Download Windows Peer-to-Peer Network Configuration Guide

Windows Peer-to-Peer
Network Configuration
Guide
Windows Peer-to-Peer Network Configuration Guide for CCC Pathways
Copyright © 2008 by CCC Information Services Inc.
All rights reserved. No part of this publication may be reproduced, stored in a
retrieval system, or transmitted, in any form or by any means, electronic,
mechanical, recording, or otherwise, without the prior written permission of
CCC Information Services Inc.
Limits of Liability/Disclaimer of Warranty
The authors and publisher of this book have used their best efforts in preparing
this book. CCC and the authors make no representation or warranties with
respect to the accuracy or completeness of the contents of this book, and
specifically disclaim any implied warranties of merchantability or fitness for
any particular purpose, and shall in no event be liable for any loss of profit or
any other commercial damage, including but not limited to special, incidental,
consequential, or other damages.
Trademarks
CCC Pathways and Redefining the Industry Together are trademarks of CCC
Information Services Inc. All other brand and product names used in this guide are
trademarks, registered trademarks, or trade names of their respective holders.
CCC is not associated with these other products or vendors.
CCC Information Services Inc.
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Suite 900
Chicago, Illinois 60654-1105
For Product Support, Call (800) 637-8511
Or visit our Web site at http://www.cccis.com/ and email us.
ii
Table of Contents
Introduction ................................................................................................................... 1
Chapter 1 – Windows Vista Peer-to-Peer Server Configuration .................................. 2
Overview ................................................................................................................... 2
Configuring the Server .......................................................................................... 3
Configure the network components of the server ................................................. 3
Setting up Internet Connection Sharing ................................................................ 4
Share an existing Internet connection ................................................................... 4
Configure Static IP Addressing ............................................................................ 5
Configure Automatic Private IP Addressing ........................................................ 6
Configure Network Identification settings............................................................ 7
Create Pathways users........................................................................................... 8
Create Pathways group ......................................................................................... 9
Add the Installer account to the Administrators group. ........................................ 9
Fast User Switching .............................................................................................. 9
Create a share point on the server ....................................................................... 10
Backup options.................................................................................................... 11
Chapter 2 – Windows XP Professional Peer-to-Peer Server Configuration ............... 12
Overview ................................................................................................................. 12
Configuring the Server ........................................................................................ 13
Configure the network components of the server ............................................... 13
Setting up Internet Connection Sharing .............................................................. 14
Share an existing Internet connection ................................................................. 14
Configure a Virtual ICS connection ................................................................... 16
Configure Static IP Addressing .......................................................................... 17
Configure Automatic Private IP Addressing ...................................................... 19
Configure Network Identification settings.......................................................... 20
Create Pathways users......................................................................................... 20
Create Pathways group ....................................................................................... 21
Add the Installer account to the Administrators group. ...................................... 23
Fast User Switching ............................................................................................ 23
Disable Simple File Sharing for NTFS ............................................................... 23
Create a share point on the server ....................................................................... 25
Backup options.................................................................................................... 28
Chapter 3 – Windows 2000 Professional Peer-to-Peer Server Configuration ............ 29
Overview ................................................................................................................. 29
Configuring the Server ............................................................................................ 30
Configure the network components of the server ............................................... 30
Setting up Internet Connection Sharing .............................................................. 31
Share an existing Internet connection ................................................................. 31
Configure a Virtual ICS connection ................................................................... 33
Configure Static IP Addressing .......................................................................... 34
Configure Automatic Private IP Addressing ...................................................... 36
iii
Configure Network Identification settings.......................................................... 37
Create a Pathways group and users ..................................................................... 38
Add the Installer account to the Administrators group. ...................................... 40
Create a share point on the server ....................................................................... 41
Map a drive letter to the shared directory ........................................................... 42
Backup options.................................................................................................... 43
Chapter 4 – Windows Vista Peer-to-Peer Client Configuration ................................. 45
Configure the Workstations - Overview ................................................................. 45
Configure ICS or Automatic Private IP Addressing ........................................... 46
Configure Static IP Addressing .......................................................................... 47
Configure Network Identification settings.......................................................... 48
Create Pathways users......................................................................................... 49
Add the Installer account to the Administrators group. ...................................... 49
Fast User Switching ............................................................................................ 50
Map a drive letter to the shared directory. .......................................................... 50
Access Rights ...................................................................................................... 50
Chapter 5 – Windows XP Peer-to-Peer Client Configuration .................................... 52
Configure the Workstations - Overview ................................................................. 52
Configure ICS or Automatic Private IP Addressing ........................................... 53
Configure Static IP Addressing .......................................................................... 54
Configure Network Identification settings.......................................................... 56
Create Pathways users (XP Professional) ........................................................... 57
Add the Installer account to the Administrators group. ...................................... 58
Create Pathways users (XP Home Edition) ........................................................ 59
Fast User Switching ............................................................................................ 60
Map a drive letter to the shared directory. .......................................................... 60
Access Rights ...................................................................................................... 62
Chapter 6 – Windows 2000 Professional Peer-to-Peer Client Configuration............. 63
Configure the Workstations - Overview ................................................................. 63
Configure ICS or Automatic Private IP Addressing ........................................... 64
Configure Static IP Addressing .......................................................................... 65
Configure Network Identification settings.......................................................... 67
Create Pathways users......................................................................................... 68
Add the Installer account to the Administrators group. ...................................... 69
Map a drive letter to the shared directory. .......................................................... 70
Access Rights ...................................................................................................... 71
Backup options.................................................................................................... 72
iv
Windows Peer-to-Peer Network Configuration
Guide for CCC Pathways
Introduction
This document reflects the necessary guidelines for configuring your network to run the
Pathways family of software products using the following supported operating systems:




Windows Vista
Windows XP Professional
Windows XP Home Edition
Windows 2000 Professional
This guide assumes that you are installing Pathways for the first time; and while CCC is
aware that there are many possible client/server combinations available when setting up a
network, this document will cover only some of the most common ones. For further
information, please consult your network technician.
The Pathways family of products supported in a network environment include:



CCC Pathways Appraisal Solution
CCC Pathways Estimating Solution
CCC Pathways Independent Appraiser Solution
Warning! Setting up a network requires a complete understanding of
networking theory, as well as a thorough knowledge of all supported operating
systems. We strongly urge you to enlist the services of a qualified vendor or
consultant to install and set up your network.
CCC will answer general questions about running Pathways on a network. If you require
extensive consultation on your network configuration or the various Windows based
operating systems, you will need to enlist the services of a qualified network technician. CCC
is not responsible for the setup or configuration of your internal network systems.
Note Pathways will run successfully on a Windows based peer-to-peer network.
However, CCC recommends setting up your network with no more than three clients
for optimal results. If you exceed five clients, we recommend moving to a dedicated
Windows 2000 server.
Please refer to the appropriate chapter in this Guide to setup and configure your server and
workstations. This must be completed before installing Pathways.
1
Chapter 1 – Windows Vista Peer-to-Peer Server
Configuration
Overview
Pathways is a client/server-based application in which network clients access a single
copy installed to the network server. Once installed, the server acts as a central
repository for all program and data files, as well as an internal set of file location
pointers. Since these pointers reside on the server, they are the same for every
workstation accessing Pathways on the network. Consequently, the installation of
Pathways must be done to a commonly mapped network drive on the server.
In a peer-to-peer network configuration, each workstation has the ability to operate as both a
client and a server. However, with a client/server based application such as Pathways, it is
necessary that only one workstation act as the server, with the other workstations, or clients,
accessing Pathways from that single “server”. The installation of Pathways can either be
performed from one of the workstations or from the server itself, as long as it installed to a
drive that is common to all systems on the network.
Important! All subsequent Pathways Program, Data and Graphics updates
must be performed at the same system from which the original installation was
run.
Note If you have more than 3 client workstations running Pathways, then Windows
2000 Server or Windows 2003 Server should be used as a dedicated server with
Windows Vista workstations (or other supported Windows platforms) as the clients. If
you need help, consult your network technician.
Note If you will be running Windows 2000 Server or Windows Server 2003 in a nondomain (workgroup) configuration, then configure your server per the instructions for
a Windows 2000 Professional peer server outlined in the Windows 2000 Professional
Peer-to-Peer Server Configuration chapter in this guide.
If you are installing Windows Vista for the first time, CCC strongly recommends doing a
clean installation rather than an upgrade from an existing operating system. This will help
ensure proper configuration, without any “old baggage” being brought over from the old
operating system.
The setup procedures outlined in this guide are provided as an example, and are not meant to
be the only possible method for configuring your network. However, we strongly suggest
that your network configuration conforms to these guidelines in order to ensure the success
of your installation. These instructions assume that your network hardware and software have
been properly setup and are functioning normally.
2
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software
requirements as published quarterly in the CCC Technical Requirements document. You can
find this document located on the CCC website: http://www.cccis.com/. CCC strongly urges
that the server and workstations meet or exceed our recommended hardware specifications to
ensure the best performance.
Please verify that you have enough disk space prior to beginning your installation of
Pathways. You should have at least 4GB of free disk space on your target drive prior to
beginning the installation.
Note Although 4GB is sufficient for the installation and operation of Pathways, CCC
recommends that the target drive be as large as is practical in order to allow plenty of
room for growth.
Configure the network components of the server
When a Network Interface Card (NIC) is installed, Windows Vista will automatically install
the following required network components.



Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCP/IP)
These are the only components necessary to get a peer-to-peer network up and running. And
for the most part, all of the default settings for these components will work just fine. The
only area that needs careful consideration is how you plan to assign TCP/IP addresses to your
server and workstations.
Note If your peer-to-peer network is already set up and running correctly, and it is
configured to use the TCP/IP protocol, you may skip to the Create a Pathways group
and users section, later in this chapter.
You will have to either use Static IP Addressing, or some form of a Dynamic Host
Configuration Protocol (DHCP) server. Static IP Addressing is a very reliable way to
configure your network. However, the downside is that it requires manual configuration at
every workstation. Windows Vista does not come with a true DHCP server, per se. However,
it does come with a very handy utility that will perform the equivalent function: Internet
Connection Sharing, or ICS for short. If you have ICS enabled on your Vista workstation, not
only can it provide shared Internet access to every workstation on your network, but it also
provides automatic IP address assignments to all other workstations on the network, thus
eliminating the need to manually assign them. This works even if the peer server does not
have a modem, and does not actually “share” its Internet connection. CCC strongly
3
recommends using ICS for IP address assignment due to its simplicity and ease of
administration.
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows.
This feature automatically assigns an IP address to each workstation upon boot-up, even if
there is no DHCP server on the network. This makes for very easy network setup and ease of
administration, however the downside to using this feature is a longer boot time for each of
the workstations. This is due to the system looking for a DHCP server that doesn’t exist, and
waiting for a response from this non-existent server.
Choose one of following three TCP/IP addressing schemes listed below, and then proceed to
the appropriate section.



ICS (Choose either an existing or Virtual connection.)
Static IP Addressing
Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless,
and greatly simplifies the task of ensuring that each of the workstations has a unique IP
address that is correctly defined. If you have two Network Interface Cards (NIC), and an
Internet connection that you want to share with the other users on your network, follow the
instructions under Share an existing Internet connection.
Share an existing Internet connection
1
Click the Start button > Control Panel, and then double-click Network and Sharing
Center.
2
From the Network and Sharing, click the Manage Network Connections link.
3
Right-click the connection that you want to share, and then click Properties.
4
Click the Sharing tab, and then select the Allow other network users to connect through
this computer’s Internet connection check box
5
Click OK.
Important! Once ICS is activated on the system sharing the connection, the IP
address will automatically change to the static address 192.168.0.1, therefore,
it may lose connectivity to the other workstations until they are properly
configured.
Note If the above section was just completed, skip to the Configure network
identification settings section later in this chapter.
4
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network. However, it
does require manual configuration as well as an understanding of how TCP/IP addressing
functions. Another point that must be remembered is that whenever a new workstation is
added to the network, it will have to be manually configured as well.
To configure your server with a Static IP address, follow these steps:
1
Click the Start button > Control Panel > Network and Sharing Center. The Network and
Sharing window appears.
2
Click the View status link for the Local Area Connection. The Local Area Connection
Status window appears.
3
Click Properties. The Local Area Connection Properties window appears.
4
Click the Internet Protocol Version 4 (TCP/IPv4) component, and then click Properties.
The Internet Protocol Version window appears.
5
Click the Use the following IP address selection button, and then enter the following
information in the appropriate textboxes.
CCC recommends using a non-routable address range such as the following:
5
Workstation 1:
Workstation 2:
Subnet Mask:
Peer Server:
169.254.0.10
169.254.0.20
255.255.255.0
169.254.0.1
Important! Each system on the network must be configured with a unique IP
address.
Note If the above section was just completed, skip to the Configure network
identification settings section later in this chapter.
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing, you will need to configure the TCP/IP
settings appropriately. To configure your server for Automatic Private IP Addressing, follow
these steps.
1
In Classic View mode, click the Start button > Control Panel, and the double-click
Network and Sharing Center. The Network and Sharing window appears.
2
Click the View status link for the Local Area Connection. The Local Area Connection
Status window appears.
3
Click Properties. The Local Area Connection Properties window appears.
4
Click the Internet Protocol Version 4 (TCP/IPv4) component, and then click Properties.
The Internet Protocol Version window appears.
6
5
Click the Obtain an IP address automatically selection button.
6
Click OK to close the Internet Protocol Version window.
7
Click Close. The Local Area Connection window closes.
8
Click Close again to close the Local Area Connection Status window.
Note You may be prompted to restart your computer for the changes to take effect.
Configure Network Identification settings
1
Click the Start button > Control Panel, and then double-click System. The System
window appears.
2
Click the Change Setting link. The System Properties window appears.
7
3
Verify that the computer has a unique computer. No other computer on your network
should have the same name.
4
Click OK to close the System Properties window.
Create Pathways users
1
Click Start > right-click Computer > Manage. The Computer Management Console
window appears.
2
From the left pane, click the Local Users and Groups component. The User and Groups
folders are displayed.
3
Right-click the Users folder and then click New User. The New User window appears.
4
Enter the user name and password in the appropriate textboxes.
5
Click the User must change password at next logon selection button. This will clear the
checkmark.
Note Add the user “installer” so that you can install, and update Pathways. You may wish to
select both the User cannot change password and Password never expires selection buttons.
6
Click Create.
7
Repeat steps 3 through 6 until all users who will be using Pathways have been added.
8
When you are finished adding users, click Close.
8
Note CCC recommends having the same logon name and password on both the
server and workstation for each user. This will eliminate users from having to log on
separately to both the server and their own workstation.
Create Pathways group
1
Click Start > right-click Computer > Manage.
2
Press ENTER. If you are prompted for an administrator password or confirmation, type
the password or provide confirmation. The Computer Management window appears.
3
From the left pane of Microsoft Management Console window, click the Local Users and
Groups component. The User and Groups folders appear.
4
Right-click the Group folder, and then click New Group. The New Group window appears.
5
Enter the Group name text into the New Group textbox, and then click Add. The Select
Users window appears.
6
Enter the user name to add, and then click Check Names.
7
Repeat step 6 until all Pathways users have been added to the group. Click OK. The
Select Users window closes.
8
Click Create, and then click Close.
Note Make certain the user “installer” is added to the Pathways group.
Add the Installer account to the Administrators group.
1
Click Start > right-click Computer > Manage. The Computer Management Console
window appears.
2
From the left pane, click the Local Users and Groups component. The User and Groups
folders are displayed.
3
Click the installer user, Right-click the installer user, and then click Properties. The
installer Properties window appears.
4
Click the Member Of tab, and then click Add. The select Groups window appears.
5
For Windows XP and Windows Vista, click Advanced, and then click the Find Now
button. Lists of groups are displayed in the lower pane.
6
Click the Administrators group, and then click OK to close the Advanced Select Groups
window.
7
Click OK, and then click Ok again to close both remaining windows.
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has
been enabled. The Fast User Switching feature of Windows Vista allows multiple users to
log onto the same computer without requiring the current user to close their programs. If
Pathways were to run simultaneously in two or more sessions on the same system, file
corruption could occur. In addition, when you consider the possibility of many logon
sessions running simultaneously, each with various applications still open, the effect on
9
performance alone could be quite dramatic. Due to these reasons, Pathways will not be
supported to work with Fast User Switching.
Create a share point on the server
1
Click Start > right-click Computer > Manage. The Manage Computer window appears.
2
From the Folders pane on the left, right-click the drive you want Pathways to be installed,
and then click New > Folder.
3
Enter the folder name (CCCAPPS) and press enter.
4
From the Folders pane on the left, right-click the CCCAPPS folder, and then click Share.
The File Sharing window appears.
5
Click the droplist, and then click the users who will be running Pathways, and then click
Add.
6
Right click the user Permission Level droplist, and then click Co-owner.
7
Repeat steps 5 and 6 for each user who will be running Pathways.
8
Click the Share button, and then click Done.
Note Remember to add the installer account.
Map a drive letter to the shared directory
In a peer-to-peer configuration, if the server will also be used as a Pathways client, you must
map a drive letter to the shared CCCAPPS directory (e.g., P:). Whatever drive letter you
choose, this must be the same drive letter that the workstations will use to map to this
directory. Another point to remember is that Windows Vista handles different user logons
almost as completely separate systems. Therefore, if a drive mapping is created while
“user1” was logged into Windows, when “user2” logs into that same system, the mapping
created for “user1” will not be present.
To map a drive letter, follow these steps:
Note If you are not using the server as a client to run Pathways or the monthly
updates, then skip to the Backup Options section at the end of this chapter.
1
Click the Start button > Computer, and then click Map network drive from the menu bar.
The Map Network Drive window appears.
2
Click the Drive droplist, and then click the drive you want to map.
3
Enter the UNC path of the computer name and folder, and then click Finish.
Note If you do not know the correct UNC path to the CCCAPPS folder, or are having
difficulty mapping the drive as stated above, then follow the next steps.
4
Click the Start button > Computer, and then click Map network drive from the menu bar.
The Map Network Drive window appears.
5
Click the Drive droplist, and then click the drive you want to map.
10
6
Click Browse. The Browse For Folder window appears.
7
Click the computer that contains the Pathways folder you created, and then click the
CCCAPPS folder.
8
Click OK, and then click Finish. The mapped drive window appears.
Backup options
A backup system (such as a removable drive, CD-RW, or a tape drive) is necessary to protect
you from unexpected disasters that lead to loss of data. CCC strongly recommends that you
purchase a large-capacity backup system and implement a consistent backup routine that is
strictly adhered to. Backups should be done as often as is practical. Depending on the need, it
is best to back up the system on a daily or weekly basis. For help with implementing a
backup system, please enlist the services of a qualified consultant or network engineer.
Note The Backup and Restore utility that is installed along with Pathways, was
primarily designed to ease the move of Pathways from one computer to another in
the event of computer upgrade or replacement. However, this utility can be used as a
limited backup system due to its ability to auto run through Windows Task Scheduler.
Important! Pathways Backup and Restore will only backup the Pathways work files
and configuration files. No program or database files are backed up at all. In the event
of a system failure, Pathways would have to be reinstalled first, after which the work
files and configuration files can be restored.
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration
chapter of this guide for instructions on setting up your workstations.
Note Prior to installing a Pathways product onto a network, the network operating system
should be correctly installed and functioning on the server, and all workstations should be
able to successfully attach and login to the server. A qualified computer technician should
make any necessary adjustments.
11
Chapter 2 – Windows XP Professional Peer-to-Peer Server
Configuration
Overview
Pathways is a client/server-based application in which network clients access a single
copy installed to the network server. Once installed, the server acts as a central
repository for all program and data files, as well as an internal set of file location
pointers. Since these pointers reside on the server, they are the same for every
workstation accessing Pathways on the network. Consequently, the installation of
Pathways must be done to a commonly mapped network drive on the server.
In a peer-to-peer network configuration, each workstation has the ability to operate as both a
client and a server. However, with a client/server based application such as Pathways, it is
necessary that only one workstation act as the server, with the other workstations, or clients,
accessing Pathways from that single “server”. The installation of Pathways can either be
performed from one of the workstations or from the server itself, as long as it installed to a
drive that is common to all systems on the network.
Important! All subsequent Pathways Program, Data and Graphics updates
must be performed at the same system from which the original installation was
run.
Note If you have more than 3 client workstations running Pathways, then Windows
2000 Server or Windows 2003 Server should be used as a dedicated server with
Windows XP Professional workstations (or other supported Windows platforms) as
the clients. If you need help, consult your network technician.
Note If you will be running Windows 2000 Server or Windows 2003 Server in a nondomain (workgroup) configuration, then configure your server per the instructions for
a Windows 2000 Professional peer server outlined in the Windows 2000 Professional
Peer-to-Peer Server Configuration chapter in this guide.
If you are installing Windows XP Professional for the first time, CCC strongly recommends
doing a clean installation rather than an upgrade from an existing operating system. This will
help ensure proper configuration, without any “old baggage” being brought over from the old
operating system.
The setup procedures outlined in this guide are provided as an example, and are not meant to
be the only possible method for configuring your network. However, we strongly suggest
that your network configuration conforms to these guidelines in order to ensure the success
of your installation. These instructions assume that your network hardware and software have
been properly setup and are functioning normally.
12
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software
requirements as published quarterly in the CCC Technical Requirements document. You can
find this document located on the CCC website: http://www.cccis.com/. CCC strongly urges
that the server and workstations meet or exceed our recommended hardware specifications to
ensure the best performance.
Please verify that you have enough disk space prior to beginning your installation of
Pathways. You should have at least 4GB of free disk space on your target drive prior to
beginning the installation.
Note Although 4GB is sufficient for the installation and operation of Pathways, CCC
recommends that the target drive be as large as is practical in order to allow plenty of
room for growth.
Configure the network components of the server
When a Network Interface Card (NIC) is installed, Windows XP Professional will
automatically install the following required network components.



Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCP/IP)
These are the only components necessary to get a peer-to-peer network up and running. And
for the most part, all of the default settings for these components will work just fine. The
only area that needs careful consideration is how you plan to assign TCP/IP addresses to your
server and workstations.
Note If your peer-to-peer network is already set up and running correctly, and it is
configured to use the TCP/IP protocol, you may skip to the Create a Pathways group
and users section, later in this chapter.
You will have to either use Static IP Addressing, or some form of a Dynamic Host
Configuration Protocol (DHCP) server. Static IP Addressing is a very reliable way to
configure your network. However, the downside is that it requires manual configuration at
every workstation. Windows XP Professional does not come with a true DHCP server, per
se. However, it does come with a very handy utility that will perform the equivalent function:
Internet Connection Sharing, or ICS for short. If you have ICS enabled on your XP Pro
workstation, not only can it provide shared Internet access to every workstation on your
network, but it also provides automatic IP address assignments to all other workstations on
the network, thus eliminating the need to manually assign them. This works even if the peer
server does not have a modem, and does not actually “share” its Internet connection. CCC
13
strongly recommends using ICS for IP address assignment due to its simplicity and ease of
administration.
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows.
This feature automatically assigns an IP address to each workstation upon boot-up, even if
there is no DHCP server on the network. This makes for very easy network setup and ease of
administration, however the downside to using this feature is a longer boot time for each of
the workstations. This is due to the system looking for a DHCP server that doesn’t exist, and
waiting for a response from this non-existent server.
Choose one of following three TCP/IP addressing schemes listed below, and then proceed to
the appropriate section.



