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TRANSCRIPT
e-Business Suite
Client Install Guide
Version 1.0
Contents
Introduction ............................................................................................................ 3
Installing the e-Business Engine .................................................................................... 4
Hardware Specification ............................................................................................ 4
Client Machine hardware recommended hardware specification .......................................... 5
Installation of the e-Business Suite ................................................................................ 6
Installation Brief .................................................................................................... 6
Getting Started – Installation Checklist......................................................................... 6
Installing Pre Requisite Components ............................................................................ 8
Installing e-Business Suite ........................................................................................11
Post Installation Checklist........................................................................................18
Trouble Shooting Guide .............................................................................................19
Getting Help...........................................................................................................21
Introduction
The e-Valuations Module was introduced with version 5.6 of Adviser Office. It sits within the e-
Business Module, and allows users to generate and manage Valuation Requests.
Version 8.3 of Adviser Office includes the latest e-Business Module as part of the AO installation CD.
From the e-Business Module users can access e-Valuations and the e-Services offering; you will also
be able to access the e-Tracking service.
The e-Valuations database uses a separate component called the e-Business Suite to manage
messaging between Adviser Office and the Providers.
This guide is intended to be used by users who are familiar with installing MS updates and Adviser
Office onto the server.
This document details the installation process for e-Services, and provides an overview of the e-
Business engine.
This document does not provide a functional description, details of this can be found in the e-Services
User Guide v1.0. In addition this guide does not cover the upgrade to Adviser Office itself; this upgrade
follows the normal Adviser Office Upgrade process.
Installing the e-Business Engine
Hardware Specification
The tables below indicate recommended requirements for running the e-Business Suite. As new
versions of the software are released, there is a possibility that this information will change. All
machines, servers and client machines should be set to UK regional settings. IN particular please
check the date settings on the target machine:
Go to Control Panel / Regional and Language Settings.
On the TIME tab select the Customise button and ensure that the AM and PM symbols are selected.
In addition you must be running v8.2 or higher of Adviser Office; to take advantage of the latest
functionality, we recommend that you install the latest build
Client Machine hardware recommended hardware specification
You can check your PC meets these recommendations by clicking Start then right click on My
Computer and select Properties.
Client Machines:
Recommended
RAM
1GB RAM
Processor
Pentium M 750 1.8 GHz Processor
Operating System
Windows XP Professional or later
Disk Space
40Gb
Comms
Database synchronization requires connectivity to the main database.
Where a stable connection exists, 3G or broadband connectivity is
preferable; however minimum 56 kbps Modem is acceptable.
Installation of the e-Business Suite
Installation Brief
In order to run e-Services the e-Business Suite must be run. This is a separate component to Adviser
Office however it is available to be installed as part of the AO 8.3 Installation CD onwards.
The e-Business Suite consists of three components that need to be installed:
e-Services Provider Messaging Database – this needs to sit on a new or existing SQL server
Windows Service – this needs to sit on the same machine as the Database
Client Install – this needs to be run on every machine from which the e-Business module will be accessed
This guide describes how to install e-Valuations and e-Services which are both modules within the e-
Business Suite and need to be installed together.
Getting Started – Installation Checklist
You must install Adviser Office 8.2+ for all users before you install the e-Business Suite. The e-
Business Suite install is included on the AO 8.3 installation CD onwards.
Once you have run the Server Install, then you will need to run the Client Install on any machine that
will need to run e-Valuations.
You must have the SQL Server Instance name; please check with whomever installed e-Valuations
on the server
On inserting the AO 8.3 Installation CD you will be prompted with the following dialog:
On clicking on the eBusiness Suite option the following dialog is displayed:
Clicking on the Install eBusiness Suite option will install the e-Business Suite setup files.
When the e-Business Suite install is run it first checks that the pre requisites are installed before
actually running the install. This is detailed in the Installing Pre Requisite Components section
below.
Once the pre requisites have been installed you can continue running the e-Business Suite install.
This is detailed in the Installing e-Business Suite section below.
Installing Pre Requisite Components
On clicking on Install eBusiness Suite option the e-Business Suite installer will firstly check that the
recommended pre requisites have been installed. These must be installed before the actual install
can be run.
When installing the pre requisites a reboot is often required, you may therefore need to reselect the e-
Business Suite install option from the CD after each reboot to continue with the install.
Please note, due to some of these components being installed using MSI, you may need to update
the Windows Installer Service, please click here for more information.
Some installations of Windows 2000 Terminal Server may require this update, so please install this
update if you have any issues. This will require a restart of the server.
The pre requisites required before the actual installation can take place includes the following:
Component
Description
Required/Optional
MS .NET
Framework
3.5
MS.NET Framework is required to run the services from
the e-Business Suite. The latest version is 3.5 and
provided with the installer. Windows Server 2000 will not
be able to run this version.
The installation of .NET 3.5 will abort automatically and a
prompt will appear to request continue with the
installation.
You can install and run the service from a client machine
instead installing both the Client and Server e-Services
components
Required
MS Windows
Installer 4.5
for Windows
Server 2003
and XP
Standard MS Component for installing and uninstalling
software
It is recommended that you reboot if prompted to do so.
