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Sybase 12 Installation and Upgrade Instructions Table of Contents Sybase SQL Anywhere 12 Installation and Upgrade Instructions Table of Contents SECTION PAGE #s Server Installation * SECTION 1: Preparation for Windows Server Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 (For current Needles users who are upgrading from a previous version of Sybase) SECTION 2: Windows Server Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 7 Database Upgrade SECTION 3: Upgrade Database to Sybase 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 – 14 (For current Needles users who are upgrading from a previous version of Sybase) Sybase Engine Configuration SECTION 4: Needles Service Configuration on Windows Server . . . . . . . . . . . . . . . . . . . . . . . . 15 – 19 Client Installation and Configuration SECTION 5: Preparation for Client Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 (For current Needles users who are upgrading from a previous version of Sybase) SECTION 6: Client Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 – 25 SECTION 7: Client ODBC Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 – 28 APPENDICES Appendix A: Service Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 * Sybase SQL Anywhere 12 is not compatible with Novell NetWare servers. rev. 03/03/2011 Needles ® Case Management Software Page 1

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Page 1: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Table of Contents

Sybase SQL Anywhere 12

Installation and Upgrade Instructions

Table of Contents SECTION PAGE #s Server Installation*

SECTION 1: Preparation for Windows Server Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 (For current Needles users who are upgrading from a previous version of Sybase)

SECTION 2: Windows Server Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 – 7 Database Upgrade

SECTION 3: Upgrade Database to Sybase 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 – 14 (For current Needles users who are upgrading from a previous version of Sybase) Sybase Engine Configuration

SECTION 4: Needles Service Configuration on Windows Server . . . . . . . . . . . . . . . . . . . . . . . . 15 – 19 Client Installation and Configuration

SECTION 5: Preparation for Client Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 (For current Needles users who are upgrading from a previous version of Sybase)

SECTION 6: Client Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 – 25

SECTION 7: Client ODBC Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 – 28 APPENDICES Appendix A: Service Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

* Sybase SQL Anywhere 12 is not compatible with Novell NetWare servers.

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Page 2: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 1 – Preparation for Windows Server Install

Sybase SQL Anywhere 12

Preparation for Windows Server Install

If you are a current Needles user and will be upgrading from a previous version of Sybase, the following steps MUST be taken before beginning the Sybase 12 installation. If you are NOT upgrading from a previous version of Sybase and this is a new install, skip to Section 2.

1. Determine if any users are setup to use replication by logging into Needles and clicking on DIRECTORY - STAFF. Any staff name with an ‘R’ in the gray area to the left of their staff code is set up to use replication. Make note of those staff codes. Those users will need to sync a copy of their database back to the main database before you begin the following steps. Once their databases have been synced, exit the DBRemote process on the server. A new database will need to be re-extracted for each replicating user after you have completed the upgrade to Sybase 12 on the server and workstations. 2. If any users were set up to use replication, then make a note on Page 5 to include the component: SQL Remote or SQL Remote (64-bit) (located under the Synchronization and Messaging section) when installing SQL Anywhere 12 to the server. Also, make a note on Page 23 to include either of those same components when installing SQL Anywhere 12 to the workstation that the replicating user(s) was using for replication (which is usually a laptop). 3. Make a backup of the Needles database (Needles.db and Needles.log files). Use the Needles Backup Coordinator to do this. This backup program will back up the open files Needles.db and Needles.log and will also truncate the log file to a smaller size.

4. Verify the backup – the Needles.db should be the same size as the active file on the server and the Needles.log should have the current date.

5. Log all the users out of Needles and stop the Sybase engine (Needles service) on the server from within Sybase Central* by right-clicking on the Needles service and clicking on STOP.

* If Sybase 5 is installed on the server then the Sybase Engine can be stopped through the file dbsvmn50.exe located in \SQLANY50\WIN32. Execute the file and click on STOP. 6. Delete the Needles service from within Sybase Central* located under Start - All Programs - SQL Anywhere (or Sybase SQL Anywhere).

* If Sybase 5 is installed, this will get removed through the dbsvmn50.exe file.

