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        CardExchange® 9 SBS Installation Manual
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1.  ef information  ame       mli ARA         Reservation File       Redundant License File            Preferences         Ure int mation       Gag    This will open the Defined Server List window        Defi ned Server List    Server      LOCALHOST OK    Cancel      i i g y i E    Now enter  LOCALHOST  and click on Add to add the server name and OK to close the Defined Server List  window  You will be asked to add the server to the defined list     WimAdmin o hes               O Would you like the server  LOCALHOST added to the defined list     Ves Mo         Click Yes to confirm     Now we need to add the license file to the license manager  To do so  right click on the LOCALHOST node in  the Defined Servers tree and select Add Feature   gt  From File   gt  To Server and its File as shown below        2013 CardExchange   Solutions    Getting Started  25       E WimAdmin  o x  File Edit View Tools Help   2 2 Defined Servers  2 a LOCA  1 25 Subnet Se  Ea Standalo                                  Add Feature    To Server       Remove all Features       To Server and its File          Remove from Defined List       Change Log Filename  Shutdown Server    Refresh    Commuter       Capacity       ra   ADE A odie ea   Ms      If you are using a license dongle you will need to select To Server as shown below     ES WimAdmin  File Edit View Tools Help  2 2 Defined Servers                            oe E Subni From a File i To Server  a ga Stand Remove all Features From a String To Serv
2.  has no interface of it s own  As  we need to be able to install the licenses and manager the license manager  we need to use additional tools for  configuring the license manager  These so called tools can be simply copied to a location on the server or  workstation the license manager is running on     To do so just simple click on the Browse CD button and make a copy of the tools folder on the CD        2013 CardExchange   Solutions      16   CardExchange   9 SBS Installation Manual    Y    Organize     Al Open Burn New folder    Documents Marne Date modified    al    Music       Pictures    EE Videos    di CardExchange 9 3 2013 6 23 PM  Je Documentation 6 4 2012 1 19 PM  Je Installers 9 3 2013 6 35 PM  Je License Manager 6 4 2012 1 19 PM    Homegrou    Y asi BN MachinelDExchay 6 13 2013 10 13 AM    de Manual 6 4 2012 1 19 PM    E c ut 5     oe z di Tools   amp  Local Disk  C      E CD Drive  E     6 4 2012 1 20 PM     WebHelp 6 4 2012 1 20 PM  de Your 565 Licenses 6 4 2012 1 20 PM  S autorun apm 9 10 2013 3 20 AM  4  autorun exe 9 10 2013 3 20 AM    autorun inf 9 10 2013 3 20 AM    tw AAA  Tools Date modified  6 4 2012 1 20 PM Offline status  Online  File folder Offline availability  Not available       and copy this folder to a location on your server or workstation  for example to the folder C  Program Files  x86    Common Files SafeNet Sentinel Tools    Now browse the Tools folder and create a shortcut for the WImAdmin exe application as shown below  to any  location t
3.  please do select the corresponding option and proceed with  Next  If you decline these terms  when selecting the installation will stop and the wizard will be closed after    clicking on Finish        2013 CardExchange   Solutions    Getting Started       dpe   Sentinel    Choose the setup type that best suits your needs  Protection installer    All program features will be installed   Requires the most disk  space      Choose which program features you want to install  Recommended  for advanced users        InstallShield          Select Complete as Setup Type and click on Next to Proceed        te Sentinel Protection Installer 7 5 0   InstallShield Wizard  Ready to Install the Program  The wizard is ready to begin installation  Protection installer    Click Install to begin the installation     If you want to review or change any of your installation settings  dick Back  Click Cancel to  exit the wizard     InstallShield                                        2013 CardExchange   Solutions    a   CardExchange   9 SBS Installation Manual    Now you are ready to install the dongle driver on your system  Click Install to proceed     1l Sentinel Protection Installer 7 5 0   InstallShield Wizard       Protection Installer    Windows Firewall detected              Important Note     The setup program will install Sentinel Protection Server and Sentinel Keys Server on  this system  To allow accessing the Sentinel keys attached to this system by cients  on the network  your firewall
