StreetSmarts
Installing UniVerse for
Windows NT & 2003 Server
Maxwell Systems, Inc.
1000 First Avenue, Suite 200
King of Prussia, PA 19406
P: 800.688.8226
www.maxwellsystems.com
.
Copyright Information
StreetSmarts UniVerse Installation
i
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
Information in this document is subject to change without notice. Companies, names,
and data used in examples are fictitious unless otherwise noted. Definitions of terms
in this publication are meant to convey general meaning only, and are not necessarily
subscribed to by this organization. Information contained in this document, while
deemed correct at the time of publication, is not necessarily accurate due to the
dynamic nature of the product. No part of this document may be reproduced or
transmitted in any form or by any means, electronic or mechanical, for any purpose,
without the express written permission of Maxwell Systems, Inc.
Arial and Palatino Linotype are the property of their respective companies or owners.
All trademarks and registered trademarks are the property of their respective
companies or owners. All rights reserved.
Copyright 2009 Maxwell Systems, Inc.
1000 First Avenue Suite 200
King of Prussia, PA 19406
Phone 800.688.8226 Fax 610.277.2081
www.maxwellsystems.com
release 7.1
Contents
StreetSmarts UniVerse Installation
ii
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
Contents
1.0 Uni Verse: Getting Started .................................................................................... 1
1.1 Getting Started.................................................................................................... 1
1.2 StreetSmarts Diagram ........................................................................................ 2
1.3 General Information ............................................................................................ 2
1.4 System Requirements ........................................................................................ 3
1.5 Significant Changes ............................................................................................ 3
1.6 Frequently Asked Questions .............................................................................. 6
1.7 Pre-Installation Checklist and Assumptions ....................................................... 8
1.8 Where to Go Next ............................................................................................. 10
2.0 Installing StreetSmarts for the First Time ........................................................ 11
2.1 Pre-Installation Assumptions ............................................................................ 12
2.2 Backup Operating System ................................................................................ 12
2.3 Copy the CD to the UniVerse Server................................................................ 13
2.4 Install UniVerse................................................................................................. 15
2.5 Finalizing the Installation .................................................................................. 28
2.6 Check for Updates ............................................................................................ 40
2.7 Installing the Individual Workstations ............................................................... 41
2.7.1 Install Applications for the Workstation from CD ....................................... 41
2.7.2 Help Files .................................................................................................. 60
2.8 Check for Updates ............................................................................................ 60
2.9 Where to Go Next ............................................................................................. 61
3.0 Exi sting Customer Previousl y Using StreetSmarts on D3 ............................. 62
3.1 Pre-Installation Assumptions ............................................................................ 63
3.2 Copy the CD to the UniVerse Server................................................................ 63
3.3 Preparing D3 for the UniVerse Migration ......................................................... 65
3.3.1 Changing the D3 Port ................................................................................ 67
3.4 Install UniVerse................................................................................................. 69
3.5 Finalizing the Installation .................................................................................. 85
3.6 Check for Updates ............................................................................................ 97
3.7 Installing the Individual Workstations ............................................................... 98
3.7.1 Export Current SBClient Configuration ..................................................... 98
3.7.2 Uninstall Current SBClient Versions ......................................................... 98
3.7.3 Adjust the Registry .................................................................................... 99
3.7.4 Remove Additional Items ........................................................................ 102
3.7.5 Install Applications for the Workstation from CD ..................................... 103
3.7.6 Import and Verify Settings ....................................................................... 123
3.7.7 Help Files ................................................................................................ 124
3.7.8 Rebuild SQL Files ................................................................................... 125
3.8 Uninstall D3 .................................................................................................... 126
3.9 Deactivate D3 ................................................................................................. 131
3.10 Check for Updates ........................................................................................ 131
3.11 Where to Go Next ......................................................................................... 131
4.0 StreetSmarts in UniVerse ................................................................................. 132
4.1 Logging into StreetSmarts in UniVerse .......................................................... 132
4.2 Setting Up New Users .................................................................................... 133
4.2.1 Copying a User ID ................................................................................... 134
4.2.2 User IDs and Passwords ......................................................................... 135
4.2.3 StreetSmarts Security ............................................................................. 135
4.2.3.1 Module Menu Restrictions ............................................................... 136
4.2.3.2 Unauthorized Companies ................................................................ 138
4.2.4 User Security Setup ................................................................................ 139
4.2.4.1 User Startup Information .................................................................. 142
Contents
StreetSmarts UniVerse Installation
iii
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
