installation guide - octopus

34
OCTOPUS INSTALLATION GUIDE

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DESCRIPTION

Step by step guide to install Octopus

TRANSCRIPT

Page 1: Installation Guide - Octopus

OCTOPUS INSTALLATION GUIDE

Page 2: Installation Guide - Octopus

Installation Process

1. Set up the database engine

2. Install database administration tool (optional)

3. Install Octopus

4. Install Crystal Report for Octopus

5. Set up client

Page 3: Installation Guide - Octopus

In order to run Octopus, you shall have installed in your computer:

• Windows Installer 3.1

• MS .Net Framework 3.5

Prerequisites

Page 4: Installation Guide - Octopus

1. Setting up the database engine

Download SQL Server 2005 Express Edition

Page 5: Installation Guide - Octopus

1. Setting up the database engine

• Run the .exe file

• After Reading the license agreement Click “I agree” if you agree with its terms and conditions or click “Cancel” if not. Continue with the wizard.

Page 6: Installation Guide - Octopus

1. Setting up the database engine

The installation can now start.

Click Next.

Page 7: Installation Guide - Octopus

1. Setting up the database engine

The setup then checks your configuration. It will install missing required components.

Click next.

Page 8: Installation Guide - Octopus

1. Setting up the database engine

The default selection matches with Octopus requirements.

Simply click Next.

Page 9: Installation Guide - Octopus

1. Setting up the database engine

Select “Default instance” if you install a SQL database for the first time on your computer.

Remark: Named instance is recommended if you have multiple databases on your computer.

Page 10: Installation Guide - Octopus

1. Setting up the database engine

Select the “Mixed Mode” authentication, and enter your database password. For this guide, we use octopus as password. An account for SQL server will be created.

Login of the account: sa (by default)

Password of the account: octopus

Click Next

Page 11: Installation Guide - Octopus

1. Setting up the database engine

On the next window, leave default selection

And click Next.

Page 12: Installation Guide - Octopus

1. Setting up the database engine

Idem for the next window.

Leave boxes unchecked

And click Next.

Page 13: Installation Guide - Octopus

1. Setting up the database engine

The wizard will now begin real install.

Click Next

Page 14: Installation Guide - Octopus

1. Setting up the database engine

Click Next.

Page 15: Installation Guide - Octopus

1. Setting up the database engine

The database server is now installed.

Click on ‘Finish’ to quit the wizard.

Page 16: Installation Guide - Octopus

2. Install the database administration tools

Download SQL Server Management Studio Express

Page 17: Installation Guide - Octopus

2. Install the database administration tools

Run the setup file.

 

Click Next.

Page 18: Installation Guide - Octopus

2. Install the database administration tools

Read the license agreement.

If you don’t agree with it, click Cancel.

If you agree with it, click on the radio button I accept the license agreement and Next.

Page 19: Installation Guide - Octopus

2. Install the database administration tools

 

To personalize your installation you can enter your Full Name and your Organization .

These settings should be configured for all users, so choose the radio button Anyone who uses this computer.

Page 20: Installation Guide - Octopus

2. Install the database administration tools

Accept the suggested Installation Folder and click Next.

Page 21: Installation Guide - Octopus

2. Install the database administration tools

Uncheck Browse EMS SQL Manager 2005 for SQL Server web-site and click Next.

Page 22: Installation Guide - Octopus

2. Install the database administration tools

Click Finish.

The database manager tool has been installed. The next step is the proper installation of Octopus.

Page 23: Installation Guide - Octopus

3. Install the Client (Octopus)

Download the latest version of Octopus

Page 24: Installation Guide - Octopus

3. Install the Client (Octopus)

Just follow the instructions to finish this installation.

Octopus is now installed. The next step is the installation of Crystal Report for Octopus.

Page 25: Installation Guide - Octopus

4. Install Crystal Report for Octopus

Page 26: Installation Guide - Octopus

4. Install Crystal Report for Octopus

Leave the installation folder by default.

(….OCTO Technology\Crystal Reports\Crystal Reports V11R2 for Octopus)

Page 27: Installation Guide - Octopus

4. Install Crystal Report for Octopus

Click Next to really start the installation.

The installation can take a few minutes.

Page 28: Installation Guide - Octopus

4. Install Crystal Report for Octopus

Click Close to complete the installation

Page 29: Installation Guide - Octopus

5. Octopus connection set up

After having downloaded it, open Octopus and click on ‘Edit settings’

Page 30: Installation Guide - Octopus

5. Install the Client (Octopus)

Server: - ‘IP address of the server’\

sqlexpress

- or ‘name of the computer’\sqlexpress

- For instance: ‘Vincent-PC\sqlexpress’

Database:

name of your branch

Page 31: Installation Guide - Octopus

5. Install the Client (Octopus)

User name: sa

Password:

password saved during the configuration of SQL Server

(in our case: octopus).

Page 32: Installation Guide - Octopus

5. Install the Client (Octopus)

Click on ‘Continue’

(the application restarts)

Page 33: Installation Guide - Octopus

6. Launch Octopus

To enter the blank database, enter:

Username: admin

Password: admin

Page 34: Installation Guide - Octopus

Any comments? Contact us at [email protected]

© Octopus Microfinance 2009