Installing The CV11 Client

CV11 is a true Client/Server application. After you have installed the complete Server program to your Server, you are able to install a very small CV11 Client program to access your Collect! database.

There are two ways to use the CV11 Client:

• You may install the CVll Client on the Server, and make a shortcut to this on each workstation.
• Or, you may install the CV11 Client on each workstation.

This requires that you have already installed the CV11 Server application..

Your CV11 Client users will need access to a directory on your server that will allow for shared access to attached files and printed letters. By default, this folder exists in your CV11\bin\global folder.

CV11 Server Preparation

Before installing the CV11 Client to either your Server or your Workstations, please prepare as outlined below.

1. Have a CV11 Server running and configured on your Server.

2. Share the CV11 folder that contains your CV11 Server, with FULL CONTROL share permissions for all users who will be accessing Collect!.

The CV11\bin folder and its subfolders must be set to FULL CONTROL at the file level. You can set more secure permissions at the file level on the rest of the folders.

3. On your Server, start Collect!, sign in as a user with User Level 99.

4. Select System from the top menu bar and then select Preferences from the drop-down choices. This will display the System Setup menu.

5. Select the DATABASE PREFERENCES button to view the Database Preferences form.

6. In the field labeled Log path, enter "\\FileServer\CV11Share\bin\" where "FileServer" is the Windows networking name of your file server and "CV11Share" is the name of the share you defined above for your CV11 folder.

7. In the field labeled Global file access path, enter "\\FileServer\CV11Share\bin\" where "FileServer" is the Windows networking name of your file server and "CV11Share" is the name of the share you defined above for your CV11 folder.

8. Exit out of Collect!

9. Make note of the IP Address of your Server.

Installing The CV11 Client To Your Server

You must be on your Server to install the CV11 Client to your Server.

1. If you downloaded the CV11 installation file, double-click the CV11 installation icon on your Desktop. This will begin the installation wizard and in a moment the installation window will appear.

2. Installation begins. You will see the Welcome window. Select NEXT to continue. The License Agreement asks you to read and be aware of the terms within the Collect! Terms of Use. Select "I accept the terms of the license agreement" and then select NEXT to continue.

3. The Choose Installation screen appears next. Make sure the radio button labeled Install to Client is dotted. This will install the CV11 Client program to your Server. Select NEXT to continue.

4. The Client Information dialog asks you for your Name and your Company Name and your Server's IP Address which you noted above in Preparing Your CV11 Server, Step 5. Please enter the information in the fields provided. Select NEXT when you are ready.

You must enter the IP Address of your Server before you can proceed.

5. Next the Setup Type screen is displayed. If you accept the default settings, the Complete installation will be installed to the default directory, C:\CV11Client. Select NEXT to proceed.

Select Custom ONLY if you need to change the directory that you are installing to. This will take you to a few screens where you can customize your selections.

CUSTOM ONLY: The Choose Destination Location dialog allows you to set the path where you want to install the software. We recommend using the default path that is displayed, (i.e. C:\CV11Client) It will be easier for your technical staff and our technical support personnel if you install to a root drive. Please DO NOT install the software to the Program Files folder! It is important to know where you are installing Collect!. Select the CHANGE button to select a new path. Select NEXT to continue.

Ensure that you install the CV11 Client to a new location, NOT to the same folder as your CV11 Server application.

CUSTOM ONLY: The Select Features screen shows the features that will be installed. Please leave the settings alone and select NEXT to continue.

6. The Start Copying Files screen lists the details of your selections, including the IP Address that you entered for your Server. If you are satisfied, select NEXT to begin the installation and copying of files.

The software is now being installed to your computer. This will only take a few moments.

7. When the installation has finished, your settings will be updated with the IP Address you gave for your Server. A message will flash on the screen saying that the "connect.ini has been modified." This is the file that records the IP Address information so that you can access the Server from CV11 Client. Select OK to close the message.

8. Setup Complete. Select the FINISH button to close the installation window.

9. Program Icons. After Collect! is installed, the installer creates program icons on your Desktop and in the Start Menu program folder for Collect!

An Icon is installed for the CV11Client program. An Icon is also installed to the Start menu Collect! program folder.

Shared CV11 Client On File Server

This section applies only to CV11 Client installed on your Server, not CV11 Client installed on a workstation.

1. After the CV11 Client installation has completed, on your Server, share the CV11 Client folder with FULL CONTROL permissions for the Windows users who will be using Collect!.

2. Create shortcuts on the Desktops of the client computers who will be using Collect! which point to \\FileServer\CV11Client\bin\CV11.exe, where "FileServer" is the Windows networking name of your file server.

3. If you have customized headers and stylesheets, please copy the contents of your CV11\bin\styles folder to your CV11Client\bin\styles folder.

• Ensure that the CV11 Server is running on your File Server.
• Double-click the CV11Client icon on your Workstation.
• Enter a valid ID and Password.
• You should be able to sign into Collect! if all the settings and shares are accurate.

Installing The CV11 Client To A Workstation

You must be at the Workstation to install the CV11 Client to a Workstation.

1. Before proceeding, please ensure that your Server is prepared as outlined above in the section, CV11 Server Preparation.

2. The basic steps to install the CV11 Client to a Workstation are the same as the Steps 1 to 9 outlined above in the section, Install CV11Client To Your Server. So please follow Steps 1 to 9 and install the CV11 Client to the test workstation.

3. During the CV11 Client installation, please ensure that you correctly enter the IP Address of your Server, when prompted.

4. When the installation has finished, your settings will be updated with the IP Address you gave for your Server. A message will flash on the screen saying that the "connect.ini has been modified." This is the file that records the IP Address information so that you can access the Server from CV11 Client. Select OK to close the message.

5. Setup Complete. Select the FINISH button to close the installation window.

6. Program Icons. After Collect! is installed, the installer creates program icons on your Desktop and in the Start Menu program folder for Collect!

An Icon is installed for the CV11Client program. An Icon is also installed to the Start menu Collect! program folder.

7. If you have customized headers and stylesheets, please copy the contents of your CV11\bin\styles folder to your CV11Client\bin\styles folder.

• Ensure that the CV11 Server is running on your File Server.
• Double-click the CV11Client icon on your Workstation.
• Enter a valid ID and Password.
• You should be able to sign into Collect! if all the settings and shares are accurate.

See Also

- Install Collect! For The First Time