7. If this computer also serves as a Needles Client, then delete the Needles data source from the ODBC Administrator under the User DSN and/or System DSN tabs (see Section 5). 8. Uninstall Sybase 5.x, Adaptive Server Anywhere 6.x, Sybase SQL Anywhere 7, Sybase SQL

Anywhere 8, Sybase SQL Anywhere 9, SQL Anywhere 10 or SQL Anywhere 11 off the server through Control Panel and Add/Remove Programs (or Programs and Features).

9. Reboot the server to ensure the older version of Sybase has been complete uninstalled and that there ly are no Needles or Sybase components that will try to restart automatically. rev. 03/03/2011 Needles® Case Management Software Page 2

Page 3: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 2 – Windows Server Install

Sybase SQL Anywhere 12

Windows Server Install Section Notes: This section will guide the user through installing Sybase 12 to their server, which may be running any of the following operating systems: - Windows 2003 Server or Windows 2008 Server - Windows XP, Windows Vista or Windows 7 (as a Peer to Peer server) The display settings on the server must be set to at least 256 colors.

1. Insert the Sybase SQL Anywhere 12.0 CD into the CD-ROM drive on the server and the setup

program should start automatically. If the setup program does not start, click on Start and Run, browse to the Setup.exe file on the CD and click OK.

Example:

2. If you are prompted, select the language for this installation and click OK to continue.

3. The following screen will appear, click the top button: Install SQL Anywhere 12. *

4. Click Next past the Welcome to the InstallShield Wizard for SQL Anywhere 12 screen.

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Page 4: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 2 – Windows Server Install

5. Choose the location (country) where you are installing this software (at the top of the screen) and then select “I accept the terms of this agreement.” and click Next to continue to the next screen

6. Enter the Registration Key provided with the software and click Next to continue.

Screenshot for SQL Anywhere 12.0.0 Screenshot for SQL Anywhere 12.0.1

7. Enter the licensing information making sure to fill in a Name, Company and the total amount of Licensed Seats or CPU licenses that was purchased. Also select the correct License Type* and click Next to continue.

* The License Type option is not available when installing from a 12.0.1 CD-ROM as it selects the correct license type based on the registration key you entered.

Screenshot for SQL Anywhere 12.0.0 Screenshot for SQL Anywhere 12.0.1

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Page 5: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 2 – Windows Server Install

8. Select the features that need to be installed for use with Needles (see the screen shots next page). For

features that should not be installed, pull the dropdown arrows displayed next to them and choose "This feature will not be available."

9. Also displayed at the bottom of this screen is the path to which Sybase will be installed. Unless it is

absolutely necessary to change the path for Sybase, accept the default destination folder.

Features that need to be installed:

32-bit server - Databases - SQL Anywhere - Administration Tools - SQL Anywhere Monitor

64-bit server - Databases - SQL Anywhere (64-bit) - SQL Anywhere (32-bit) - Administration Tools (64-bit) - SQL Anywhere Monitor (64-bit) Note: The last two options which are not pictured: Samples and High Availability should not be installed.

10. Once all the correct features are selected, click Next to proceed.

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Sybase 12 Installation and Upgrade Instructions Section 2 – Windows Server Install

11. Verify the option to create a desktop shortcut for Sybase Central is checked and Click Install to begin

the installation.

12. The setup will start copying/installing files. When it is complete, you may receive security prompts from any software-based firewalls that may be installed on the server. Be sure to choose the "Unblock" or "Allow" option for any prompts you receive regarding Sybase or iAnywhere Solutions.

13. Uncheck the view Read Me file and view the iAnywhere Online Resources options (unless you wish to do either of these things) and click Finish to proceed to complete the install.

14. * Click Exit to exit the SQL Anywhere 12 install menu.

* If prompted, Select the option “Yes, I want to restart my computer now.” and click Finish to complete the setup.

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Page 7: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 2 – Windows Server Install

rev. 03/03/2011 Case Management Software Page 7 Needles®

Apply the Latest Patches to Sybase 12 15. Download the latest Sybase 12 patch file(s) from www.Needles.com* and apply them to the server. * You will need to log into the Client section using the firm's username and password. The Sybase patches are located under: Support – Needles Downloads – Sybase Patches Page.

