windows peer-to-peer network configuration guide windows peer-to-peer network configuration guide...
TRANSCRIPT
Windows Peer-to-Peer Network Configuration Guide
ii
Windows Peer-to-Peer Network Configuration Guide for CCC Pathways
Copyright copy 2008 by CCC Information Services Inc All rights reserved No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical recording or otherwise without the prior written permission of CCC Information Services Inc
Limits of LiabilityDisclaimer of Warranty The authors and publisher of this book have used their best efforts in preparing this book CCC and the authors make no representation or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for any particular purpose and shall in no event be liable for any loss of profit or any other commercial damage including but not limited to special incidental consequential or other damages
Trademarks
CCC Pathways and Redefining the Industry Together are trademarks of CCC Information Services Inc All other brand and product names used in this guide are trademarks registered trademarks or trade names of their respective holders CCC is not associated with these other products or vendors CCC Information Services Inc 222 Merchandise Mart Plaza Suite 900 Chicago Illinois 60654-1105 For Product Support Call (800) 637-8511 Or visit our Web site at httpwwwccciscom and email us
iii
Table of Contents Introduction 1 Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration 2
Overview 2 Configuring the Server 3 Configure the network components of the server 3 Setting up Internet Connection Sharing 4 Share an existing Internet connection 4 Configure Static IP Addressing 5 Configure Automatic Private IP Addressing 6 Configure Network Identification settings 7 Create Pathways users 8 Create Pathways group 9 Add the Installer account to the Administrators group 9 Fast User Switching 9 Create a share point on the server 10 Backup options 11
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration 12 Overview 12
Configuring the Server 13 Configure the network components of the server 13 Setting up Internet Connection Sharing 14 Share an existing Internet connection 14 Configure a Virtual ICS connection 16 Configure Static IP Addressing 17 Configure Automatic Private IP Addressing 19 Configure Network Identification settings 20 Create Pathways users 20 Create Pathways group 21 Add the Installer account to the Administrators group 23 Fast User Switching 23 Disable Simple File Sharing for NTFS 23 Create a share point on the server 25 Backup options 28
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration 29 Overview 29 Configuring the Server 30
Configure the network components of the server 30 Setting up Internet Connection Sharing 31 Share an existing Internet connection 31 Configure a Virtual ICS connection 33 Configure Static IP Addressing 34 Configure Automatic Private IP Addressing 36
iv
Configure Network Identification settings 37 Create a Pathways group and users 38 Add the Installer account to the Administrators group 40 Create a share point on the server 41 Map a drive letter to the shared directory 42 Backup options 43
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration 45 Configure the Workstations - Overview 45
Configure ICS or Automatic Private IP Addressing 46 Configure Static IP Addressing 47 Configure Network Identification settings 48 Create Pathways users 49 Add the Installer account to the Administrators group 49 Fast User Switching 50 Map a drive letter to the shared directory 50 Access Rights 50
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration 52 Configure the Workstations - Overview 52
Configure ICS or Automatic Private IP Addressing 53 Configure Static IP Addressing 54 Configure Network Identification settings 56 Create Pathways users (XP Professional) 57 Add the Installer account to the Administrators group 58 Create Pathways users (XP Home Edition) 59 Fast User Switching 60 Map a drive letter to the shared directory 60 Access Rights 62
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration 63 Configure the Workstations - Overview 63
Configure ICS or Automatic Private IP Addressing 64 Configure Static IP Addressing 65 Configure Network Identification settings 67 Create Pathways users 68 Add the Installer account to the Administrators group 69 Map a drive letter to the shared directory 70 Access Rights 71 Backup options 72
1
Windows Peer-to-Peer Network Configuration Guide for CCC Pathways
Introduction
This document reflects the necessary guidelines for configuring your network to run the Pathways family of software products using the following supported operating systems
Windows Vista Windows XP Professional Windows XP Home Edition Windows 2000 Professional This guide assumes that you are installing Pathways for the first time and while CCC is aware that there are many possible clientserver combinations available when setting up a network this document will cover only some of the most common ones For further information please consult your network technician
The Pathways family of products supported in a network environment include
CCC Pathways Appraisal Solution CCC Pathways Estimating Solution CCC Pathways Independent Appraiser Solution Warning Setting up a network requires a complete understanding of networking theory as well as a thorough knowledge of all supported operating systems We strongly urge you to enlist the services of a qualified vendor or consultant to install and set up your network CCC will answer general questions about running Pathways on a network If you require extensive consultation on your network configuration or the various Windows based operating systems you will need to enlist the services of a qualified network technician CCC is not responsible for the setup or configuration of your internal network systems
Note Pathways will run successfully on a Windows based peer-to-peer network However CCC recommends setting up your network with no more than three clients for optimal results If you exceed five clients we recommend moving to a dedicated Windows 2000 server Please refer to the appropriate chapter in this Guide to setup and configure your server and workstations This must be completed before installing Pathways
2
Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows Vista workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows Server 2003 in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows Vista for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
3
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows Vista does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your Vista workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC strongly
4
recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection
Share an existing Internet connection
1 Click the Start button gt Control Panel and then double-click Network and Sharing Center
2 From the Network and Sharing click the Manage Network Connections link
3 Right-click the connection that you want to share and then click Properties
4 Click the Sharing tab and then select the Allow other network users to connect through this computerrsquos Internet connection check box
5 Click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
5
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Click the Start button gt Control Panel gt Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
CCC recommends using a non-routable address range such as the following
6
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 In Classic View mode click the Start button gt Control Panel and the double-click Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
7
5 Click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System The System window appears
2 Click the Change Setting link The System Properties window appears
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
ii
Windows Peer-to-Peer Network Configuration Guide for CCC Pathways
Copyright copy 2008 by CCC Information Services Inc All rights reserved No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical recording or otherwise without the prior written permission of CCC Information Services Inc
Limits of LiabilityDisclaimer of Warranty The authors and publisher of this book have used their best efforts in preparing this book CCC and the authors make no representation or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for any particular purpose and shall in no event be liable for any loss of profit or any other commercial damage including but not limited to special incidental consequential or other damages
Trademarks
CCC Pathways and Redefining the Industry Together are trademarks of CCC Information Services Inc All other brand and product names used in this guide are trademarks registered trademarks or trade names of their respective holders CCC is not associated with these other products or vendors CCC Information Services Inc 222 Merchandise Mart Plaza Suite 900 Chicago Illinois 60654-1105 For Product Support Call (800) 637-8511 Or visit our Web site at httpwwwccciscom and email us
iii
Table of Contents Introduction 1 Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration 2
Overview 2 Configuring the Server 3 Configure the network components of the server 3 Setting up Internet Connection Sharing 4 Share an existing Internet connection 4 Configure Static IP Addressing 5 Configure Automatic Private IP Addressing 6 Configure Network Identification settings 7 Create Pathways users 8 Create Pathways group 9 Add the Installer account to the Administrators group 9 Fast User Switching 9 Create a share point on the server 10 Backup options 11
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration 12 Overview 12
Configuring the Server 13 Configure the network components of the server 13 Setting up Internet Connection Sharing 14 Share an existing Internet connection 14 Configure a Virtual ICS connection 16 Configure Static IP Addressing 17 Configure Automatic Private IP Addressing 19 Configure Network Identification settings 20 Create Pathways users 20 Create Pathways group 21 Add the Installer account to the Administrators group 23 Fast User Switching 23 Disable Simple File Sharing for NTFS 23 Create a share point on the server 25 Backup options 28
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration 29 Overview 29 Configuring the Server 30
Configure the network components of the server 30 Setting up Internet Connection Sharing 31 Share an existing Internet connection 31 Configure a Virtual ICS connection 33 Configure Static IP Addressing 34 Configure Automatic Private IP Addressing 36
iv
Configure Network Identification settings 37 Create a Pathways group and users 38 Add the Installer account to the Administrators group 40 Create a share point on the server 41 Map a drive letter to the shared directory 42 Backup options 43
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration 45 Configure the Workstations - Overview 45
Configure ICS or Automatic Private IP Addressing 46 Configure Static IP Addressing 47 Configure Network Identification settings 48 Create Pathways users 49 Add the Installer account to the Administrators group 49 Fast User Switching 50 Map a drive letter to the shared directory 50 Access Rights 50
