EasyTaskLink Workgroup Edition supports MSDE or MS SQL Server
2000 or MS SQL Server 2005 as the backend database system.
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Insert the EasyTaskLink CD into your CD
Drive. If you do not see a “Splash” screen within two minutes, go to
“My Computer”, click on the CD drive containing the EasyTaskLink CD. Select “Autorun.exe”,
and double-click on it.
If you wish to use MSDE database, you will have to install MSDE first.
The MSDE installation is simple. Just click “Install
MSDE” and the system will complete the installation without further prompts.
You may accept the default when installing SQL Server Express 2005.
However, it is require for you to select Mixed Mode
from the Authentication Mode screen.
Note: Please remember the password you entered. In the next phase
of installation, EasyTaskLink will prompt you for the password when creating the
database. The password will be what you have entered here.
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Open the folder containing the EasyTaskLink release. Double-click
"Setup.exe" or “Autorun.exe”.
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A Splash screen appears. From this point on, the installation process is automated. In most cases, simply accept the default setting.
From this Splash Screen, select “Install
EasyTaskLink Server”.
Welcome Screen.
Licensing Agreement
Screen. Please read the Licensing Agreement carefully and be sure you accept it before proceeding to the next screen.
Customer Information Screen.
The installation process “auto-fills” the User Name
and Company Name. Such information is acquired from your computer set up. You may change it to the name you desire.
Choose Destination Location Screen. The location of the software
is usually in the default directory. Unless you wish to alter this location, simply clicking “Next” will suffice.
The screen shown in the next step will not be displayed if you choose “Browse”.
The location of the software is only meaningful internal to the operating system, but if you wish to
select a location for your new software you may select it here.
Setup Status Screen.
Tracks the progress of your installation.
Create
EasyLinkMail Database Screen.
This step sets up the database server you opt to use. If you have installed MSDE, then the first entry will be MSDE.
Simply accept the default and press the "Next"
button to continue.
To install SQL Server followed by a list of SQL
Server Instances. From the down menu select the Server Name. Enter the
correct User Name
and Password
for your SQL server administrator. (Note, if it is MSDE, the password is
auto filled with ‘infosavant’).
Create Database Screen.
If you are upgrading EasyTaskLink form the previous version you may choose to continue using your
existing database by clicking on
the “Use the current database” radio button then select the database from the drop down menu. To create the new database click
the “Create a new database” radio button.
Define the IP Address and Port Screen.
Be sure you write down the IP and Port that appear on this screen. Note: This information is required to successfully
install the Client component of EasyTaskLink.
Setup Type Screen.
Allow you to create an Administrate Tools shortcut.
Finish.
Congratulations, you have finished the server
installation. Please be sure to restart your computer after you have
successfully installed EasyTaskLink.
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Verify the File Service installed by EasyTaskLink.
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File Service Panel - You use this panel to configure the Database
Server. After you have completed the installation of EasyTaskLink,
the File Service control program can be found on the lower right hand corner1 of the task bar, double click the File Service Icon.
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From the Configuration menu select “Database Configuration” to display the following panel:
Note: If you don’t see the icon you can add it from your
start menu: Programs…EasyTaskLink...Utility…File Service.
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IP Address and Port Number:
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The IP Address and Port Number must match the address specified in SERVERCONFIG.XML.
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Database Server: The name of the SQL Server where the EasyTaskLink
Knowledge Base resides.
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Database Name: pkb2 (Standard) or verify with the SQL Enterprise Manager.
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User Name: sa (Standard)
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Password: EasyTaskLink (default), obtain from SQL administrator.
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File Storage Folder: defaults to "C:\ProgramFiles\KMS\SaveFile".
Make sure this directory exists and is not set to "read only".
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Additional Verifications: (SQL Server Only)
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Set Authentication Mode to Mix. Must not use Windows Integrated Authentication.
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Verify using SQL Enterprise Manager that a database called “pkb2”
has been created.
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Verify that the Administrator User Name, and Password are correct.
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After you have successfully installed the server component of you system you
will need to install the EasyTaskLink
Client component on the computer of each user. It is also possible to install the Client component on the computer where you have installed the
server component.
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Windows XP, Windows 2K
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Windows 2K Server, Windows 2003 Server
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Memory 1GB
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Hard disk space 600MB.
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LAN Connected to the Server Machine.
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MS Outlook 2002, 2003,
2007 to receive Task Assignments and
filing status reports.
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May use EasyTaskLink
Client to receive Task Assignments.
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The EasyTaskLink server component must be setup and configured correctly before communication can be
established between the server and client.
Splash Screen.
Welcome Screen. Click
Next to continue.
Licensing Agreement Screen.
Please read the Licensing Agreement carefully and be sure you accept it before proceeding to the next screen.
Customer Information
Screen. The
installation process “auto-fills”
the User Name and Company Name. Such information is acquired from your computer set up. You may change it to the name you desire.
Choose Destination Location. The
location of the software is usually in the default directory. Unless you wish to alter this location, simply clicking “Next”
will suffice. The location of the software is only meaningful internal to the operating system, but if you wish to select a location for your new
software you may select it here.
The screen shown in the next step will not be displayed if you choose “Browse”.
The location of the software is only meaningful internal to the operating system, but if you wish to select a location for
your new software you may select it here.
Setup Status.
After you click “Next” on the screen above
you will see the “Setup Status” Screen, shown below, which will track the installation.
When the “Starting Service…” screen pops up be patient because it may take a few minutes. The installation is progressing normally.
In most cases you will want to select to enable all the add-in components of
EasyTaskLink.
The “Setup Type” Screen below provides you an option to create a Project
Center and Administrative Tools shortcuts on your
desktop.
Finish.
Congratulations, you have finished the client installation. Please be
sure to restart your computer after you have successfully installed.
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From the Windows Desktop, click
Start…Programs…EasyLinkMail…Login Settings. The following Screen is displayed.
The system default login is: User ID: Administrator;
Password: password
Click the “Setup”
button to view the following screen.
Please make sure that the “Lan Mode” check box is checked, and that the Configuration Server is the
IP address of your Workgroup Server.
Check to be sure that the correct Client Components are enabled.
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