AccountMate 7.1 for SQL Release Notes

June 16, 2006

Installation File Contents

The AccountMate 7.1 for SQL CD contains the following components:

Important Changes

We are adopting a new naming convention for executable files. They now contain the prefix “amsql” followed by the acronym of each module. The new file naming convention requires that customers who are upgrading to AccountMate 7.1 for SQL delete the old AccountMate desktop shortcuts in all workstations. Two new desktop shortcuts will be created: one pointing to amsql.exe to launch the application and the other pointing to amsqladm.exe to launch the Administrator program.

AccountMate 7.1 for SQL introduces numerous significant feature enhancements to provide a dynamic and customizable business management and accounting solution. You will find documents for viewing and/or printing at www.accountmate.com/businesspartner/ under the "Product Information" section.

Hardware/Software Requirements

Before installing a demo or live copy of AccountMate 7 for SQL, verify that the servers and workstations meet the hardware and software requirements for installing and running AccountMate.
Note: Actual requirements may vary based on the operating system and database used in each installation. Provisions must also be made for any additional applications and files installed with AccountMate.
 
Live Installation
 
Recommended Hardware Configurations
 
Database Server
File Server (optional)
Workstation
Processor
Pentium 4
Pentium 4
Pentium 4
Memory
1 Gb
1 Gb
512 Mb
Hard Drive
20 GB Free Space
2 GB Free Space
2 GB Free Space

Database Server Requirements:
The database server should meet the following minimum requirements: 
CPU:
Pentium III
Memory:
512 MB
Hard Drive:
5.0 GB Free Space 
Operating System:
Windows Server 2003 Standard Edition (SP1) or
Windows Server 2003 Enterprise Edition (SP1) or
Windows 2000 Server (SP4) or
Windows 2000 Advanced Server (SP4) or
Windows Small Business Server 2003 (SP1)
Database:
Microsoft SQL Server 2005 Standard Edition (SP1) or
Microsoft SQL Server 2005 Enterprise Edition (SP1) or
Microsoft SQL Server 2005 Workgroup Edition (SP1) or
Microsoft SQL Server 2005 Express Edition (SP1) or
Microsoft SQL Server 2000 Standard Edition (SP4) or
Microsoft SQL Server 2000 Enterprise Edition (SP4)
 
*For Microsoft SQL Server 2005 Express Edition users only: Before you install SQL Server 2005 Express Edition, you must install the .NET Framework 2.0. To download .NET Framework 2.0 and view information on other system requirements for SQL Server 2005 Express Edition, visit http://msdn.microsoft.com/vstudio/express/sql/download/.
File Server Requirements (Optional): 
A File Server is optional but recommended to enhance performance. You can install the AccountMate 7 for SQL application on a file server and map all workstations to it, freeing up resources on the database server to obtain optimum performance on its data processing duties.

Note: Under this setup, you do not need to install the AccountMate 7 for SQL application on each workstation. You only need to install the run-time library on each workstation. To do this, select the "Compact" installation type when running the program installer (AccountMate CD).

Each application server must meet the following minimum requirements:
CPU:
Pentium III
Memory:
512 MB
Hard Drive:
1.0 GB Free Space
Operating System:
Windows Server 2003 Standard Edition (SP1) or
Windows Server 2003 Enterprise Edition (SP1) or
Windows 2000 Server (SP4) or
Windows 2000 Advanced Server (SP4) or
Windows Small Business Server 2003 (SP1)
 
 
Workstation Requirements:
Each workstation that will be connected to the database server must meet the following minimum requirements:
CPU:
Pentium III
Memory:
256 MB
Hard Drive:
1.0 GB Free Space
Operating System:
Windows XP Professional (SP2)* or
Windows 2000 Professional (SP4) or
Windows Vista
Note: Please consult your AccountMate Reseller or System Administrator to confirm the optimal configuration to suit your specific needs.

*For XP SP2 users only: If you have enabled Windows Firewall, contact your IT administrator for proper configuration to enable incoming network connections.

