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 that are very important.

Please ensure that there are no spaces in the directory names for Windward files.
Requirements: Administrator Permissions for the Server Windward Share and all its sub folders with full Read/Write. Contact your IT for permission requirements.



The default installation folders 

System Five 

Running the software installer:

 

We provide an installer to set up our software on client servers and workstations. The installer is download or copied to the client machine and then run as an Administrator to perform the installation of all the required files and shortcuts. 

The Installer includes options as shown below: 



By default, both Live and Training options are selected. These options allow for the installation of the Training on specific machines that will be used for that purpose. Some clients may not want to install the Training version on all their computers. 

 

Our software installer creates a default folder structure on the client computer. This folder structure looks like this if the option to include the Training is selected during the installation process. 




This is what the folder structure should look like, there should not be any other folders or files within the System5 folder. If the option to install the Training is not selected, then the TrainingBin folder will not be present. 

 

The next step in the process is to create a data set for the Live and optionally the Training. This process will result in the following changes to the folder structure on the Server or functional server in a work-group installation, provided the process is followed correctly.



Steps


  1. Map the Windward folder in the Server to the new workstation as drive letter W. See how to do it here
    • \\Servername\Windward
  2. Double-click PSQL extractor inside Temp folder in Windward then click Unzip.
  3. Click the second button (Client only) to install the database program to the workstation otherwise click Server or Workgroup Engine button to set up on server.
  4. Click Next, make sure to Accept the License Agreement Terms > Next > Select Application > continue clicking Next then Install > let the installation finish.

    Note: Select Service when installing Workgroup Engine

  5. Double-click the System5 installer typically located in Temp folder inside the Windward folder.
  6. Click all Next buttons until the installation is finished. Make sure to Accept the License Agreement Terms to proceed.
  7. Double-click the System5 icon on the Desktop. Click Link to Existing data to link the dataset to System5 shortcut.
  8. Select W drive or the drive letter where Live data is stored.
  9. Click Next until you see the List of Terminals. Click one of the terminals on the list > Next > Finish.

    Note: Red terminals are unavailable, currently in use. Click the ones that show in white.
    Cancel the login window. Run System5 again. If it shows the login window right away, then it is set and ready to use. If it shows the window below, close the window and proceed to the next step.

  10. Click the Search button located on the left bottom corner of your screen on your Windows Taskbar.

    Type registry as shown in the image below. Click the Registry Editor when it shows on the search result.

  11. Paste the line below to the address bar of the Registry Editor window then press Enter key on your keyboard.

    Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Windward

  12. Right-click Windward folder > Permissions > click Add > type everyone, OK > check Full control > OK > close Registry Editor.

  13. Link the data again as shown in Step 7. You’re all set!


    Contact your IT if you cannot make changes in Registry Editor and you do not have Admin access.


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. 


Upgrading and temporary backups 

First important point: There is a major difference between an Upgrade and a Patch. 

 

Updated = A newly released version that contains database structure changes and new data version. These are usually accompanied by a new suite of features and always have a change in the version numbering structure. Example: If a client is currently running version 6.1.2.x (The last digit in not important) and they are being upgraded to version 6.2.2.x or 6.2.4.x, then that constitutes a major upgrade in which a Data Conversion will be required. 

 

Patch = A new build of an existing version that does not contain any changes to the data structure and does not require any data conversions. Example: A client is running 6.2.4.21 and they are being patched with an incremental build of 6.2.4.259. As you can see the first 3 digits of the version number have not changed, only the last digit has changed. That is the easiest way to differentiate between an Upgrade and a Patch. 


Installing an Upgrade 

The upgrade installer or the FTP Update option can both be used to perform an Upgrade, clients that are comfortable with the process can self-serve, clients that are NOT can request our Customer Care Team’s assistance. In either case, the process of installing the upgrade is the same. 

 

It is always the best practice to create a backup copy of both the data and bin folders prior to upgrading a client’s system to a new released version.  


The data and/or trainingdata folder(s) can be copied in place and likewise the bin and/or trainingbin folder(s) assuming an Upgrade of both, the result would look like this on the Server.


Each of the source folders has been copied and they appear as the original folder name with “ – Copy” added to the end. This is clear and understandable to anyone viewing the folder. 

 

Once these copies have been created, the installation of the Upgrade can proceed. The installer will update the original folders, bin, and/or trainingbin, based on the selection made in the installer. 

 

Once the installation of the new version is complete, the application, either trainingbin\systemfive.exe or bin\systemfive.exe can be run using the existing desktop shortcut. The system will initiate the Data Conversion as required and that must complete prior to any other client machines logging in. 

 

If something goes wrong and the data conversion fails, then the easiest thing to do to recover is to delete the bin and/or trainingbin and rename the bin – Copy and/or trainingbin – Copy back to their original names and do the same thing for the Data - Copy and/or Trainingdata – Copy folders. 

 

Typically, if a data conversion fails, there is something wrong with either the structure or contents of the existing data. Therefore, with the permission of the client, it is a good practice to make a copy of the data that failed to convert and place it somewhere on the network so our IT Team can retrieve it for further analysis and resolution of the problem. This copy should not be left in the default folder structure, it should be moved out of that folder structure so that it does not interfere with or add to the client’s backups. A good practice would be to move the copy to the “C:\Windward\ “ folder. This will be easy for our IT team to find and it will be outside the folder structure that the software needs to operate. 

If everything goes according to plan and the data conversion is successful, copies of the data are no longer required. They can be moved to a different location for archival purposes or deleted.  

 

NOTE: Once the new version processes a single transaction, the copy of the data is no longer valid and therefore of little use. Some clients may want to keep the copy in case they find a problem in the new version, this is their choice, but that copy should not remain in the default folder structure and it needs to be made very clear, that rolling back to a previous version will cause data lose and require data re-entry. This the main reason why we always recommend that our clients try out the new version in their training environment prior to upgrading their live environments. 


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 require far less effort and eliminate 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. 



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)



Creating a New Company and Installing License Codes

  1. From the Sign in screen click the install button. (If the install button is missing un-install the demo and install the full version.)
  2. Click on create new company and click the next button.
  3. Enter a directory name and click the next button.
  4. Choose a country and click the next button.
  5. Enter your fiscal year and click the next button.
  6. Create your administrator password and click the next button.
  7. Enter a name for your station and click the next button.
  8. Click the fill in company information button.
  9. Enter your license information EXACTLY as shown by clicking the next button after each section.

Once complete, and you click FINISH, you have completed the single-user install.


Troubleshooting

Version unsupported error when logging in

If you upgraded your operating system from Windows 10 Home to Windows 10 Pro, there are instances wherein the program might still detect the old OS.

  1. Double-check the compatibility of the shortcut
  2. Right-click on the shortcut
  3. Select Properties
  4. Select the Compatibility tab
  5. Make sure that the Run this program in compatibility mode for is disabled