cViewSERVER installation

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Introduction

cViewSERVER runs as a Windows service.  If you do not have administrator access to your system or are not familiar with Windows services and active directory security we recommend you use our cViewMANAGER report scheduler instead.

cViewSERVER is an advanced Windows scheduling application and needs to be installed and configured correctly.  This will involve the steps below.  We recommend you print this page out and follow the steps carefully.

cViewSERVER and cViewREMOTE require the following steps to install correctly.

Install the Primary Server

  1. Download the cViewSERVER full install from our web site at www.chelseatech.net/download.htm
  2. Select the machine you want to run cViewSERVER on.  This machine can be a windows desktop or a server in your network.  It will need to have IIS or equivalent web server running as we use the associated SMTP service to send email. You will need to install any database client your reports use and you will need to configure any ODBC connections your database uses.
  3. Run the setup program.  This will install the .NET framework and then the cViewSERVER and cViewREMOTE applications and support files into a Program Files/cViewSERVER folder but you may change this if required.
  4. The install program lets you select if you want to install cViewSERVER, cViewREMOTE or both programs.  We recommend you install both applications on your main machine and cViewREMOTE on a separate management computer.  Additional cViewREMOTE licenses are available if you want to install additional management computers.  A separate install just for cViewREMOTE is available as a separate download.
  5. The cViewSERVER then needs to be installed as a windows service. Start cViewREMOTE and the "Prelaunch Checklist" screen will appear.  It should offer to install the cViewSERVER service. 
  6. Now check the status of the service with View/cViewSERVER Status.  If it is not running you will need to check you have installed both applications.  Also check you have permission to install and run a service.
  7. cViewSERVER requires a minimum of LocalSystem rights to create folders, modify the schedule databases and process the crystal reports.  If you want it to send output to network printers you might want to run using the Use the Windows Computer Management console to modify these service properties if they are not enable by default. You will probably need to set the Service to a Startup Type of "Automatic". 

  1. If you are running Windows 2000 server you will need to run the service under a user account with Administration rights.  LocalSystem does not have sufficient rights to run cViewSERVER on this version of windows.  LocalSystem is fine for Windows XP and Windows 2003 server although it will not be able to see reports on network servers or use printers on the network.
  2. Use the Windows Computer Management Console to modify any settings and to start and stop the service from the Server/Service menu.Confirm that you can start and stop the program correctly.
  3. Once the service is started, you may add reports, or modify other settings on the schedule.  We recommend for performance reasons you use a copy of the reports on a folder on the Primary Server, but this is not essential.
  4. cViewREMOTE now needs to open the cViewSERVER database.  Use the menu item File/Open Schedule Database to find the cView.XML file.  All our schedule and configuration information are stored in XML files.
  5. You may now expand the Server tree and add reports, folders and modify report properties.
  6. If you intend to email reports you will need to configure the SMTP settings.  Expand the Explorer Tree to Server/System/SMTP and enter the server name and the sender email address. You should also enter a test address and send a test message using the menu item Help/troubleshooting/Send a test message

Install the cViewREMOTE administrator on another machine

  1. Download the cViewREMOTE full install from our web site at www.chelseatech.net/download.htm  You may also use the full cViewSERVER install but this will expect your machine to be running a windows web server. The separate install does not require this.
  2. Your cViewSERVER program folder on your server machine will need to be configured to share so that the cViewREMOTE users can access the schedule files.
  3. Run the setup program.  This will install the .NET framework and then the cViewREMOTE applications and support files into a Program Files/cViewSERVER folder but you may change this if required.
  4. Start cViewREMOTE and the "Prelaunch checklist" will appear.  Click the "Connect to schedule" button and navigate the File/Open to find the shared folder you configured in (2) above.

Install a License File

  1. The license file is a small xml file with your company name and a license code.  This information is encrypted for security reasons.
  2. This license.xml file will be emailed to you on purchase of the software.  You will need to save this file into the cViewSERVER program folder. 
  3. Stop and restart the cViewSERVER service after you have saved the license file.
  4. Annual maintenance files are processed in a similar way.

Alternatively use the product activation mechanism.  This is available from the Help Menu.  Enter your company name and the activation code.

Install Live Web Status

  1. The cViewSERVER machine must be running web delivery services and be an operational web server.
  2. cViewSERVER maintains a subfolder of \Web with a live web status of what is happening on the web server.
  3. The install program will create a virtual web folder to map to the \Web subfolder.  We recommend a web folder name of cViewSERVER but you can change this to any other name you wish.
  4. Your web server can now display the current cViewSERVER status on the page server.htm.  this page links to livestat.htm and logstat.htm.  You may link directly to these from other pages.
 

Bruce Ferguson & Mo Naughton
Copyright © 2008 Chelsea Technologies Ltd. All rights reserved.
Revised: April 23, 2008.