Enterprise Version Installation


The installation of the Enterprise Version is done in two steps.  First, your Database Administrator (DBA) must install the database.  And second, the Client Application must be installed on all your client machines.  We recommend Qualified PC/Network Support Personnel install the Client Application.  The setup program can be copied out to your network and the client application can be distributed by many of the application distribution systems available on the market.  Installation of the Client Application can be done manually as well.  The description that follows describes the manual method as if it was being installed from the installation CD.


Enterprise Version - Database Installation


The database must be installed first.  The installation steps below provide your DBA with general guidelines in creating and installing the database.  Each database server has it's own methods of creating and installing databases.  It is understood that this installation must be done by a qualified and knowledgeable DBA for your database server.
 
1.  Create a database on your server titled "SurveyTrak".  Set up the database and transaction log based on your organizations procedures.  You will have to estimate the size of the database based on the estimated number of Survey Points your users will be managing.  We recommend starting off the database with a minimum of 20-megabyte size and expand as needed.
 
2. Run the SurveyTrak.sql SQL Script on the installation CD to create the database schema.
 
3.  Run the SurveyTrakSecurity.sql SQL Script to set up permissions on your server.  This script sets up two basic groups or roles:  SurveyTrakAdmin and SurveyTrakUser.  The SurveyTrakAdmin group is the set of individuals who are allowed to set up the system defaults and user defined lookup tables.  They also have user capabilities as well.  The SurveyTrakUser group is the set of individuals who are the basic users for the system.  They can add, edit, and delete records in the database.  But they cannot modify system defaults or lookup tables.  Finally, this script gives read only privileges to the public group.  This script can be modified based on the needs of your organization.
 
 
4. If you desire or need to have all 50 states in the states lookup table, run the States.sql SQL Script.  This will populate the table with all 50 states.

Enterprise Version - Client Installation


Installing the Client Application on each user's machine is just as easy as installing the Desktop Version.  Follow the following instructions:
 
1.  Install the client connectivity programs that come with your specific database server. 
 
2.  Shut down all programs on your machine.  Run the setup program on the CD by using the "Run" option in Start Menu Button on your machine.
 
3.  Follow the instructions during setup.
 
4.  Finally, the designated System Administrator must follow the System Set-up procedures at the end of this chapter.