16. After the Sybase 12 patch file(s) are applied to the server (if any were available), proceed to the

appropriate section: - If you are a current Needles user and are upgrading from a previous Sybase version, proceed to Section 3 for instructions on upgrading the Needles database to a Sybase 12 version. - If you are NOT upgrading from a previous version of Sybase and this is a new install, skip to Section 4 for instructions in configuring the Needles service.

Page 8: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 3 – Upgrade Database to Sybase 12

Sybase SQL Anywhere 12

Upgrade Database to Sybase 12 (Rebuild Database)

If you are a current Needles user and are upgrading from a previous version of Sybase, this database upgrade MUST be performed.

If you are NOT upgrading from a previous version of Sybase and this is a new install, skip to Section 4 for instructions on configuring and starting the Sybase engine.

Unload the database 1. Verify there is a current, valid Needles backup of the Needles.db and Needles.log files before

upgrading the database. It is recommended to copy these files onto CD, DVD or external hard drive to ensure you will have an available backup to restore from should the upgrade (rebuild) process fail.

2. Verify the Needles service (within Sybase Central on the server) is not running. (Users who are upgrading from an older version of Sybase should have deleted the previous Needles service according to the instructions in Section 1.)

3. Verify that there is enough free space on the server for the rebuilt database. You must make sure that there is enough free space to accommodate another copy of the Needles database (look at the size of the current Needles.db file) as well as the unloaded data files that will be created by the unload process. To be safe, you should make sure there is free space equal to at least 2.5 times the size of the current Needles.db file.

4. On the server on which Sybase 12 has been installed, open Sybase Central by double-clicking the Sybase Central icon on the desktop or by choosing: Start – All Programs – SQL Anywhere 12 – Administration Tools - Sybase Central.

5. Once Sybase Central is open, click on Tools – SQL Anywhere 12 – Unload Database.

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Sybase 12 Installation and Upgrade Instructions Section 3 – Upgrade Database to Sybase 12

6. Click Next past the Welcome screen.

7. In the following screen, fill in the following fields: Select: Unload a database running on an earlier version of the server, or a database that… User ID: dba Password: sql Database file: browse to the path* of the current Needles database (Needles.db) on your server. *The path to your database file may be different than the path seen in the following screenshot. Click Next to continue.

8. Select the first option: Unload into a reload file and click Next to continue.

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Page 10: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 3 – Upgrade Database to Sybase 12

9. Enter the path and file name to which you want to save the reload file. (We recommend saving this file in the folder where the current database file resides). Then click Next to continue.

10. Verify that the options: Unload structure and data and Order data by primary key are both selected and click Next to continue.

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Page 11: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 3 – Upgrade Database to Sybase 12

11. Verify 'Save the data files on the Server Computer using UNLOAD statements' is selected Save the data files in the following folder: C:\Needles\Unload (or any folder you specify) Verify 'Use LOAD statements to reload the data from the server computer' is selected Click Finish to begin the unload.

12. After the Unload completes, the status will say: Completed. Click Close to close the window.

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Page 12: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 3 – Upgrade Database to Sybase 12

Prepare the Reload.sql file The database that you will be rebuilding into is in a windows-1252 character set. However, your database may have existed within a different character set under the previous Sybase version. If your database existed under a different character set, then it is necessary to modify the Reload.sql file prior to performing the reload process. Failure to do this will prevent characters from being translated correctly within tables such as case notes. 13. Open the file "Reload.sql" within Notepad. (This file can be found within the folder you specified in step 9.) Example:

14. Within Notepad, click on EDIT – FIND and in the "Find what" field, type in: ENCODING and click the "Find Next" button.

15. If the first "Encoding" line that is found references 'windows-1252' (see example in Figure 1) or 'cp1252' (see example in Figure 2), then the Reload.sql is configured for the correct character set and no further action is required, skip to step #18. If the first "Encoding" line that is found references anything other than 'windows-1252' or 'cp1252' (see examples in Figure 3 and Figure 4), then proceed to step #16.