4.  settings will be modified  This will not affect the existing  security settings of this system  Do you want to modify these settings right now     Tip     To modify these settings in future  refer to the steps provided in the Help provided  with this software     InstallShield    o        To allow access to the server  the firewall has to be modified to allow this  You can always do this manual later   select No to do so  We advice to let the installer do the modifications to the firewall as that guarantees the  correct working of the dongle with the server  Click Yes to proceed        2013 CardExchange   Solutions    Getting Started  9      te Sentinel Protection Installer 7 5 0   InstallShield Wizard       Wizard Completed    The InstallShield Wizard has successfully installed Sentinel  Protection Installer 7 5 0  Click Finish to exit the wizard        When the installation is successful you can click on Finish to close the installation wizard     Now you can insert the dongle into a free USB port of your system and it will automatically install the driver        2013 CardExchange   Solutions    to   CardExchange   9 SBS Installation Manual    2 3 Procedure One    File Edit View Tools Help  Fig Defined Servers    Server infomation  LOCALHOST    H Fa Subset Servers Mama  WIN CKLGASACIGC  E  E Standalone IP address  LOCALHOST       In Procedure One we are going to explain how to install the license manager  activate your license  and  configure the license manager  Follow th
5.  using a external license dongle  the machine ID will start with 80  For using an external license    dongle  please install the dongle driver first  For instructions  please see the Using License Dongle section of this  manual     If you have retrieved the Machine ID and write it down  Now open the activation page on our website by  clicking on the url below or copy and paste it into your browser        Now enter all the information like serial number  activation code  and the machine ID into the fields like shown    below    Activate a license   Serial number   38384     Activation code   01156 47581 74234 0FC86 A3616 F51FD 47F9  Machine ID  10 454CC x    When pressing the Activate button  the license will be activated by the  License Server  This process can take up to 45 seconds  Please do not  close this page during the activation of the license  When the activation  succeeds  you will be prompted to download the file containing the  activated license       Activate      And click on Activate to start the activation process of the license  Activating a SBS license can take up to 60  seconds  do not close the web page during the activation   When the license has been activated you will be prompted to download the activated license file with the    extension   LIC  This file needs to be saved to a location that can be accessed by the computer that is running       2013 CardExchange   Solutions    Getting Started  23      the license manager    Version  9 Serial number  383
6. 0068    Sysbern type  64 bit Operating Systern  Pen and Touch  No Pen or Touch Input is available for this Display    Computer name  domain  and workgroup settings  Computer name  WIN CKLGABRCIGC MP Change settings  Full computer name  WIN CELGASRC3IGC OMNICARD  OW  Computer description     Dornain  OMANICARD OMMNICARD AL  See also    Action Center Windows activation  Windows Update Windows is activated    il and Product ID  00371 851 0235891 85044 Change product key  ool     genuine       This will open System Properties window with the Advanced tab selected        2013 CardExchange   Solutions      20   CardExchange   9 SBS Installation Manual    System Properties o    Advanced   System Protection   Remo      You must be logged on as an Administrator to make most of these changes     Performance    Visual effects  processor scheduling  memory usage  and virtual memory    Settings       User Profiles  Desktop settings related to your logon    Startup and Recovery    em failure  and debugging information                         Now click on Environment Variables to open the this window        2013 CardExchange   Solutions    Getting Started  21      Environment Variables       User variables for    Value    SoUSERPROFILE  gt   AppData Local Temp  SoU SERPROFILE  gt  AppDlatalLocalTemp       System variables    Variable Value    ComSpec C  Windows system32 ond exe  FP_NO HOST C    NO   NUMBER OF F    1   OS Windows NT                         And click on New to create a new va
7. 84 Activation code  01156 A7581 74234 0FC86 A3616 F51FD 47F9    2 3 5 Configuring License Manager    When the license has been activated  you can now configure the License Manager  To do so you have to start  the WimAdmin exe application as explained in the License Manager Tools section of this manual     When the application is started we first need to set the Preferences of the license manager  To do so  select  Preferences from the Edit menu as shown below      E wimadmin a   gt    En    File  Edit  View Tools Help  Defined Server List OREA    Reservation File ime       i 4 Redundant License File          lel jal         Tam La    address       Preferences ure infomation        Statistic       This will open the Preferences window     Preferences    Timeout interval  30    Broadcast interval  E      Discover subnet servers on startup  iW Discover defined servers on startup      Hide client library error handler messages         Save these preferences to a file    Make sure that you set all the options as shown in the screenshot  Check  Discover defined servers on startup   and  Save these preferences to a file   Click on OK to set the preferences and close the Preferences window     Now we need to define the server that is going to hold the licenses  To do so  select Defined Server List from  the Edit menu as shown below        2013 CardExchange   Solutions      24   CardExchange   9 SBS Installation Manual      File  Edit  View Tools Help  Defined Server List             