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration 52 Configure the Workstations - Overview 52
Configure ICS or Automatic Private IP Addressing 53 Configure Static IP Addressing 54 Configure Network Identification settings 56 Create Pathways users (XP Professional) 57 Add the Installer account to the Administrators group 58 Create Pathways users (XP Home Edition) 59 Fast User Switching 60 Map a drive letter to the shared directory 60 Access Rights 62
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration 63 Configure the Workstations - Overview 63
Configure ICS or Automatic Private IP Addressing 64 Configure Static IP Addressing 65 Configure Network Identification settings 67 Create Pathways users 68 Add the Installer account to the Administrators group 69 Map a drive letter to the shared directory 70 Access Rights 71 Backup options 72
1
Windows Peer-to-Peer Network Configuration Guide for CCC Pathways
Introduction
This document reflects the necessary guidelines for configuring your network to run the Pathways family of software products using the following supported operating systems
Windows Vista Windows XP Professional Windows XP Home Edition Windows 2000 Professional This guide assumes that you are installing Pathways for the first time and while CCC is aware that there are many possible clientserver combinations available when setting up a network this document will cover only some of the most common ones For further information please consult your network technician
The Pathways family of products supported in a network environment include
CCC Pathways Appraisal Solution CCC Pathways Estimating Solution CCC Pathways Independent Appraiser Solution Warning Setting up a network requires a complete understanding of networking theory as well as a thorough knowledge of all supported operating systems We strongly urge you to enlist the services of a qualified vendor or consultant to install and set up your network CCC will answer general questions about running Pathways on a network If you require extensive consultation on your network configuration or the various Windows based operating systems you will need to enlist the services of a qualified network technician CCC is not responsible for the setup or configuration of your internal network systems
Note Pathways will run successfully on a Windows based peer-to-peer network However CCC recommends setting up your network with no more than three clients for optimal results If you exceed five clients we recommend moving to a dedicated Windows 2000 server Please refer to the appropriate chapter in this Guide to setup and configure your server and workstations This must be completed before installing Pathways
2
Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows Vista workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows Server 2003 in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows Vista for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
3
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows Vista does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your Vista workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC strongly
4
recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection
Share an existing Internet connection
1 Click the Start button gt Control Panel and then double-click Network and Sharing Center
2 From the Network and Sharing click the Manage Network Connections link
3 Right-click the connection that you want to share and then click Properties
4 Click the Sharing tab and then select the Allow other network users to connect through this computerrsquos Internet connection check box
5 Click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
5
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Click the Start button gt Control Panel gt Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
CCC recommends using a non-routable address range such as the following
6
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 In Classic View mode click the Start button gt Control Panel and the double-click Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
7
5 Click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System The System window appears
2 Click the Change Setting link The System Properties window appears
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
iii
Table of Contents Introduction 1 Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration 2
Overview 2 Configuring the Server 3 Configure the network components of the server 3 Setting up Internet Connection Sharing 4 Share an existing Internet connection 4 Configure Static IP Addressing 5 Configure Automatic Private IP Addressing 6 Configure Network Identification settings 7 Create Pathways users 8 Create Pathways group 9 Add the Installer account to the Administrators group 9 Fast User Switching 9 Create a share point on the server 10 Backup options 11
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration 12 Overview 12
Configuring the Server 13 Configure the network components of the server 13 Setting up Internet Connection Sharing 14 Share an existing Internet connection 14 Configure a Virtual ICS connection 16 Configure Static IP Addressing 17 Configure Automatic Private IP Addressing 19 Configure Network Identification settings 20 Create Pathways users 20 Create Pathways group 21 Add the Installer account to the Administrators group 23 Fast User Switching 23 Disable Simple File Sharing for NTFS 23 Create a share point on the server 25 Backup options 28
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration 29 Overview 29 Configuring the Server 30
Configure the network components of the server 30 Setting up Internet Connection Sharing 31 Share an existing Internet connection 31 Configure a Virtual ICS connection 33 Configure Static IP Addressing 34 Configure Automatic Private IP Addressing 36
iv
Configure Network Identification settings 37 Create a Pathways group and users 38 Add the Installer account to the Administrators group 40 Create a share point on the server 41 Map a drive letter to the shared directory 42 Backup options 43
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration 45 Configure the Workstations - Overview 45
Configure ICS or Automatic Private IP Addressing 46 Configure Static IP Addressing 47 Configure Network Identification settings 48 Create Pathways users 49 Add the Installer account to the Administrators group 49 Fast User Switching 50 Map a drive letter to the shared directory 50 Access Rights 50
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration 52 Configure the Workstations - Overview 52
Configure ICS or Automatic Private IP Addressing 53 Configure Static IP Addressing 54 Configure Network Identification settings 56 Create Pathways users (XP Professional) 57 Add the Installer account to the Administrators group 58 Create Pathways users (XP Home Edition) 59 Fast User Switching 60 Map a drive letter to the shared directory 60 Access Rights 62
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration 63 Configure the Workstations - Overview 63
Configure ICS or Automatic Private IP Addressing 64 Configure Static IP Addressing 65 Configure Network Identification settings 67 Create Pathways users 68 Add the Installer account to the Administrators group 69 Map a drive letter to the shared directory 70 Access Rights 71 Backup options 72
1
Windows Peer-to-Peer Network Configuration Guide for CCC Pathways
Introduction
This document reflects the necessary guidelines for configuring your network to run the Pathways family of software products using the following supported operating systems
Windows Vista Windows XP Professional Windows XP Home Edition Windows 2000 Professional This guide assumes that you are installing Pathways for the first time and while CCC is aware that there are many possible clientserver combinations available when setting up a network this document will cover only some of the most common ones For further information please consult your network technician
The Pathways family of products supported in a network environment include
CCC Pathways Appraisal Solution CCC Pathways Estimating Solution CCC Pathways Independent Appraiser Solution Warning Setting up a network requires a complete understanding of networking theory as well as a thorough knowledge of all supported operating systems We strongly urge you to enlist the services of a qualified vendor or consultant to install and set up your network CCC will answer general questions about running Pathways on a network If you require extensive consultation on your network configuration or the various Windows based operating systems you will need to enlist the services of a qualified network technician CCC is not responsible for the setup or configuration of your internal network systems
Note Pathways will run successfully on a Windows based peer-to-peer network However CCC recommends setting up your network with no more than three clients for optimal results If you exceed five clients we recommend moving to a dedicated Windows 2000 server Please refer to the appropriate chapter in this Guide to setup and configure your server and workstations This must be completed before installing Pathways
2
Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows Vista workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows Server 2003 in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows Vista for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
3
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows Vista does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your Vista workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC strongly
4
recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection
Share an existing Internet connection
1 Click the Start button gt Control Panel and then double-click Network and Sharing Center
2 From the Network and Sharing click the Manage Network Connections link
3 Right-click the connection that you want to share and then click Properties
4 Click the Sharing tab and then select the Allow other network users to connect through this computerrsquos Internet connection check box
5 Click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
5
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Click the Start button gt Control Panel gt Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
CCC recommends using a non-routable address range such as the following
6
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 In Classic View mode click the Start button gt Control Panel and the double-click Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
7
5 Click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System The System window appears
2 Click the Change Setting link The System Properties window appears
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
iv
Configure Network Identification settings 37 Create a Pathways group and users 38 Add the Installer account to the Administrators group 40 Create a share point on the server 41 Map a drive letter to the shared directory 42 Backup options 43
