Cruisepak Installation Guide

Product Installation Guide
October 1st, 2007
CruisePak Product Documentation
CruisePak Installation Guide
CruisePak Computer Prerequisites

CruisePak is a multi-user, network ready customer relationship management system that supports the handling of a travel agency's cruise, tour, and general travel bookings. This document indicates what type of computer is necessary to run CruisePak and also indicates detailed instructions as to how to set CruisePak up on a computer. Hardware Requirements CruisePak requires that computers running CruisePak meet a particular hardware requirement. They are: a. b. c. d. e. f. g. h. A monitor with a display resolution of 1024 x 768. Most all computers nowadays meet that requirement. A hard disk. Any size greater than 20MB will do. Most computers come with hard drives 10 times that in capacity. A mouse or other equivalent pointing device. A keyboard. A printer. (Local or Network) A processor with speed greater than 700MHZ. Most computers today come with twice that. 256 MB RAM. 512MB recommended due to Windows. A network connectivity card for network connections to the internet or a modem which can connect to the internet.
Software Requirements CruisePak requires that your computer meet a certain software configuration. The software configuration is: a. Microsoft Windows XP Home, XP Professional, or at least Vista Home Premium Systems. Note that CruisePak will run on older versions of Windows but further manual configuration is necessary as Microsoft is no longer actively supporting older versions. An active Internet Connection. Microsoft Office is recommended; but not required.
b. c.
*Note CruisePak is heavily integrated with Microsoft Outlook. Outlook Express, the email client that comes free with Windows is not sufficient for thorough integration. If your computer meets these requirements, then proceed to the next section, CruisePak Installation.
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CruisePak Product Documentation CruisePak On Older Versions Of Windows
Please note that we do not provide assistance on installing CruisePak on computers running versions of Microsoft Windows older than XP Home. However, that does not mean that CruisePak doesn't run on these systems. To allow CruisePak to run on these systems, you will need to manually download and install certain updates from the Microsoft website. They are: a. b. c. d. e. Microsoft Advanced Data Objects (ADO) version 2.8 or newer. Microsoft XML 6. Microsoft Jet Engine Version 4 or newer. DCOM 98 (Windows 98 2nd Edition Operating Systems, Windows 95 Operating Systems) DCOM 95 (Windows 95)
You can go to http://www.microsoft.com and enter in those terms in the search box. Most likely, you will be directed to the appropriate area where you can get instructions and the actual download.
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CruisePak Installation Instructions

Welcome to CruisePak Installation. CruisePak requires Windows XP Home, Windows XP Professional or Windows Vista. It will however run on previous versions of Windows but other Microsoft updates must be manually applied in order to get your computer up to speed with all the necessary prerequisites. To install CruisePak, please perform the following instructions once you have downloaded the CruisePak Setup file from the internet. 1. 2. Perform a complete Windows Update. You can do this by pointing your browser to http://windowsupdate.microsoft.com Disable all items in your Startup folder and your virus checker. It is necessary to disable any little utilities like calendar programs, unattended background update programs, music download programs, etc before installing CruisePak. Those programs sometimes lock system files that CruisePak may need to install or update. Rule of thumb: Exit out of all running applications. Double Click on the setup archive you downloaded from the internet. It should be of the form cpsetup36_xxxx_xx_xx.zip (ex. cruisepak_2007_09_25.zip). The numbers in the filename correspond to the date of release. Once you double click on the file, WinZip should open up and there should be two files in there. One, setup.exe, the main setup application and two, CruisePak Installation Instructions.pdf, a copy of this document. Double click on the setup.exe file. This is the main setup application and will install CruisePak to your PC. Upon starting setup, you will be prompted with the following screen,
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On the previous screen, Click Next. You will then be brought to this screen.
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On the above screen, read and decide whether you will agree to the License Agreement. If you do, select the I accept the terms.... option and then click Next. You will then transition to the following setup screen.
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CruisePak Product Documentation 8.
On the previous screen, you are given the option to change in what folder you wish to install CruisePak. We recommend you accept the default folder. However, ultimately, it is your choice. If you do decide to change it, click the Change button. You will then be given an option to select the installation folder of your choice. Click Next to Continue. You will then be presented with the following screen.
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On the above screen, select Typical and then click Next to continue. You will then be presented with one more screen before actual installation. The confirmation screen is shown below.
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10.
On the previous screen, click Install. The software will begin installation. Upon completion of installation, all the components of the CruisePak suite will be installed on disk. The CruisePak icon will be installed on your desktop. It looks like this:
Double Clicking on this icon will start the CruisePak application. In addition, several other applications which comprise the CruisePak product suite are also installed. They can be found by selecting the CruisePak v3.6 Start Menu item. To see all the applications that were installed, please do the following from the desktop.
a. Click Start. b. Click All Programs. c. Select CruisePak v3.6.
d. When you select the CruisePak v3.6 Start Menu Item, several applications will appear in the menu. These are explained briefly in the following.
The products installed as part of the CruisePak product suite are:

