Manager 5.9 Installation Guide

Manager 5.9 Installation Guide
Table of Contents
System Requirements and Prerequisites - Page 2
Single User/Multiuser Host Installation - Page 3
Multiuser Workstation Installation - Page 19
Appendix – Page 24
Sharing the Host directory for Multi User Installs – Page 24
Mapping a Network Drive in Windows XP – Page 28
Mapping a Network Drive in Windows Vista/7 – Page 33
Turning off User Account Controls (UAC) – Page 37
Restoring a 5.9 Database – Page 40
Selecting the Reference Source – Page 46
Toggling Catalogs – Page 47
Training Video Installation – Page 49
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Before beginning, please be aware of the following system requirements for the Manager 5.9
program. The following items must be present for any support to be provided.
Manager/ManagerPlus 5.9
Component
Minimum System Requirements
Recommended
CPU
2.0 GHZ
2.5 GHz or higher
Operating
System*
Windows XP 32-bit;
Windows Vista & Windows 7, 32 or 64 bit
(Latest service packs). *WINDOWS 8 IS NOT SUPPORTED*
Memory
1.0 GB
Hard Drive
10 GB free Space
Optical Drive
DVD drive
Floppy Drive
3.5 floppy drive
Network
3com or Intel Network Adapters. Wired connections only.
Input Device
Keyboard and Mouse
Monitor
Minimum Supported Resolution 1024 x 768
Ports
USB ports
Printer
Black and White, or Color Printer. All latest drivers installed.
Backup
2GB backup device
Internet
**Internet connection required to utilize catalogs and to install if no floppy drive is
available.
2.0 GB or higher
Mitchell1 Data
Protection (Secondary)
Please determine which disk you have available. You may have either your initial 5.9 Installation disk or
a 5.9 Update disk. Either can be used to install from, however it is advised to install from the update disk
unless you require training videos.
Initial Install Disk
Update Disk
2
Single User/Multiuser Host Installation
NOTE: If installing on a Windows Vista or Windows 7 machine, you must first turn off User Account
Controls (UAC). A guide is provided in the Appendix
If you are using the initial 5.9 installation CD (the red disk), please insert the disk and look for the
following auto-play window to display.
When this window appears, please select “Manager/ManagerPlus” as highlighted in Green to begin
installation. The Setup installation will then begin.
3
If this window does not appear after inserting the 5.9 initial install CD (the red disk),open your Windows
Start Menu, navigate to “My Computer” (if Windows XP) or “Computer” (if Windows Vista/Windows 7),
and open your DVD drive folder. In there you will see a “Setup” file as below, simply double click on it to
begin installation.
4
If you are using a 5.9 Update Disk (the white and black DVD) instead to install the program, please use
your Windows Start Menu to navigate to “My Computer” (if Windows XP) or “Computer” (if Windows
Vista/Windows 7), right click on your DVD drive and select “Open” (or “Explore” if running Windows XP)
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Once the contents of the disk are open, select and open the “Support” folder.
Following this, open the folder titled “1”.
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If you are a Mitchell1 customer, select and open the “WCS” folder. Otherwise, if you are a ShopKey
customer, select and open the “SCS” folder.
Next, double click on the “Setup” application
7
Once Setup has begun, please ensure you have your License Floppy Disk inserted, and hit “Next>”.
Next, you will see the Company Information window. Fill out the Account Number and Shop Name
fields.
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Once you have that information filled out, hit the “Escape” key (Esc) on your keyboard. You will see the
following window pop up.
At this point, please call in to Technical Support (888-724-6742), and select option #2. Have your
Account Number ready.
Once on the line with Technical Support, inform the agent you require an “Override Code” for your 5.9
program installation. The Technical Support Agent will need the Override Request Code highlighted in
Red as above. Ensure you have the checkbox “Copy Protection Override”, checked. The Technical
Support Agent will then read off a password code which you will enter into the area highlighted in Green
as above.
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Once this has been entered, click on the new button pop up that says “Do Override”.
After that, you will be returned to the Company Information screen. Please hit “Next>”.
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Next, you will be presented with screen that will give you two options, Typical or Customize. Select
“Typical”. If you need to install to a different directory or perform a Push install, please refer to
instructions in the Appendix.
