2014 Enterprise Desktop Installation/Update Guide · 2014 Enterprise Desktop Installation/Update Guide 11. Before upgrading the database, ensure that you have a recent backup. If

2014 Enterprise Desktop Installation/Update Guide

The following update and installation instructions for ManagerPlus Enterprise 2014 Desktop are divided into two parts: the server upgrade/installation and the client upgrade/installation. These updates are available on the ManagerPlus support page: www.managerplus.com/support and can be accessed by clicking the downloads/updates link. Under the “ManagerPlus 2014” section, you’ll see two links: “ManagerPlus Enterprise (Version 2014.1.0.859)” (the client) and “ManagerPlus Enterprise Server.” ManagerPlus recommends that the server be upgraded first, followed by the client. If the server has already been upgraded, you can skip the first section and proceed to Part 2: ManagerPlus 2014 Client Installation Guide on page 14. If your company or organization requires security credentials for downloads and installations, be sure to obtain those and have them ready at hand as you proceed through the following steps. Part 1: ManagerPlus 2014 Desktop Server Upgrade The ManagerPlus Server installation includes the following components. Once these are installed, they can be found under C:\ManagerPlus

1. DBtool – Creating/Updating the database. 2. Automated Alerts – Automating reports/Fuel Imports. 3. Web Tools – Easylinks, MobileWeb, Dataservices, Notify. 4. Unencrypted client install – For automatic updates/new installs.

ManagerPlus 2014 Desktop Server Pre-Install Requirements 1. Microsoft Server 2008R2 or later installed. 2. Microsoft SQL 2008R2 or later installed and configured for ManagerPlus. 3. Microsoft IIS7/IIS8 Installed and configured. 4. .NET 4.5 Installed on IIS7/IIS8 server and registered. 5. ManagerPlus Server downloaded from www.managerplus.com/support. 6. Create a recent backup of your ManagerPlus Database. 7. Back up the Automate.xml within the %Programdata%/ManagerPlus directory. 8. Uninstall ALL previous versions of ManagerPlus including Client, Server, and Websolutions.

ManagerPlus 2014 Desktop Server Installation/Upgrade 1. Download and launch MPSERVER.exe from www.managerplus.com/support 2. Read and press “Accept” for the EULA.


3. Input the Server password and press “OK.” If you do not have this password, please contact

Support. Once the password is put in, the install bar should progress.

4. Press “Next” for the InstallShield Wizard.


5. Read and check the box for “I Accept the terms in the License Agreement” and press “Next.”

6. Select the location that you would like the ManagerPlus Server components to be installed. The default location is C:\ManagerPlus. If you would like to install the Server Components in another location, press the “Change” button and specify a location.


7. Select “Complete” to install all components for the Server. You may select “Custom” if you

would like to choose some components to not install.

8. Press “Anyone who uses this computer (all users)” ( You may choose Only for Me (Windows User) but be aware that the ManagerPlus application will not be available for any other users on this computer/your network except for the currently logged in user and configuration files will not be in their default location.)


9. The installation should proceed to setup the services for ManagerPlus.

10. Check the box for “Upgrade a ManagerPlus database” and press “Next.”


11. Before upgrading the database, ensure that you have a recent backup. If you do, check the box

for “I have backed up my ManagerPlus database” and press “Next.”

12. Verify that next to “Catalog” the correct database name is displayed, if it is not, click the “Change DB…” button and specify the connection to the proper database. For steps on creating the connection, see the ‘Notes’ at the end of this document. If the correct database is already selected continue with the next step.


13. Once the correct database is selected, press “Upgrade.”

14. A progress bar should appear across the bottom. Once it progresses to 100% you may press “Close.”


15. After the Database creation/Update, the Web Connection Settings window will pop up.

Always select “Manual Connection” even if the information under the “Database Connection” looks correct. Manually connecting the database ensures that your web tools are using the proper SQL credentials when we go to test them. For steps on creating the connection, see the Notes section at the end of this document.

16. Once you have manually connected the database, press “Next.”


17. The Web Server Settings screen is next. This is where you specify where your Web Tools

are/will be installed. This is where you installed IIS. If it is on the machine you are using, the “Base Web URL” should reflect your local machine (if for some reason this does not automatically populate in the “Base Web URL” field, and you wish to designate the machine you are currently using, click on the start menu, right click on “Computer” and select “Properties.” Copy all of the text next to “Full computer name:” and paste this in the “Base Web URL” in the Web Connection Settings window.) If your Web Tools will be on another machine, specify http:// or https:// and its hostname or IPAddress in the “Base Web URL” box and press “Next.”