8. CardExchange   9 SBS Installation  Manual       2013 CardExchange   Solutions      2   CardExchange   9 SBS Installation Manual    Table of Contents    Foreword  Part  Introduction 3  Part Il Getting Started 4  Requiem iS e a liar mrad 4  Z USING  LICENSE DON ii cr aeiahedseccsrate veasercsmaabsedsacaeede nese sees eae raeueaedeeete nme ate 5  Procedure One  ao 10  Ins tall License MAA ad 10  License Manager TOONS iseni a aaa a 15  License Fle Location naaa aE aida 18  Activating SBS LICENSE cobie a r a aaa a a a dios 21  Configuring License Manager isis 23  de  Procedure  TWO roo ironico ecouees 28  Install CardExenange     Clean  id io ie aora 28  Contigure Che NU EICG IS O o andas 29  Configure Shared Data Folder ascii Mectecieesvccececszccesnetnecubaxnneesonsuataenvceccndavextane dossusaniendctasaspdeasendensansstigccwstecvents 29  Part Ill Support 32  Index 0       2013 CardExchange   Solutions    Introduction   3      1 Introduction    Welcome and thank you purchasing our CardExchange   Small Business Server product     You have received a CD that contains all the applications and installers that are needed to make this a successful  installation  Therefore we created a Auto Play menu that will lead you to all the different installation and  configuration processes  step by step  After inserting the CD  the main menu will start as shown below     WuCsfdExchsnge   gr    Cenbakzed Nehvrork 10 Card Printing                Thank you for choosing Ca  Small Business Server Ve
9. Program Files  x86   Common Files  SafeNet Sentinel Sentinel Change     RMS License Manager     InstallShield     lt a       2013 CardExchange   Solutions    Getting Started   13      If applicable  change the destination folder of the application by clicking the Change button  However  we do  advice to install it into the default installation folder     qH Sentinel RMS License Manager 8 3 0   Insta stallShield Wizard        Setup Type       AMS    Choose the setup type that best suits your needs    Development Kit    Please select a setup type                 All program features will be installed   Requires the most disk  space         Choose which program features you want installed and where they  will be installed  Recommended for advanced users        InstallShield    Choose Complete installation and proceed with Next              2013 CardExchange   Solutions    a   CardExchange   9 SBS Installation Manual       System Firewall Settings Need To Be Modified    The setup program will install the Sentinel RMS License  Manager  license server  on this system  To allow  communication between the RMS License Manager and the  dients running licensed applications  the system firewall  settings need to be modified  The Sentinel RMS License  Manager will be added to the firewall blocking exceptions  list     Keep the checkbox below selected to unblock the  firewall  Clearing this checkbox will let he firewall  block the communication between the dients and the  RMS License Manag
10. UpgradeNotifications lrue     AutomatedPrinting    AutoStart False       The location of the Data folder is also available under the  BasicSettings   Change the location to the location of  the central Data folder  as shown in the above screenshot  and save and close the configuration file     When the data folder is shared between multiple sessions  CardExchange   makes sure that only one session  gets write access to the data folder  All other sessions will run in read only mode  which means that any  changes to the configuration are not stored and that the Configuration tab in the main window will be hidden  altogether     By default  CardExchange   grants write access to the first session that starts up and denies it to any subsequent  session  This behavior can changed by clicking Share data folders in the Configuration tab        Dais Photos Signatures Biometric    a ere w y       LY    J  Enable loging fesi  Advanced    Show card Cards New  Card Database Daia folder Account alice lon  opbora FRAN   capd seluo setup hanna sel   Opiiona Loaded cards Student Author ations    Click on the Data folder Sharing button to open the Locking window        2013 CardExchange   Solutions    Getting Started  31         Enable locking of the data directory    When locking is enabled  the contents of the data  folder cannot be modified by CardExchange sessions             that do not meet the criteria below  Locking makes it   possible to share a data folder between multiple users   Lo