Next you will be presented with the default installation location and required/available space on the
selected drive. Hit “OK”.
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The next screen will display the selected setup path. Please select the “NEXT>” button.
(Note: The details below may appear different depending on installation type)
The following screen will display the installation progress.
12
Once the file installation is done, a new screen will appear asking you to remove the floppy diskette
from the drive, as highlighted in Red below. Please do so before selecting “NEXT>”.
13
A window will then appear regarding the installation of Training Videos. Please simply select “NEXT>”. If
you wish to install these training videos, instructions are provided in the Appendix.
At this point, if you are running a Single User product, your installation is finished and you will be
presented with the following screen. Please select “Finish”. Your installation is complete.
14
If you are installing the program as a Multi User Host, you will instead see the following screen. In order
to access the program on the host as you would on a workstation, please select “Install Workstation on
this machine now”, and then hit “Finish”.
15
When the new screen appears, hit “Next>”.
As before, select “Typical” for the Installation Type.
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The following screen will then display the install path. Hit “Next>”.
You will then be prompted as to the type of Installation. Select “Install Workstation”, and then hit
“Next>”.
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The installation will then commence and you will see the installation progress bar displayed.
Once finished, you will be presented with the following screen. Hit “Finish”. Your installation is now
complete.
18
Multiuser Workstation Installation
Note: In order to install the Manger program on a satellite computer as a workstation, it must first map
a network drive to the program installation directory on the host machine. If running Windows Vista or
Windows 7, UAC must be turned off. Instructions are included in the Appendix for both procedures.
To begin, open the mapped network drive. Navigate to the Manager folder. If you are running a
Shopkey branded product, skip this step.
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Next open the folder titled Series1 if running Manager or Series2 if running ManagerPlus. If you are
running a ShopKey branded product, select SKSM1 if running Service Writer or SKSM2 if running Shop
Management.
After opening the Series or SKSM folder, open the “Setup” file highlighted below.
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When the new screen appears, hit “Next>”.
As before, select “Typical” for the Installation Type.
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The following screen will then display the install path. Hit “Next>”.
You will then be prompted as to the type of Installation. Select “Install Workstation”, and then hit
“Next>”.
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The installation will then commence and you will see the installation progress bar displayed.
Once finished, you will be presented with the following screen. Hit “Finish”. Your installation is now
complete.
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Appendix
Sharing the Host directory for Multi User Installs
Note: File Sharing will need to be enabled in Windows before Share functionality will work.
Example given for Windows 7, older versions may be slightly different.
To begin, open your Windows Start menu and navigate to “Computer”.
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Next, navigate to the installation drive, this should be Drive “C:” in almost all cases.
Next, select your installation directory. For a Mitchell1/OnDemand product, this will simply by the
“Mitchell1” folder. For a SnapOn/ShopKey branded product, this will be “Snap On”. Right click on this
folder and then select “Properties”.
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Select the “Sharing” tab and then click on “Share…”
Next, click the dropdown and select “Everyone” and then hit “Add”.
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Once added, select “Everyone” as below and then under Permission Level click the dropdown and select
“Read/Write”, then hit “Share”.
Once complete, hit “Done”. The share is now complete.
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Mapping a Network Drive in Windows XP
To begin, open your Windows Start Menu and open “My Computer”.
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Once open, look to the menu bar at the top of the screen and select “Tools” and then “Map Network
Drive” as highlighted below.
Next, select the desired Drive letter as shown below. Typically this will be the “M:” Drive.
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Next, select “Browse” as highlighted below.
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You will then navigate to the Host machine and select the Mitchell1 (or SnapOn) installation directory.
After selecting the installation directory, ensure “reconnect at logon” is checked and then select “Finish”
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Now the drive should appear similar to the screenshot below, stating the folder name (in this case
“Mitchell1”) and the computer name, along with the drive letter.
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Mapping a Network Drive in Windows Vista and Windows 7
To begin, open your Windows Start Menu and open “Computer”.
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At the top, select “Map Network Drive”
Next, ensure the “Reconnect at Logon” box is checked, then select your desired drive letter, typically
this will be “M:” Then click on “Browse…”
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Next, select the Installation directory (either Mitchell1 or SnapOn) from the Host machine.
After selecting the installation directory from the Host machine, click “Finish”.
