ETAP 6.0.

0
April 2008

Installation Guide
Microsoft Windows XP, Vista and 2003 Server Access Database

Operation Technology, Inc. www.etap.com

Telephone: Fax: E-mail: (949) 462-0400 (949) 462-0200 [email protected]

Copyright 2008 Operation Technology, Inc. All rights reserved. Certain names and/or logos used in this document may constitute trademarks, service marks, or trade names of Operation Technology, Inc. or other entities.

Installation Guide

System Requirements

1.1 System Requirements

1.1.1 Operating System
Microsoft Windows Vista Microsoft Windows XP (Service Pack 2) Professional or Home Edition Microsoft Server 2003 (Service Pack 2), Microsoft Server 2003 R2 (Service Pack 2)

1.1.2 Other Software Requirements

Internet Explorer 5.01 or higher (or minimum version level as specified by the Operating System in use) Microsoft .NET Framework v1.1, Service pack 1 Microsoft .NET Framework v2.0, Service pack 1

1.1.3 PC Configuration Requirements

Parallel port, USB port or serial port (for stand-alone licensing only) CD ROM or DVD Drive 5 to 80 GB hard disk space (based on project size, number of buses) 19" monitors recommended (dual monitors highly recommended) Minimum display resolution 1024X768

1.1.4 Recommended Hardware Requirements

500 Bus Projects
Intel Pentium IV 2.0 GHz or equivalent (or dual/quad core- E6600), or better 1 GB of RAM

2000 Bus Projects

Intel Pentium IV 3.2 GHz with Hyper-Threading Technology (or dual/quad core - E6700), or better with high speed bus (or equivalent) 2GB of RAM (high-speed)

10000 Bus Projects and Higher

Intel Xeon 3.2 GHz with Hyper-Threading (or dual/quad core X6800), or better with high speed system bus or AMD equivalent 2 to 4 GB RAM - (high-speed)

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Installation Guide

ETAP 6.0.0 Installation

1.2 ETAP 6.0.0 Installation

This section describes the installation procedure for Windows XP/Vista and Windows Server 2003, of ETAP 6.0.0 using a Microsoft Access, SQL Server, or Oracle database. ETAP provides all the necessary tools to build and maintain the Microsoft Access databases used for your ETAP projects. Other database formats such as Microsoft SQL Server and Oracle require a separate license from the appropriate software developer/distributor.

1.2.1 Uninstalling Previous Versions of ETAP

The ETAP 6.0.0 installation can coexist with earlier releases of ETAP and it is not necessary to remove older versions of ETAP to run the latest version. If you would like to uninstall earlier versions of ETAP go to the Control Panel and select Add or Remove Programs. Then select and uninstall any earlier ETAP installations. Any user-created files, as well as the ETAPS.INI file and the ETAPLIBX.LIB file (where X is 2, 3, 4, or 5 depending on the version) will not be removed by the uninstall procedure. ETAP Setup uses the uninstaller of the previous versions to uninstall them.

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Installation Guide

ETAP 6.0.0 Installation

1.2.2 Installing ETAP

The installation program installs ETAP and all of its components including libraries, example and help files. It also installs the ETAP License Manager since all stand-alone and network keys use this service to provide authorization for ETAP 6.0.0. In this installation procedure, your CD-ROM drive is designated as the D: drive. If this is not the case, replace the letter D with the correct designation of your CD-ROM drive. The same installation procedure is used to install ETAP regardless of the licensing method (stand-alone system or network). 1. To install ETAP, you must have administrative access to your computer. For Windows Vista Operating Systems, in addition to the administrative access we recommend to turn the User Account Control (UAC) off during this installation. You can do so by going to the Control Panel\User Accounts and Family Safety\User Accounts\Turn User Account Control ON or OFF and uncheck the Use User Account Control (UAC) to help protect your computer option. The Firewall must be turned off as well. 2. Close all applications and insert the ETAP CD into your CD-ROM drive. 3. For Windows Vista Operation Systems, the installer will start up and present the following screen. Select the Run ETAPINSTALLER.exe option.

4. The ETAP Installer Program will then appear. In the Installations section, select the ETAP 6.0 & License Manager option to install ETAP and/or select the License Manager option to install the License Manager only. For the Stand-Alone licenses ETAP 6.0 & License Manager and ETAP key reside on the same PC. For the Network licenses ETAP 6.0 & License Manager shall be installed on the client machines and the ETAP License Manager shall be installed on a PC designated as the License Manager Server. In this configuration the ETAP key will be located at the License Manager Server.

