&Quick Start Guide

BUDGET Version 4.0

DYNA Version 12.0

Table of Contents

1. TECHNICAL REQUIREMENTS

2. PRE-INSTALLATION

3. LOCAL INSTALLATION

4. NETWORK INSTALLATION

5. PRODUCT LICENSING

6. NODE INSTALLATION

7. NETWORK CONFIGURATION

8. UPGRADING DATABASES

9. RESTORING DATA FROM PRIOR VERSIONS

10. QUESTIONS AND ANSWERS

11. TECHNICAL SUPPORT

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1. TECHNICAL REQUIREMENTS

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Desktop Operating Systems

Server Operating Systems

WAN

Minimum PC Requirements

Minimum Server Requirements

Windows 2000

Windows XP

Windows Vista

Memory: 512 MB RAM

Hard Drive: 200 MB Disk Space (Additional space required for data files)

Processor: Pentium IV or Better

Windows 2000 Server

Windows 2003 Server

Citrix Version 1.8 or higher

Windows NT 4.0 Terminal Services

Memory: 1 GB RAM

Hard Drive: 200 MB Disk Space (Additional space required for data files)

Processor: Pentium IV or Better

2. PRE-INSTALLATION

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Locate your DYNA 12 and/or BUDGET 4 product key(s). Product keys are based on the configu-ration you purchased for DYNA, BUDGET, and RealmX. These are emailed separately from dynasupport@realm.com.

Two different installations are available when downloading the DYNA and/or BUDGET application. One for Vista and one for non-Vista operating systems.

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Prior to installation, it is recommended that all other applications are closed and antivirus tools are temporarily disabled.

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If DYNA 11.x is installed, the DYNA 12 installation automatically backs up all databases in the DYNA 11\Data folder, removing the need for manual backups. The new folder is named Version11Data and located under the DYNA 12\Data folder. However, if you would like to manually backup databases prior to installing the new version, use Windows Explorer to copy the data-bases from the Version 11.x Data folder to a new location.

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The same process occurs for the DYNA 11\Admin folder. This prevents the user from having to recreate user information, custom reports or security settings. The new folder is named Version11Admin and located under the DYNA 12\Admin folder. If you wish to perform manual backups, the same process applies as backing up the Data folder.

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3. LOCAL INSTALLATION

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The success of the Local installation is based on the Pre-Installation steps (Refer to section 2).

Note: If you are running a previous version of DYNA/BUDGET, the installation process automatically uninstalls the previous version for you. Please review the Pre-Installation section before proceeding.

1. Login with Administrative Rights.

2. Run Setup.exe. If you have Autorun enabled, the installation automatically starts within a few seconds after the CD is inserted.

3. From the Autorun screen, select installation type, Vista or Non-Vista.

4. Two installation types are available, Local and Network. Select Local for a standalone installation. (The Setup Type must match the license configuration.)

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Click Next to proceed.

The next four screens will prompt where to install the different components of the application. These include the Application folder, Admin folder, Data folder, and Replicate folder.

The Application and Admin folders must reside on a drive local to this machine. The Data and Replicate folders can be on a local drive, mapped drive or a UNC path.

Select the Application folder location on your local drive. Click Next.

Select the Admin folder location on your local drive. Click Next.

Select the Data folder location on a drive letter, local or mapped (network) drive or a UNC path. Click Next.

Select the Replicate folder location on a drive letter, local or mapped (network) drive or a UNC path. Click Next.

7. Click Finish to complete the installation. All required installation information has now been obtained. The “Wizard Complete” screen displays your selections. If a prior version was detected, the location of the Archived Files is also provided.

4. NETWORK INSTALLATION

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1. Login with Administrative Rights.

2. Run Setup.exe. If you have Autorun enabled, the installation automatically starts within a few seconds after the CD is inserted.

3. From the Autorun screen, select installation type, Vista or Non-Vista.

Note: If you are running a previous version of DYNA/BUDGET, the installation process automatically uninstalls the previous version for you. Please review the Pre-Installation section before proceeding.

The success of the Network installation is based on the Pre-Installation steps (Refer to section 2).

4. Two installation types are available, Local and Network. Select Network for a Network installation. (The Setup Type must match the license configuration.)

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The next four screens will prompt where to install the different components of the application. These include the Application folder, Admin folder, Data folder, and Replicate folder. A network installation must be performed on a shared UNC path to allow the network nodes access. (Check with your IT staff for assistance.)

6. Click Finish to complete the installation. All required installation information has now been obtained. The “Wizard Complete” screen displays your selections. If a prior version was detected, the location of the Archived Files is also provided.

5. Select the UNC path of your Application folder. Click Next.

Select the UNC path of your Admin folder. Click Next.

Select the UNC path of your Data folder. Click Next.

Select the UNC path of your Replicate folder. Click Next.

5. PRODUCT LICENSING

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Note: DYNA and BUDGET use Internet Based Licensing. Product Key(s) are delivered by email from dynasupport@realm.com. The application must be licensed prior to use. Adobe Reader is required to access the License Agreement.

1. Licensing takes place one of two ways:

2. Enter the Product Key, Email Address, Company Name, and Location information. Click Check Out. To access authorization by phone, click Phone and call Realm Technical Support at 866 - My Realm (888-697-3256).

Launching the application for the first time (i.e., double-clicking on the desktop shortcut or selecting it from the Program Folder).