Figure 1 (example of a good character set)

Figure 2 (example of a good character set)

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Page 13: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 3 – Upgrade Database to Sybase 12

Figure 3 (example of a bad character set)

Figure 4 (example of a bad character set)

16. In order to set the Reload.sql file for the correct character set, you will need to replace all of the

Encoding lines within Notepad. To do this, click on EDIT – REPLACE and within the "Find what" field, enter the invalid encoding line EXACTLY as it appeared in your search results including the word "ENCODING" before it. In the "Replace with" field, type in the following: ENCODING 'windows-1252'

and click on Replace All (see example in Figure 5). Figure 5

17. After the replace is complete, close the "Replace" window and click on File – Save. 18. Close the Reload.sql file and proceed to the next section – Prepare the Blank Database. Prepare the blank database 19. Download the file: BlankSybase12NeedlesDB.zip from www.Needles.com* into C:\Needles\New

(or any empty folder you specify).

* You will need to log into the Client section using the firm's username and password. The BlankSybase12NeedlesDB.zip file is located under: Support – Needles Downloads – Sybase Patches Page.

20. Unzip the file within that folder.

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Page 14: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 3 – Upgrade Database to Sybase 12

Reload data 21. Connect to the blank Needles database with ISQL by: * NOTE: The path you enter for the Database file field below should reflect the location you saved the blank database to. Start – All Programs – SQL Anywhere 12 – Administration Tools - Interactive SQL:

Authentication: Database User ID: dba Password: sql Action: Start and connect to a database on this computer Database file: C:\Needles\New\Needles.db Database name: needles Server name: needles Start line: C:\Program Files\SQL Anywhere 12\bin32\dbeng12.exe Click Connect 22. Within Interactive SQL, in the SQL Statements window at the top, type in the following Read line*: * NOTE: The path you enter may be different depending on where you saved the Reload.sql file to during Step #9. If there are spaces in your path, make sure to put the entire path within quotes.

Read C:\Needles\Reload.sql

Then click the PLAY (Execute all SQL Statements) button in the toolbar.

This process may take several minutes to an hour or more to complete. When finished, the PLAY button in the toolbar will be available again and the bottom line in the Results window should display an Execution time. Example

23. Close Interactive SQL. If prompted to save “unsaved SQL statements”, click No. 24. Within Windows Explorer, copy the new database files (Needles.db and Needles.log) into the folder where the current database files exist, overwriting them.

example: copy Needles.db and Needles.log from C:\Needles\New into C:\Needles. 25. The \Unload folder containing the unloaded .dat files is no longer needed and can be deleted to free up disk space. 26. Once you have finished the above steps, proceed to Section 4 for instructions on configuring and starting the Sybase engine.

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Page 15: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 4 – Needles Service Config. on Windows

Sybase SQL Anywhere 12

Needles Service Configuration on Windows Server

Section Notes: This section will guide the user through creating a Needles service on the server, which may be running any of the following operating systems: - Windows 2003 Server or Windows 2008 Server - Windows XP, Windows Vista or Windows 7 (as a Peer to Peer server)

The display settings on the server must be set to at least 256 colors.

NOTE: Before creating the Needles service, make sure a Needles database (Needles.db and Needles.log) exists on the server. If this is the first time Sybase and Needles are being installed, the Needles database should be installed from the Needles CD-ROM. Please see the Needles Installation Instructions for help with this. 1. On the computer running as the server, open Sybase Central by double-clicking the Sybase Central

icon on the desktop or by choosing: Start – All Programs – SQL Anywhere 12 – Administration Tools - Sybase Central.

2. Once Sybase Central is open, change to the folder view, by clicking on View – Folders.

3. To add the Needles service, click on SQL Server Anywhere 12 on the left, click on the Services tab on the right, right-click in the window below the Services tab and then select New and then click on Service.

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Page 16: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 4 – Needles Service Config. on Windows

4. e “Needles” as the name of the new service and click Next to continue. Typ

5. Choose Network Database Server and click Next to continue.

6. Verify the path to the dbsrv12.exe file and at the bottom of the screen check the box “Save this executable as the custom default” and click Next to continue.

