Client-Server System Five Installation

The following documents are for the installation of Pervasive SQL and Windward System Five on Microsoft Server in preparation for client workstations to connect to the database.

  1. Preparing directory on Server
  2. Installing Pervasive SQL Server
  3. Installing Windward System Five
  4. Initial launch of Windward System Five and creation of data set

Review the Networking Best Practices before proceeding.


Requirements

Administrator Permissions for the Server Windward Share and all its files & Sub Folders with full Read/Write access

Please ensure that there are no spaces in the directory names for Windward files

Applicable to Pervasive 12 & System 5 version 6.2 UP


Microsoft Server Directory Preparation for Installation

  1. On the ROOT of your C:\ drive, create a new folder named 'Windward'. Alternatively, if you have a second hard drive installed in your computer, creating a 'Windward' folder on the ROOT of that drive would also be acceptable.
  2. Within the newly created '[Drive]:\Windward' folder, create a folder named 'Temp'
  3. Locate the installer file directory and locate System5Install.exe
  4. Have a copy of the said installer and saved in the Temp folder you created.
Video Walkthrough: Server Preparation

Additional information

Please ensure that you setup your directories exactly as outlined in this document to ensure proper function of Pervasive SQL and Windward System Five synchronization utility.


Pervasive SQL Server Installation on Microsoft Server

  1. Browse to the [Drive]:\Windward\Temp folder you previously created and copied your installation files to.
  2. Launch your PervasiveSQL server Installation
  3. Proceed with a 'Custom' install
  4. Change the installation directory to [Drive]:\Windward\PVSW
  5. Follow the prompts until installation is complete
  6. Apply Pervasive License Key

System Five Installation on Microsoft Server

  1. Browse to the [Drive]:\Windward\Temp folder you previously created and copied your installation files to.
  2. Launch the System Five installer application (Usually Install.exe or S5Install.exe)
  3. Follow the on-screen prompts ensuring you are installing to the correct directory ( [Drive]:\Windward\Systemfive )
  4. When the installation is complete, there will be two shortcuts on your desktop: System Five and System Five-Training

System Five First Launch and Data Set Creation on Microsoft Server

  1. Launch the System Five shortcut (Not the Training Shortcut)
  2. You will be prompted to Link to an existing Data set or 'Create A New Company'. Select 'Create A New Company' and click 'Next' to continue
  3. The default directory for creating a new company is [Drive]:\Windward\System5\Data You may edit the 'Data' folder name, but using the default is recommended.
  4. When you reach the part where it will ask you to choose a template
  5. Apply System Five license Code
  6. Administrator Account: create the administrator account
  7. Add 1 customer's admin account – you can clone Windward Support user
  8. Enable DSN Click Here

The prerequisite is to not have ANY spaces in the directory name.


Creating Training Dataset

  1. Create a copy of the Live Data folder
  2. Rename that copy to TrainingData
  3. Launch the System Five Training Shortcut
  4. You will be prompted to Link to an existing Data set or 'Create A New Company'. Select 'Link to an existing Data' and click 'Next' to continue
  5. The directory for training is [Drive]:\Windward\System5\TrainingData
  6. Let the customer access Training Data
  7. Go to Setup Tools >Setup Wizard > Miscellaneous > Enable Training
  8. Exit and try to log in, if ok Proceed to next step

System Five Client Installation on Microsoft Windows 8 or higher


Summary

The overall idea behind installing a client workstation with System Five is to install 2 software packages and connect to the database. The first software package is the Pervasive client database engine, and the second is the System Five application.


Checks & Measures

  • There should be a file named s5install.exe or install.exe located in [Drive]:\temp
  • There should be “PVSW”, “System5”, and “Temp” Directories under the [Drive]:\ drive
  • You should be able to read, write, and modify all files within the [Drive]:\ drive
  • Under [Drive]:\PVSW there should be a client folder. This folder contains the installation files for the Pervasive Client
  • Under [Drive]:\Temp you should see: install.exe (or S5install.exe) and a PVSW_*XXXX* folder. Where *XXXX* will bent, single or client depending on whether you are using a peer-to-peer or client-server setup

Additional information

System Five uses the pervasive database engine to connect to the data which resides on the server. Pervasive has transactional and file components meaning file security and permissions for the users running System Five are very important.