By selecting the appropriate KeyMove utility from the program folder, (i.e., DYNA Key-Move, BUDGET KeyMove, RealmX KeyMove).

6. NODE INSTALLATION

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The SETUP.EXE is a wizard which performs node installation for network users. This creates a DYNA program group and icon that allows the user to start DYNA from the network. A small number of DLL’s are copied to the user’s \WINDOWS\SYSTEM directory which is required for proper operation.

Note: Node installs are only available if a Network Version and License Key were used to install DYNA and/or BUDGET.

WARNING: Node installs should only be performed after the license key has been checked out for the application. The application will not run until it is licensed.

1. Login as administrator on the computer where the node is to be installed.

2. Using Windows Explorer, double-click SETUP.EXE in the \NetInst\ folder you created at the root DYNA directory level on the share drive. To locate the \NetInst\ folder, do the following. From the Node computer, browse to the UNC path where DYNA is installed. Browse into the NetInst folder and run SETUP.EXE. This executes the installation for the node computer. Repeat this process for each node computer.

3. When SETUP is finished, click the DYNA icon to start the application.

7. NETWORK CONFIGURATION

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If running a network version of DYNA and/or BUDGET, users are setup in the Network configuration Utility. This utility is located in the DYNA Applications Program group. If you have a previous version, the ability to copy User IDs, Permissions, and Master Items are available.

Creating Network Users1. To add the first user, click Add.

2. Enter the name of the user and the three character identifier assigned to them. Entering a password is optional.

3. If you have also purchased BUDGET, you can assign rights to different screens within the BUDGET tab.

8. UPGRADING DATABASES

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Databases created in previous versions of DYNA and/or BUDGET need to be upgraded to work with DYNA 12. However, once they are upgraded, you cannot open them in a previous version. Use the DYNA Database Administration (DBA) utility to upgrade databases by selecting DYNA DBA from the Application Program folder or by selecting Update Database from the File, Database Utilities menu in Financial Analysis.

If you installed DYNA 12/BUDGET 4 and selected to have the installation uninstall the previous version, a backup Data folder called Version11Data was created under the DYNA 12\Data directory.Prior to the conversion, copy your databases from the Version11Data folder to the DYNA 12\Data folder.

1. Once you locate the DYNA DBA in Program Files, click DYNA DBA.

3. Select the database to upgrade and click Upgrade.

4. Follow this process for all databases.

2. Select Update Existing Database and click Start.

9. RESTORING DATA FROM PRIOR VERSIONS

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If you installed DYNA 12/BUDGET 4 and selected to have the installation uninstall the previous version, a backup admin folder called Version11Admin was created under the DYNA 12\Admin directory.

To carry forward user information, security settings, or custom reports, copy the appropriate files from the Version11Admin folder to the new DYNA 12\Admin folder.

Copy the DYNAUser.INI file to restore all the User IDs and Passwords setup in a network install.

Copy the DYNASec. FIL file to restore all the Portfolio Security Settings

Copy all files with extensions *.DCO, *.DCR, *.DCT to restore DYNAWriter Reports.

Copy all files with extensions *.DCC, *.DCD, *.DCT to restore Custom Report Writer Reports.

Copy the CustRpts.INI file to restore Realm Custom Reports.

Copy DYNAExtr.MDB file to restore master items, (i.e. Chart of Accounts, Portfolio Groups, Tenant Groups, etc.).

10. QUESTIONS AND ANSWERS

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Q. How do I find my product key?A. You will receive an e-mail from dynasupport@realm.com that includes a unique product key for

each product, a link to the download site, basic instructions, and highlights of the new release.

Q. Can I have DYNA 12 and DYNA 11.x installed on the same PC or Server?A. No. The installation process for Version 12 automatically uninstalls previous versions of DYNA.

During the uninstall process, a backup of Version 11.x Data and Admin folders are made.

Q. Can I use my DYNA 11.x databases in DYNA 12?A. No. The DYNA 11.x databases must be upgraded to DYNA 12. Once the upgrade is complete, the

new DYNA 12 database cannot be opened in a previous version of DYNA.

Q. How do I upgrade my existing databases so I can access them in DYNA 12?A. Refer to section 8 Upgrading Databases for further information.

Q. After installing the new version of DYNA and/or BUDGET will I have to recreate all the user login and security settings?

A. No. Refer to Restoring Data From Prior Versions for information regarding user login and security settings.

Q. After installing the new version of DYNA and/or BUDGET will I have to recreate all my custom reports?

A. No. Refer to section 9 Restoring Data From Prior Versions for information pertaining to custom reports.

11. TECHNICAL SUPPORT

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US/Canada: 1-866-MY-REALM (697-3256)

Australia:(61) 2-9262-1332

All other countries: 1-713-621-4343

Asia Pacific/Singapore, Japan and China: Asia Pacific/Singapore (65) 6332-9778Japan 00531650404North China 10800-6500-477South China 10800-2652-492

There are numerous options for answering your questions and handling issues when working in DYNA and BUDGET.

Support Center - Using your DYNA or BUDGET product key, register and log onto RealPulse.net where you can access the Support Center. The Support Center offers:

E-mail Support - E-mail your problem to dynasupport@realm.com and we will reply with an answer within 24 hours.

Phone Support - Our trained phone support team is available Monday through Friday, 7:30 AM to 5:30 PM CST.

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• Online access to a live specialist • “Show me” videos• FAQs • Searchable knowledgebase • Forums • Numerous tips and tricks