32-bit server 64-bit server

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Page 17: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 4 – Needles Service Config. on Windows

7. Enter the parameters as seen in the following screen shot and click Next to continue.

* See the explanation of parameters in Appendix A. * All parameters must be lowercase except for the last character of the last line. * The third parameter is –tl0 with a lowercase “L”.

8. Verify the default of “Local system account” is selected and that “Allow service to interact with desktop is checked”* and click Next to continue. * If installing on Windows Vista, Windows 7 or Windows 2008, the option "interact with desktop" is not available.

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Page 18: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 4 – Needles Service Config. on Windows

9. Verify the startup type is set as “Automatic” and click Next to continue.

10. Check the “Start the service now” option and click Finish to create the new service.

11. The Needles service will start and will place a Lightning Bolt* icon in the systray. If you double click on the icon you will see the following screen. The last line that states “Now accepting requests” shows that the service is up and running and awaiting client connections. Minimize this screen back to the systray. * The Lightning Bolt icon is not available if installed to Windows Vista, Windows 7 or Windows 2008.

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Page 19: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 4 – Needles Service Config. on Windows

12. The following screen shows Sybase Central with the Needles service running. As long as the status says “Running” you may close Sybase Central.

NOTE: Should the Needles service need to be stopped or started manually in the future, this can be done in Sybase Central as shown in the above screen. To stop the service, right-click on the Needles service and select Stop. To start the engine if the status reads Stopped, right-click on the needles service and select Start.

NOTE: If you are running a firewall on the server such as the Windows Firewall, you must add the path

to dbsrv12.exe as an exception to the firewall to allow the Sybase clients to communicate with the Sybase server. example: C:\Program Files\SQL Anywhere 12\Bin32\dbsrv12.exe (for 32-bit)

example: C:\Program Files\SQL Anywhere 12\Bin64\dbsrv12.exe (for 64-bit) NOTE: If a firewall you are using does not allow for exceptions, then you can open port 2638 on that firewall instead. This is the port that Sybase communicates through. NOTE: For performance and stability reasons, you should exclude the Needles.db and Needles.log files from any AntiVirus, Anti-Spyware, search-indexing and any other scanning utilities or programs that may be running on the server. 13. After the Needles service has started, if you are a current Needles user and this is an upgrade from a

previous Sybase version, proceed to Section 5 for instructions on preparing the workstations for the Sybase client install. If you are NOT upgrading from a previous version of Sybase and this is a new install, skip to Section 6 for instructions on installing the Sybase Client.

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Page 20: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 5 – Preparation for Client Install

Sybase SQL Anywhere 12

Preparation for Client Install

If you are a current Needles user and are upgrading from a previous version of Sybase, the following steps MUST be performed on each client workstation and laptop before beginning the Sybase 12 installation. If you are NOT upgrading from a previous version of Sybase and this is a new install, skip to Section 6.

** To accurately prepare the ODBC, which makes a change to the registry, you MUST log into the workstation as the user of that workstation.

1. Access the ODBC Administrator* by clicking on Start, All Programs, Sybase (or Adaptive Server Anywhere or SQL Anywhere), and ODBC Administrator.

* On 64-bit operating systems, you must access the 32-bit version of the ODBC Administrator by running the file: C:\Windows\SysWOW64\odbcad32.exe 2. Look under both the User DSN and the System DSN tabs. If a data source named “Needles” exists

under either tab, it must be deleted. Click on the Needles data source, click on Remove, and click on Yes “You are sure you want to remove the Needles data source”.

3. Exit the ODBC Administrator and uninstall Sybase 5.x, Adaptive Server Anywhere 6.x, Sybase SQL Anywhere 7, Sybase SQL Anywhere 8, Sybase SQL Anywhere 9, SQL Anywhere 10 or SQL Anywhere 11 off the server through Control Panel and Add/Remove Programs (or Programs and features). 4. Reboot the workstation to update the registry and to ensure that the older version of Sybase has been

completely uninstalled. 5. Proceed to Section 6 for instructions on installing the Sybase Client.