11. cking criteria    W  Lock to the current CardExchange user       Lock to the current computer             Lock to the current Windows user    0  imei     When the Locking window is shown  you can select Enable locking of the data directory  When selected  you  are offered a choice of three criteria s                                    e Lock to the current CardExchange    user   If you have setup user authorizations  you can use the actual  logged in user to lock the data folder to  This is a good choice as it gives you the option to access and  configure the data folder from any client location by simply logging in as that user  How to configure  and setup user authorizations is explained in the online CardExchange   Help File and can be accessed  by CLICKING HERE     e Lockto the current computer   This choice will allow only the selected computer to make changes  independent to which user is logged in     e Lock to the current Windows user   This option is basically the same as the first option  It can be more  hassle as you will have to log off in Windows and log in with your account again     You can also make a combination of the available locking criteria for example  the data folder can only be edit  by the logged user and only on one specific computer        2013 CardExchange   Solutions    3    CardExchange   9 SBS Installation Manual       Support              CardExchange    Solution partners and distributors are your first point of contact if it comes to support 
12. e CE9Designer  e  CE9Go  e CE9Premium  e CE9Professional    Cari  H ga Subnet Servers  Say Standalone               Total users  Is  Reseved      Commuter  D  Capacity        Detailed information  Feature Info   License Info   Client Info     License type    Nomallicense     Start date    Tue Jan 01 00 00 00 2008   Commuter license    No   End date       License has no expiration date     Additive license   Check time tamper   Grace allowed   Hold time   Holding criteria Vendor specified  Key lifetime 300 secs  License Version 008000000    Locking type Server locked  Log encryption level 1    te ee do mim n    Ready    NuM       By selecting the license  you can see in the license manager GUI how many licenses are available and how  many licenses are in use     Don t forget  the License Manager is a Windows service and this GUI does not to be started to have the system  working  After you are done with the configuration  you can close this window     This concludes the installation and configuration of the License Manager and Procedure One  Now we start  installing the CardExchange   clients on the Desktop computers or on the server  This process is explained in  Procedure Two        2013 CardExchange   Solutions      28   CardExchange   9 SBS Installation Manual    2 4 Procedure Two    A CardExchange University   CardExchange   Ultimate  Small Business Server W      x  i 4       Pririt Data Photos Sgrabures Biometric  0 scan  Configuration   Service centar  1     a bgy    ip
13. e Info   Cieri Info    License type  Start date   Commuter hoerna  End date           Ready     NUM      This interface will inform you about the status of all your licenses  servers  and is needed to install your Small  Business Server licenses as explained in later steps of this help file     2 3 3 License File Location    The Small Business Server license manager stores it s license codes in a plain text file  This file can be located  anywhere on the system but the Windows user that manages the license manager service process needs to  have read and write access to this location  To make sure this is guaranteed  we need to create a specific  Environment Variable to set the location     To create this variable right mouse click on My Computer and select Properties  If you are running Windows  Vista  7  or 8  click on Properties and then select Advanced System Settings as shown below        2013 CardExchange   Solutions    Getting Started to           184  gt  Control Panel   All Control Panel items   System           Bitik in     View basic info yn about your computer    Hy  Device Manager Windows    la Remote settings dows 7 Professional      System protection Copyright    2009 Microsoft Corporation  All rights    a Advanced system settings   reserved     Service Pack 1  Get more features with a new edition of Windows Y    Rating  EYE  vour Windows Experience Index needs to be refreshed  Processor  Intel R  Core TM  i7 4650U CPU  170GHz 230 GHz  Installed memory  RAM   2 
