrade you want to perform Upgrade features currently installed Upgrades all of the features that are currently installed Custom Installs only the features you select Recommen

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