Additional Software Requirements for Modification (Optional)

Installation Guide

Pre-installation Checklist

Use the following checklist as a guide when installing a live copy of AccountMate 7 for SQL:
  1. Verify compliance with the System Requirements.
  2. Install Microsoft SQL Server if you have not previously done so. Be sure to select the Mixed Mode setting in order to support both SQL and NT Authentication. After installing Microsoft SQL Server, be sure to reboot the database server to start the SQL Server Service.
  3. Verify that you have administrative rights to the computer where you are installing a live copy of AccountMate 7; otherwise, the VFP run-time libraries and Crystal Report drivers in the Windows folder will not be properly registered.
  4. Exit all Windows programs before starting the installation.
Quick Install Guide
  1. Insert the AccountMate CD into your CD-ROM drive to automatically start the installation. If the installer program does not start automatically, double-click Setup.exe in the AccountMate CD to display the AccountMate Setup window.
  2. Click Next to display the License Agreement window. Read and accept the License Agreement; then, click Next to proceed.
  3. View the AccountMate 7 for SQL ReadMe in the Information window; then, click Next to proceed.
  4. In the Choose Destination Location window, perform either one of these steps:

    4.1.
     
    Accept the default destination folder; or
    4.2.
     
    Select a different destination folder by clicking the Browse button to open a Choose Folder window; then, select the folder where you want the AccountMate program to be installed.

  5. Click Next to proceed to the Setup Type window. Select from the following types of installation:

    5.1.
     
    Typical - installs AccountMate program files (application) on the destination folder and the run-time library on your local workstation; recommended for Client installations that run the AccountMate program locally on each computer
    5.2.
     
    Compact - installs run-time files on your local workstation; recommended for Workstation installations that run the AccountMate program from a mapped folder on a file server
    5.3.
     
    Custom - gives users the option to enter the AccountMate product key and select the components to be installed; recommended for File Server installations

  6. If you chose Custom Setup, the installer will display the Product Key window; otherwise, proceed to step 10.
  7. In the Product Key window, enter the 25-character AccountMate Product Key that was supplied to you upon purchase of the software. If the product key you enter is invalid, the software will not be installed. If you have problems with your Product Key, contact your AccountMate Business Partner or AccountMate Customer Service.
  8. Click Next to proceed to the Select Components window.
  9. In the Select Components window, choose among the following components to install:

    9.1.
     
    Program Files - includes all AccountMate executable files that allow you to run the AccountMate program and all its functions and reports
    9.2.
     
    Administrator Program - installs the Administrator program needed to activate the AccountMate modules, create companies in AccountMate, and manage group and user access rights, among other functions
    9.3.
     
    Run-time Files - installs the Visual FoxPro, Crystal Reports and other run-time libraries necessary to run AccountMate functions and reports
    9.4.
     
    Source Code - includes all source code module files purchased. The installer will list the modules for which you purchased source code; mark the checkbox beside each module listed to install the source code files into the defined destination folder. Access to this option and the selection of modules shown will depend on the AccountMate Product Key you entered.

    NOTE: The Source Code option will not be available if you did not enter a valid Product Key or if the Product Key you entered does not include source code.

  10. Click Next to proceed to the Select Program Folder window. Accept the default or define your own program folder name.
  11. Click Next to start installation. When the installation is complete, click Finish to exit the AccountMate Setup.
  12. To create the sample company database, launch the AccountMate Administrator program from your desktop or the AccountMate program folder.

    12.1.
     
    Specify the name of the SQL server instance to which AccountMate will connect.
    12.2.
     
    When prompted for the supervisor password, enter the default password “go.”
    12.3.
     
    In the Select Country Tax for Sample Company window select from the drop down list the desired country tax for the sample company.
    12.4.
     
    Specify the SQL Server data directory where you want to store the AccountMate databases. Accept the default or select a different SQL data directory.
    12.5.
     
    If the SQL server is installed in another computer, specify in the Mapped as Directory field the drive letter and the shared network folder to which you mapped the physical location on the database server where the AccountMate databases will be stored. If you are physically running AccountMate at the same computer where the SQL server data directory is located, the Mapped as directory should be the same as the SQL server data directory.
    12.6.
     
    Click the Install button; when you see a message asking you to confirm whether you are ready to proceed with the installation, click Yes to start the creation of the system and sample company databases.
    12.7.
     
    When shown a message stating that the installation of the system and sample company databases is complete, click OK.

  13. In the AccountMate Administrator program, perform the following:

    13.1.
     
    Verify or enter the AccountMate Product Key and activate the modules you want to use.
    13.2.
     
    Install the License File, input the Maintenance Key and, if applicable, the PR Tax Subscription Key.
    13.3.
     
    Create your live company database(s).
    13.4.
     
    Define password policy.
    13.5.
     
    Set up groups and users, and assign access rights.

  14. Launch the AccountMate application and log in with the user name and password that you set up through the AccountMate Administrator program.

 

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