ICS (Choose either an existing or Virtual connection.)
Static IP Addressing
Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless,
and greatly simplifies the task of ensuring that each of the workstations has a unique IP
address that is correctly defined. If you have dual Network Interface Cards (NIC), and an
Internet connection that you want to share with the other users on your network, follow the
instructions under Share an existing Internet connection. To set up a Virtual connection that
allows ICS to automatically assign IP addresses to your workstations, follow the instructions
under Configure a Virtual ICS connection.
Share an existing Internet connection
1
Log into Windows as an Administrator.
2
Click Start > Control Panel.
3
If the Control Panel is set to Category View mode (designated in the left pane), doubleclick Network and Internet Connections, and then Network Connections. If set to Classic
View mode, double-click Network Connections.
Note If you’re in Classic View mode, the link will read, “Switch to Category View”. If
you’re in Category mode, the link will read, “Switch to Classic View”.
4
5
From the Network Connections window, Right-click the connection you want to share,
and the click Properties.
Click the Advanced tab, click the “Allow other network users to connect through this
computer’s Internet connection” selection button.
14
6
If you want others on your network to be able to automatically connect to the Internet,
click the “Establish a dial-up connection whenever a computer on my network attempts to
access the Internet” selection button.
7
When finished making selections, click OK.
Important! Once ICS is activated on the system sharing the connection, the IP
address will automatically change to the static address 192.168.0.1, therefore,
it may lose connectivity to the other workstations until they are properly
configured.
Note If the above section was just completed, skip to the Configure network
identification settings section later in this chapter.
15
Configure a Virtual ICS connection
1
Log into Windows as an Administrator.
2
Click Start > Control Panel, and then double-click Network Connections.
3
From the Network Connections the left pane, click Create a New Connection. (Refer to
the Share an existing Internet Section of this chapter if you need help with navigating to
the Network Connections window.)
4
Click Next to continue.
5
Click the “Connect to the network at my workplace” selection button, and click Next.
6
Click the “Dial-up connection” selection button, and click Next.
7
Enter a name for the connection (e.g., ICS), and then click Next.
8
Enter any 7-digit phone number, click Next, and then click Finish.
9
From the Connect Dial-up Connection window that appears, click Properties.
10 Click the Advanced tab and then click the, “Allow other network users to connect through
this computer’s Internet connection” selection button. Deselect all other options, and
then click OK. (If a Network Connections user name and password Information window
appears, click OK, then OK again on the Connection Properties window.)
11 Click Cancel on the Connect window, and close Network Connections.
Note This will work even if you do not have a modem in the peer server. The
connection may show a red X on it when finished, but ICS will still automatically
assign IP addresses to the other workstations.
Important! Once ICS is activated on the system sharing the connection, the IP
address will automatically change to the static address 192.168.0.1, therefore,
it may lose connectivity to the other workstations until they are properly
configured.
Note If the above section was just completed, skip to the Configure network
identification settings section later in this chapter.
16
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network. However, it
does require manual configuration as well as an understanding of how TCP/IP addressing
functions. Another point that must be remembered, is that whenever a new workstation is
added to the network, it will have to be manually configured as well.
To configure your server with a Static IP address, follow these steps:
1
Log into Windows as an Administrator.
2
Click Start > Control Panel, and then double-click Network Connections.
3
From the Network Connections window, right-click the Local Area Connection, and then
click Properties. (Refer to the Share an existing Internet Connection section of this
chapter if you need help with navigating to the Network Connections window.)
4
Click the Internet Protocol (TCP/IP) component, and then click Properties.
5
Click the “Use the following IP address” selection button.
17
6
Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above, and then click OK.
CCC recommends using a non-routable address range such as the following:
Workstation 1:
Workstation 2:
Subnet Mask:
Peer Server:
169.254.0.10
169.254.0.20
255.255.255.0
169.254.0.1
Important! Each system on the network must be configured with a unique IP
address.
Note If the above section was just completed, skip to the Configure network
identification settings section later in this chapter.
18
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing, you will need to configure the TCP/IP
settings appropriately. To configure your server for Automatic Private IP Addressing, follow
these steps.
1
Log into Windows as an administrator.
2
Click Start > Control Panel, and then double-click Network Connections.
3
From the Network Connections window, right-click the Local Area Connection, and then
click Properties. (Refer to the Share an existing Internet Connection section of this
chapter if you need help with navigating to the Network Connections window.)
4
Click the Internet Protocol (TCP/IP) component, and then click Properties.
5
Click the “Obtain an IP address automatically”, and “Obtain DNS server address
automatically” selection buttons.
6
When you are finished making changes, click OK.
7
Click OK to close Local Area Connection Properties window.
19
Configure Network Identification settings
1
Log into Windows as an Administrator.
2
Click Start > Control Panel, and then double-click System.
3
From the Computer Name tab, verify that the server has a unique computer name (e.g.,
PWServer). No other computer on your network should have this name.
4
The workgroup name can be anything you choose, but must be the same for every
computer on your network. To change either the computer or workgroup name, click the
Change button and make any necessary changes.
5
When finished, click OK.
6
If prompted to restart your computer, click Yes.
Create Pathways users
1
Log into Windows as an Administrator.
2
Click Start > Control Panel.
3
In the left pane, select Switch To Classic View.
4
Double-click Administrative Tools, then double-click Computer Management.
Note If you’re in Classic View mode, the link will read, “Switch to Category View”. If
you’re in Category Mode, the link will read, “Switch to Classic View”.
20
5
From the Computer Management window, expand Local Users and Groups (by clicking
the plus sign next to it), and then click the Users folder.
6
Right-click the Users folder, and then click New User.
7
From the New User window, enter the user name “installer” with a password of your
choice. (This account will be used for Pathways installation, Client Setup and program
update purposes.)
Note CCC recommends having the same logon name and password on both the
server and workstation for each user. This will eliminate users from having to log on
separately to both the server and their own workstation.
8
Deselect “User must change password at next logon”, and click Create.
Note You may also want to change the settings for the “Password never expires”
and “User cannot change password” options.
9
Enter the user name and password for one of the users who will be running Pathways
from one of the workstations.
10 Deselect “User must change password at next logon” (and make any other selections you
want), and then click Create.
11 Repeat steps 6 through 10 until all Pathways users on the network have been added.
(Including an account for the person that will run Pathways at the server, if anyone will
be.)
12 When finished adding users, click Close.
Create Pathways group
1
From the Computer Management window, right-click Local Users and Groups folder, and
then click New Group.
2
Enter Pathways into the Group Name field.
21
3
Click Add. The Select Users window appears.
4
Click the Advanced button. The Select Users search window appears.
5
Click Find Now. All Users are displayed in the lower panel.
22
6
Depress and hold the CTRL button on the keyboard, and then click each user you just
created in the previous steps, then click OK.
Note Make certain the user “installer” is added to the Pathways group.
7
Click OK from the Select Users window.
8
From the New Group window, click Create, and then Close.
Add the Installer account to the Administrators group.
1
Click Start > Start > right-click Computer > Manage.
2
From the Computer Management window, under Local Users and Groups, click the
Users folder to display the contents in the right pane.
3
Right-click the “installer” account and then click Properties.
4
From the Member Of tab, click Add.
5
From the Select Groups window, click Advanced.
6
Click the Find Now button.
7
In the lower window, click the Administrators group, and then click Ok.
8
From the Select Users window click OK, and then click OK to close the “installer”
Properties window.
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has
been enabled. The Fast User Switching feature of Windows XP allows multiple users to log
onto the same computer without requiring the current user to close their programs. If
Pathways were to run simultaneously in two or more sessions on the same system, file
corruption could occur. In addition, when you consider the possibility of many logon
sessions running simultaneously, each with various applications still open, the effect on
performance alone could be quite dramatic. Due to these reasons, Pathways will not be
supported to work with Fast User Switching.
Disable Simple File Sharing for NTFS
One of the many new features that Microsoft has developed for Windows XP
Professional/Home is Simple File Sharing. Just as the name implies, Simple File sharing
attempts to make file sharing as easy as possible. And although Simple File Sharing is
sufficient for the average home user, it doesn’t offer accessibility to the NTFS level of
security needed for Pathways configuration, and therefore needs to be disabled.
Note NTFS security settings for XP Professional are only an issue if Pathways local
or program files will be on a drive formatted with the NTFS file system.
To determine if a drive is formatted with NTFS file system, follow these steps:
23
1
Click Start > My Computer. The My Computer window appears.
2
Right-click the drive you want to check, and then click Properties.
3
The File System type is displayed in the General tab.
To disable Simple File Sharing, follow these steps:
4
Click Start > My Computer.
5
Click Tools from the menu bar at the top of the window, and then click Folder Options.
6
Click the View tab. From the Advanced Settings pane, deselect the “Use Simple File
Sharing (Recommended)” selection button, and then click OK.
24
Create a share point on the server
1
Log into Windows as an Administrator.
2
Click Start > My Computer.
3
From My Computer, double-click the drive you want to install Pathways.
4
Click File > New > Folder from the menu bar, and then enter the name of the folder (e.g.,
CCCAPPS). This is the directory where Pathways is installed and shared with the
Pathways users.
5
Right-click the CCCAPPS directory, and then click Sharing and Security. Click the Share
this folder selection button. Leave the Share name set to CCCAPPS.
6
Click the Permissions button, and then click Add.
7
From the “Enter the object names to select” pane, enter the following groups:
“Administrators”, and “Pathways”, and then click Check Names.. (Follow the same steps
previously explained in the Create a Pathways group and users section.)
8
Verify that both groups have been added (valid names are underlined in the pane), and
click OK.
9
From the Permissions window, click Administrators and assign them Full Control under
Allow. Do the same for the Pathways group.
10 Confirm that both groups have been added with Full Control access. If not, select the
appropriate group and correct the type of access.
11 Click the group Everyone, click Remove, and then click OK.
Note If you are not using the NTFS file system, then you can skip to the next section.
12 From the Security tab, click the Add button, and then click the Pathways and
Administrators groups. (Follow the same steps previously explained in the Create a
Pathways group and users section.)
13 Click the Pathways group, assign them Full Control under Allow, and click OK. This will
establish CCCAPPS as the shared network drive/directory and grant the Pathways group
the proper access.
25
Map a drive letter to the shared directory
In a peer-to-peer configuration, if the server will also be used as a Pathways client, you must
map a drive letter to the shared CCCAPPS directory (e.g., P:). Whatever drive letter you
choose, this must be the same drive letter that the workstations will use to map to this
directory. Another point to remember is that Windows XP Professional handles different user
logons almost as completely separate systems. Therefore, if a drive mapping is created while
“user1” was logged into Windows, when “user2” logs into that same system, the mapping
created for “user1” will not be present.
To map a drive letter, follow these steps:
Note If you are not using the server as a client to run Pathways or the monthly
updates, then skip to the Backup Options section at the end of this chapter.
1
Log into Windows as the user who will be running Pathways.
2
Click Start > My Computer.
3
Click Tools from the menu bar at the top of the window, and then click Map Network
Drive.
4
From the Drive droplist, click the appropriate drive letter.
26
5
From the Folder textbox, enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (e.g., \\PWSERVER\CCCAPPS). Click the “Reconnect at Logon”
selection button, and then click Finish.
6
Repeat all of the above steps for each user who will be running Pathways from this
server, (including the “installer” account).
If you do not know the correct UNC path to the CCCAPPS folder, or are having difficulty
mapping the drive as stated above, then follow the next steps, otherwise, continue to the
following section.
1
Log into Windows as the user who will be running Pathways.
2
Click Start > My Computer.
3
Click My Network Places from Other Places in the left pane.
4
Click View Workgroup Computers from the Network Tasks in the left pane.
5
Click the server name icon. (See the Configure Network Identification Settings section of
this chapter if you need help locating your server name).
6
Right-click the CCCAPPS folder, and then click Map Network Drive.
7
Click the drive letter to be used for Pathways from the droplist. (This must be the same
drive letter used by every workstation on the network.) Click the Reconnect at logon
selection button, and then click Finish.
8
Repeat all of the above steps for each user that will be running Pathways at this server,
(including the “installer” account).
27
Backup options
A backup system (such as a removable drive, CD-RW, or a tape drive) is necessary to protect
you from unexpected disasters that lead to loss of data. CCC strongly recommends that you
purchase a large-capacity backup system and implement a consistent backup routine that is
strictly adhered to. Backups should be done as often as is practical. Depending on the need, it
is best to back up the system on a daily or weekly basis. For help with implementing a
backup system, please enlist the services of a qualified consultant or network engineer.
Note The Backup and Restore utility that is installed along with Pathways, was
primarily designed to ease the move of Pathways from one computer to another in
the event of computer upgrade or replacement. However, this utility can be used as a
limited backup system due to its ability to auto run through Windows Task Scheduler.
Important! Pathways Backup and Restore will only backup the Pathways work files
and configuration files. No program or database files are backed up at all. In the event
of a system failure, Pathways would have to be reinstalled first, after which the work
files and configuration files can be restored.
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration
chapter of this guide for instructions on setting up your workstations.
Note Prior to installing a Pathways product onto a network, the network operating system
should be correctly installed and functioning on the server, and all workstations should be
able to successfully attach and login to the server. A qualified computer technician should
make any necessary adjustments.
28
Chapter 3 – Windows 2000 Professional Peer-to-Peer
Server Configuration
Overview
Pathways is a client/server-based application in which network clients access a single
copy installed to the network server. Once installed, the server acts as a central
repository for all program and data files, as well as an internal set of file location
pointers. Since these pointers reside on the server, they are the same for every
workstation accessing Pathways on the network. Consequently, the installation of
Pathways must be done to a commonly mapped network drive on the server.
In a peer-to-peer network configuration, each workstation has the ability to operate as both a
client and a server. However, with a client/server based application such as Pathways, it is
necessary that only one workstation act as the server, with the other workstations, or clients,
accessing Pathways from that single “server”. The installation of Pathways can either be
performed from one of the workstations or from the server itself, as long as it installed to a
drive that is common to all systems on the network.
Important! All subsequent Pathways Program and Data updates must be
performed at the same system from which the original installation was run.
Note If you have more than 3 client workstations running Pathways, then Windows
2000 Server or Windows 2003 Server should be used as a dedicated server with
Windows 2000 Professional workstations (or other supported Windows platforms) as
the clients. If you need help, consult your network technician.
Note If you will be running Windows 2000 Server or Windows 2003 Server in a nondomain (workgroup) configuration, then configure your server per the instructions for
a Windows 2000 Professional peer server outlined in the Windows 2000 Professional
Peer-to-Peer Server Configuration section in this guide.
If you are installing Windows 2000 Professional for the first time, CCC strongly
recommends doing a clean installation rather than an upgrade from an existing operating
system. This will help ensure proper configuration, without any “old baggage” being brought
over from the old operating system.
The setup procedures outlined in this guide are provided as an example, and are not meant to
be the only possible method for configuring your network. However, we strongly suggest
that your network configuration conforms to these guidelines in order to ensure the success
of your installation. These instructions assume that your network hardware and software have
been properly setup and are functioning normally.
29
Configuring the Server
Verify that the server and workstations meet all minimum hardware and software
requirements as published quarterly in the CCC Technical Requirements document. You can
find this document located on the CCC website: http://www.cccis.com/. CCC strongly urges
that the server and workstations meet or exceed our recommended hardware specifications to
ensure the best performance.
Please verify that you have enough disk space prior to beginning your installation of
Pathways. You should have at least 4GB of free disk space on your target drive prior to
beginning the installation.
Note Although 4GB is sufficient for the installation and operation of Pathways, CCC
recommends that the target drive be as large as is practical in order to allow plenty of
room for growth.
Configure the network components of the server
When a Network Interface Card (NIC) is installed, Windows 2000 Professional will
automatically install the following required network components.



Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCP/IP)
These are the only components necessary to get a peer-to-peer network up and running. And
for the most part, all of the default settings for these components will work just fine. The
only area that needs careful consideration is how you plan to assign TCP/IP addresses to your
server and workstations.
Note If your peer-to-peer network is already set up and running correctly, and it is
configured to use the TCP/IP protocol, you may skip to the Create a Pathways group
and users section, later in this chapter.
You will have to either use static IP addressing, or some form of a Dynamic Host
Configuration Protocol (DHCP) server. Static IP addressing is a very reliable way to
configure your network. However, the downside is that it requires manual configuration at
every workstation. Windows 2000 Professional does not come with a true DHCP server, per
se. However, it does come with a very handy utility that will perform the equivalent function:
Internet Connection Sharing, or ICS for short. If you have ICS enabled on your 2000
Professional workstation, not only can it provide shared Internet access to every workstation
on your network, it also provides automatic IP address assignments to all other workstations
on the network. This eliminates the need to manually assign them. This works even if the
peer server does not have a modem, and does not actually “share” its Internet connection.
30
CCC strongly recommends using ICS for IP address assignment due to its simplicity and ease
of administration.
Another alternative is to utilize the Automatic Private IP Addressing feature of Windows.
This feature automatically assigns an IP address to each workstation upon boot-up, even if
there is no DHCP server on the network. This makes for very easy network setup and ease of
administration, however the downside to using this feature is a longer boot time for each of
the workstations. This is due to the system looking for a DHCP server that doesn’t exist, and
waiting for a response from this non-existent server.
Choose one of following three TCP/IP addressing schemes listed below, and then proceed to
the appropriate section.



ICS (Choose either an existing or Virtual connection.)
Static IP Addressing
Automatic Private IP Addressing
Setting up Internet Connection Sharing
Setting up Internet Connection Sharing on your peer server is relatively simple and painless,
and greatly simplifies the task of ensuring that each of the workstations has a unique IP
address that is correctly defined. If you have two Network Interface Cards (NIC), and an
Internet connection that you want to share with the other users on your network, follow the
instructions under Share an existing Internet connection. To set up a Virtual connection that
allows ICS to automatically assign IP addresses to your workstations, follow the instructions
under Configure a Virtual ICS connection.
Share an existing Internet connection
1
Log into Windows as an Administrator.
2
Click Start > Settings > Network and Dial-up Connections.
3
Click the connection you want to share.
4
Right-click and then click Properties, or click the Properties button if displayed.
31
5
6
Click the Sharing tab at the top of the window, and then click the “Enable Internet
Connection Sharing for this connection” selection button.
If you want others on your network to be able to automatically connect to the Internet,
Click the “Enable on-demand dialing” selection button, and then click OK.
Important! Once ICS is activated on the system sharing the connection, the IP
address will automatically change to the static address 192.168.0.1, therefore it
may lose connectivity to the other stations until they are properly configured.
Note If the above section was just completed, skip to the Configure network
identification settings section later in this chapter.
32
Configure a Virtual ICS connection
1
Log into Windows as an Administrator.
2
Click Start > Settings > Network and Dial-up Connections.
3
Click Make New Connection, and then click Next.
4
Click the Dial-up to private network selection button, and click Next.
5
Enter any 7 digit phone number in the textbox and then click Next.
6
Click the For all users selection button, and then click Next.
7
Enter a name in the textbox for the connection (e.g. ICS), and click Finish.
8
From the Connect Dial-up Connection window that appears, click Properties.
9
Click the Sharing tab at the top of the window, and then click the “Enable Internet
Connection Sharing for this connection” selection button. (Do not enable on-demand
dialing), and click OK.
Note This will work even if you do not have a modem in the peer server. The
connection may show a red X on it when finished, but ICS will still automatically
assign IP addresses to the other workstations.
Important! Once ICS is activated on the system sharing the connection, the IP
address will automatically change to the static address 192.168.0.1, therefore it
may lose connectivity to the other stations until they are properly configured.
Note If the above section was just completed, skip to the Configure network
identification settings section later in this chapter.
33
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network. However, it
does require manual configuration as well as an understanding of how TCP/IP addressing
functions. Another point that must be remembered, is that whenever a new workstation is
added to the network, it will have to be manually configured as well.
To configure your server with a Static IP address, follow these steps:
1
Log into Windows as an Administrator.
2
Click Start > Settings > Network and Dial-up Connections.
3
Click the Local Area Connection, right-click, and then select Properties.
4
Click the Internet Protocol (TCP/IP) component, and then click the Properties button.
5
Click the “Use the following IP address” selection button.
34
6
Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above, and then click OK.
CCC recommends using a non-routable address range such as the following:
Workstation 1:
Workstation 2:
Subnet Mask:
Peer Server:
169.254.0.10
169.254.0.20
255.255.255.0
169.254.0.1
Important! Each system on the network must be configured with a unique IP
address.
Note If the above section was just completed, skip to the Configure network
identification settings section later in this chapter.
35
Configure Automatic Private IP Addressing
If you will be using Automatic Private IP Addressing, you will need to configure the TCP/IP
settings appropriately. To configure your server for Automatic Private IP Addressing, follow
these steps.
1
Log into Windows as an Administrator.
2
Click Start > Settings > Network and Dial-up Connections.
3
Right-click the Local Area Connection, and then click Properties.
4
Click the Internet Protocol (TCP/IP) component, and then click the Properties button.
5
Click the “Obtain an IP address automatically” and “Obtain DNS server address
automatically” selection buttons.
6
When you are finished making changes, click OK.
7
Click OK to close Local Area Connection Properties window.
36
Configure Network Identification settings
1
Log into Windows as an Administrator.
2
Click Start > Settings > Network and Dial-up Connections.
3
Click Advanced from the menu bar at the top of the window, and then click Network
Identification.
4
From the Systems Properties window, click the Network Identification tab. From the “Full
Computer Name” pane, verify that the server has a unique computer name (e.g.,
PWServer). No other computer on your network should have this name.
37
5
The workgroup name can be anything you choose, but must be the same on every
computer on your network. To change either the computer or workgroup name, click the
Properties button and make any necessary changes.
6
When finished, click OK.
7
If prompted to restart your computer, click Yes.
Create a Pathways group and users
1
Log into Windows as an Administrator.
2
Click Start > Settings > Control Panel.
3
From Control Panel, double-click Administrative Tools, then double-click Computer
Management.
4
From the Computer Management window left pane, click Local Users and Groups (by
clicking the plus sign next to it), and then click the Users folder. A list of users appears in
the right pane.
38
5
6
Right-click the Users folder, and then click New User.
From the Add New User window, enter the user name “installer” with a password of your
choice. (This account will be used for Pathways installation, Client Setup and program
update purposes.)
Note CCC recommends having the same logon name and password on both the
server and workstation for each user. This will eliminate users from having to log on
separately to both the server and their own workstation.
7
Click the “User must change password at next logon” selection button to clear the
checkmark, and then click Create.
Note You may also want to change the settings for the “Password never expires”
and “User cannot change password” options.
8
9
Enter the user name and password for one of the users who will be running Pathways
from one of the workstations.
Click the “User must change password at next logon” selection button to clear the
checkmark (and make any other selections you want), and then click Create.
10 Repeat steps 8 and 9 until all Pathways users on the network have been added. (Add an
account if a person will run Pathways from the server.)
11 When finished adding users, click Close.
12 From the Computer Management window left pane, right-click the Groups folder, and
then click New Group.
13 Enter “Pathways” into the Group Name textbox, and then click Add. The Select Users or
Groups window appears.
39
14 From the upper pane, click the users you just added, and then click Add.
15 Repeat step 14 until you have added all of the users that were created in the previous
steps, and then click OK.
Note Make certain the user “installer” is added to the Pathways group.
16 Click the Create button, and then click Close.
Add the Installer account to the Administrators group.
1
In Computer Management, under Local Users and Groups, click the Users folder to
display the contents in the right pane.
2
Right-click the “installer” account, and then click Properties.
3
From the Member Of tab, click the Add button.
4
From the Select Groups window, click the Administrators group, click the Add button, and
then click OK.
5
Click OK on the “installer” Properties window to close Computer Management window.
40
Create a share point on the server
1
Log into Windows as an Administrator.
2
Click Start > My Computer.
3
From My Computer, double-click the drive you want to install Pathways.
4
Click File > New > Folder from the menu bar, and then enter the name of the folder (e.g.,
CCCAPPS). This is the directory where Pathways is installed and shared with the
Pathways users.
5
Right-click the CCCAPPS directory, and then click Sharing and Security. Click the Share
this folder selection button. Leave the Share name set to CCCAPPS.
6
Click the Permissions button, and then click Add.
7
From the “Enter the object names to select” pane, enter the following groups:
“Administrators”, and “Pathways”, and then click Check Names.. (Follow the same steps
previously explained in the Create a Pathways group and users section.)
8
Verify that both groups have been added (valid names are underlined in the pane), and
click OK.
9
From the Permissions window, click Administrators and assign them Full Control under
Allow. Do the same for the Pathways group.
10 Confirm that both groups have been added with Full Control access. If not, select the
appropriate group and correct the type of access.
11 Click the group Everyone, click Remove, and then click OK.
Note If you are not using the NTFS file system, then you can skip to the next section.
41
12 From the Security tab, click the Add button, and then click the Pathways and
Administrators groups. (Follow the same steps previously explained in the Create a
Pathways group and users section.)
13 Click the Pathways group, assign them Full Control under Allow, and click OK. This will
establish CCCAPPS as the shared network drive/directory and grant the Pathways group
the proper access.
Map a drive letter to the shared directory
In a peer-to-peer configuration, if the server will also be used as a Pathways client, you must
map a drive letter to the shared CCCAPPS directory (e.g., P:). Whatever drive letter you
choose, this must be the same drive letter that the workstations will use to map to this
directory. Also remember that Windows 2000 Professional handles different user logons as
completely separate systems. Therefore, if a drive mapping is created while “user1” was
logged into Windows, and then “user2” logs into that same system, the mapping created for
“user1” will not be present.
To map a drive letter, follow these steps:
Note If you won’t be using the server as a client to run Pathways, then skip to the
Backup options section at the end of this chapter.
1
Log into Windows as the user who will be running Pathways.
2
Right-click the My Network Places icon on the desktop, and then click Map Network
Drive.
3
Click the appropriate drive letter from the Drive droplist. (This must be the same drive
letter used by every workstation on the network.)
42
4
Enter the correct Universal Naming Convention (UNC) path to the CCCAPPS folder (e.g.,
\\PWSERVER\CCCAPPS) from the Folder droplist.
5
Click the Reconnect at logon selection button, and then click Finish.
6
Repeat all of the above steps for each user who will be running Pathways at this server,
(including the “installer” account).
If you do not know the correct UNC path to the CCCAPPS folder, or are having difficulty
mapping the drive as stated above, then follow the next steps, otherwise, continue to the
following section.
1
Log into Windows as the user who will be running Pathways.
2
Double-click the My Network Places icon from the Windows desktop.
3
Double-click Computers Near me, and then double-click the server name. The
CCCAPPS folder should be listed.
4
Right-click the CCCAPPS folder, and then click Map Network Drive.
5
Click the appropriate drive letter from the Drive droplist. (This must be the same drive
letter used by every workstation on the network.)
6
Click Browse from the right of the Folder droplist. Double-click the server name.
7
Click the CCCAPPS folder, and then click OK.
8
Click the Reconnect at logon selection button, and then click Finish.
9
Repeat all of the above steps for each user who will be running Pathways at this server,
(including the “installer” account).
Backup options
A backup system (such as a removable drive, CD-RW, or a tape drive) is necessary to protect
you from unexpected disasters that lead to loss of data. CCC strongly recommends that you
purchase a large-capacity backup system and implement a consistent backup routine that is
strictly adhered to. Backups should be done as often as is practical. Depending on the need, it
is best to back up the system on a daily or weekly basis. For help with implementing a
backup system, please enlist the services of a qualified consultant or network engineer.
Note The Backup and Restore utility that is installed along with Pathways, was
primarily designed to ease the move of Pathways from one computer to another in
the event of computer upgrade or replacement. However, this utility can be used as a
limited backup system due to its ability to auto run through Windows Task Scheduler.
Important! Pathways Backup and Restore will only backup the Pathways work
files and configuration files. No program or database files are backed up at all.
In the event of a system failure, Pathways would have to be reinstalled first,
after which the work files and configuration files can be restored.
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration
chapter of this guide for instructions on setting up your workstations.
43
Note Prior to installing a Pathways product onto a network, the network operating system
should be correctly installed and functioning on the server, and all workstations should be
able to successfully attach and login to the server. A qualified computer technician should
make any necessary adjustments.
44
Chapter 4 – Windows Vista Peer-to-Peer Client
Configuration
Configure the Workstations - Overview
Verify that the server and workstations meet all minimum hardware and software
requirements as published quarterly in the CCC Technical Requirements document. You can
find this document located on the CCC website: http://www.cccis.com/. CCC strongly urges
that the server and workstations meet or exceed our recommended hardware specifications to
ensure the best performance.
When a Network Interface Card (NIC) is installed, Windows Vista will automatically install
the following required network components.



Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCP/IP
These are the only components necessary to get a peer-to-peer network up and running. And
for the most part, all of the default settings for these components will work just fine. The
only area that needs careful consideration is how you plan to assign TCP/IP addresses to your
workstations.
Note If your peer-to-peer network is already set up and running correctly, and it is
configured to use the TCP/IP protocol, then you may skip to the Create Pathways
users section for either, later in this chapter.
The type of TCP/IP addressing scheme needed for the workstations, is determined by the
design that was previously chosen for the server.
Choose from the list below, the same TCP/IP addressing scheme that was configured for the
server, and then proceed to the appropriate section within this chapter.


ICS or Automatic Private IP Addressing
Static IP Addressing
45
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing, the workstation
configuration is identical. To verify that you have all of the necessary components and their
configurations for this type of setup, follow these steps for each of your Vista workstations:
1
Click the Start > Control Panel, and the double-click Network and Sharing Center (In
Classic View mode). The Network and Sharing Center window appears.
2
Click the View status link for the Local Area Connection. The Local Area Connection
Status window appears.
3
Click Properties. Click Continue if the User Account Control window appears. The Local
Area Connection Properties window appears.
4
Click the Internet Protocol Version 4 (TCP/IPv4) component, and then click Properties.
The Internet Protocol Version window appears.
5
If it is not already selected, click the Obtain an IP address automatically selection button.
6
Click OK to close the Internet Protocol Version window.
7
Click Close. The Local Area Connection Properties window closes.
8
Click Close again to close the Local Area Connection Status window.
Note You may be prompted to restart your computer for the changes to take effect.
46
Configure Static IP Addressing
A Static IP Addressing scheme is a very reliable way to configure your network. However, it
does require manual configuration as well as an understanding of how TCP/IP addressing
functions. Another point that must be remembered is that whenever a new workstation is
added to the network, it will have to be manually configured as well.
To configure your Vista clients with a Static IP address, follow these steps:
1
Click Start > Control Panel, and then double-click Network and Sharing Center (In
Classic View mode). The Network and Sharing Center window appears.
2
Click the View status link for the Local Area Connection. The Local Area Connection
Status window appears.
3
Click Properties. The Local Area Connection Properties window appears.
4
Click the Internet Protocol Version 4 (TCP/IPv4) component, and then click Properties.
The Internet Protocol Version window appears.
5
Click the Use the following IP address selection button, and then enter the following
information in the appropriate textboxes.
47
CCC recommends using a non-routable address range such as the following:
Workstation 1:
Workstation 2:
Subnet Mask:
Peer Server:
169.254.0.10
169.254.0.20
255.255.255.0
169.254.0.1
Important! Each system on the network must be configured with a unique IP
address.
6
Click OK to close the Internet Protocol Version window.
7
Click Close. The Local Area Connection Properties window closes.
8
Click Close again to close the Local Area Connection Status window.
Configure Network Identification settings
1
Click the Start button > Control Panel, and then double-click System (In Classic View
mode). The System window appears.
2
Click the Change Setting link. The System Properties window appears.
3
Verify that the computer has a unique computer. No other computer on your network
should have the same name.
48
4
The workgroup name can be anything you choose, but must be the same on every
computer on the network.
5
Click OK to close the System Properties window.
Create Pathways users
1
Click Start > right-click Computer > Manage. The Computer Management Console
window appears.
2
From the left pane, click the Local Users and Groups component. The User and Groups
folders are displayed.
3
Right-click the Users folder, and then click New User. The New User window appears.
4
Enter the new user name and password in the appropriate textboxes.
5
Click the User must change password at next logon selection button. This will clear the
checkmark.
Note Add the user “installer” so that you can install, and update Pathways. You may wish to
select both the User cannot change password and Password never expires selection buttons.
6
Click Create.
7
Repeat steps 3 through 6 until all users who will be using Pathways have been added.
8
When you are finished adding users, click Close.
Note CCC recommends having the same logon name and password on both the
server and workstation for each user. This will eliminate users from having to log on
separately to both the server and their own workstation.
Add the Installer account to the Administrators group.
1
From the Computer Management left pane for Local Users and Groups, click the Users
folder to display the contents in the right pane.
2
Right-click the “installer” account, and then click Properties.
3
Click the Member Of tab, and then click Add.
4
From the Select Groups window, click the Advanced button, and click the Administrators
group from the lower pane.
5
Click OK to close the Select Users Group window.
6
Click OK to close the “installer” Properties window.
49
Fast User Switching
CCC does not support Pathways running on Windows Vista when Fast User Switching has
been enabled. The Fast User Switching feature of Windows Vista allows multiple users to
log onto the same computer without requiring the current user to close their programs. If
Pathways were to run simultaneously in two or more sessions on the same system, file
corruption could occur. In addition, when you consider the possibility of many logon
sessions running simultaneously, each with various applications still open, the effect on
performance alone could be quite dramatic. Due to these reasons, Pathways will not be
supported to work with Fast User Switching.
Map a drive letter to the shared directory.
In a peer-to-peer configuration, you must map a common drive letter from each of the
workstations to the shared CCCAPPS directory on the server. This can be done easily
through My Computer. To map a drive letter, follow these steps.
1
Click the Start button, and then click Computer. The Manage Computer window appears.
2
From the Folders pane on the left, right-click the drive you want Pathways to be installed,
and then click New > Folder.
3
Enter the folder name (CCCAPPS) and press enter.
4
From the Folders pane on the left, right-click the CCCAPPS folder, and then click Share.
The File Sharing window appears.
5
Click the droplist, and then click the users who will be running Pathways, and then click
Add.
6
Right click the user Permission Level droplist, and then click Co-owner.
7
Repeat steps 5 and 6 for each user who will be running Pathways.
8
Click the Share button, and then click Done.
Note Remember to add the installer account.
Access Rights
One of the features of Windows Vista is increased security. System administrators have
much greater control over user access to network resources as well as control over user rights
and access to the local system. Pathways requires that users have Full Control of both the
installation files that reside on the server as well as the Pathways directory that resides
locally on each workstation. In order to install, or update the Pathways program, the user
must have Administrator level access. This is due to the fact that during the installation or
update, program components are being installed and entries are made to the Windows
Registry.
50
Note Administrator level access is only needed during Pathways installation, Client
Setup and program updates. The monthly Data and Graphics CD’s can be run by
any regular Pathways user.
Important! Once Pathways is installed and Client Setup has been run, proper
access rights will need to be applied to the local Pathways folder created on
each workstation during the Client Setup process. This includes the server if
you are planning to run Pathways from that station as well. See the Network
Installation & Update Guide for Pathways for details.
You are now ready to proceed with the installation of your Pathways product. Please
refer to the Network Installation & Update Guide for Pathways for more information.
51
Chapter 5 – Windows XP Peer-to-Peer Client
Configuration
Configure the Workstations - Overview
Verify that the server and workstations meet all minimum hardware and software
requirements as published quarterly in the CCC Technical Requirements document. You can
find this document located on the CCC website: http://www.cccis.com/. CCC strongly urges
that the server and workstations meet or exceed our recommended hardware specifications to
ensure the best performance.
When a Network Interface Card (NIC) is installed, Windows XP will automatically install
the following required network components.



Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol TCP/IP
These are the only components necessary to get a peer-to-peer network up and running. And
for the most part, all of the default settings for these components will work just fine. The
only area that needs careful consideration is how you plan to assign TCP/IP addresses to your
workstations.
Note If your peer-to-peer network is already set up and running correctly, and it is
configured to use the TCP/IP protocol, then you may skip to the Create Pathways
users section.
The type of TCP/IP addressing scheme needed for the workstations, is determined by the
design that was previously chosen for the server.
Choose from the list below, the same TCP/IP addressing scheme that was configured for the
server, and then proceed to the appropriate section within this chapter.


ICS or Automatic Private IP Addressing
Static IP Addressing
52
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing, the workstation
configuration is identical. To verify that you have all of the necessary components and their
configurations for this type of setup, follow these steps for each of your XP workstations:
1
Log into Windows as an Administrator.
2
Click Start > Control Panel. The Control Panel window appears.
3
Double-click Network Connections. The Network Connections window appears.
4
From the Network Connections window, right-click the Local Area Connection, and then
click Properties.
5
Verify that the components listed below are present. (If not, you can use the Install button
to add the missing components.)
Note Additional components are not needed for a simple peer-to-peer network
installation, and can probably be uninstalled. (Consult with your network technician to
be certain.)
6
Click the Internet Protocol (TCP/IP) component, and then click Properties.
53
7
Click the “Obtain an IP address automatically” and “Obtain DNS server address
automatically” selection buttons.
8
Click OK. The Internet Protocol (TCP/IP) Properties window closes.
9
Click OK. The Local Area Connection Properties window closes.
Note If the above section was just completed, skip to the Configure network
identification settings section later in this chapter.
Configure Static IP Addressing
To configure your XP clients with Static IP addresses, follow these steps:
1
Log into Windows as an Administrator.
2
Click Start > Control Panel. The Control Panel window appears.
3
Double-click Network Connections. The Network Connection window appears.
4
Right-click the Local Area Connection, and then click Properties.
5
Click the Internet Protocol (TCP/IP) component, and then click Properties.
6
Click the Use the following IP address selection button.
54
7
Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above, and then click OK.
CCC recommends using a non-routable address range such as the following:
Workstation 1:
Workstation 2:
Subnet Mask:
Peer Server:
169.254.0.10
169.254.0.20
255.255.255.0
169.254.0.1
Important! Each system on the network must be configured with a unique IP
address.
8
Click OK. The Internet Protocol (TCP/IP) Properties window closes.
9
Click OK. The Local Area Connection Properties window closes.
55
Configure Network Identification settings
1
Log into Windows as and Administrator.
2
Click Start > Control Panel. The Control Panel window appears.
3
Double-click Network Connections. The Network Connection window appears.
4
Click Advanced > Network Identification. The System Properties window appears.
5
Click the Computer Name tab. From the “Full Computer Name”, verify that the
workstation has a unique computer name (e.g., Workstation1). No other computer on
your network should have the same name.
56
6
The workgroup name can be anything you choose, but must be the same on every
computer on your network.
7
To change either the computer name or workgroup name, click the Change button and
make any necessary changes.
8
When finished, click OK.
9
If prompted to restart your computer, click Yes.
Create Pathways users (XP Professional)
1
Log into Windows as an Administrator.
2
Click Start > My Computer > Manage. The Computer Management window appears.
3
From the Computer Management left pane, click the plus sign Local Users and Groups to
expand, and click the Users folder. The users are listed in the right pane.
57
4
Right-click the Users folder, and then click New User.
5
Enter the User name “installer” with a password of your choice. (This account will be
used for Pathways installation, client setup and program update purposes.)
Note CCC recommends having the same logon name and password on both the
server and workstation. This eliminates users having to log in separately to both the
server and their own workstation.
6
Deselect “User must change password at next logon,” and click Create.
Note You may also want to change the settings for the Password never expires and
User cannot change password options.
7
Enter the User name and Password of the user who will be running Pathways at this
workstation.
8
Click the “User must change password at next logon” selection button to clear the
checkmark (and make any other selections you want), and then click Create.
9
Repeat steps 9 and 10 for each user who will be running Pathways at this workstation.
10 When finished adding users, click Close.
Add the Installer account to the Administrators group.
Note Skip this section if using Windows XP Home Edition.
1
2
From the Computer Management left pane for Local Users and Groups, click the Users
folder to display the contents in the right pane.
Right-click the “installer” account, and then click Properties.
58
3
Click the Member Of tab, and then click Add.
4
From the Select Groups window, click the Advanced button, and click the Administrators
group from the lower pane.
5
Click OK to close the Select Users Group window.
6
Click OK to close the “installer” Properties window.
Create Pathways users (XP Home Edition)
In the interest of simplicity, Microsoft decided to offer limited choices when it comes to user
security levels for Windows XP Home Edition. There are only two, Computer Administrator
and Limited. In order for the Pathways program to properly function, Computer
Administrator level access is required. Therefore, anyone installing, updating or running
Pathways from a Windows XP Home Edition system must be logged on as a Computer
Administrator.
To create a Pathways user account, follow these steps:
1
Log into Windows as an Administrator.
2
Click Start > Control Panel.
3
Double-click User Accounts. The User Accounts window appears.
4
Click Create a New Account.
5
Enter the User Name for the user who will be running Pathways at this workstation, and
then click Next.
6
Click the Computer Administrator selection button, and then click Create Account.
7
Double-click the user account you just created, and then click the Create a Password
link.
8
Enter the password information required for this account, and then click Create
Password.
9
Click No in the “Do you want to make your files and folders private?” screen.
10 Repeat the above steps for each user who will be running Pathways at this workstation.
11 Click Ok to close the User Accounts window.
12 Click OK to close the Control Panel window.
Note CCC recommends having the same logon name and password on both the
server and workstation. This eliminates users having to log on separately to both the
server and their own workstation.
59
Fast User Switching
CCC does not support Pathways running on Windows XP when Fast User Switching has
been enabled. The Fast User Switching feature of Windows XP allows multiple users to log
onto the same computer without requiring the current user to close their programs. If
Pathways were to run simultaneously in two or more sessions on the same system, file
corruption could occur. In addition, when you consider the possibility of many logon
sessions running simultaneously, each with various applications still open, the effect on
performance alone could be quite dramatic. Due to these reasons, Pathways will not be
supported to work with Fast User Switching.
Map a drive letter to the shared directory.
In a peer-to-peer configuration, you must map a common drive letter from each of the
workstations to the shared CCCAPPS directory on the server. This can be done easily
through My Computer. To map a drive letter, follow these steps.
Note Windows XP handles different user logons almost as completely separate
systems. So if a drive mapping is created while “user1” was logged onto Windows,
when “user2” logs onto that same system, the mapping created for “user1” will not be
present.
1
Log into Windows as the user who will be running Pathways.
2
Click Start > My Computer.
3
Click Tools from the menu bar at the top of the window, and then click Map Network
Drive.
4
Click the appropriate drive letter from the Drive droplist. (This must be the same drive
letter used by every workstation on the network.)
60
5
From the Folder droplist, enter the correct Universal Naming Convention (UNC) path to
the CCCAPPS folder (e.g., \\PWSERVER\CCCAPPS). Verify Reconnect at Logon is
checked, and then click Finish.
6
Repeat all of the above steps for each user who will be running Pathways at this
workstation, (including the “installer” account).
If you do not know the correct UNC path to the CCCAPPS folder, or are having difficulty
mapping the drive as stated above, then follow the next steps, otherwise, continue to the
following section.
1
Log into Windows as the user who will be running Pathways.
2
Click Start > My Computer.
3
From the Other Places category in the left pane, click the My Network Places link.
4
From the Network Tasks category in the left pane, click the View Workgroup Computers
link.
5
Double-click the icon with the server name. (See the Configure network identification
settings section of chapter 1 if you need help to find your server name).
6
Right-click the CCCAPPS folder, and then click Map Network Drive.
7
Click the drive letter to be used for Pathways from the Drive droplist. (This must be the
same drive letter used by every workstation on the network.) Verify that the Reconnect at
logon selection button is checked, and then click Finish.
8
Repeat the above steps for each user who will be running Pathways at this workstation,
(including the “installer” account).
61
Access Rights
One of the features of Windows XP Professional is increased security. System administrators
have much greater control over user access to network resources as well as control over user
rights and access to the local system. Pathways requires that users have Full Control of both
the installation files that reside on the server as well as the Pathways directory that resides
locally on each workstation. In order to install, or update the Pathways program, the user
must have Administrator level access. This is due to the fact that during the installation or
update, program components are being installed and entries are made to the Windows
Registry.
Note Administrator level access is only needed during Pathways installation, Client
Setup and program updates. The monthly Data and Graphics CD’s can be run by
any regular Pathways user.
Important! Once Pathways is installed and Client Setup has been run, proper
access rights will need to be applied to the local Pathways folder created on
each workstation during the Client Setup process. This includes the server if
you are planning to run Pathways from that station as well. See the Network
Installation & Update Guide for Pathways for details.
You are now ready to proceed with the installation of your Pathways product. Please
refer to the Network Installation & Update Guide for Pathways for more information.
Note Prior to installing a Pathways product onto a network, the network operating
system should be correctly installed and functioning on the server, and all
workstations should be able to successfully attach and login to the server. A qualified
computer technician should make any necessary adjustments.
62
Chapter 6 – Windows 2000 Professional Peer-to-Peer
Client Configuration
Configure the Workstations - Overview
Verify that the server and workstations meet all minimum hardware and software
requirements as published quarterly in the CCC Technical Requirements document. You can
find this document located on the CCC website: http://www.cccis.com/. CCC strongly urges
that the server and workstations meet or exceed our recommended hardware specifications to
ensure the best performance.
When a Network Interface Card (NIC) is installed, Windows 2000 will automatically install
the following required network components.