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration 45 Configure the Workstations - Overview 45
Configure ICS or Automatic Private IP Addressing 46 Configure Static IP Addressing 47 Configure Network Identification settings 48 Create Pathways users 49 Add the Installer account to the Administrators group 49 Fast User Switching 50 Map a drive letter to the shared directory 50 Access Rights 50
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration 52 Configure the Workstations - Overview 52
Configure ICS or Automatic Private IP Addressing 53 Configure Static IP Addressing 54 Configure Network Identification settings 56 Create Pathways users (XP Professional) 57 Add the Installer account to the Administrators group 58 Create Pathways users (XP Home Edition) 59 Fast User Switching 60 Map a drive letter to the shared directory 60 Access Rights 62
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration 63 Configure the Workstations - Overview 63
Configure ICS or Automatic Private IP Addressing 64 Configure Static IP Addressing 65 Configure Network Identification settings 67 Create Pathways users 68 Add the Installer account to the Administrators group 69 Map a drive letter to the shared directory 70 Access Rights 71 Backup options 72
1
Windows Peer-to-Peer Network Configuration Guide for CCC Pathways
Introduction
This document reflects the necessary guidelines for configuring your network to run the Pathways family of software products using the following supported operating systems
Windows Vista Windows XP Professional Windows XP Home Edition Windows 2000 Professional This guide assumes that you are installing Pathways for the first time and while CCC is aware that there are many possible clientserver combinations available when setting up a network this document will cover only some of the most common ones For further information please consult your network technician
The Pathways family of products supported in a network environment include
CCC Pathways Appraisal Solution CCC Pathways Estimating Solution CCC Pathways Independent Appraiser Solution Warning Setting up a network requires a complete understanding of networking theory as well as a thorough knowledge of all supported operating systems We strongly urge you to enlist the services of a qualified vendor or consultant to install and set up your network CCC will answer general questions about running Pathways on a network If you require extensive consultation on your network configuration or the various Windows based operating systems you will need to enlist the services of a qualified network technician CCC is not responsible for the setup or configuration of your internal network systems
Note Pathways will run successfully on a Windows based peer-to-peer network However CCC recommends setting up your network with no more than three clients for optimal results If you exceed five clients we recommend moving to a dedicated Windows 2000 server Please refer to the appropriate chapter in this Guide to setup and configure your server and workstations This must be completed before installing Pathways
2
Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows Vista workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows Server 2003 in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows Vista for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
3
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows Vista does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your Vista workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC strongly
4
recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection
Share an existing Internet connection
1 Click the Start button gt Control Panel and then double-click Network and Sharing Center
2 From the Network and Sharing click the Manage Network Connections link
3 Right-click the connection that you want to share and then click Properties
4 Click the Sharing tab and then select the Allow other network users to connect through this computerrsquos Internet connection check box
5 Click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
5
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Click the Start button gt Control Panel gt Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
CCC recommends using a non-routable address range such as the following
6
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 In Classic View mode click the Start button gt Control Panel and the double-click Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
7
5 Click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System The System window appears
2 Click the Change Setting link The System Properties window appears
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
1
Windows Peer-to-Peer Network Configuration Guide for CCC Pathways
Introduction
This document reflects the necessary guidelines for configuring your network to run the Pathways family of software products using the following supported operating systems
Windows Vista Windows XP Professional Windows XP Home Edition Windows 2000 Professional This guide assumes that you are installing Pathways for the first time and while CCC is aware that there are many possible clientserver combinations available when setting up a network this document will cover only some of the most common ones For further information please consult your network technician
The Pathways family of products supported in a network environment include
CCC Pathways Appraisal Solution CCC Pathways Estimating Solution CCC Pathways Independent Appraiser Solution Warning Setting up a network requires a complete understanding of networking theory as well as a thorough knowledge of all supported operating systems We strongly urge you to enlist the services of a qualified vendor or consultant to install and set up your network CCC will answer general questions about running Pathways on a network If you require extensive consultation on your network configuration or the various Windows based operating systems you will need to enlist the services of a qualified network technician CCC is not responsible for the setup or configuration of your internal network systems
Note Pathways will run successfully on a Windows based peer-to-peer network However CCC recommends setting up your network with no more than three clients for optimal results If you exceed five clients we recommend moving to a dedicated Windows 2000 server Please refer to the appropriate chapter in this Guide to setup and configure your server and workstations This must be completed before installing Pathways
2
Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows Vista workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows Server 2003 in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows Vista for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
3
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows Vista does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your Vista workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC strongly
4
recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection
Share an existing Internet connection
1 Click the Start button gt Control Panel and then double-click Network and Sharing Center
2 From the Network and Sharing click the Manage Network Connections link
3 Right-click the connection that you want to share and then click Properties
4 Click the Sharing tab and then select the Allow other network users to connect through this computerrsquos Internet connection check box
5 Click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
5
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Click the Start button gt Control Panel gt Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
CCC recommends using a non-routable address range such as the following
6
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 In Classic View mode click the Start button gt Control Panel and the double-click Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
7
5 Click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System The System window appears
2 Click the Change Setting link The System Properties window appears
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
2
Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows Vista workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows Server 2003 in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows Vista for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
3
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows Vista does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your Vista workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC strongly
4
recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection
Share an existing Internet connection
1 Click the Start button gt Control Panel and then double-click Network and Sharing Center
2 From the Network and Sharing click the Manage Network Connections link
3 Right-click the connection that you want to share and then click Properties
4 Click the Sharing tab and then select the Allow other network users to connect through this computerrsquos Internet connection check box
5 Click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
5
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Click the Start button gt Control Panel gt Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
CCC recommends using a non-routable address range such as the following
6
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 In Classic View mode click the Start button gt Control Panel and the double-click Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
7
5 Click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System The System window appears
2 Click the Change Setting link The System Properties window appears
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
3
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows Vista does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your Vista workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC strongly
4
recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection
Share an existing Internet connection
1 Click the Start button gt Control Panel and then double-click Network and Sharing Center
2 From the Network and Sharing click the Manage Network Connections link
3 Right-click the connection that you want to share and then click Properties
4 Click the Sharing tab and then select the Allow other network users to connect through this computerrsquos Internet connection check box
5 Click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
5
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Click the Start button gt Control Panel gt Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
CCC recommends using a non-routable address range such as the following
6
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 In Classic View mode click the Start button gt Control Panel and the double-click Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
7
5 Click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System The System window appears
2 Click the Change Setting link The System Properties window appears
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
4
recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection
Share an existing Internet connection
1 Click the Start button gt Control Panel and then double-click Network and Sharing Center
2 From the Network and Sharing click the Manage Network Connections link
3 Right-click the connection that you want to share and then click Properties
4 Click the Sharing tab and then select the Allow other network users to connect through this computerrsquos Internet connection check box
5 Click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
5
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Click the Start button gt Control Panel gt Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
CCC recommends using a non-routable address range such as the following
6
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 In Classic View mode click the Start button gt Control Panel and the double-click Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
7
5 Click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System The System window appears
2 Click the Change Setting link The System Properties window appears
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
5
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Click the Start button gt Control Panel gt Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
CCC recommends using a non-routable address range such as the following
6
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 In Classic View mode click the Start button gt Control Panel and the double-click Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
7
5 Click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System The System window appears
2 Click the Change Setting link The System Properties window appears
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
6
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 In Classic View mode click the Start button gt Control Panel and the double-click Network and Sharing Center The Network and Sharing window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
7
5 Click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System The System window appears
2 Click the Change Setting link The System Properties window appears
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
7
5 Click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System The System window appears
2 Click the Change Setting link The System Properties window appears
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
8
3 Verify that the computer has a unique computer No other computer on your network should have the same name
4 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
9
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Create Pathways group
1 Click Start gt right-click Computer gt Manage
2 Press ENTER If you are prompted for an administrator password or confirmation type the password or provide confirmation The Computer Management window appears
3 From the left pane of Microsoft Management Console window click the Local Users and Groups component The User and Groups folders appear
4 Right-click the Group folder and then click New Group The New Group window appears
5 Enter the Group name text into the New Group textbox and then click Add The Select Users window appears
6 Enter the user name to add and then click Check Names
7 Repeat step 6 until all Pathways users have been added to the group Click OK The Select Users window closes
8 Click Create and then click Close
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
Add the Installer account to the Administrators group
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Click the installer user Right-click the installer user and then click Properties The installer Properties window appears
4 Click the Member Of tab and then click Add The select Groups window appears
5 For Windows XP and Windows Vista click Advanced and then click the Find Now button Lists of groups are displayed in the lower pane
6 Click the Administrators group and then click OK to close the Advanced Select Groups window
7 Click OK and then click Ok again to close both remaining windows
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
10
performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Create a share point on the server
1 Click Start gt right-click Computer gt Manage The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows Vista handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Click the Start button gt Computer and then click Map network drive from the menu bar
The Map Network Drive window appears
2 Click the Drive droplist and then click the drive you want to map
3 Enter the UNC path of the computer name and folder and then click Finish
Note If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps
4 Click the Start button gt Computer and then click Map network drive from the menu bar The Map Network Drive window appears
5 Click the Drive droplist and then click the drive you want to map
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
11
6 Click Browse The Browse For Folder window appears
7 Click the computer that contains the Pathways folder you created and then click the CCCAPPS folder
8 Click OK and then click Finish The mapped drive window appears
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
12
Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program Data and Graphics updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows XP Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration chapter in this guide If you are installing Windows XP Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
13
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows XP Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use Static IP Addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP Addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows XP Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your XP Pro workstation not only can it provide shared Internet access to every workstation on your network but it also provides automatic IP address assignments to all other workstations on the network thus eliminating the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection CCC
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
14
strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have dual Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 If the Control Panel is set to Category View mode (designated in the left pane) double-click Network and Internet Connections and then Network Connections If set to Classic View mode double-click Network Connections
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category mode the link will read ldquoSwitch to Classic Viewrdquo 4 From the Network Connections window Right-click the connection you want to share
and the click Properties
5 Click the Advanced tab click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
15
6 If you want others on your network to be able to automatically connect to the Internet
click the ldquoEstablish a dial-up connection whenever a computer on my network attempts to access the Internetrdquo selection button
7 When finished making selections click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
16
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections the left pane click Create a New Connection (Refer to the Share an existing Internet Section of this chapter if you need help with navigating to the Network Connections window)
4 Click Next to continue
5 Click the ldquoConnect to the network at my workplacerdquo selection button and click Next
6 Click the ldquoDial-up connectionrdquo selection button and click Next
7 Enter a name for the connection (eg ICS) and then click Next
8 Enter any 7-digit phone number click Next and then click Finish
9 From the Connect Dial-up Connection window that appears click Properties
10 Click the Advanced tab and then click the ldquoAllow other network users to connect through this computerrsquos Internet connectionrdquo selection button Deselect all other options and then click OK (If a Network Connections user name and password Information window appears click OK then OK again on the Connection Properties window)
11 Click Cancel on the Connect window and close Network Connections
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other workstations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
17
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoUse the following IP addressrdquo selection button
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
18
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
19
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an administrator
2 Click Start gt Control Panel and then double-click Network Connections
3 From the Network Connections window right-click the Local Area Connection and then click Properties (Refer to the Share an existing Internet Connection section of this chapter if you need help with navigating to the Network Connections window)
4 Click the Internet Protocol (TCPIP) component and then click Properties
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
20
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Control Panel and then double-click System
3 From the Computer Name tab verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
4 The workgroup name can be anything you choose but must be the same for every
computer on your network To change either the computer or workgroup name click the Change button and make any necessary changes
5 When finished click OK
6 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 In the left pane select Switch To Classic View
Note If yoursquore in Classic View mode the link will read ldquoSwitch to Category Viewrdquo If yoursquore in Category Mode the link will read ldquoSwitch to Classic Viewrdquo 4 Double-click Administrative Tools then double-click Computer Management
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
21
5 From the Computer Management window expand Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder
6 Right-click the Users folder and then click New User
7 From the New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
8 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 9 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
10 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
11 Repeat steps 6 through 10 until all Pathways users on the network have been added (Including an account for the person that will run Pathways at the server if anyone will be)
12 When finished adding users click Close
Create Pathways group
1 From the Computer Management window right-click Local Users and Groups folder and then click New Group
2 Enter Pathways into the Group Name field
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
22
3 Click Add The Select Users window appears
4 Click the Advanced button The Select Users search window appears
5 Click Find Now All Users are displayed in the lower panel
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
23
6 Depress and hold the CTRL button on the keyboard and then click each user you just created in the previous steps then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group 7 Click OK from the Select Users window