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Page 21: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 6 – Client Install

Sybase SQL Anywhere 12

Client Installation Instructions Section Notes: This section will guide the user through installing Sybase 12 as a client to a computer running any of the following operating systems:

-Windows XP Home or Professional -Windows Vista -Windows 7

-Windows 2003 Server -Windows 2008 Server

The Sybase client must be installed to each computer that will be using the Needles program. If Sybase 12 has already been installed on your server computer, then the Sybase client already exists on that computer and does not have to be installed there a second time.

1. Insert the Sybase SQL Anywhere 12.0 CD into the CD-ROM drive on the workstation and the setup

program should start automatically. If the setup program does not start, click on Start and Run, browse to the Setup.exe file on the CD and click OK.

Example:

2. If you are prompted, select the language for this installation and click OK to continue.

3. The following screen will appear, click the top button: Install SQL Anywhere 12.

4. Click Next past the Welcome to the InstallShield Wizard for SQL Anywhere 12 screen.

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Sybase 12 Installation and Upgrade Instructions Section 6 – Client Install

5. Choose the location (country) where you are installing this software (at the top of the screen) and then select “I accept the terms of this agreement.” and click Next to continue to the next screen

6. Enter the Registration Key provided with the software and click Next to continue.

Screenshot for SQL Anywhere 12.0.0 Screenshot for SQL Anywhere 12.0.1

7. * NOTE: The following license screen may appear, but is not applicable to this installation since you have already installed Sybase on the server and licensed it there. Ignore this screen and just click Next to continue past it.

Screenshot for SQL Anywhere 12.0.0 Screenshot for SQL Anywhere 12.0.1

8. Select the features that need to be installed for use with Needles (see the following page for screen shots). For features that should not be installed, pull the dropdown arrows listed next to them and choose "This feature will not be available."

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Sybase 12 Installation and Upgrade Instructions Section 6 – Client Install

9. Also displayed at the bottom of this screen is the path to which Sybase will be installed. Unless it is

absolutely necessary to change the path for Sybase, accept the default destination folder.

Features that need to be installed:

32-bit computer - Databases - SQL Anywhere - Administration Tools - SQL Anywhere Monitor

64-bit computer - Databases - SQL Anywhere (64-bit) - SQL Anywhere (32-bit) - Administration Tools (64-bit) - SQL Anywhere Monitor (64-bit) Note: The last two options which are not pictured: Samples and High Availability should not be installed.

10. Once all the correct features are selected, click Next to proceed.

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Page 24: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 6 – Client Install

11. Uncheck the option “Create a desktop shortcut for Sybase Central” and Click Install to begin the

installation.

12. The setup will start copying/installing files. When it is complete, you may receive security prompts from any software-based firewalls that may be installed on the server. Be sure to choose the "Unblock" or "Allow" option for any prompts you receive regarding Sybase or iAnywhere Solutions.

13. Uncheck the view Read Me file and view the iAnywhere Online Resources options (unless you wish to do either of these things) and click Finish to proceed to complete the install.

14. * Click Exit to exit the SQL Anywhere 12 install menu.

* If prompted, Select the option “Yes, I want to restart my computer now.” and click Finish to complete the setup.

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Sybase 12 Installation and Upgrade Instructions Section 6 – Client Install

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Apply the Latest Patches to Sybase 12 15. Download the latest Sybase 12 patch file(s) from www.Needles.com* and apply them to the workstation. * You will need to log into the Client section using the firm's username and password. The Sybase patches are located under: Support – Needles Downloads – Sybase Patches Page.

16. After the Sybase 12 patch file(s) are applied to the workstation, proceed to Section 7 for instructions on

configuring a Needles data source in the ODBC Administrator.