18. The Outbound Mail Server Connection Settings screen is next. This is where you will need to

specify your “Outbound mail settings” for use with the Notify module once you have specified your settings, press “Next.” If you are not licensed for Automated Alerts/Notify, which is a separately licensed module, you can just press “Next” without filling anything in.

19. Next you will need to specify your inbound mail settings and then press “Next.” If you are not licensed for Email to Requests module, which is a separately licensed module, you can just press “Next.” (NOTE- the inbound mail settings support POP Only.)


20. If you did not fill anything out in the “Inbound Mail Server” section, you may press “Next” for

the “Mail Server White List” section, and “Finish” in the Mail Server Black List. If you did fill out the “Inbound Mail Server” section. Please call Support and a Tech can walk you through the information needed for this section. (This step can be completed at a later time.)

21. Once you have finished the Web Connections Settings information, you may click “Finish” once more to complete the ManagerPlus Server installation.


22. Congratulations! You have completed the ManagerPlus Server upgrade!

Notes (skip to page 13 for client install instructions)

To create the database connection:

1. In the Connection Settings dialog box that pops up, specify the your SQL server\Instance name from the dropdown or type it in manually and press “Next.”

2. Make sure that “Integrated Security” is unchecked. Specify the username and password for you SQL user. (Ex. SA) and press “Next.”

3. Select your database from the “Database” dropdown and uncheck the box for “Auto-select

attachment database.” I recommend pressing the ‘…’ button and manually connecting your attachments database as well.


4. Follow steps 1 and 2 for SQL Server\instance and SQL credentials. In the “Attachment

Connection Settings” dialog box, specify the attachments database. (The database name usually has _Attachments at the end) and press “Finish.” (if you need to connect to an attachments database on another server, click the “…” button)

5. Once you have specified the connections for both your ManagerPlus database and your Attachments database, press Finish.

Client install instructions begin on next page Part 2: ManagerPlus 2014 Client Installation Guide


ManagerPlus 2014 Desktop Client is available for download at: www.managerplus.com/support. It is also available once the ManagerPlus 2014 Desktop Server is installed from the ManagerPlus/dataservices/clientfiles folder on that server. ManagerPlus 2014 Desktop Client Pre-Install Requirements

1. ManagerPlus SQL Database location and SQL Credentials. 2. Windows Vista or later with all appropriate updates and services packs installed. 3. Any previous versions of ManagerPlus uninstalled.

ManagerPlus 2014 Desktop Manual Client Installation/Update 1. Launch MPCLIENT.exe. 2. Press “Next” in the InstallShield Wizard.

3. Read and press “Accept” for the EULA.


4. Input the Server password and press “OK.” If you do not have this password, please contact

Support. If you are installing this from the client file obtained from your Server, no password is needed.

5. Select the location that you would like the ManagerPlus client components to be installed. The default location is C:\Program Files (x86)\ManagerPlus. If you would like to install the client components in another location, press the “Change” button and specify a location.

6. Select “Complete” to install all components for the client. You may select “Custom” if you would like to choose some components to not install.


7. Press “Anyone who uses this computer (all users).” You may choose “Only for Me (Windows

User)” but be aware that the ManagerPlus application will not be available for any other users on this computer/your network except for the currently logged in user and configuration files will not be in their default location.

8. The installation should proceed to setup the services for ManagerPlus.


9. Check the box for Launch ManagerPlus Client and click “Finish.” 10. If this is a new client install, or your Database has moved to a different SQL Server, a

“Connections Settings” dialog box will pop up. If this is an update, you should be prompted to put in your ManagerPlus credentials.

11. If you are needing to connect to a ManagerPlus database. In the Connection Settings dialog box, specify the your SQL server\Instance name from the dropdown or type it in manually and press “Next.”


12. Make sure that “Integrated Security” is unchecked. Specify the username and password for

you SQL user. (Ex. SA) and press “Next.”

13. Select your database from the “Database” dropdown and uncheck the box for “Auto-select attachment database.” I recommend pressing the ‘…’ button and manually connecting your attachments database as well.

14. Follow steps 11 and 12 for SQL Server\instance and SQL credentials. In the “Attachment Connection Settings” dialog box, specify the attachments database. (the database name usually has _Attachments at the end) and press “Finish.”


15. Once you have specified the connections for both your ManagerPlus database and your

Attachments database, press “Finish.”

Documents

2014 Enterprise Desktop Installation/Update Guide · 2014 Enterprise Desktop Installation/Update Guide 11. Before upgrading the database, ensure that you have a recent backup. If