8 From the New Group window click Create and then Close
Add the Installer account to the Administrators group
1 Click Start gt Start gt right-click Computer gt Manage
2 From the Computer Management window under Local Users and Groups click the Users folder to display the contents in the right pane
3 Right-click the ldquoinstallerrdquo account and then click Properties
4 From the Member Of tab click Add
5 From the Select Groups window click Advanced
6 Click the Find Now button
7 In the lower window click the Administrators group and then click Ok
8 From the Select Users window click OK and then click OK to close the ldquoinstallerrdquo Properties window
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP ProfessionalHome is Simple File Sharing Just as the name implies Simple File sharing attempts to make file sharing as easy as possible And although Simple File Sharing is sufficient for the average home user it doesnrsquot offer accessibility to the NTFS level of security needed for Pathways configuration and therefore needs to be disabled
Note NTFS security settings for XP Professional are only an issue if Pathways local or program files will be on a drive formatted with the NTFS file system To determine if a drive is formatted with NTFS file system follow these steps
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
24
1 Click Start gt My Computer The My Computer window appears
2 Right-click the drive you want to check and then click Properties
3 The File System type is displayed in the General tab
To disable Simple File Sharing follow these steps
4 Click Start gt My Computer
5 Click Tools from the menu bar at the top of the window and then click Folder Options
6 Click the View tab From the Advanced Settings pane deselect the ldquoUse Simple File Sharing (Recommended)rdquo selection button and then click OK
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
25
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section 12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
26
Map a drive letter to the shared directory In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Another point to remember is that Windows XP Professional handles different user logons almost as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows when ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you are not using the server as a client to run Pathways or the monthly updates then skip to the Backup Options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 From the Drive droplist click the appropriate drive letter
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
27
5 From the Folder textbox enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Click the ldquoReconnect at Logonrdquo selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways from this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click My Network Places from Other Places in the left pane
4 Click View Workgroup Computers from the Network Tasks in the left pane
5 Click the server name icon (See the Configure Network Identification Settings section of this chapter if you need help locating your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the droplist (This must be the same drive letter used by every workstation on the network) Click the Reconnect at logon selection button and then click Finish
8 Repeat all of the above steps for each user that will be running Pathways at this server (including the ldquoinstallerrdquo account)
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
28
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
29
Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
Overview Pathways is a clientserver-based application in which network clients access a single copy installed to the network server Once installed the server acts as a central repository for all program and data files as well as an internal set of file location pointers Since these pointers reside on the server they are the same for every workstation accessing Pathways on the network Consequently the installation of Pathways must be done to a commonly mapped network drive on the server In a peer-to-peer network configuration each workstation has the ability to operate as both a client and a server However with a clientserver based application such as Pathways it is necessary that only one workstation act as the server with the other workstations or clients accessing Pathways from that single ldquoserverrdquo The installation of Pathways can either be performed from one of the workstations or from the server itself as long as it installed to a drive that is common to all systems on the network
Important All subsequent Pathways Program and Data updates must be performed at the same system from which the original installation was run Note If you have more than 3 client workstations running Pathways then Windows 2000 Server or Windows 2003 Server should be used as a dedicated server with Windows 2000 Professional workstations (or other supported Windows platforms) as the clients If you need help consult your network technician Note If you will be running Windows 2000 Server or Windows 2003 Server in a non-domain (workgroup) configuration then configure your server per the instructions for a Windows 2000 Professional peer server outlined in the Windows 2000 Professional Peer-to-Peer Server Configuration section in this guide If you are installing Windows 2000 Professional for the first time CCC strongly recommends doing a clean installation rather than an upgrade from an existing operating system This will help ensure proper configuration without any ldquoold baggagerdquo being brought over from the old operating system
The setup procedures outlined in this guide are provided as an example and are not meant to be the only possible method for configuring your network However we strongly suggest that your network configuration conforms to these guidelines in order to ensure the success of your installation These instructions assume that your network hardware and software have been properly setup and are functioning normally
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
30
Configuring the Server Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
Please verify that you have enough disk space prior to beginning your installation of Pathways You should have at least 4GB of free disk space on your target drive prior to beginning the installation
Note Although 4GB is sufficient for the installation and operation of Pathways CCC recommends that the target drive be as large as is practical in order to allow plenty of room for growth
Configure the network components of the server
When a Network Interface Card (NIC) is installed Windows 2000 Professional will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your server and workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol you may skip to the Create a Pathways group and users section later in this chapter You will have to either use static IP addressing or some form of a Dynamic Host Configuration Protocol (DHCP) server Static IP addressing is a very reliable way to configure your network However the downside is that it requires manual configuration at every workstation Windows 2000 Professional does not come with a true DHCP server per se However it does come with a very handy utility that will perform the equivalent function Internet Connection Sharing or ICS for short If you have ICS enabled on your 2000 Professional workstation not only can it provide shared Internet access to every workstation on your network it also provides automatic IP address assignments to all other workstations on the network This eliminates the need to manually assign them This works even if the peer server does not have a modem and does not actually ldquosharerdquo its Internet connection
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
31
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease of administration
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows This feature automatically assigns an IP address to each workstation upon boot-up even if there is no DHCP server on the network This makes for very easy network setup and ease of administration however the downside to using this feature is a longer boot time for each of the workstations This is due to the system looking for a DHCP server that doesnrsquot exist and waiting for a response from this non-existent server
Choose one of following three TCPIP addressing schemes listed below and then proceed to the appropriate section
ICS (Choose either an existing or Virtual connection) Static IP Addressing Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless and greatly simplifies the task of ensuring that each of the workstations has a unique IP address that is correctly defined If you have two Network Interface Cards (NIC) and an Internet connection that you want to share with the other users on your network follow the instructions under Share an existing Internet connection To set up a Virtual connection that allows ICS to automatically assign IP addresses to your workstations follow the instructions under Configure a Virtual ICS connection
Share an existing Internet connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the connection you want to share
4 Right-click and then click Properties or click the Properties button if displayed
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
32
5 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet
Connection Sharing for this connectionrdquo selection button
6 If you want others on your network to be able to automatically connect to the Internet Click the ldquoEnable on-demand dialingrdquo selection button and then click OK
Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
33
Configure a Virtual ICS connection
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Make New Connection and then click Next
4 Click the Dial-up to private network selection button and click Next
5 Enter any 7 digit phone number in the textbox and then click Next
6 Click the For all users selection button and then click Next
7 Enter a name in the textbox for the connection (eg ICS) and click Finish
8 From the Connect Dial-up Connection window that appears click Properties
9 Click the Sharing tab at the top of the window and then click the ldquoEnable Internet Connection Sharing for this connectionrdquo selection button (Do not enable on-demand dialing) and click OK
Note This will work even if you do not have a modem in the peer server The connection may show a red X on it when finished but ICS will still automatically assign IP addresses to the other workstations Important Once ICS is activated on the system sharing the connection the IP address will automatically change to the static address 19216801 therefore it may lose connectivity to the other stations until they are properly configured Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
34
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your server with a Static IP address follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Local Area Connection right-click and then select Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoUse the following IP addressrdquo selection button