Page 26: Sybase 12 Install Instructions

Sybase 12 Installation and Upgrade Instructions Section 7 - Client ODBC Configuration

Sybase SQL Anywhere 12

Client ODBC Configuration for Needles Section Notes: * If this is a new installation and you are not upgrading from a previous Sybase version, then before continuing, follow the Needles installation instructions to install the Needles software. The Needles program installation will create a Needles data source in the ODBC Administrator automatically. If you have trouble logging into Needles once it's installed, then refer back to this section to check the ODBC settings This section will guide the user through creating and/or modifying a Needles data source in the ODBC Administrator. A Needles data source must be configured correctly on each computer that will be connecting to Needles.

1. Click on Start - All Programs - SQL Anywhere 12 - Administration Tools - ODBC Administrator

(32 bit).* * If you are performing the following steps on a 64-bit server, then a Needles data source will also need to be configured in the 64-bit ODBC Administrator located in Start - All Programs - SQL Anywhere 12 - Administration Tools - ODBC Administrator (64 bit):

2. The Needles data source can be added to either the User DSN tab or the System DSN tab. Needles looks to the User DSN tab first for a Needles data source and if it doesn't find one there, then it looks to the System DSN tab. (Adding the data source to the System DSN tab configures the connection to the Needles database regardless of what account is used to log into the Firm’s network, whereas the User DSN tab only configures for the current user that is logged into that computer). * It is recommended to add the data source to the System DSN tab.

3. To add a Needles data source: choose the System DSN tab, click Add, select SQL Anywhere 12 from

the list and click Finish.

* To configure an existing Needles data source, either double click the data source with the Name Needles or highlight that data source and click Configure.

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Sybase 12 Installation and Upgrade Instructions Section 7 - Client ODBC Configuration

4. Type “Needles” into the Data source name field and then click on the Login tab.

5. Type “dba” into the User ID field and “sql” into the Password field. Select the option: Connect to a running database on another computer Type “needles” into the Server name and Database name fields and then click back on the ODBC tab. ** Figure 2 shows an example of a parameter used to connect to a server running the Needles

database using that server’s IP address in the Host field. This parameter is not always necessary and usually the Host field can remain blank. This parameter is usually only needed for connecting a computer to Needles over a VPN or when the computer is on a different subnet from the server. Fig. 1 Fig. 2 (note – the IP Address of your server may be different)

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Sybase 12 Installation and Upgrade Instructions Section 7 - Client ODBC Configuration

6. Click back on the ODBC tab and click on the Test Connection button at the bottom of the window.

7. If the connection is successful, the following window will be displayed:

Click OK on the Connection successful message and then click OK on the ODBC Configuration window to close and save your changes. You may now sign into Needles. However, if you receive an error message, double check your parameters and then try the Test Connection again. If you continue to get error messages, call Needles, Inc. for Technical Support.

If this is a new installation and if you haven't already done so, you may now refer to the Needles Installation Instructions found on the Needles CD-ROM for help with installing the Needles program to each workstation.

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Sybase 12 Installation and Upgrade Instructions Appendix A – Service Parameters

Sybase SQL Anywhere 12

Service Parameters Section Notes: This section provides an explanation of the parameters used when starting the Sybase engine to load the Needles database. This section applies to the Server computer that loads the Needles database whether it is running Windows XP/Vista/2003/Windows 7 or Windows 2008.

1st parameter = ex. C:\Needles\Needles.db

This is the path to the Needles.db file on the server. This path must be a local or mapped drive and cannot be a UNC path. NOTE: If this path contains a space, then you will have to put quotes around the entire path.

2nd parameter = -n needles This is the database name being created – must be named “needles”. 3rd parameter = -tl0 This is the timeout liveliness setting for the service. The second character is a lowercase “L”.

The “0” turns this setting off so there are no timeout issues.

4th parameter = -ti600 This is the timeout inactivity for client connections which is set to a default of 600 minutes. 5th parameter = -c50M This is the starting cache setting for the Needles service.

The default setting of “-c50M” will start the service with 50 Megs of RAM and will reallocate the cache size automatically as needed.

The recommended setting for the amount of RAM used for Sybase is equal to or greater than 20% the size of the Needles.db file. This setting can be made higher which may increase performance but should not be made too high as to not reduce the amount of RAM available to the Operating System and other programs running on the server.

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