14. e menu option Drivers  When you select this menu item  you will enter the driver page  Now click on the USB Dongle button to execute the installer     15 Sentinel Protection Installer 7 5 0   InstallShield Wizard    Welcome to the InstallShield Wizard for  Sentinel Protection Installer 7 5 0    The InstallShield R  Wizard will install Sentinel Protection  Installer 7 5 0 on your computer  To continue  dick Next              PR  Protection Installer     lt  Back Next  gt  Cancel    When the installer is started  click on Next to proceed        2013 CardExchange   Solutions      6   CardExchange   9 SBS Installation Manual    te Sentinel Protection Installer 7 5 0   InstallShield Wizard    License Agreement    Please read the following license ag       This License describes limited nights granted by SateNet  Inc  and or one of its  subsidiaries  such grantor     Seller     to the Buyer     A  The term    Software     as used herein  shall mean a program or programs  consisting of machine readable logical instruction and tables of information  designed as libraries or drivers to work in conjunction with Seller s Sentinel   mS     Products      Title to all Software furnished to Buyer hereunder shall a  Pes os Callar Callar eeante   Dinar nw mear muerda mr ten Fn eo kl       I accept the terms in the license agreement Print    OI do not accept the terms in the license agreement    InstallShield     lt Back    Next gt  Cancel    If you agree to the terms of the license agreement 
15. e steps one by one to guarentee a successful installation and  configuration  Each step will explain in detail what to do  install or configure     Step 1   Install License Manager  Step 2   License Manager Tools  Step 3   License File Location   Step 4   Activating SBS License   Step 5   Configuring License Manager    2 3 1 Install License Manager    First we need to install the license manager on the system to do so  click on the Install License Manager button  to start the installation        2013 CardExchange   Solutions    Getting Started  11    allShield Wizard  x      Welcome to the InstallShield Wizard for  Sentinel RMS License Manager 8 3 0             The InstallShield R   Wizard will install Sentinel RMS License  Manager 8 3 0 on your computer  To continue  click Next  Itis  recommended that before continuing the installation  the  previous version s  are uninstalled  incase they are not used     WARNING  This program is protected by copyright law and  international treaties     Sentinel GRMS    Development Kit    ak Se    When the installation is started  click Next to proceed                             License Agreement z   AIM     Please read the following license agreement carefully  Development Kit      Sentinel RMS License Manager 8 3 0   Inst                                        License Grant Warranty for Software       A    This License describes limited rights granted by SafeNet  Inc  and or one of its  subsidiaries  such grantor     Seller     to the B
16. er     Unblock the system firewall for the Sentinel RMS  License Manager    Tip  For instructions on unblocking the firewall later     PR   o refer to the Sentinel RMS SDK System Administrator s  Sentinel AMS Help     Development Kit       cE    License assignment by the license manager goes via TCP protocol over your network  It is important that all the  clients can freely communicate with the license manager therefore the license manager needs to address some  ports for it s communications  These ports are described and explained in the Requirements section of this  manual  When installing  per default the installer can make the firewall modifications for your  as we advice to  have the installer do so  If you want to do this manually  please uncheck the check box before proceeding        2013 CardExchange   Solutions    Getting Started   15           Sentinel RMS License Manager 8 3 0   InstallShield Wizard PS  e     Sentinel RMS    The wizard is ready to perform selected operation  Development Kit  Click Install to begin the installation     If you want to review or change any of your installation settings  dick Back  Click Cancel to  exit the wizard     InstallShield       Now you are ready to install the license manager on your system and you can click Install to start the installation   Click on Finish when the installation is done to close the installer     2 3 2 License Manager Tools    The license manager we just installed is running as a service on your system and