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
35
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
36
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing you will need to configure the TCPIP settings appropriately To configure your server for Automatic Private IP Addressing follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Right-click the Local Area Connection and then click Properties
4 Click the Internet Protocol (TCPIP) component and then click the Properties button
5 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address
automaticallyrdquo selection buttons
6 When you are finished making changes click OK
7 Click OK to close Local Area Connection Properties window
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
37
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click Advanced from the menu bar at the top of the window and then click Network Identification
4 From the Systems Properties window click the Network Identification tab From the ldquoFull
Computer Namerdquo pane verify that the server has a unique computer name (eg PWServer) No other computer on your network should have this name
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
38
5 The workgroup name can be anything you choose but must be the same on every
computer on your network To change either the computer or workgroup name click the Properties button and make any necessary changes
6 When finished click OK
7 If prompted to restart your computer click Yes
Create a Pathways group and users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel double-click Administrative Tools then double-click Computer Management
4 From the Computer Management window left pane click Local Users and Groups (by clicking the plus sign next to it) and then click the Users folder A list of users appears in the right pane
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
39
5 Right-click the Users folder and then click New User
6 From the Add New User window enter the user name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation Client Setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation 7 Click the ldquoUser must change password at next logonrdquo selection button to clear the
checkmark and then click Create
Note You may also want to change the settings for the ldquoPassword never expiresrdquo and ldquoUser cannot change passwordrdquo options 8 Enter the user name and password for one of the users who will be running Pathways
from one of the workstations
9 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 until all Pathways users on the network have been added (Add an account if a person will run Pathways from the server)
11 When finished adding users click Close
12 From the Computer Management window left pane right-click the Groups folder and then click New Group
13 Enter ldquoPathwaysrdquo into the Group Name textbox and then click Add The Select Users or Groups window appears
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
40
14 From the upper pane click the users you just added and then click Add
15 Repeat step 14 until you have added all of the users that were created in the previous steps and then click OK
Note Make certain the user ldquoinstallerrdquo is added to the Pathways group
16 Click the Create button and then click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 From the Member Of tab click the Add button
4 From the Select Groups window click the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window to close Computer Management window
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
41
Create a share point on the server
1 Log into Windows as an Administrator
2 Click Start gt My Computer
3 From My Computer double-click the drive you want to install Pathways
4 Click File gt New gt Folder from the menu bar and then enter the name of the folder (eg CCCAPPS) This is the directory where Pathways is installed and shared with the Pathways users
5 Right-click the CCCAPPS directory and then click Sharing and Security Click the Share this folder selection button Leave the Share name set to CCCAPPS
6 Click the Permissions button and then click Add
7 From the ldquoEnter the object names to selectrdquo pane enter the following groups ldquoAdministratorsrdquo and ldquoPathwaysrdquo and then click Check Names (Follow the same steps previously explained in the Create a Pathways group and users section)
8 Verify that both groups have been added (valid names are underlined in the pane) and click OK
9 From the Permissions window click Administrators and assign them Full Control under
Allow Do the same for the Pathways group
10 Confirm that both groups have been added with Full Control access If not select the appropriate group and correct the type of access
11 Click the group Everyone click Remove and then click OK
Note If you are not using the NTFS file system then you can skip to the next section
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
42
12 From the Security tab click the Add button and then click the Pathways and
Administrators groups (Follow the same steps previously explained in the Create a Pathways group and users section)
13 Click the Pathways group assign them Full Control under Allow and click OK This will establish CCCAPPS as the shared network drivedirectory and grant the Pathways group the proper access
Map a drive letter to the shared directory
In a peer-to-peer configuration if the server will also be used as a Pathways client you must map a drive letter to the shared CCCAPPS directory (eg P) Whatever drive letter you choose this must be the same drive letter that the workstations will use to map to this directory Also remember that Windows 2000 Professional handles different user logons as completely separate systems Therefore if a drive mapping is created while ldquouser1rdquo was logged into Windows and then ldquouser2rdquo logs into that same system the mapping created for ldquouser1rdquo will not be present
To map a drive letter follow these steps
Note If you wonrsquot be using the server as a client to run Pathways then skip to the Backup options section at the end of this chapter 1 Log into Windows as the user who will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
43
4 Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (eg PWSERVERCCCAPPS) from the Folder droplist
5 Click the Reconnect at logon selection button and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Double-click the My Network Places icon from the Windows desktop
3 Double-click Computers Near me and then double-click the server name The CCCAPPS folder should be listed
4 Right-click the CCCAPPS folder and then click Map Network Drive
5 Click the appropriate drive letter from the Drive droplist (This must be the same drive letter used by every workstation on the network)
6 Click Browse from the right of the Folder droplist Double-click the server name
7 Click the CCCAPPS folder and then click OK
8 Click the Reconnect at logon selection button and then click Finish
9 Repeat all of the above steps for each user who will be running Pathways at this server (including the ldquoinstallerrdquo account)
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
44
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
45
Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows Vista will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section for either later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
46
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your Vista workstations
1 Click the Start gt Control Panel and the double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties Click Continue if the User Account Control window appears The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 If it is not already selected click the Obtain an IP address automatically selection button
6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Note You may be prompted to restart your computer for the changes to take effect
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
47
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network However it does require manual configuration as well as an understanding of how TCPIP addressing functions Another point that must be remembered is that whenever a new workstation is added to the network it will have to be manually configured as well
To configure your Vista clients with a Static IP address follow these steps
1 Click Start gt Control Panel and then double-click Network and Sharing Center (In Classic View mode) The Network and Sharing Center window appears
2 Click the View status link for the Local Area Connection The Local Area Connection Status window appears
3 Click Properties The Local Area Connection Properties window appears
4 Click the Internet Protocol Version 4 (TCPIPv4) component and then click Properties The Internet Protocol Version window appears
5 Click the Use the following IP address selection button and then enter the following information in the appropriate textboxes
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
48
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 6 Click OK to close the Internet Protocol Version window
7 Click Close The Local Area Connection Properties window closes
8 Click Close again to close the Local Area Connection Status window
Configure Network Identification settings
1 Click the Start button gt Control Panel and then double-click System (In Classic View mode) The System window appears
2 Click the Change Setting link The System Properties window appears
3 Verify that the computer has a unique computer No other computer on your network should have the same name
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
49
4 The workgroup name can be anything you choose but must be the same on every computer on the network
5 Click OK to close the System Properties window
Create Pathways users
1 Click Start gt right-click Computer gt Manage The Computer Management Console window appears
2 From the left pane click the Local Users and Groups component The User and Groups folders are displayed
3 Right-click the Users folder and then click New User The New User window appears
4 Enter the new user name and password in the appropriate textboxes
5 Click the User must change password at next logon selection button This will clear the checkmark
Note Add the user ldquoinstallerrdquo so that you can install and update Pathways You may wish to select both the User cannot change password and Password never expires selection buttons 6 Click Create
7 Repeat steps 3 through 6 until all users who will be using Pathways have been added
8 When you are finished adding users click Close
Note CCC recommends having the same logon name and password on both the server and workstation for each user This will eliminate users from having to log on separately to both the server and their own workstation
Add the Installer account to the Administrators group
1 From the Computer Management left pane for Local Users and Groups click the Users folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
50
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has been enabled The Fast User Switching feature of Windows Vista allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