Requirements

Administrator Permissions for the Server Windward Share and all its files & SubFolders with full Read/Write


Installation of Pervasive Engine on workstation

** Note: Where [Drive] is the drive that you will be installing to (Default being C: drive)

  1. Map a drive to Server shared 'Windward' folder as [Drive]:
  2. Ensure that the user is able to see all newly created directories in [Drive]:
  3. Run [Drive]:\PVSW\Clients\Win\Setup.exe do a 'Custom' install and Install to [Drive]:\Windward\PVSW
  4. Perform all Communication Tests and Transactional tests.

Installation of Windward System Five on workstation

  1. Run [Drive]:\Temp\install.exe (If a new installation file has been downloaded use [Drive]:\Temp\s5install.exe)
  2. Install to [Drive]:\Windward\System5 to do a local install, do not install to a remote drive.
  3. Accept all other default settings. Finish installation
  4. Shortcut on Workstation desktop is linked to: [Drive]:\Windward\System5\Bin\systemfive.exe

Link an existing Workstation to data set

  1. Launch System Five from desktop shortcut.
  2. Select “Link workstation to an existing networked company” and click next
  3. Browse to Mapped network drive location [Drive]:\System5\Data (Or where 'Data' folder has another name eg: “MyCompany”)and click next
  4. Assign a terminal number from available terminals and click 'Next'
  5. You will then receive a message stating that your terminal has been set up. Click 'Finish' to continue


Modifying Desktop Shortcut to prevent terminal ID change

  1. Right-click the shortcut and select 'Properties'
  2. In the 'Target' box, ensure that the line reads C:\Windward\System5\Bin\systemfive.exe
  3. At the end of that line add the command ' /Forcemachine=#' where # is the assigned terminal number
  4. Printer settings are terminal-specific, the above command prevents users from inadvertently changing a terminal number on a workstation thereby losing the ability to print
  5. Additionally you can use the optional command 'smallsplash' to make the splashscreen smaller.
  6. Full target line in shortcut properties would be as follows: '[Drive]:\Windward\System5\Bin\systemfive.exe /smallsplash forcemachine=#' where # is assigned a terminal number.
  7. In the 'Start In' box in shortcut properties, make the entry '[Drive]:\System5\Data'. This will lock that shortcut to a specific data set (Should you have more than one ie: A Training Data Set)



Applying Patches 

As with the Upgrades, the installer or the FTP Update option can be used to apply the patch. The FTP Update option is the best for self service as it creates a backup of the existing bin automatically as it is applied. We encourage our clients to use this feature as much as possible. 


Patches to an existing version requires far less effort and eliminates the need to create data backups as the data structures are unchanged. A copy of the bin folder can be made, but it is not required. We retain an archive of the previous builds, so rolling back can be done should the need arise. 


The process of applying the patch can be the same as an Upgrade, the Installer can be run on the client machine to apply the new build of the current version of the software. The installer will replace the applications but should not overwrite any settings or configuration files. 

 

Overwriting the Training data with a copy of the Live data 

In the past we have suggested the use of the COPYOVER.BAT file that is found on the public FTP site. This process worked very well prior to the development of our cloud and external integrations. However, now that we have many clients using our cloud and external integrations, which will break if the COPYOVER.BAT file is used. The Development team is aware that an automated option is required, and a new method will be provided as soon as possible. This document will be updated when that new method is made available 
 
Copying the entire Live Share and Data folders has the potential to break many aspects of both the training and live environments.

For clients that are not using any external integrations, copying the contents of the _datafiles folder from Live to Training would be fine in most cases, but there is still the issue of the custom reports and XML configurations that need to be considered. The Share folder contains numerous configuration files for both the Reports and the XML systems within the application. Simply copying these files from one folder to the other is not always the best approach. 

Best Practice, if there is any question or doubt, do not copy the live data over the training data.