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:ts1evals@ftp.1stsoftware.com.

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:

e-business@1stsoftware.com

08450 683030