1 Click the Start button and then click Computer The Manage Computer window appears
2 From the Folders pane on the left right-click the drive you want Pathways to be installed and then click New gt Folder
3 Enter the folder name (CCCAPPS) and press enter
4 From the Folders pane on the left right-click the CCCAPPS folder and then click Share The File Sharing window appears
5 Click the droplist and then click the users who will be running Pathways and then click Add
6 Right click the user Permission Level droplist and then click Co-owner
7 Repeat steps 5 and 6 for each user who will be running Pathways
8 Click the Share button and then click Done
Note Remember to add the installer account
Access Rights
One of the features of Windows Vista is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
51
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
52
Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows XP will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCPIP
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways users section The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
53
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps for each of your XP workstations
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connections window appears
4 From the Network Connections window right-click the Local Area Connection and then click Properties
5 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain) 6 Click the Internet Protocol (TCPIP) component and then click Properties
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
54
7 Click the ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo selection buttons
8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your XP clients with Static IP addresses follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Right-click the Local Area Connection and then click Properties
5 Click the Internet Protocol (TCPIP) component and then click Properties
6 Click the Use the following IP address selection button
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
55
7 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 8 Click OK The Internet Protocol (TCPIP) Properties window closes
9 Click OK The Local Area Connection Properties window closes
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
56
Configure Network Identification settings
1 Log into Windows as and Administrator
2 Click Start gt Control Panel The Control Panel window appears
3 Double-click Network Connections The Network Connection window appears
4 Click Advanced gt Network Identification The System Properties window appears
5 Click the Computer Name tab From the ldquoFull Computer Namerdquo verify that the workstation has a unique computer name (eg Workstation1) No other computer on your network should have the same name
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
57
6 The workgroup name can be anything you choose but must be the same on every
computer on your network
7 To change either the computer name or workgroup name click the Change button and make any necessary changes
8 When finished click OK
9 If prompted to restart your computer click Yes
Create Pathways users (XP Professional)
1 Log into Windows as an Administrator
2 Click Start gt My Computer gt Manage The Computer Management window appears
3 From the Computer Management left pane click the plus sign Local Users and Groups to expand and click the Users folder The users are listed in the right pane
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
58
4 Right-click the Users folder and then click New User
5 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log in separately to both the server and their own workstation 6 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 7 Enter the User name and Password of the user who will be running Pathways at this
workstation
8 Click the ldquoUser must change password at next logonrdquo selection button to clear the checkmark (and make any other selections you want) and then click Create
9 Repeat steps 9 and 10 for each user who will be running Pathways at this workstation
10 When finished adding users click Close
Add the Installer account to the Administrators group
Note Skip this section if using Windows XP Home Edition 1 From the Computer Management left pane for Local Users and Groups click the Users
folder to display the contents in the right pane
2 Right-click the ldquoinstallerrdquo account and then click Properties
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
59
3 Click the Member Of tab and then click Add
4 From the Select Groups window click the Advanced button and click the Administrators group from the lower pane
5 Click OK to close the Select Users Group window
6 Click OK to close the ldquoinstallerrdquo Properties window
Create Pathways users (XP Home Edition)
In the interest of simplicity Microsoft decided to offer limited choices when it comes to user security levels for Windows XP Home Edition There are only two Computer Administrator and Limited In order for the Pathways program to properly function Computer Administrator level access is required Therefore anyone installing updating or running Pathways from a Windows XP Home Edition system must be logged on as a Computer Administrator
To create a Pathways user account follow these steps 1 Log into Windows as an Administrator
2 Click Start gt Control Panel
3 Double-click User Accounts The User Accounts window appears
4 Click Create a New Account
5 Enter the User Name for the user who will be running Pathways at this workstation and then click Next
6 Click the Computer Administrator selection button and then click Create Account
7 Double-click the user account you just created and then click the Create a Password link
8 Enter the password information required for this account and then click Create Password
9 Click No in the ldquoDo you want to make your files and folders privaterdquo screen
10 Repeat the above steps for each user who will be running Pathways at this workstation
11 Click Ok to close the User Accounts window
12 Click OK to close the Control Panel window
Note CCC recommends having the same logon name and password on both the server and workstation This eliminates users having to log on separately to both the server and their own workstation
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
60
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has been enabled The Fast User Switching feature of Windows XP allows multiple users to log onto the same computer without requiring the current user to close their programs If Pathways were to run simultaneously in two or more sessions on the same system file corruption could occur In addition when you consider the possibility of many logon sessions running simultaneously each with various applications still open the effect on performance alone could be quite dramatic Due to these reasons Pathways will not be supported to work with Fast User Switching
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Computer To map a drive letter follow these steps
Note Windows XP handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 Click Tools from the menu bar at the top of the window and then click Map Network Drive
4 Click the appropriate drive letter from the Drive droplist (This must be the same drive
letter used by every workstation on the network)
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
61
5 From the Folder droplist enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (eg PWSERVERCCCAPPS) Verify Reconnect at Logon is checked and then click Finish
6 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user who will be running Pathways
2 Click Start gt My Computer
3 From the Other Places category in the left pane click the My Network Places link
4 From the Network Tasks category in the left pane click the View Workgroup Computers link
5 Double-click the icon with the server name (See the Configure network identification settings section of chapter 1 if you need help to find your server name)
6 Right-click the CCCAPPS folder and then click Map Network Drive
7 Click the drive letter to be used for Pathways from the Drive droplist (This must be the same drive letter used by every workstation on the network) Verify that the Reconnect at logon selection button is checked and then click Finish
8 Repeat the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
62
Access Rights
One of the features of Windows XP Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
63
Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
Configure the Workstations - Overview Verify that the server and workstations meet all minimum hardware and software requirements as published quarterly in the CCC Technical Requirements document You can find this document located on the CCC website httpwwwccciscom CCC strongly urges that the server and workstations meet or exceed our recommended hardware specifications to ensure the best performance
When a Network Interface Card (NIC) is installed Windows 2000 will automatically install the following required network components
Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCPIP)
These are the only components necessary to get a peer-to-peer network up and running And for the most part all of the default settings for these components will work just fine The only area that needs careful consideration is how you plan to assign TCPIP addresses to your workstations
Note If your peer-to-peer network is already set up and running correctly and it is configured to use the TCPIP protocol then you may skip to the Create Pathways Users section later in this chapter The type of TCPIP addressing scheme needed for the workstations is determined by the design that was previously chosen for the server
Choose from the list below the same TCPIP addressing scheme that was configured for the server and then proceed to the appropriate section within this chapter
ICS or Automatic Private IP Addressing Static IP Addressing
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
64
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing the workstation configuration is identical To verify that you have all of the necessary components and their configurations for this type of setup follow these steps on each of your 2000 Professional workstations
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Verify that the components listed below are present (If not you can use the Install button to add the missing components)
Note Additional components are not needed for a simple peer-to-peer network installation and can probably be uninstalled (Consult with your network technician to be certain)
5 Select the Internet Protocol (TCPIP) component and then click the Properties button
6 Select ldquoObtain an IP address automaticallyrdquo and ldquoObtain DNS server address automaticallyrdquo
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
65
7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
Note If the above section was just completed skip to the Configure network identification settings section later in this chapter