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Installation Guide

ETAP 6.0.0 Installation

5. Click Next on the Welcome screen to continue.

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Installation Guide

ETAP 6.0.0 Installation

6. The installation and use of ETAP is governed by the terms and conditions of the ETAP License Grant and Agreement. These terms must be accepted before the installation can continue. Click Next.

7. The Information screen displays hardware and software requirements as well as other useful information. Click Next to continue with the installation.

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Installation Guide

ETAP 6.0.0 Installation

8. Setup requires the name of a destination folder on your hard drive where you would like the ETAP application to be installed. The default destination folder is C:\ETAP 600. To install the program in a different location, click Browse and select or type a new destination folder. Click Next.

The following is an example of typical folders created by ETAP:

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Installation Guide

ETAP 6.0.0 Installation

9. The Start Copying Files screen provides the opportunity to verify the setup information. If the setup information is correct, click Next to continue the installation.

10. The installer displays the Setup Status screen and starts copying files to your installation of ETAP. The installer also adds an ETAP shortcut to the program folder. By default, the Setup program will create a program folder named ETAP 600.

ETAP 6.0.0 requires installation of Microsoft .NET Framework 1.1, SP1 and Microsoft .NET Framework 2.0, SP1. If these installations are not available on your operating system, ETAP proceeds with installing them. Billboards will be shown during the file transfer period. These billboards highlight some of the latest features and technologies of ETAP. 11. The installation program then continues with installing the drivers for the USB-1600 keys and the following message will appear.

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Installation Guide

ETAP 6.0.0 Installation

For Microsoft Vista Operating Systems, the Windows Security screen appears. Select the Install this driver software anyway option. ETAP then installs the USB-1410 key drivers.

12. When the installation is complete, the installer displays the ETAP 6.0.0 Installation Completed screen. You can check the Launch ETAP 6.0.0 option and click Finish to automatically run ETAP. If you choose not to run ETAP automatically, leave the box unchecked.

13. Click Finish.

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Installation Guide

ETAP 6.0.0 Installation

1.2.3 Installing the ETAP Library File

If the installation folder chosen during the ETAP installation contains an ETAP library with the name ETAPLIB600.LIB, the installation program will preserve the existing ETAP library.

The installation program renames the existing ETAP library to OLDETAP600.LIB before installing the new library ETAPLIB600.LIB. If an OLDETAP600.LIB already exists on the target computer, the installation program directs you to make a backup copy of the old file or move the old file into a different subfolder. Otherwise, the installation program will overwrite the current OLDETAP600.LIB with a copy of the existing ETAPLIB600.LIB.

1.2.4 Registering Data Source Name

The installation program automatically sets up and registers the ODBC Data Source Names (DSNs) otiaccess and otireport. Three additional DSNs, otisql and otioracle, otioracle2 (required for reporting), can be added by the user to support SQL and Oracle databases respectively.

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Installation Guide

ETAP 6.0.0 Installation

1.2.5 Completing the ETAP Installation

When the ETAP installation is completed, an ETAP program shortcut is automatically placed on your desktop. The Setup program also creates an ETAP program shortcut in the Start menu under All Programs.

Desktop Shortcut

Start Menu Shortcut

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Installation Guide

ETAP License Wizard

1.3 ETAP License Wizard

After the complete installation, launch ETAP using the ETAP shortcut on your desktop or go to the Start menu and select All Programs, ETAP 6.0.0. When ETAP 6.0.0 is launched for the first time, it may generate the ETAP License Wizard. The ETAP License Wizard allows you to setup the location of the ETAP licenses. This Wizard was introduced in ETAP 5.5.0. For previous license setups refer to their appropriate documents. 1. Upon launching ETAP, the ETAP License Wizard prompts you with the ETAP License Path Selection Editor. In this editor the first option is automatically selected to be your computer. If the Stand-Alone or the ETAP Network key is located on your computer click, OK to continue.

2. If the ETAP Network key is located on a server machine, then select another path option and enter the server name or the IP address in the provided field. The five entries are designed to easily switch between ETAP Network keys. You may have several network keys with different configurations. ETAP keys must be installed on separate PCs. Click OK to continue.

Refer to section 0, License Manager Server, for details on installation.

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Installation Guide

ETAP License Wizard

ETAP Key is Found Successfully If the installation is done properly, then the ETAP License Wizard displays a message that the ETAP key is found successfully! Click OK.

ETAP Key is Not Found If the ETAP license key is not found at the port that was previously specified, then the ETAP License Wizard displays a message that the ETAP key is not found or the License Manager is not ready.

ETAP License Manager Service (Etaps Lic Mgr) In that case, verify that the License Manager is installed on the specified location and that the service is started. You can do so by going to the Control Panel\Administrative Tools\Services. Find the Etaps Lic Mgr entry from the listing of services. This entry should exist and the Status should show as Started.

