Workstations are either W2K or XP with existing ORACLE7 client:


1. Connect to client workstation through either VNC or TS
2. Find and change map from TRADE (TWS & DATA) to NETSHARE with full control
3. Open explorer and remove directories:
*:\ORANT or *:\ORAWIN95
*:\program files\common files\borland
4. Open Registry and remove keys
HKLM | SOFTWARE | BORLAND
HKLM | SOFTWARE | ORACLE
5. Open SYSEDIT and remove PATH=C:\ORANT\BIN from autoexec if exists.
6. Open Explorer and check cd name
'C' = Client install Cd
'S' = Server install cd
7. Open CD and run Setup.exe
Note: if the Microsoft.net framework needs to be installed - then install - the
client portion of the install will begin after the .net framework installs.
8. Choose COMPLETE if installing to C:\ Choose CUSTOM if other
Note: be mindful that the install shield prompts you to finish BEFORE Oracle
is actually finished installing. Do not click FINISH until the oracle is done.
Watch performance monitor for CPU activity - you can also watch the *:\DOUGLAS...\ORACLE
folder for directories to appear.
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TROUBLESHOOT:
If a DOS window opens and displays error: THE SYSTEM CAN NOT FIND THE
SPECIFIED PATH c:\windows\system32\cmd.exe, then close the DOS box.
You will see the INstall Shield attempt to finish the installation - click FINISHED.
This will copy the DOUGLAS folder onto the C:\ drive and the Oracle folder
will be incomplete. If this happens or if the Oracle client fails to
install via Install Shield, then install Oracle manually.

From CD: Open ORACLE9CLIENT\INSTALL\WIN32\SETUP.EXE
Make sure to change the install destination path to *:\DOUGLAS\ORACLE
Make sure to install STANDARD client - it defaults to ADMINISTRATOR

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9. Once installation is complete, launch NET CONFIGURATION ASSISTANT from
START | PROGRAMS | ORACLE - CSI | CONFIGURATION AND MIGRATION TOOLS | Net Configuration
Assistant.

a) Choose Local Net Service Name Configuration
b) Choose Add
c) Choose Oracle8i or later database service
d) Service Name = ORCL
e) Choose protocal - TCP
f) Host Name = either the IP address of the server or the machine name of server.
g) Test Connection - YES
h) Net Service Name = ORACLE1
i) Configure another? = NO
j) NEXT, then FINISH and exit Net Configuration Assistant

10a. Patch the BDE Client code.  See http://douglas-associates.com/files/folders/csi/entry44.aspx for more information and the file to download.

10b. Configure BDE Administrator
Use Windows Explorer to open *:\program files\common files\Borland Shared\BDE\BDEadmin.exe

Open BDE Administrator | CONFIGURATION tab and modify native ORACLE driver:
DLL32 = SQLORA8.DLL
VENDOR INIT = OCIW32.DLL
SERVER NAME = ORACLE1
SQLQRYMODE = SERVER
USER NAME = SYSDBA

Within BDE Administrator | DATABASE tab, create ORACLE1 database alias after above modifications.
(if you find an existing ORACLE1 alias - delete it - it won't have the right settings shown in
step 12)..then
a. Right click, NEW
b. Choose ORACLE from the list.
c. This creates ORACLE1 in the left side.
d. Right click, APPLY
e. Close BDE Administrator and save if prompted, then reopen to initilize
f. Double click ORACLE1 - User = SYSDBA Pass = MASTERKEY
Look for ORACLE1 to turn green - indicates connection.

11. Make a Desktop icon using the map letter (Ex: t:\douglas\csi\campaign.exe)
On Windows XP, this shortcut should be in C:\Documents and Settings\All Users\Desktop so that it is available to any user that logs into the machine.

12. Copy the rs_run.ini and rs_sqlif.ini files from T:\Douglas\CSi\IniFiles to the C:\WINDOWS or C:\WINNT directory.
Make sure that the rs_run.ini file paths match the map letter.

13. Open REGEDIT and navigate to:
HKEY_LOCAL_MACHINE | SOFTWARE | BORLAND | ReportSmith | 3.00
a. If this path does not exist, use the New Key option to create folders until you have this path.  Please note that there is no space in "ReportSmith"
b. In the 3.00 folder, there should be a String Value named "Runtime Directory".  Please note that there is a space in "Runtime Directory".  If this String Value does not exist, use the New String Value option to create it.
c. The Value of the "Runtime Directory" entry should be the path to the ReportSmith runtime files on the server where Campaign CSi was installed.  (Example: T:\DOUGLAS\CSI\RS_RUN32)

14. Edit User Environment Variables:
a. Right click My Computer and choose Properties.
b. Go to Advanced tab and click Environment Variables button.
c. In the USER variables at the top, double click TEMP and make the path
C:\WINDOWS\TEMP or C:\WINNT\TEMP (depending on your OS)
d. Do the same for the TMP variable.

15. Open SQLNET.ORA file located in *:\DOUGLAS\ORACLE\NETWORK\ADMIN.  This is a text file, so you can open it with Notepad.
a. # the line that reads SQLNET.AUTHENTICATION_SERVICE
b. Save and exit.

16. Open Control Panel | Regional Settings and check/set SHORT DATE FORMAT = MM/DD/YYYY

17. Launch Campaign CSI v4.0 software from desktop icon
User = SECURITY
Pass = PASSWORD
Launch a report and make sure no errors.

18. Use RegEdit to rename HKLM\SOFTWARE\ORACLE\NLS_LANG to NLS_LANG2.  This change required to run Campaign Report Tool.

19. Add Read/Execute privs to C:\Douglas\Douglas\Oracle for local machine Users group.

20. Add Doman\User to local Admins group.  Required to run reports.