Download Workstation Installation Guide

Workstation
Installation Guide
Applicable to Both Local and Network
Installations
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Pre-requisites
Prior to running the installation program, the following system requirements should be
in place.

Local Administrator Permission is required while installing Workstation. Once
installed, users must be afforded Full Control Permission to the Workstation
folder, subfolders and files.

Microsoft XP is recommended. .Net Framework 2.0 Service Pack 2 is
required on each machine which will be running Workstation.

To collect the data updates it should be ensured that any Firewall/Proxy
server should be given permission to the following Morningstar’s IP
addresses:
62.190.147.55
172.28.48.161
Also, caching should be disabled for these IP addresses.
As Morningstar Workstation comprises a large database and a calculation engine, it is
recommended that as fast a processor and as much RAM as possible be assigned to
the machines which will run Workstation. Workstation will function correctly on a very
low spec machine, however the faster the processor and the more RAM it has at it’s
disposal, the faster the results will be returned. This is most noticeable when
comparing large quantities of calculated data, which is often requested through the
Reports application.
As a rule of thumb 2Gig of Ram is a recommended minimum, along with a Pentium 4
2.8GHz processor or faster.
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 1 : Initiating the Installation
Run setup.exe
Fig. 1 Preparing Setup
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 2: .Net Framework 2.0 Detection Dialogue
Workstation requires .Net 2.0 sp2 to function fully. If this is not pre-installed on the
machine from which Workstation is being installed, a warning message will be
displayed as shown in Fig. 2.
Fig. 2 .Net Framework Installation Warning
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 3: Private Funds Backup Dialogue
If you create and maintain private funds, please ensure these are backed up before
installing Workstation. This can be ignored if you are running a new installation. This
procedure is carried out by launching the Private Funds application via Morningstar
Workstation. Select Backup and then backup again. See Fig. 4.
Fig. 3 Private Funds Backup
Fig. 4 Private Funds Backup Process
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 4: Pricing Basis Option Dialogue
Prices are by default shown on their valuation date and this option is recommended. If
you wish to see the closing price as the basis for dealing the following day, then select
Dealing dates.
Fig. 5 Pricing Basis
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 5: Destination Location Dialogue
Click Next to accept the default location where Workstation will be installed. If you
wish to install to a different location, click on the browse button and click next. See Fig.
6.
Fig. 6 Destination Location
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 6: Installing Workstation Dialogue
Workstation installation commences. This copies software, settings and database files
to the directory chosen above.
Fig. 7 Workstation Installation Begins
.
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 7: Network Framework 2.0 installation
Dialogue
This only occurs if .Net 2.0 sp 2 hasn’t been detected on the machine from which the
installation is being run.
Fig. 8 Installing .Net Framework 2.0
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 8: Extracting Workstation Database
Dialogue
The Workstation database, micropal.db is extracting to the Workstation folder. See Fig.
9.
Fig. 9 Extracting Workstation Database
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 9:.Net Framework 2.0 Security Check
Dialogue
Caspol security is run to ensure the trust setup between Workstation and .Net
Framework 2.0. See Fig. 10. This is only applicable if you are running the installation
on to a Network drive.
Fig. 10. Running Caspol Utility
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 11: Creating Database Key files
At this point in the install a CSV file containing fund ISIN Codes is generated, and a
key file associated with the database is cretated.
Fig.11 Generating ISIN.CSV
Fig. 12 Creating Micropal.dbx
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 12: Registration of Workstation COM
Executables.
Workstation has two executables which require their path to be included in the registry.
These are MPCalApi.exe and MPWriAPI.exe, both of these are COM objects. This is
done automatically by the installer.
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 13: Workstation Installation Completed
Dialogue
Workstation has been successfully installed as shown in Fig. 11. Click on the Finish
button to exit the Wizard.
Fig.11 Installation Completed
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Step 14: Enter System Authentication Password
& Proxy Settings.
Launch Workstation.
Click on the “System Update” button located below “Document Library” icon followed
by “AutoUpdate Settings” located in right window pane.
Click on the spanner icon located on the right hand side of “Download update file from
Morningstar” field.
Enter your password sent in the e-mail and your internal “Proxy Settings” if required as
shown in Fig. 12.
Click on the “Save Settings” button.
Fig.12 System Authentication & Proxy Settings
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.
Network Install
If you have installed this to the Network and wish other machines to have access to
Workstation, then you can quickly enable other users access run running Setup.exe
from the “NETWORK” sub folder in the installed location. This cut down install ignores
the copying of the files and recording of user preferences, but checks for .Net, runs
Caspol, and registers the 2 executables.
Once installed, the user’s desktop screen will display the shortcut icon to Morningstar
Workstation as shown below.
© 2010 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction
or transcription by any means, in whole or part, without the prior written consent of Morningstar, Inc., is prohibited.