17. er and tts File       Remove from Defined List       Change Log Filename  Shutdown Server        In use  Total  Queued   i si    AAN AAA E            arm dor       Refresh       Browse to the location of the license file with the extension LIC  as shown below        2013 CardExchange   Solutions           CardExchange   9 SBS Installation Manual    Look in    de Activated Licenses   q EF EE            Mame Date modified      738384   Internal Test License SBS v9  10 454    9 16 2013 9 14 AM i    4   1      P  Filename   38384   Intemal Test License SBS v9  10 4540C  Files of type   al files    5     Cancel        Open as read only       And click on Open  The licenses will now be installed and if the installation succeeds  the window below will be  shown        WimAdmin       Number of license s  read   5  E Number of license s  successfully installed   5         This message box indicates the amount of licenses that it was able to read from the license file and the amount  of licenses that was successfully installed  Of course this number is depending on the amount client licenses  purchased  Click on OK to confirm the installation     The LOCALHOST node should now have one sub node for each license code as shown below        2013 CardExchange   Solutions    Getting Started                                 Server information  Name  WIN CKLGABRESGC Version    2 3 0 900  IP address  LOCALHOST    Feature information    Name    CESUItimate    Statistics                LOCALHOST  
18. for the  Small Business Server edition  Please be aware that Small Business Server editions installations and  configurations can be complex and therefore additional fees may apply  Please contact your CardExchange    Small Business Server reseller for more information or contact CardExchange    Solutions at   Support  CardExchangeSolutions com  For more support tools can be found on our website bly CLICKING HERE        Thank you for using our CardExchange   Small Business Server  We appreciate your business and trust        2013 CardExchange   Solutions    
19. hat is convenient for you        2013 CardExchange   Solutions    Getting Started  es p p     Ow  Ji    Common Files   SafeNet Sentinel     Tools  5    Search Tools p    z     j es F E     a          Organize   Open Burn New folder      Name Date modified  ir Favorites    ME Desktop ln riftool exe 10 24 2009 1 30     di Downloads  al sntlpasswdqenutil dll 10 24 2009 1 30     SE  Recent Places ln  ulsdcod exe 10 24 2009 1 30     de eMarketing Test Licenses Ls WCommute exe 10 24 2009 1 30     Je Our Licenses m WCommute exe many 10 24 2009 1 30     E Dropbox  Mac  Sa wechoid exe 10 24 2009 1 30      J iCloud  Mac  ls  wechoid  i 10 24 2009 1 30     E  WimAdmin exe 10 24 2009 1 30 4  Libraries  7  WimAdmin exe  manifest 10 24 2009 1 30     Documents WisGrmgr exe 10 24 2009 1 30 X    a Music   66 WRCommute exe 10 24 2009 1 30     Pictures  7  WRCommute exe manifest 10 24 2009 1 30     E Videos WRIfTool exe 10 24 2009 1 30 4    am t  Date created  9 11 2013 4 14 PM  Size  672 KB       When you execute the WimAdmin exe application  an interface for the license manager will start        2013 CardExchange   Solutions    e   CardExchange   9 SBS Installation Manual    Owu A O Lol mea  File Edit View Tools Help  Eia Defined Servers          Server information   Name    WIM CKLGABRCIGC   Vemm    83030  E Em Standalone IP address  LOCALHOST       Feature infomation                Ey Subnet Servers    Redundant    Humber of servers    Majay       Detailed information  Feature info   Licens
20. i E y BL  Advanced Showcerd Cards New Card Oetabese    Data folder Account 2  Enable logins feature  options manaqer sae cad setup setup sharing setup    Options Loaded cards CardExchange U Authorizations                   In this Procedure Two we are going to install the CardExchange   client s   configure the license  and configuring  the shared Data folder     e Step 1   Install CardExchange   Client    e Step 2   Configure Client License  e Step 3   Configure Shared Data Folder    2 4 1 Install CardExchange   Client          Shudent   LardexchangeS Ultimate  Small Business Sener    Print Data Photos Signatures Esornetric  D scan Configuration Servjoe center  1         je  Printer properties       l Ej     ul      ER     rre Lz   J I FP p  pri eee Select Printio    Edt    Start Show  card pe Print report printers   bigger printing print log    Options Standard prinber  Vilindow printers Automated printing                               Loaded cards    a EN WicsidExchange     Temp Badge Mio Ta Web Enabled 10 Card Solutions          Lisansette Bountina  xp  Date July  2014    Employee    STUDENT          We first need to install the CardExchange   Client on the computers which are going to be used for producing ID  cards  This process is explained in the Quick Install Manual and is available online by CLICKING HERE        2013 CardExchange   Solutions    Getting Started   29      2 4 2 Configure Client License    E  CardExchange   Notepad      File Edit Format View Help    In