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses please follow these steps
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Locate the Local Area Connection Right-click and then click Properties
4 Select the Internet Protocol (TCPIP) component and then click the Properties button
5 Select ldquoUse the following IP addressrdquo
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
66
6 Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above and then click OK
CCC recommends using a non-routable address range such as the following
Workstation 1 169254010 Workstation 2 169254020 Subnet Mask 2552552550 Peer Server 16925401
Important Each system on the network must be configured with a unique IP address 7 When you are finished making changes click OK to close the Internet Protocol (TCPIP)
Properties sheet
8 Click OK to close the Local Area Connection Properties
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
67
Configure Network Identification settings
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Network and Dial-up Connections
3 Click the Advanced menu item at the top of the window and then click Network Identification
4 On the Network Identification tab verify that the workstation has a unique computer
name (eg Workstation1) No other computer on your network should have the same name
5 The workgroup name can be anything you choose but must be the same on every computer on your network
6 To change either the computer or workgroup name click the Properties button and make any necessary changes
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
68
7 When finished click OK
8 If prompted to restart your computer click Yes
Create Pathways users
1 Log into Windows as an Administrator
2 Click Start gt Settings gt Control Panel
3 From Control Panel open Administrative Tools then open Computer Management
4 In Computer Management expand Local Users and Groups (by clicking the plus sign next to it) and click the Users folder
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
69
5 Right-click the Users folder and then click New User
6 Enter the User name ldquoinstallerrdquo with a password of your choice (This account will be used for Pathways installation client setup and program update purposes)
Note CCC recommends having the same logon name and password on both the server and workstation This will eliminate users from having to log on separately to both the server and their own workstation 7 Deselect ldquoUser must change password at next logonrdquo and click Create
Note You may also want to change the settings for the Password never expires and User cannot change password options 8 Next enter the username and password for the user who will be running Pathways at this
workstation
9 Deselect ldquoUser must change password at next logonrdquo (and make any other selections you want) and then click Create
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation
11 When finished adding users click Close
Add the Installer account to the Administrators group
1 In Computer Management under Local Users and Groups click on the Users folder to display the contents in the right pane
2 Now right-click the ldquoinstallerrdquo account and then click properties
3 From the Member Of tab click the Add button
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
70
4 On the Select Groups window select the Administrators group click the Add button and then click OK
5 Click OK on the ldquoinstallerrdquo Properties window and close Computer Management
Map a drive letter to the shared directory
In a peer-to-peer configuration you must map a common drive letter from each of the workstations to the shared CCCAPPS directory on the server This can be done easily through My Network Places To map a drive letter follow these steps
Note Windows 2000 Professional handles different user logons almost as completely separate systems So if a drive mapping is created while ldquouser1rdquo was logged onto Windows when ldquouser2rdquo logs onto that same system the mapping created for ldquouser1rdquo will not be present 1 Log into Windows as the user that will be running Pathways
2 Right-click the My Network Places icon on the desktop and then click Map Network Drive
3 Select the appropriate drive letter from the drop-down menu (This must be the same drive letter used by every workstation on the network)
4 In the Folder field enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (eg PWSERVERCCCAPPS) Make sure Reconnect at logon is checked and click Finish
5 Repeat all of the above steps for each user that will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
If you do not know the correct UNC path to the CCCAPPS folder or are having difficulty mapping the drive as stated above then follow the next steps otherwise continue to the following section
1 Log into Windows as the user that will be running Pathways
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
71
2 Double-click the My Network Places icon on the Windows desktop
3 Open Computers Near me by double-clicking it
4 Assuming that you have correctly setup the workgroup name on both the workstation and server you should see the server listed If so skip to Step 8
5 If you donrsquot see you server listed you may have mistyped the workgroup name on either the workstation or server Refer to the Configure Network Identification settings section of the appropriate chapter for information on checking this setting
6 If you still donrsquot see the server listed click Search in the tool bar at the top of the window
7 Enter the name of the server and click Search Now The server should be listed in the Search Results window If not your network is not properly configured Please refer to the previous sections of this chapter or to a qualified network technician
8 Double-click the server name You should see the CCCAPPS directory listed
9 Right-click the CCCAPPS directory and then click Map Network Drive
10 Select the drive letter to be used for Pathways (This must be the same drive letter used by every workstation on the network) Make certain that ldquoReconnect at logonrdquo is selected and then click Finish
11 Repeat all of the above steps for each user who will be running Pathways at this workstation (including the ldquoinstallerrdquo account)
Access Rights
One of the features of Windows 2000 Professional is increased security System administrators have much greater control over user access to network resources as well as control over user rights and access to the local system Pathways requires that users have Full Control of both the installation files that reside on the server as well as the Pathways directory that resides locally on each workstation In order to install or update the Pathways program the user must have Administrator level access This is due to the fact that during the installation or update program components are being installed and entries are made to the Windows Registry
Note Administrator level access is only needed during Pathways installation Client Setup and program updates The monthly Data and Graphics CDrsquos can be run by any regular Pathways user Important Once Pathways is installed and Client Setup has been run proper access rights will need to be applied to the local Pathways folder created on each workstation during the Client Setup process This includes the server if you are planning to run Pathways from that station as well See the Network Installation amp Update Guide for Pathways for details You are now ready to proceed with the installation of your Pathways product Please refer to the Network Installation amp Update Guide for Pathways for more information Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-
72
workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
Backup options
A backup system (such as a removable drive CD-RW or a tape drive) is necessary to protect you from unexpected disasters that lead to loss of data CCC strongly recommends that you purchase a large-capacity backup system and implement a consistent backup routine that is strictly adhered to Backups should be done as often as is practical Depending on the need it is best to back up the system on a daily or weekly basis For help with implementing a backup system please enlist the services of a qualified consultant or network engineer
Note The Backup and Restore utility that is installed along with Pathways was primarily designed to ease the move of Pathways from one computer to another in the event of computer upgrade or replacement However this utility can be used as a limited backup system due to its ability to auto run through Windows Task Scheduler Important Pathways Backup and Restore will only backup the Pathways work files and configuration files No program or database files are backed up at all In the event of a system failure Pathways would have to be reinstalled first after which the work files and configuration files can be restored
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration chapter of this guide for instructions on setting up your workstations
Note Prior to installing a Pathways product onto a network the network operating system should be correctly installed and functioning on the server and all workstations should be able to successfully attach and login to the server A qualified computer technician should make any necessary adjustments
- Introduction
- Chapter 1 ndash Windows Vista Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Create a share point on the server
- Backup options
-
- Chapter 2 ndash Windows XP Professional Peer-to-Peer Server Configuration
-
- Overview
-
- Configuring the Server
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Create Pathways group
- Add the Installer account to the Administrators group
- Fast User Switching
- Disable Simple File Sharing for NTFS
- Create a share point on the server
- Backup options
-
- Chapter 3 ndash Windows 2000 Professional Peer-to-Peer Server Configuration
-
- Overview
- Configuring the Server
-
- Configure the network components of the server
- Setting up Internet Connection Sharing
- Share an existing Internet connection
- Configure a Virtual ICS connection
- Configure Static IP Addressing
- Configure Automatic Private IP Addressing
- Configure Network Identification settings
- Create a Pathways group and users
- Add the Installer account to the Administrators group
- Create a share point on the server
- Map a drive letter to the shared directory
- Backup options
-
- Chapter 4 ndash Windows Vista Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 5 ndash Windows XP Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users (XP Professional)
- Add the Installer account to the Administrators group
- Create Pathways users (XP Home Edition)
- Fast User Switching
- Map a drive letter to the shared directory
- Access Rights
-
- Chapter 6 ndash Windows 2000 Professional Peer-to-Peer Client Configuration
-
- Configure the Workstations - Overview
-
- Configure ICS or Automatic Private IP Addressing
- Configure Static IP Addressing
- Configure Network Identification settings
- Create Pathways users
- Add the Installer account to the Administrators group
- Map a drive letter to the shared directory
- Access Rights
- Backup options
-