4.2.4.2 Terminal IDs ..................................................................................... 143
4.2.4.3 GUI User Preferences...................................................................... 143
4.3 StreetSmarts Security ..................................................................................... 145
4.3.1 Security Matrix ......................................................................................... 145
4.3.2 Group Security Setup .............................................................................. 147
4.3.3 Security Console ..................................................................................... 149
4.3.4 Detail-Level Consoles ............................................................................. 152
4.3.5 Existing Query Security ........................................................................... 153
4.3.6 Restoring and Resetting Queries ............................................................ 154
4.3.7 Menu Security ......................................................................................... 155
4.3.8 Field Security ........................................................................................... 157
4.3.9 Report Security ........................................................................................ 160
4.3.10 Global Settings ...................................................................................... 161
4.3.10.1 General .......................................................................................... 161
4.3.10.2 Feature Security ............................................................................. 162
4.3.10.3 Paths/Query Settings ..................................................................... 163
4.4 Setting Permissions on the Server ................................................................. 164
4.5 Troubleshooting .............................................................................................. 165
5.0 Printers ............................................................................................................... 169
5.1 New Clients ..................................................................................................... 169
5.1.1 Resetting AcuPrint................................................................................... 172
5.2 Existing Clients: Saving Printer Class Settings .............................................. 173
5.2.1 Resetting AcuPrint................................................................................... 177
6.0 Setting Up Uni Verse ODBC for SQL ............................................................... 178
6.1 New Clients ..................................................................................................... 178
6.1.1 Step One: Set Up a New SQL Reporting Account .................................. 178
6.1.2 Step Two: Create Tables ........................................................................ 179
6.1.3 Step Three: Access Tables from SQL Reporting Source ....................... 181
6.2 Existing Clients ............................................................................................... 185
6.2.1 Step One: Delete and Recreate any SQL Reporting Accounts .............. 185
6.2.2 Step Two: Resave SQL Tables ............................................................... 187
6.2.3 Step Three: Differences in SQL Table Naming Conventions ................. 188
6.2.4 Step Four: Converting Queries and Reports ........................................... 189
6.3 Deleting SQL Reporting Accounts .................................................................. 189
7.0 Crystal Reports Interface ................................................................................. 190
8.0 Citrix and StreetSmarts .................................................................................... 191
9.0 Best Fixed Assets and StreetSmarts .............................................................. 192
10.0 Remote Appl ications and Uni Verse Conversi on ......................................... 193
10.1 SmartTraxx ................................................................................................... 193
10.1.1 Installing the SmartTraxx Administrator ................................................ 193
10.1.1.1 Basic Configuration ........................................................................ 193
10.1.1.2 Requirements ................................................................................. 195
10.1.1.3 Installation ...................................................................................... 195
10.1.2 Installing the SmartTraxx Client ............................................................ 203
10.2 ScaleSmarts ................................................................................................. 215
10.3 J obsite Payroll .............................................................................................. 216
11.0 Outlook
StreetSmarts UniVerse Installation
191
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
8.0 Citrix and StreetSmarts
StreetReporter, StreetSmarts UniVerse Client, and SBClient 5.2.x will function
correctly from a single installation onto a Terminal Server or Citrix environment.
However, they do require some special installation considerations:
StreetReporter, StreetSmarts UniVerse Client, and SBClient must be installed
via Add/Remove Programs in the Windows Control Panel. This is critical so
that Terminal Server can correctly track and apply registry changes.
Both installation programs will write certain files contained in the
C:\SSMARTS directory to the C: drive. Even though these files may
ultimately reside in a different location, they will initially be created on the
local (C:) drive.
The C:\SSMARTS directory must exist for StreetReporter to work. Depending on how
the Citrix Server is configured, this directory must exist either on the clients local (C:)
drive or on a substituted C: drive. Some of the contents in the C:\SSMARTS directory,
such as bitmaps, can be shared via environment variables in SBClient.
The StreetSmarts UniVerse SBClient script can be stored in a shared location for all
users. Generic system Data Sources can also be set up and shared for all users.
Place a checkmark here to indicate that you have completed this section.
Best Fixed Assets and StreetSmarts
StreetSmarts UniVerse Installation
192
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
9.0 Best Fixed Assets and StreetSmarts
Maxwell Systems is aware of a conflict between Best Fixed Assets software and
SBClient version 5.2.4. The FAS program generates errors when the Launch key is
pressed in the FAS Report Writer. This is documented with BEST customer support
under case #4351286. While BEST recommends that users upgrade to SBClient version
5.3.3, Maxwell Systems has not yet certified StreetSmarts UniVerse for SBClient 5.3.3.
Cause: SBClient version 5.2.4 installs a .dll file named u2licn.dll in the
/WINNT/SYSTEM32 directory. This .dll file is used for SBClient device licensing,
which does not apply to installations that involve D3. Crystal Reports also uses a .dll
named u2licn.dll. When the Crystal Reports application is launched, IBM's u2licn.dll
file causes a conflict.