Client for Microsoft Networks
File and Printer Sharing for Microsoft Networks
Internet Protocol (TCP/IP)
These are the only components necessary to get a peer-to-peer network up and running. And
for the most part, all of the default settings for these components will work just fine. The
only area that needs careful consideration is how you plan to assign TCP/IP addresses to your
workstations.
Note If your peer-to-peer network is already set up and running correctly, and it is
configured to use the TCP/IP protocol, then you may skip to the Create Pathways
Users section, later in this chapter.
The type of TCP/IP addressing scheme needed for the workstations, is determined by the
design that was previously chosen for the server.
Choose from the list below, the same TCP/IP addressing scheme that was configured for the
server, and then proceed to the appropriate section within this chapter.


ICS or Automatic Private IP Addressing
Static IP Addressing
63
Configure ICS or Automatic Private IP Addressing
Whether you are going to use ICS or Automatic Private IP Addressing, the workstation
configuration is identical. To verify that you have all of the necessary components and their
configurations for this type of setup, follow these steps on each of your 2000 Professional
workstations:
1
Log into Windows as an Administrator.
2
Click Start > Settings > Network and Dial-up Connections.
3
Locate the Local Area Connection. Right-click and then click Properties.
4
Verify that the components listed below are present. (If not, you can use the Install button
to add the missing components.)
Note Additional components are not needed for a simple peer-to-peer network
installation, and can probably be uninstalled. (Consult with your network technician to
be certain.)
5
Select the Internet Protocol (TCP/IP) component, and then click the Properties button.
6
Select “Obtain an IP address automatically” and “Obtain DNS server address
automatically”.
64
7
When you are finished making changes, click OK to close the Internet Protocol (TCP/IP)
Properties sheet.
8
Click OK to close the Local Area Connection Properties.
Note If the above section was just completed, skip to the Configure network
identification settings section later in this chapter.
Configure Static IP Addressing
To configure your 2000 Professional clients with Static IP addresses, please follow these
steps:
1
Log into Windows as an Administrator.
2
Click Start > Settings > Network and Dial-up Connections.
3
Locate the Local Area Connection. Right-click and then click Properties.
4
Select the Internet Protocol (TCP/IP) component, and then click the Properties button.
5
Select “Use the following IP address”.
65
6
Enter the IP Address and Subnet Mask values in the appropriate fields as displayed
above, and then click OK.
CCC recommends using a non-routable address range such as the following:
Workstation 1:
Workstation 2:
Subnet Mask:
Peer Server:
169.254.0.10
169.254.0.20
255.255.255.0
169.254.0.1
Important! Each system on the network must be configured with a unique IP
address.
7
When you are finished making changes, click OK to close the Internet Protocol (TCP/IP)
Properties sheet.
8
Click OK to close the Local Area Connection Properties.
66
Configure Network Identification settings
1
Log into Windows as an Administrator.
2
Click Start > Settings > Network and Dial-up Connections.
3
Click the Advanced menu item at the top of the window and then click Network
Identification.
4
On the Network Identification tab, verify that the workstation has a unique computer
name (e.g., Workstation1). No other computer on your network should have the
same name.
5
The workgroup name can be anything you choose, but must be the same on every
computer on your network.
6
To change either the computer or workgroup name, click the Properties button and make
any necessary changes.
67
7
When finished, click OK.
8
If prompted to restart your computer, click Yes.
Create Pathways users
1
Log into Windows as an Administrator.
2
Click Start > Settings > Control Panel.
3
From Control Panel, open Administrative Tools, then open Computer Management.
4
In Computer Management, expand Local Users and Groups (by clicking the plus sign
next to it) and click the Users folder.
68
5
Right-click the Users folder, and then click New User.
6
Enter the User name “installer” with a password of your choice. (This account will be
used for Pathways installation, client setup and program update purposes.)
Note CCC recommends having the same logon name and password on both the
server and workstation. This will eliminate users from having to log on separately to
both the server and their own workstation.
7
Deselect “User must change password at next logon,” and click Create.
Note You may also want to change the settings for the Password never expires and
User cannot change password options.
8
9
Next, enter the username and password for the user who will be running Pathways at this
workstation.
Deselect “User must change password at next logon” (and make any other selections you
want), and then click Create.
10 Repeat steps 8 and 9 for each user who will be running Pathways at this workstation.
11 When finished adding users, click Close.
Add the Installer account to the Administrators group.
1
In Computer Management, under Local Users and Groups, click on the Users folder to
display the contents in the right pane.
2
Now, right-click the “installer” account and then click properties.
3
From the Member Of tab, click the Add button.
69
4
5
On the Select Groups window, select the Administrators group, click the Add button, and
then click OK.
Click OK on the “installer” Properties window, and close Computer Management.
Map a drive letter to the shared directory.
In a peer-to-peer configuration, you must map a common drive letter from each of the
workstations to the shared CCCAPPS directory on the server. This can be done easily
through My Network Places. To map a drive letter, follow these steps.
Note Windows 2000 Professional handles different user logons almost as completely
separate systems. So if a drive mapping is created while “user1” was logged onto
Windows, when “user2” logs onto that same system, the mapping created for “user1”
will not be present.
1
Log into Windows as the user that will be running Pathways.
2
Right-click the My Network Places icon on the desktop and then click Map Network Drive.
3
Select the appropriate drive letter from the drop-down menu. (This must be the same
drive letter used by every workstation on the network.)
4
In the Folder field, enter the correct Universal Naming Convention (UNC) path to the
CCCAPPS folder (e.g., \\PWSERVER\CCCAPPS). Make sure Reconnect at logon is
checked, and click Finish.
5
Repeat all of the above steps for each user that will be running Pathways at this
workstation, (including the “installer” account).
If you do not know the correct UNC path to the CCCAPPS folder, or are having difficulty
mapping the drive as stated above, then follow the next steps, otherwise, continue to the
following section.
1
Log into Windows as the user that will be running Pathways.
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2
Double-click the My Network Places icon on the Windows desktop.
3
Open Computers Near me by double-clicking it.
4
Assuming that you have correctly setup the workgroup name on both the workstation and
server, you should see the server listed. If so, skip to Step 8.
5
If you don’t see you server listed, you may have mistyped the workgroup name on either
the workstation or server. Refer to the Configure Network Identification settings section of
the appropriate chapter for information on checking this setting.
6
If you still don’t see the server listed, click Search in the tool bar at the top of the window.
7
Enter the name of the server and click Search Now. The server should be listed in the
Search Results window. If not, your network is not properly configured. Please refer to
the previous sections of this chapter, or to a qualified network technician.
8
Double-click the server name. You should see the CCCAPPS directory listed.
9
Right-click the CCCAPPS directory, and then click Map Network Drive.
10 Select the drive letter to be used for Pathways. (This must be the same drive letter used
by every workstation on the network.) Make certain that “Reconnect at logon” is selected,
and then click Finish.
11 Repeat all of the above steps for each user who will be running Pathways at this
workstation, (including the “installer” account).
Access Rights
One of the features of Windows 2000 Professional is increased security. System
administrators have much greater control over user access to network resources as well as
control over user rights and access to the local system. Pathways requires that users have Full
Control of both the installation files that reside on the server as well as the Pathways
directory that resides locally on each workstation. In order to install, or update the Pathways
program, the user must have Administrator level access. This is due to the fact that during the
installation or update, program components are being installed and entries are made to the
Windows Registry.
Note Administrator level access is only needed during Pathways installation, Client
Setup and program updates. The monthly Data and Graphics CD’s can be run by
any regular Pathways user.
Important! Once Pathways is installed and Client Setup has been run, proper
access rights will need to be applied to the local Pathways folder created on
each workstation during the Client Setup process. This includes the server if
you are planning to run Pathways from that station as well. See the Network
Installation & Update Guide for Pathways for details.
You are now ready to proceed with the installation of your Pathways product. Please
refer to the Network Installation & Update Guide for Pathways for more information.
Note Prior to installing a Pathways product onto a network, the network operating
system should be correctly installed and functioning on the server, and all
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workstations should be able to successfully attach and login to the server. A qualified
computer technician should make any necessary adjustments.
Backup options
A backup system (such as a removable drive, CD-RW, or a tape drive) is necessary to protect
you from unexpected disasters that lead to loss of data. CCC strongly recommends that you
purchase a large-capacity backup system and implement a consistent backup routine that is
strictly adhered to. Backups should be done as often as is practical. Depending on the need, it
is best to back up the system on a daily or weekly basis. For help with implementing a
backup system, please enlist the services of a qualified consultant or network engineer.
Note The Backup and Restore utility that is installed along with Pathways, was
primarily designed to ease the move of Pathways from one computer to another in
the event of computer upgrade or replacement. However, this utility can be used as a
limited backup system due to its ability to auto run through Windows Task Scheduler.
Important! Pathways Backup and Restore will only backup the Pathways work files
and configuration files. No program or database files are backed up at all. In the event
of a system failure, Pathways would have to be reinstalled first, after which the work
files and configuration files can be restored.
You are now ready to proceed to the appropriate Windows Peer-to-Peer Client Configuration
chapter of this guide for instructions on setting up your workstations.
Note Prior to installing a Pathways product onto a network, the network operating system
should be correctly installed and functioning on the server, and all workstations should be
able to successfully attach and login to the server. A qualified computer technician should
make any necessary adjustments.
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