21. icense manager  If they are available  it will start directly if all licenses are in use it will inform  the user that all licenses are in use  As soon as another client is closed  the license will become available again     2 4 3 Configure Shared Data Folder    Unlike the regular CardExchange   editions  the Small Business Server allows multiple CardExchange    installations to share the same data folder  which in that case will be located on a network drive  Therefore all  clients needs to point to the same Data folder location  This location of the Data folder needs to be adapted in  the configuration file of CardExchange    Just like we did when configuring the Client License  browse to the       2013 CardExchange   Solutions      30   CardExchange   9 SBS Installation Manual    Program Files folder and open the CardExchange ini file with Notepad     E  CardExchange   Notepad eS  File Edit Format View Help     Installation   Installlime 15 54 15 12 36 34 15 28 56 09 51 03  InstallDate 02 09 2013 06 09 2013 16 09 2013 1  09 2013   PrintServer     AcceptPrintJobs True   Dispatcher tcp    localhost 4 48 CardExchangeDispatcher  Port 4 4    SeparatorCharacters     PollFrequency 1000   AcceptPreviews True   HandlePreviewsFirst True   HaltOnError True   HaltClientOnError True    BasicSettings        Tei    DataDirectory A   CardExchange Data    RightToLeft False   AllowDemoMode True   LicenseServer 195 112 52 1   LicenseDirectory C   Users Public Documents CardExchange License  
22. lations on domain  servers     Although this manual is very detailed  installing a CardExchange   Small Business Server requires more advanced  skills then a standard CardExchange   desktop installation     Installing and configuring CardExchange   Small Business Server products requires the installation of the license  manager  activating and installing of the license s   configuring the data folder location  installing the  CardExchange   client application on the desktop  and the client license retrieval location  Therefore we have  split the whole process into two  2  procedures  installation and configuration of the license manager and the  installation and configuration of the CardExchange   client application     Make sure that you are aware of all the technical specifications that are required for making a successful  installation of our CardExchange   Small Business Server product  If you have any doubt or are unsure of you are  meeting the technical requirements  technical knowledge level  etc  please contact your CardExchange    Reseller as they can offer you services for installation and configuration  You can also contact our support  department at support cardexchangesolutions com  Be aware that installation and configuration support is not  offered as a free service and fees may apply     Please check the Requirements section to make sure everything is set to start       Requirements    For installing CardExchange   Small Business Server on your server  the fol
23. lowing operating systems are  supported     e Windows XP  Vista  Windows 7  Windows 8  e Windows Server 2003  2005  2008 R2  2012  e Citrix and Terminal Systems   e Virtual Machines    All operating systems are supported as 32 and 64 bit systems and need to run the latest available service packs  of Microsoft     For running CardExchange   Small Business Server on servers or workstations we advice the following minimum  specifications     e 100 MB free disk space for Workstations  300 MB running on servers  e Intel Core i3 or comparable   e 2048 MB internal memory   e Internet Explorer 6 or higher  e Microsoft  NET Framework 3 5    Specific Firewall information        2013 CardExchange   Solutions    Getting Started  5      Firewall issues are usually solved by adding the Sentinel RMS License Manager to your the firewall exceptions   The provider of the licensing system SafeNet states that      The Sentinel RMS License Manager only uses the UDP port 5093 at Server end by default  And at client end the    ports are used dynamically and controlled by Operating System i e  for communication only UDP port 5093 is  used at server end and at client end it is used dynamically on the basis of available port      2 2 Using License Dongle    When you have received a dongle with your license  it is important that the driver of this dongle is installed first  before connecting this dongle to your system and activating the license     In the main page of the Auto Play Menu you can find th
24. riable        New System Variable       I  Variable name   SERVRC  Variable value  C  Program Files 5B5 License  CardExchang                                Enter LSERVRC as the variable name and enter the complete path of where the license file will be located into  the value field  Please note that the directory of the path should exist  while the file itself should not exist  The  name of the file is arbitrary  for example  CardExchange Licenses    Click on OK to store the new created Environment Variable     2 3 4 Activating SBS License    Just like with the standard CardExchange  license  the license manager needs to activated to the Machine ID of  the server or computer too  The only difference is that the Small Business Server License cannot be activated  with a CardExchange  client  but has to be done online via our website        2013 CardExchange   Solutions      22   CardExchange   9 SBS Installation Manual    For activating the license we need to have the serial number  activation code  and the machine ID  The serial  number and activation code are printed on the DVD box or you have received them digital via email  The  machine ID needs to retrieved with a simple application that is available on this CD  It is important that you run  this application on the server or computer that is going to contain the license manager     Now click on the Retrieve Machine ID button to start the MachineExchange   application        Ya MachinelDExchange    10 454CC       If you are