a. CruisePak - The primary customer relationship manager, accounting, marketing, and reporting system. b. CruisePak Inventory Manager - Used to define inventory allocations, travel packages, etc. c. CruisePak Sequential Mail - An advanced email marketing tool. Performs Bulk emailing, Sequential Marketing campaigns, target marketing, etc.
d. CruisePak Setup - Sets operational characteristics of the CruisePak system. e. CruisePak Quicksend - a utility to quickly send pre-defined email messages without the use of an email client. f. CruisePak RSS - A RSS news reader. Use this to keep up to date with news and information concerning CruisePak.
g. CruisePak RSS Writer- A RSS News Feed Writer. Use this to create news feeds for your agency. h. CruisePak Netbar - A Utility that quickly accesses vendor inventory networks. i. CruisePak Quickbooks Interface Setup - Used to define configuration parameters such that CruisePak can merge data into Quickbooks....for those who like to use Quickbooks as their primary accounting system. CruisePak Designer - The utility to define Invoice (Print And Email) formats, Quote (Prints and Email) formats, Quote Request (Print and Email formats), and Confirmation (Print And Email) formats.
j.
k. CruisePak Database Utility - Keeps your database running optimally. l. CruisePak Workstation Configuration - Used to configure your computer to use data sources containing your customer data.
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m. CruisePak Connector - Provides a means by which your website can access your locally stored CruisePak data. Together, these applications combine to perform a very powerful business tool to assist you in running your travel agency; regardless of size.
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Reboot the computer. It's always a good idea to restart the computer after an installation of a software application. Upon restart of the computer, first make sure you are connected to the internet. If so, start CruisePak by Double Clicking on the CruisePak 3.6 icon located on the desktop. You might be prompted by your firewall on whether to allow CruisePak access to the internet. If you are prompted, then allow. Since this is a new installation, the following screen will appear.
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Select where you want CruisePak to install the database. The database is a software repository which stores all of your customer information. Option (1) installs the database in a subfolder of the My Documents folder called CruisePak36. This option is best for single users.
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Option (2) installs the database in a subfolder to the Shared Documents folder called CruisePak36. This option is best for when you want multiple computers to access the same CruisePak database (Network). Option (3) installs the database in a folder that you determine. This is best for the case when you wish to install the CruisePak database to a shared folder on a File Server or some other location. Option (4) tells CruisePak not to install any databases. Use this option if this computer is simply an agent's computer on an already existing network running CruisePak (i.e. the databases are already installed in some other location. IN THIS CASE, the installation will stop and you will need to use the WORKSTATION CONFIGURATION utility to instruct CruisePak as to which computers to use. See the instructions in the next section of this document. Click Continue. The next screen that appears is shown in the following.
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CruisePak requires some information to begin it's initialization process. Please provide your agency name and address in section 1. Contact information in section 2. And check off the box in section 3 if you would like the initialization process to automatically enter in predefined destinations, ships, vendors, etc.
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Click Continue when you've specified the appropriate information. Upon clicking Continue, CruisePak will begin the initialization process. When the initialization process is complete, you will be presented with an installation results screen. That screen is shown in the following.
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Upon display of this screen, click the Print button and print the installation results. This is important information and should be kept permanently as part of your computer configuration management process. After you've printed this page, click Continue. CruisePak will finalize the installation.
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CruisePak Product Documentation 16.
If you see this screen, you've successfully installed CruisePak. Good Luck and review the Quick Reference Guide to get you going using the product.
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Network Computer Setup