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Once complete, a window will open to the mapped directory. If UAC has already been turned off, you
may begin installation of the workstation immediately.
36
Turning off User Account Controls (UAC)
To begin, open your Windows Start Menu and select “Control Panel”.
Then select “User Accounts and Family Safety”, if set to Category view. Otherwise look for an icon that
simply says “User Accounts”.
37
Once User Accounts and Family Safety is open select “User Accounts” again.
Select “Change User Account Control Settings”.
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If you are running Windows 7 the following screen will appear. Drag the scrollbar all the way down to
the bottom to where it says “Never Notify” and then select “OK”. If you are running Windows Vista you
will simply uncheck the box labelled “Use User Account Control (UAC) to help protect your computer” (no
screenshot provided) and select “OK”. In either case, please reboot the machine before continuing the
installation.
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Restoring a 5.9 Database
To begin, open your backup file. These are labelled as per the day of the week, starting with Sunday as
“D1”, Monday as “D2”, etc. Our example will use a Friday backup, “D6”.
If using the standard Windows method to open compressed folders, it should appear as below. Right
click on the backup file (in this case “D6.zip”) elect “Extract all…” as below.
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Next, select a location to unzip the files to. The default directory will suffice in in most instances (usually
a subfolder of the backup directory), noted here as “C:\Backup\d6”. Ensure the checkmark on “Show
extracted files when complete” is checked. Then click on “Extract”.
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Next, the extract folder should automatically open. You will want to select the database file and the
setup information file. In this example, for a ManagerPlus installation, the Database file is
SMCORE32.MDB (for a ShopKey installation this will be SKCORE32.MDB) and the setup information file is
“Series20.inf”. The setup information file will appear instead as “Series10.inf” if you are running
Manager, or “SKSM10.inf” if your program is ShopKey Service Writer, or as “SKSM20.inf” if it is ShopKey
Shop Management. Select both relevant files, then right click and select “Copy”.
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Next, navigate to the installation directory MDB folder. The default directory for each type of install is as
below
Manager: “C:\Mitchell1\Manager\Series1\MDB”
ManagerPlus: “C:\Mitchell1\Manager\Series2\MDB”
Service Writer: “C:\SnapOn\SKSM1\MDB”
Shop Management: “C:\SnapOn\SKSM2\MDB”
Once you have navigated to the MDB folder, paste the files into the directory. You will then get a
warning that a file with the same name already exists in the location. Select “Copy and Replace” for both
files.
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Next, arrange icons by “Type” as below and delete the “lastused.dat” and “statuslk.dat” files.
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Next, open your Manager program. At the launch screen select “Setup” at the top on the left hand side.
Select “Special Maintenance” at the bottom, and the click on “Reset Last Used Pointers”.
You will then get the following two messages, simply hit “OK” on both, and then the restore procedure
will be finished.
45
Selecting the Reference Source
To toggle the Reference source between the DVD based locally installed Repair and Estimator guide and
the online version, ensure you are at the launch screen and select “Setup” at the top on the left hand
side. Select “Special Maintenance” at the bottom, and the click on “Select Ref Source”.
By Default this is selected to “Local”. If you are using the online version, change it to “Web”
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Under the rare circumstance you have a Mitchell1 branded Manager program and a SnapOn branded
ShopKey5.com Repair and Estimator guide subscription, or vice versa, select “User Alternate Web
Address”.
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Toggling Catalogs
To toggle parts catalogs on, ensure you are at the launch screen and select “Setup” at the top on the left
hand side. Select “Special Maintenance” at the bottom, and the click on “Toggle Catalog Availability”.
Once open, you can select from the list which catalogs you wish to toggle on by clicking the radial button
to “Yes” next to each catalog you wish to use. Once all catalogs you wish to use are selected, click on
Save and Exit”.
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Training Videos
To install the Training Videos locally to the hard drive, the initial Install Disk (as pictured on page 2) will
be required. Please be aware that online training resources are available at
http://m1training.net/get2know/managerse/ under “Videos/Learn Modules”
First, insert the Install Disk into the computer. You should see an Autoplay menu appear as below.
Please select “Training Videos”.
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Once the installation begins, click “Next>”
The training videos will then install
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Upon completion, hit “Finish”. The training videos will then be installed and ready for use.
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