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Article ID187
Created On10/14/2010
Modified3/23/2011
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CSi Client Install Guide - New Workstation

Prerequisites:
  • Workstation has Windows XP, Vista, or 7 32-bit operating system
  • Workstation does not have a prior installation of Campaign CSi
  • Workstation does not have a prior installation of Oracle Client components
Login as the user who will be using the CSi software and perform these steps:
  1. Check the list of installed programs to be sure that neither Oracle nor CSi software has been installed previously.  These instructions many not work if either have been installed before.
  2. Add this user to the local Administrators group.  It is ok if this user is a domain user on the network.
  3. Create a TEMP folder that has no spaces or special characters in the path.  We recommend C:\TEMP
  4. Open Control Panel | Regional Settings and check/set SHORT DATE FORMAT = MM/dd/yyyy
  5. 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:\TEMP (depending on your OS)
    d. Do the same for the TMP variable.
    e. Create a new System Variable TNS_Admin=C:\XEClient\Network.  This allows the Oracle 10g software to find the TNSNAMES.ORA file.  This is required for the BDE and the ReportSmith drivers to find the ORACLE1 database connection.
  6. Make sure you have the required installation files in a local directory like C:\Douglas\Installers.  Our techs will usually upload this directly to the client workstation.  Do not attempt to run these from a server share.
    1. Oracle 10G XE client package
    2. Campaign CSi Client Install minus the Oracle9i directory (client install for Oracle v9)
  7. If installing on Vista/Win7, make sure the compatibility settings for the XEClient are set to WinXP SP3 and use the Run As Admin option.
  8. Install the Oracle 10g XE client to the default directory C:\XEClient.
  9. Create directory C:\XEClient\Network.   Copy TNSNAMES.ORA file from server to this directory.  This will allow us to connect to Oracle database using the ORACLE1 connection string.
  10. Test the connection to the Oracle database using SQLPLUS sysdba@oracle1
  11. Install CSi v4.xx using the client install CD WITHOUT the Oracle9iClient directory.  If necessary, copy contents of CD to a directory.
  12. Patch the BDE Client code.  See http://douglas-associates.com/files/folders/csi/entry44.aspx for more information and the file to download.
  13. Create a public Desktop shortcut to the Campaign CSi program using the mapped drive letter (e.g. - 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.
    On Vista/Win7, it will be located in C:\Users\Public\Public Desktop.
  14. Configure BDE Administrator.  Use Windows Explorer to open C:\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, delete the ORACLE1 entry that was created during CSi install.  It will have the wrong settings.
    Create ORACLE1 database alias:
    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.
  15. 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.
    Make sure the rs_sqlif.ini file refers to OCIW32.DLL (not OCI.DLL) in the Oracle section.
  16. 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)
  17. Launch Campaign CSI v4.0 software from desktop icon
    User = SECURITY
    Pass = PASSWORD
    Launch a report and make sure no errors.
 
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