(Network Client PC)
To install CruisePak on a an agent computer, please do the following. 1. 2. Repeat Steps 1 - 11 of the previous section. After you reboot the computer, instead of starting CruisePak, start the Workstation Configuration Utility. You can start the Workstation Configuration Utility via the start programs menu by clicking Start -> All Programs -> CruisePak v3.6 -> Workstation Configuration Utility. Select the databases you installed in the previous section. Click the Browse button on the main screen of the Workstation Configuration Utility (See the Workstation Configuration Utility Section for Details) and find the computer and the folder in which the databases are installed. After you select the databases, click the Apply button on the Workstation Configuration Utility Main screen. You will then exit out of the program. Now start CruisePak. You should connect to the CruisePak database with no problem.
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4. 5.
Network Best Practices CruisePak is designed to be a multi-user system. Whether you are a home based agent with two computers or a full service agency with 20 or more, certain practices should be observed to provide an optimum computing environment. Some of these issues are as follows. 1. For peer to peer installations (i.e. installations without a file server), avoid installing a shared database on an agent workstation that is heavily used. Virus Checkers, Email programs, Graphics programs all take system resources and could freeze the computer thereby corrupting the CruisePak database. It is recommended to install the database on a little used computer. In lieu of a File Server, a dedicated Windows XP machine is the best solution. For home installations, this usually isn't an issue. However, for larger agencies, this has reared it's ugly head in the past. 2. Avoid using wireless connectivity. Cell phones, lights, etc. all contribute to corrupting the network connection. If at home, your neighbors could be using your wireless connection without you even knowing it. It isn't their fault, it is just the range and the way the wireless protocol works. Of course there is always the guy who is sitting outside in his car piggy backing on your wireless connection too. Ensure your wiring is in good shape. Older offices often use old phone lines for connecting computers. Connecting to the internet and reading web pages isn't a big deal. But with CruisePak, you are writing to a database...and that takes a lot of data transfer that cannot be interrupted or impeded by faulty wiring. Ensure your hubs and routers are in fine working order. Sometimes, ports go bad on those things; especially if you paid less than 50 dollars for the equipment.
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Workstation Configuration Utility