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Installation Guide

ETAP License Wizard

If this service does not exist you must install the License Manager from the ETAP 6.0.0 CD. If the Etaps Lic Mgr is not started then right-click on the entry and Start it. You can also double-click on this service and Start it. Firewall If the service starts but the client machine fails to receive authorization, check the server machine to ensure that the Windows firewall is not blocking incoming traffic. To do this, go to the server machine and select Run/Control Pane/Windows Firewall. On the General page, note whether the Firewall is On or Off. If it is on, go to the Exceptions page and see if the License Manager is listed and checked. If not, select the Add Port... button. Enter the Etaps Lic Mgr for the Name and enter 6260 as the Port Number. Ensure that TCP is selected. Also check the check box that requests a notification if a program is blocked and click OK. Click OK on the previous pages until you return to the Control Panel. You may have to coordinate with your IT department to open this port. Next, go to the client machine and select Run/Control Pane/Windows Firewall. If it is on, go to the exceptions page and check the checkbox that requests a notification if a program is blocked and click OK on all pages until you return to the Control Panel. This should cause Windows to notify you if it blocks a request from ETAP to access the License Manager. ETAP License Manager Uses TCP/IP To determine if you have TCP/IP installed, go to Control Panel/Network Connections. 1. It should list all network connections for your computer. Locate the appropriate connection under LAN or High-Speed internet. 2. Right-click on the connection and select properties. 3. If you have TCP/IP installed, there will be an item listed and checked "Internet Protocol (TCP/IP)". 4. If you do not have TCP/IP installed, the item may be listed but NOT checked. In such case, there is no need to continue with this procedure, since you do not have TCP/IP installed. 5. If it is checked, select the Internet Protocol (TCP/IP), and then click on properties. The resulting Properties will have a general tab. I need to know the settings on this page. Generally, most companies use Obtain an IP address automatically and Obtain DNS server address automatically.
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Installation Guide

ETAP License Wizard

Now that we know you have TCP/IP installed, please do the same thing (exact same procedure) on the computer running the License Manager. If both your computer and the License Manager computer have TCP/IP installed, do the following on the computer running the License Manager: 1. Open a Command Prompt (Start/All Programs/Accessories/Command Prompt). 2. Type the following in the Command Prompt (without the quotes of course) "netstat -a". (This will tell us what ports are set up on the Etaps lic mgr server). 3. You should see an entry that lists "TCP the_server_computer_name:6260 ... LISTENING" which shows that the computer is listening for a TCP connection on port 6260. Port 6260 is the License Manager default port. 4. Next enter the following in the Command Prompt - "ipconfig". You should see a listing which contains the IP address of the computer. Note the address to ensure that it matches the address that you have entered at the ETAP client computer. Next, go to your client computer, open a Command Prompt, and enter "ping ip_address" where ip_address is a placeholder for the IP Address that you obtained above from you License Manager computer. The ping results should indicate the time that it took to ping the computer. If the ping is not successful, it will print a timeout message. You should also use ping to check address translation from your computer by entering "ping lic_manager_computer" where lic_manager_computer is a placeholder for the computer name on which you have installed the License Manager. If both pings pass, you can enter either the name of the License Manager computer *or* its IP Address in the ETAP5.5 client. Both should succeed. Otherwise, make sure that you have entered the IP address of the License Manager computer in the ETAP client License Wizard. ETAP Activation Code If this is the first time you are launching ETAP 6.0.0 ETAP prompts you for an Activation Code. Enter the 36 character Activation Code (case sensitive). The following entries are generated in the ETAPS.INI file and the Activation Code is saved as shown below. [Etap PowerStation] LicIndex=0 [AppVariables] LicPath0=Your Server Name or IP Address LicKeyCode0=Your ETAP Activation Code

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Installation Guide

ETAP License Wizard

When authorization is received, it generates the License Administrator dialog box. It shows the total number of licenses and what users are connected to the License Manager Server and displays a message that the ETAP key is found successfully.

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Installation Guide

ETAP License Wizard

The following entries are generated in the ETAPS.INI file and the Activation Code is saved as shown below. [Etap PowerStation] LicIndex=1 to 5 depending on LicPath [AppVariables] LicPath1= to LicPath5= LicKeyCode1= to LicKeyCode5= The ETAP License Wizard may be launched when opening an existing ETAP project. The ETAP Logon Editor includes an ETAP License Wizard button to launch the Wizard. The ETAP Logon Editor is the first editor that appears when you open a project. This option may be used to get ETAP license authorization from different locations.