Not Required
MS SQL
Server 2008
Express R2
Express
RTM
VALCENTR
E
Any existing SQL 2008 instance can be used provided it
has the correct collation settings (See Appendix 1 for
details).
If there is no SQL 2008 instance available install this
component on the server.
Not Required
1st
Management
Console
Management Console to view and amend the e-
Valuations service settings
Required
Microsoft
SOAP
SDKToolkit
Standard MS component which is required for the Service
to MI to the extranet and retrieve the latest settings.
Required
MS SQL
Server
Backward
Compatibility
This component is only required for the client installation
and not needed on the server
Required
MS Windows
MMC 3.0
Standard MS component required to run the e-Business
Suite
Required
MS VC
Redistributa
ble 2008
Standard MS component required to run the e-Business
Suite
Required
1st
Config
Help
This component is required
Required
The pre requisites required, but called from within the actual e-Business install, include the following:
Component
Description
Required/Optional
AO Installed
The e-Business Suite install checks that AO has been
installed
This pre requisite is detected as required during the e-
Business Suite install
Required
Installing e-Business Suite
To activate the e-Business Installer, double click on the Install eBusiness Suite option if it has not
already launched the installer itself. The e-Business Installer will then check that the pre-requisites
mentioned earlier have been installed.
When this has been confirmed, the e-Business Installer will start up and you will see the following
Welcome Page.
Click on the Next button. This will generate the Select Features page of the Wizard.
The install is broken into Client Installs and Server Installs.
Client Install
IMPORTANT - The purpose of this guide is relating to the Client installation.
Please select the options as detailed below. Please remove any reference to the Server installation,
unless you are installing all of the e-Business Suite to run on the same platform.
From the Select Features page, you should select e-Business Client Installations/e-Valuations.
The ‘Choose Destination Location’ screen, allows you to select where you would like the files to be
downloaded to. The installer will choose a default location; select Browse to change the default
location.
Click Next to contiunue.
The install will then ask you to enter any Proxy Settings.
You can check Proxy Settings within Internet Explorer under Tools – Internet Options.
Go to the Connections tab and select LAN Settings. This will show you the Proxy Server address and
port number if you use a Proxy Server.
Select Next to continue.
You will then be required to enter details about the SQL Server that the e-Valuations Database will
reside on. Click the Browse button to select the correct server.
If you are unsure which server to use, please check with whoever installed e-Valuations on the server.
You will also need to select the Connection Method.
Please try using the SQL Server login provided, otherwise please check with whoever installed e-
Valuations on the server for the correct login.
Select Next to continue. The installer will then validate the Connection details.
If you get any errors during this process, please check you have the correct SQL login details and you
have also installed the SQL Server Backward Compatibility pre-requisite.
You will then be required to enter details about the SQL Server that the e-Services Database
(ProviderMessageStore) will reside on. A default SQL Server will be selected; but the Browse button
can be used to select an alternative server. Appendix 1 denotes the required collation settings if this is
a non-Adviser Office SQL instance.
You will also need to select the Connection Method.
If you have installed SQL Server Express using the installer the sa login has been setup with the
password ‘1stTime’. Otherwise you will need the sa password for the existing SQL instance or be
logged in as a windows user with the appropriate rights.
Click Next to verify the connection
Select Install from the next screen and the installation process will begin.
You have now completed the e-Business Suite Server install.
Post Installation Checklist
Add the e-Business Suite to your taskbar using the Customise Taskbar option
Open the e-Business Suite, you may need to request your Module Access is amended
Click on the Dashboard and check you and see a list of providers on the top right of the
screen
Please view the User Guide to explain how to use the e-Business Suite
Trouble Shooting Guide
Error
Problem
Fix
EBusinessSuite
ActiveX Error
Missing
Connection
String
Ensure the connection string is present in the e-
Valuations.Config file. This can be viewed by creating a new
shortcut on the desktop with a target path of "C:\Program
Files\1st\e-Business Suite\EBusinessLoader.exe"
/Configure then click Apply then OK. Double click on shortcut
to EBusinessLoader.exe to view and amend the settings
Config File
cannot be
decrypted
e-Valuations.Config file cannot be decrypted.
Download the file e-Valuations Decode.zip from the FTP site
ftp://evaluations:[email protected].
Save and unzip this file to
C:\Program Files\1st\e-Business Suite\e-Valuations\
Double click on the decode e-Vals.bat which will decrypt the
config file and allow access.
When opening
the e-Business
Suite
1st
[System
Defined Events
Libr has
encountered an
error and needs
to close
Error 91
The Windows
Application Log
is Full
Go to Start – Control Panel – Administrative Tools – Computer
Management. Expand Event Viewer and and right click
Application and select Properties. Select the option Overwrite
Events as needed, click Apply then OK to resolve.
Error – You must
be registered on
1st Services to
use the e-
Business Suite
No 1st
Services
registration
attached to
your login
Complete your 1st Service registration by accessing one of the
following servicers
- QAS
- Unit Price Wizard
- Provider/Product Directory
Getting Help
If you experience any problems or have any questions, please contact our e-Business support team,
on:
08450 683030