The CruisePak Workstation Configuration Utility is used to instruct the software as to which CruisePak database to use. To start the Workstation Configuration Utility, 1. 2. 3. 4. Click Start Click All Programs. Select the CruisePak34 Start Menu Item. When the submenu appears, select the Workstation Configuration Utility.
You will presented with the following screen.
On this screen, if you click the Browse button, you will be presented with a dialog to select the CruisePak main database. The Dialog is shown below.
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Select the CruisePak main database file. It is usually called crupak36.mdb. Then, click Open. You will transition back to the main screen.
Back on the main screen, Click Apply. You will then be presented with the confirmation screen as shown in the following.
Click Yes to Confirm. Now CruisePak (and all other applications in the CruisePak product suite) will use the databases as outlined in that dialog. Click Yes to confirm. The application will exit out. Using Alternative Databases Advanced users of CruisePak may want to store their databases in several different locations. In fact, they may want to store their main cruisepak data in an Relational Database Management System (SQL Server) and their inventory in the provided database, and even possibly their Sequential Mail data in another Relational Database Management System such as MYSQL. CruisePak provides the ability to do this as well. To configure CruisePak to utilize data from multiple data sources, start the Workstation Configuration Utility. Then, click on the link of one of the applications whose data source you want to specify elsewhere. You will be presented with the following screen.
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On this screen, you can specify alternative database connection information in the Connection field. Note that this is for advanced users and network administrators. The average person doesn't need to be concerned with this. Now Click Apply. The configuration will be saved. You can repeat this process for Sequential Mail database location, Inventory Database location, and even the Quickbooks Interface Database location. NOTE. If you are using alternative data sources, do not click Apply on the first screen in the Workstation Configuration Utility. It will reset everything back to the defaults. NOTE. This configuration is only good for the current computer. You will need to repeat alternative Configuration settings on all computers on the network. Configuration File CruisePak uses a configuration file to store its configuration information. This file can be displayed in a simple text editor. The Configuration File is located in the folder: C:\Documents And Settings\~UserName~\Local Settings\Application Data\CruisePak36 The file name itself is config.ini. Note that this folder and file name cannot be changed. If you would like to easily display the contents of the file using the workstation configuration utility, Click the more link on the Workstation Configuration Utility main screen and then from the popup menu, select Show Initialization File. Conclusion This gives a brief overview of the CruisePak Workstation Configuration Utility. For Network Installations of CruisePak, this utility will be used often on each workstation.
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Troubleshooting
If you encounter errors while starting CruisePak, it is likely that your computer's windows configuration is not up to date. 1. You Receive An Active X Error
This can happen on computer's whose operating system is Microsoft Windows XP Home (and sometimes Professional). To remedy this, we first suggest that you. a. Perform a complete Windows update. If running XP Home or Professional, ensure you have Service Pack 2 installed. Also, you might want to update your browser (Internet Explorer) at this time if you are not running the latest version. If CruisePak still gives this error, try installing something called MSXML6 from microsoft. You can get it at the microsoft website (www.microsoft.com).
1. In your web browser, type the following URL in the address bar. Note that there should not be any line breaks in the address. http://www.microsoft.com/downloads/details.aspx?FamilyID=993c0bcf-3bcf-4009be2127e85e1857b1&displaylang=en 2. 3. 4. Install the file as instructed. This is a Microsoft File and this file updates your Windows Perform another Windows update. This will update the file you just downloaded with the latest fixes from Microsoft. (Don't ask me why the fixes aren't provided in the download file). Try and restart CruisePak.
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c.
Check and Verify that your Windows Management Instrumentation Service is running...and that it starts automatically upon computer start. To do this:
1. 2. 3. 4. 5. 6. 7. 8. Click Start and then select Control Panel. Click the Administrative Tools icon. Click the Services icon. On the Services screen, locate the Windows Management Instrumentation entry in the list. You may have to sort the list by name to do this. Double click on the Windows Management Instrumentation entry. You will be presented with the Properties screen. On this screen, for the Startup Type field, select Automatic from the list. Also, if the service is stopped, then click the Start button. Click the Apply button and exit out. Try and Restart CruisePak.
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CruisePak Product Documentation d.
If the above didn't work, then we most likely have something blocking the installation of CruisePak. Things that could block CruisePak from installing are programs running in the background or the evil, over zealous virus checker. So, to stop all potential blocking applications, please do the following.
1. 2. 3. 4. 5. 6. 7. 8. Using Add/Remove programs, remove CruisePak. Click Start -> All Programs and then locate the Startup folder from the menu. Delete all entries in the Startup folder. Note that you are not deleting the actual programs, rather, you are just stopping them from automatically starting when the computer starts. Disable the Virus checker. Set it so that it doesn't start on computer startup. Reboot the computer. Reinstall CruisePak. Try and restart CruisePak. If CruisePak starts, re-enable the virus checker. Also, put all the shortcuts back into the Startup folder such that those applications will automatically restart when the computer starts. If CruisePak DID not start, proceed on.
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If, after completing the previous step, CruisePak still doesn't start, you can try and download something called the Jet Database Service Pack. Again, this is a microsoft file and updates your computer so that you can use a database. To download, please do the following.
1. In your web browser, type the following URL in the address bar. Note that there should not be any line breaks in the address. http://support.microsoft.com/kb/239114 2. 3. 4. Read and download the file appropriate to your version of Windows. Note that XP users should not have to do this because the Service Packs all contain this stuff. Perform another Windows update. This will update the file you just downloaded with the latest fixes from Microsoft. (Don't ask me why the fixes aren't provided in the download file). Try and restart CruisePak.
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If CruisePak still doesn't start, there is something major going on with your computer. We'll have to do some forensics on the computer. Goto http://www.cruisepak.net/support for more information.
And finally, if you do get an Active X error, please realize that we have very stringent requirements when it comes to running CruisePak. The first and foremost is that your computer is up to date and that you have all the security updates installed. The fact that a user gets an Active X error indicates that not all of the latest updates have not been applied to the computer.
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2.
You Receive A Database Connection Error
Sometimes, you get a database connection error when starting CruisePak. The severity of which can be minor or major. If you get a Database Connection Error, please try the following in order. a. Start the Workstation Configuration Utility. Ensure that the databases being specified actually exist. If they are not there, then use the Workstation Configuration Utility to locate and specify the location. Note that this commonly occurs after a new installation or a reinstallation of Windows. Note also that if you are on a network, a network administrator could have relocated the databases to a different location without configuring your computer. Severity: Minor Try starting the CruisePak database application. Click the Analyze button and run an analysis on the databases. It will tell you what to do next. The data may be corrupted or your computer might not be configured properly to access data. If the results of step (b) are to compress the data, then use the compress feature in the CruisePak Database application. If the results of step (b) indicate that your computer does not support connecting to databases, the resolution process could run anywhere from downloading a patch to reinstalling Windows. Technical Support area of cruisepak will address more on that topic. Severity: Medium To Major. CruisePak Starts Slow
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This is a function of your Virus Checker. The Virus checker is most likely set to scan executables when they first start. It takes a long time to scan CruisePak because of it's large size, so, it will probably take two minutes or so to load. We recommend that you scan cruisepak once and that you configure your virus checker to not scan CruisePak ever again. The same logic applies to all other CruisePak applications. 4. Error Sending Document (24601) - Issue 1
This is due to your firewall not allowing CruisePak to communicate with the internet. Disable the firewall and allow CruisePak to connect. Then, configure your firewall to allow CruisePak to connect and then reenable the firewall. Contact the provider of your firewall to receive support. If you are running the Windows Firewall under XP or Vista, then you can alter the settings by doing the following. a. b. c. d. e. Click on Start Click on Control Panel Click on the Windows Firewall icon. In the Windows Firewall Screen, click Off to disable. Or, click the Exceptions Tab and add CruisePak and other applications to the list
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5.
Error Sending Document (24601) - Issue 2
Check your Internet Connection. Sometimes, it's often the obvious that is the most unobvious. You also might want to check your router or cable modem to see if it has connection to the internet. ISPs are always resetting connections nowadays to guard against hackers and spammers. 6. All other Issues
For all other issues, see the technical support area of cruisepak. The link is: http://www.cruisepak.net/support
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October 1st, 2007

CruisePak Product Documentation