Installation Assistance
Installing BoxTop on a workstation
Creating an ODBC connection
Important Notes…
• Make sure you are logged in as the Domain Administrator.
• If Installing on Windows Vista or Windows 7 please temporarily turn off UAC.
• If you are unsure about anything or would like our assistance please contact us.
1 – Installing BoxTop on a workstation
• To install the BoxTop client application, Open “My Computer” (Computer in Windows Vista or Windows 7) go to your BoxTop server drive (Usually H:\) if you are unsure please contact BoxTop Support. Open the “BoxTop” directory then select the “Workstation” folder. Within this folder is a file called “BoxTopInstall.exe” double click on this file and wait for the installation program to start. The first screen you will see is the Welcome Screen, click “Next”.
• The next screen you will see is the “Select Destination Directory” screen; here is where you decide where the client should be installed to. This is usually “C:\BoxTop” if you wish to install to a different location click on the “Browse” button and select the installation path. The click “Next”.
• The next screen you see is the “Program Group Name”, click “Next”
• Click “Next”, the installation program is now installing the client.
• You will now be prompted to install PDF-XChange. Click “Next” to the message on the screen, then “Next”, “Next”,”Next” then “Finish”.
• You will next be prompted to Install BoxTopPDF, Click “Yes”, ”Yes” then ”OK”
• When BoxTopPDF has been installed, click “OK”
• You have now reached the end of the client install, click “Finish”
Post Install Changes:
• Go to “C:\” right click the “BoxTop” folder and select “Properties”, select “Security” and Click “Add” then type “Authenticated Users” and click “OK”, click on the “Allow” tick box on the “Full Control” line. Then click “OK” to close the window.
• Go to “C:\Windows” find the “Temp” folder, right click and select “Properties”, select “Security” and Click “Add” then type “Authenticated Users” and click “OK”, the user group “Authenticated Users” should now of been added to the list of users/groups with the Permissions of “Read & Execute/List Folder Contents/Read”, then click “OK”.
• Go to “Start” and select “Run” and type “regedit”, Navigate to HKEY_LOCAL_MACHINE\SOFTWARE. Right click on the “SOFTWARE” folder select “New” then “Key” a folder titled “New Key #1” will appear at the bottom of the list, rename it “DocuTrack” and push the return key on the keyboard. Now right click on the “DocuTrack” registry key and select “Permissions”, click on “Add” and type “Authenticated Users” then click “OK”, click on the “Allow” tick box on the “Full Control” line of “Permissions for” (“Read” will also tick itself), then click “OK” and close the “Registry Editor” window.
• Copy down the “SYSTEM.MDW” file from the BoxTop Server folder (“H:\BOXTOP”), and place in (“C:\BOXTOP”) in c:\boxtop you will see a file called Wrkgadm.exe, double click on this program and click the “Join…” button.
Then click the “Browse…” button and select “C:\BoxTop\System.mdw”. Click “OK” then “OK”, you will receive a message on this screen.
Click “OK”, then click “Exit”.
Next right click on the “BoxTop Advantage” icon on the Desktop and select “Properties” the properties for the shortcut will open on the screen change the target to:
C:\Boxtop\runtime\msaccess.exe /runtime “c:\Boxtop\BoxTop.mde” /wrkgrp c:\boxtop\System.mdw
Click “OK”. You will also need to do this on the icon in the Start Menu (this is found by going to Start>All Programs>BoxTop Advantage)
Copy down the BoxTopUpgrade.ini from the “Workstation” Folder on the BoxTop server drive to “C:\Windows\System32” (“C:\Windows\SysWOW64” on 64 bit versions of Windows), you will see a message appear on the screen telling you this file already exists, click “yes” to overwrite the file.
• The final step is to run an upgrade on the workstation to pull down the latest version of BoxTop Advantage to the workstation, go to Start>All Programs>BoxTop Advantage>Upgrade and select your Company Name/Branch Name then tick BoxTop,Reports and Label then click on the “Upgrade” button
2 – Creating an ODBC connection
To create an “ODBC” connection to a Microsoft “SQL Server” database, please do the following:
Windows 2000 and Windows XP:
Go to the “Windows Start Menu” and select “Run” and type “odbcad32” then click “OK”.
Windows Vista and Windows 7
Go to the “Windows Start Menu” and type “run” in the search box at the bottom of the start menu, the run window will then appear, type “odbcad32” then click “OK”.
** For 64-bit versions of Windows type “C:\Windows\SysWOW64\odbcad32.exe”
• “ODBC Data Source Administrator” will open; select the second tab (System DSN), click “Add…” and select “SQL Server” then click “Finish”.
• Another window will appear titled “Create a New Data Source to SQL Server”, in the “Name:” field type the name of the data source this is usually “LiveDataSQL”, if you are unsure please contact BoxTop Support. In the “Description:” field type the name for the DSN again. On the “Server:” drop down list select your SQL database instance e.g. “SERVER\BOXTOP” then click Next
• Ensure that “With Windows NT authentication using the network login ID.” Radio button is Selected and “Connect to SQL Server to obtain default setting for the additional configuration options” tick box is ticked then click “Next”
• If the default database isn’t set to the BoxTop database e.g. “LiveData” then tick the “Change the default database to:” tick box and select your BoxTop database, if you are unsure please contact BoxTop Support. Then click “Next”.
• Click “Finish”
• A window will appear titled “ODBC Microsoft SQL Server Setup”; this will list all options that you have set for the ODBC Connection. Click on “Test Data Source…”
• A window titled “SQL Server ODBC Data Source Test”? You should receive a message saying “TEST COMPLETED SUCCESSFULLY!”
• Click “OK” then “OK” again; you will then see the DSN in the “System DSN” tab.