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Installation Guide

ETAP Licensing

1.4 ETAP Licensing

1.4.1 Security Hardware Keys
ETAP uses the following three types of security hardware keys to license the use of the software: Stand-Alone Hardware Key Network Hardware Key Placed and resides on the back of your computer Placed and resides on a License Manager Server

The two types of hardware keys look very similar. A label identifies the key as Stand Alone or Network.

Stand-Alone Hardware Key

Network Hardware Key

Alternatively, OTI can also provide ETAP keys for USB Ports.

ETAP-OTI 1600

ETAP-OTI 1410 The driver for the ETAP-OTI-1410 key is located in the following path: C:\Windows\System32\Drivers\DS2940.sys

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Installation Guide

ETAP Licensing

1.4.2 Stand-Alone System Version of ETAP Licensing

A stand-alone system hardware key is placed directly on the USB or parallel port of the computer that will be running the software. Starting from ETAP 6.0.0, the ETAP License Manager will be automatically installed for the stand-alone systems. The ETAP License Manager program and the stand-alone key provide authorization for ETAP operation.

1.4.3 Network Version of ETAP Licensing

A network security hardware key requires a Windows XP, Professional/Vista Business or above, or Server 2003 workstation or server. Place the network hardware key on the back of the computer/server designated to license ETAP. This will be the permanent location of the key do not remove it once it is operational. Installation on Windows must be performed by a user account with Windows Administrative privileges. The network installation can be done with the License Manager 6.0.0 Setup program provided on the ETAP 6.0 CD-ROM, started from the ETAP Installer program, or installed manually. Regardless of how the network installation is done, the steps to be performed are the same.

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Installation Guide

License Manager Server

1.5 License Manager Server

For the purpose of running ETAP, the computer containing the network hardware key is called the License Manager Server. The License Manager Server needs to be on and running to issue authorization for client computers to run ETAP. Each computer running ETAP (Windows XP/Vista, Server 2003) requests authorization from the License Manager Server via a LAN or WAN. If the License Manager Server does not issue the requested authorization, ETAP will not run. The License Manager Server computer does not need to have the ETAP program software installed.

1.5.1 ETAP License Manager 6.0.0

The ETAP License Manager is a Windows XP/Vista, Server 2003 workstation/server program that assists the network security hardware key in licensing the use of ETAP. The network hardware key provides licensing of up to 254 simultaneous users of ETAP via a local area network (LAN) and/or a wide area network (WAN). The ETAP License Manager manages the administration of simultaneous ETAP users as set forth in the terms of your ETAP license agreement. The ETAP License Manager cannot be operated on a virtual machine since that could violate ETAP License agreements. The ETAP program can be installed on virtual machines as long as the network License Manager is installed on a non-virtual machine. Note: Proper operation of ETAP requires the installation of the ETAP License Manager on the License Manager Server and, during each user system ETAP installation, entering the License Manager Server name or IP address. To connect to a specific network license you must open your project and from the ETAP Logon Editor click on ETAP License Wizard. The ETAP Logon Editor is the first editor that appears when you open a project.

The network hardware key and the ETAP License Manager use minimal processor time and do not require more than 10MB of free disk space for proper operation. Make sure the system meets the ETAP minimum hardware requirements.

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Installation Guide

License Manager Installation

1.6 License Manager Installation

ETAP 5.0 or higher will use this method of installation. Earlier versions will use the manual installation method described in the following section. You can also use the manual installation procedure if the ETAP License Manager Installation program does not successfully install the ETAP License Manager.

1.6.1 Automated ETAP License Manager Installation

On the ETAP CD, a separate setup program is provided to install the ETAP License Manager. To install the License Manager on a Windows XP/Vista, Server 2003 workstation or server, do the following: 1. Insert the ETAP CD into the CD-ROM drive. The installer displays ETAP Installer dialog box. Select ETAP License Manager.

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Installation Guide

License Manager Installation

2. ETAP Setup displays the ETAP License Manager Welcome dialog box for version 6.0.0. Click Next.

3. The ETAP License Agreement is displayed. Click Yes to accept the terms of the agreement.

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Installation Guide

License Manager Installation

4. The Information screen displays hardware and software requirements as well as other useful information. Click Next to continue with the installation.

5. The Start Copying Files screen provides the opportunity to verify the setup information. If the setup information is correct, click Next to continue the installation. The destination for the ETAP License Manager is the following path: C:\Program Files\Operation Technology Inc\ETAP License Manager 600\Etapslmt.exe Click Next and complete the installation.

The ETAP License Manager 6.0.0 installation is completed.

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