25. rs o  Procedure One This SBS version of CardE  allows you to manage yol  data from a central locas  company     Installation Manual    Procedure One      instalation Manual          Visit our Website    lat or    and print it out   vie step J by step    Please click on the  Ins  button to open the gui  Follow the installation 4 i  to make sure that alls  installations are mail    Installation and configuration sup  our Small Business Server pr  offered for free and fee   Please contact your    Reseller for more inf       If this menu does not start automatically  please browse to the CD content and execute the autorun exe  application     In this menu you can open this manual  start with the procedures  visit our website  our forum  and contact us        2013 CardExchange   Solutions      4   CardExchange   9 SBS Installation Manual    2    2 1    Getting Started    As with any installation  everything starts with a good preparation so please everything carefully to ensure you  are successful installing CardExchange   Small Business Server     This manual is created to explain in detail the installation and configuration and it is very important that  before  starting  you are a true administrator that has all the rights to do the installation and configurations  Be aware  if  you are a local Administrator and you are installing this product on a computer or server that is inside you  network domain does not guarantee that you have all the privileges and rights to make instal
26. stallation   Installlime 15 54 15 12 36 34 15 28 56 09 51 03  InstallDate 02 09 2013 06 09 2013 16 09 2013 1  09 2013   PrintServer     AcceptPrintJobs True   Dispatcher tcp    localhost 4 48 CardExchangeDispatcher  Port 4 4    SeparatorCharacters     PollFrequency 1060   AcceptPreviews True   HandlePreviewsFirst True   HaltOnError True   HaltClientOnError True     BasicSettings     LanguageCode EN   DataDirectory A   CardExchange Data  Distributor 6    RightToLeft False  i aii heo a nus  LicenseServer 195 112 52 1   LEIA Tore Noe  ublic Documents  CardExchange License  UpgradeNotifications lrue    AutomatedPrinting   AutoStart False       After you have installed the client on your system s   each client needs to be configured to get access to the  license server  The location of the license manager is set in the CardExchange   Configuration file  This  CardExchange  ini file is located in the Program Files folder on your system  You can open and edit this file using  Notepad     The location of the license server is set in the section  BasicSettings  as named entry LicenseServer  by default  this entry is set to  no net  and CardExchange  will use the LicenseDirectory during the start up  Now replace  the  no net  by the name or the IP address of the server or computer that is running the license server  see the  example in the above screenshot     Now save the configuration file and start CardExchange    When CardExchange  is starting  it will request a  license from the l
27. uyer     A  The term    Software     as used herein  shall mean a program or programs  consisting of machine readable logical instruction and tables of information  designed as libraries or drivers to work in conjunction with Seller s Sentinel  Keys PProducts      Title to all Software furnished to Buyer hereunder shall    Fm  EL mI m ie Callar Callar mrm m t m tam Oh n mar Paz  m m mar hiamo rm mm m m tenn afta em bal          I accept the terms in the license agreement     5  I do not accept the terms in the license agreement    InstallShield             If you agree to the terms of this agreement  select accordingly and proceed by clicking Next        2013 CardExchange   Solutions      12   CardExchange   9 SBS Installation Manual    ger 8 3 0   InstallShield Wizard ss   ae Sentinel RMS    Please enter your information  Development Kit    y Sentinel RMS License Manager 8 2       User Mame    CardExchange SBS User    Organization      CardExchange Solutions    Install this application for     Anyone who uses this computer  all users   E Only for me        InstallShield    Enter the user and company information  We advice to install this application so that anyone can use it     d Sentinel RMS License Moll a et a  Destination Folder Sentinel RAMS    Click Next to continue installing to the following folder  Development Kit  or dick Change to install to a different folder     Sentinel RMS License Manager 8 3 0            3 Install Sentinel RMS License Manager 8 3 0 to     C  
    
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