microsoft word - octopus installation guide -en

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OMFS Installation Guide

Installation Guide

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Sommaire

Nota benne: ..................................................................................................................................................... 3

Prerequisites: ................................................................................................................................................... 3

Installation Process: ......................................................................................................................................... 4

Introduction ..................................................................................................................................................... 4

Downloads ........................................................................................................................................................... 5

1. Setting up the database engine ................................................................................................................... 6

2. Install the database administration tools .................................................................................................. 10

3. Install Client (Octopus) .............................................................................................................................. 12

4. Install Crystal report .................................................................................................................................. 13

5. Set up SQL server and network ................................................................................................................. 17

6. Octopus set up ........................................................................................................................................... 15

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Nota benne:

All downloads related to Octopus installation (except the database manager tool) are available on the

Octopus network website:

http://www.octopusnetwork.org/UserDownloads.aspx

Octopus uses a multi-users database. You can use Microsoft SQL Server 2000 Desktop Engine (MSDE),

Microsoft SQL Express 2005 or Microsoft SQL Server.

MSDE and SQL Express are both free, but we recommend you to use SQL Express and this Installation guide

has been designed for an installation with SQL Express.

Prerequisites:

Octopus has been developed with Microsoft .Net technology. It therefore requires the .NET framework. At

the time when this document was written, the .Net Framework 3.5 is needed to run Octopus on your

computer.

The 3.5 version of DotNet is available on the download page of Octopus website (See Nota Benne).

Octopus installation also requires the latest version of Windows Installer.

The 3.1 version of Windows installer is available on the download page of Octopus website (See Nota

Benne).

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Installation Process:

1. Set up the database engine

2. Install database administration tool (optional)

3. Install Octopus

4. Install Crystal Report for Octopus

5. Set up SQL server and network

6. Set up client

Introduction

The database engine is the tool that enables Octopus to store the information managed through Octopus.

The tool also offers the possibility to back up and restore data.

In our case, the data base engine is Microsoft SQL Server 2005 Express Edition.

The database administration tool is the program that enables the user to enter directly in the database

without Octopus as go-between. This is particularly helpful in various situations:

- To check the data integrity in the database

- To correct big mistakes entered by the data clerk

- To work on several databases (merging, splitting of databases)

- To create custom reports (in case you have a trained IT specialist).

This tool is optional and is not required for the standard use of Octopus. We recommend you to install it only

if you have acknowledged skills in SQL language.

Here, the database administration tool is SQL Server Management Studio Express.

Octopus is the client of the SQL server.

Crystal Report for Octopus is a limited version of Crystal Report, a program dedicated to creating reports

(diagrams, graphs, tables…). Octopus uses this limited version of Crystal Report as a interface to display

reports from its reporting module.

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Downloads

The Octopus website enables you to access detailed information regarding Octopus project and Octopus

product. The download page of the site contains the main components required for the installation.


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1. Setting up the database engine

The database engine can be found on Octopus website, on the download page (See Nota Benne).


Download SQL Server 2005 Express Edition (around 40 MB) and run this setup file.

Remark: Microsoft updates regularly SQL Server Express, so screens could change a little in time

After Reading the license agreement Click “I agree”

if you agree with its terms and conditions or click

“Cancel” if not. Continue with the wizard.

The installation can now start. Click Next.

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The setup then checks your configuration. It will install

missing required components. Click next.

The default selection matches with Octopus

requirements. Simply click Next.

Select “Default instance” if you install a SQL database

for the first time on your computer.

Remark: Named instance is recommended if you have

multiple databases on your computer.

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Select the “Mixed Mode” authentication, and enter

your database password. For this guide, we use

octopus as password. An account for SQL server will

be created.

Login of the account: sa (by default)

Password of the account: octopus

Click Next

On the next window, leave default selection and click

Next.

Idem for the next window. Leave boxes unchecked

and click Next.

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The wizard will now begin real install. Click Next

Click Next.

The database server is now installed. Click on finish

to quit the wizard.

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2. Install the database administration tools

The database administration can be found on Octopus website (See Nota benne).


Download SQL Server Management Studio Express (around

40 MB) and run the setup file.

Click Next.

Read the license agreement. If you don’t agree with it, click

Cancel. If you agree with it, click on the radio button I

accept the license agreement and Next.

To personalize your installation you can enter your Full Name

and your Organization .

These settings should be configured for all users, so choose

the radio button Anyone who uses this computer.

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Accept the suggested Installation Folder and click Next.

Uncheck Browse EMS SQL Manager 2005 for SQL Server

web-site and click Next.

Click Finish.

The database manager tool has been installed. The next

step is the proper installation of Octopus.

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3. Install Client (Octopus)

The last version of Octopus is available on the Octopus website.


Download it and start the wizard.

Just follow the instructions to finish this

installation.

Octopus is now installed. The next step is the

installation of Crystal Report for Octopus.

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4. Install Crystal report

Crystal report for Octopus is available on Octopus website.


Download the installation files and run the

wizard.

Click Next.

Leave the installation folder by default.

(….OCTO Technology\Crystal Reports\Crystal

Reports V11R2 for Octopus)

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Click Next to really start the installation.

The installation can take a few minutes.

Click Close to complete the installation

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5. Octopus connection set up

It is now time to set-up Octopus to match with SQL server settings.

Enter connection parameters in Octopus: « configuration » / « advanced settings » as following:

Server: enter the IP address of the server or the name of the computer where the database in installed,

followed by ‘\sqlexpress’. For instance: ‘Vincent-PC\sqlexpress’

Database: enter a name that will be the name of the database used (for instance, the name of your branch)

User name: enter ‘sa’

Password: enter the password saved during the configuration of SQL Server (in our case: octopus).

Click on “test connection settings” and if the message “test succeeded” appears, click on “save”. Octopus

will restart and it will be possible to connect Octopus through the network.

In your first use of Octopus, the default login/password are ‘admin’/’admin’:

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For the general set up of Octopus and starting using Octopus, please see the user guide.

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Annexe: Set up SQL server and network

We first need to enable TCP/IP mode in SQL Server

Open SQL Server Configuration Manager (start>all programs>Microsoft SQL server 2005>configuration

tools>SQL server configuration manager)

With a right-click on TCP/IP enable this mode.

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It is then necessary to edit networks settings

Right-click on TCP/IP and then go to properties

IP addresses

Usually, there is nothing to change in the

“protocol” tab. Go directly to the “IP addresses”.

In that case, there are at least two IP addresses:

IP1 which is the network address and IP2 which is

the “local host”:

• If want Octopus to be available on the network, we need to enable IP1

• If we just want to connect on local host in order to text the network connection to Octopus, we

need to enable it

TCP port

We need to enter the default port of SQL SERVER: 1433 in IPAll. Be careful to enter this number in TCP port

and not in Dynamic TCP Port.

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Right click on the SQL Server service and click on « restart ».

The Windows firewall must be set up.

Go to start > control panel >security center. Click on Windows firewall (in Manage security section). then

We need to specify SQL Server port as an exception clicking on the « add port » button.

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Test connection

To test your connection, go to start > all programs > Microsoft SQL server 2005 > SQL server management

studio express.

Enter the following settings where Password is the password that you entered at the page-7-step of the

installation. In our case, the password is octopus.

In case of failure you will have the following message.

Check parameters and try again.

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In case of success, the Microsoft SQL server Management Studio starts.

microsoft word - octopus installation guide -en

Documents

octopus installation

client octopus

octopus network website

database engine

microsoft sql express

microsoft sql server

database manager tool

database administration