Solution: As a workaround, Maxwell Systems recommends that you rename the .dll
file that causes the conflict. Currently, the u2licn.dll file is not used by SBClient to
fulfill any StreetSmarts functions. To rename the .dll file, navigate to the SYSTEM32
folder (SYSTEM folder for Windows 98) in the WINDOWS directory and rename file
u2licn.dll as u2licn.txt. Once this file has been renamed, the Best FAS software
should work as expected.
Place a checkmark here to indicate that you have completed this section.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
193
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
10.0 Remote Applications and UniVerse
Conversion
10.1 SmartTraxx
Maxwell Systems SmartTraxx application is affected by the
StreetSmarts UniVerse installation. Please contact Maxwell Systems
Customer Support before the migration for assistance in changing the
configuration.
Be sure to load the newest version of SmartTraxx. Call Maxwell
Systems Customer Support for assistance in configuring it.
10.1.1 Installing the SmartTraxx Administrator
10.1.1.1 Basic Configuration
The SmartTraxx installation process involves several simple steps. Two applications
are required to use SmartTraxx: one is loaded on a remote device (SmartTraxx Client)
and one is loaded on a stand-alone PC (SmartTraxx Administrator). Please read
through the following list before you begin to gain a big picture view of how the
steps fit together.
1. To begin, locate the SmartTraxx Installation CD. If you have not received a
CD, please contact Maxwell Systems Sales Department to order the software.
This CD contains the SmartTraxx Administrator and Client applications.
Note: Throughout this document, the host PC describes the
workstation where the SmartTraxx Administrator resides.
2. Install and license the SmartTraxx Administrator on a host PC.
3. If you use a D3 system, set up an ODBC Driver. However, if you use
UniVerse, you wont need an ODBC connection.
4. If youll be using handheld devices rather than laptops, connect the remote
device to the host PC using a serial or USB port.
5. Install the SmartTraxx Client on the remote device.
6. Configure the remote device and the host PC applications for FTP transfers.
7. Launch the SmartTraxx Administrator application and populate the database
with information from StreetSmarts.
8. Launch the SmartTraxx Client application and populate the database with
information from the SmartTraxx Administrator.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
194
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
A few important notes regarding the use of handhelds:
1. To ensure that memory is available for data entry and transfers, you may
want to monitor the system memory usage. This may be viewed when
selecting Start > Settings > Control Panel > System.
2. Handhelds must maintain an adequate amount of battery power for optimum
performance.
Once the main battery power is depleted, all SmartTraxx data that
has not been transferred is lost and may not be recovered. Also,
when the secondary battery is being used, there is not much time
before the unit will fail to operate. Maintain the life of your handheld
and the integrity of your data by charging the handheld on a regular
basis.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
195
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
10.1.1.2 Requirements
Before you begin installation of the SmartTraxx Administrator, make sure that you
have the following items:
1. License Key: Upon purchasing SmartTraxx, Maxwell Systems will issue a 25-
character license key.
2. FTP Server: An FTP server is required for transfers between the remote
device and the host PC. The FTP server must be visible/accessible from the
host PC using Windows Explorer and must be accessible via the Internet. If
you are hosting your FTP server in-house, use the FTP Wizard in the
Microsoft Internet Information Services (IIS). If your Internet Service Provider
(ISP) is hosting your FTP server, consult your ISP for more information.
Note: At this time, the FTP server must be a Windows server. You
may not use a UNIX server to host SmartTraxx data transfers.
Note: Only the combination of the Windows 2000 workstation and
Windows 2003 server affects customers who use the FTP site for
transfers. If the administrator sends updates to the FTP site and then
sends updates again without pulling the first set in between, the
update records will be transferred only to the laptop, one record at a
time. Again, this is not a problem with Windows XP.
10.1.1.3 Installation
1. Right-click on the Start button and select Explore. Then navigate to the
SmartTraxx Installation CD. Open the Administrator folder, and double-click
on the SmartTraxx_Setup.exe file.
2. Close all applications prior to SmartTraxx installation as your PC may be
rebooted during the installation process.
Note: During the installation, you are prompted to install MDAC if it is not
present. MDAC adds functionality to the host PC that allows SmartTraxx to
function properly. After MDAC is installed, the workstation is rebooted.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
196
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
3. The SmartTraxx Administrator application installation will begin. Click Next
to continue.
4. The Backup Replaced Files window is displayed. Select Yes if you currently
have the SmartTraxx Administrator on your PC and you would like to
backup your files. Otherwise, select No and click Next.
Note: If you choose to backup existing files, you can either accept the default
location for the backup files or click Browse and select an alternate location.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
197
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
5. The Start Installation window is displayed. Click Next to continue:
6. The Installing window is displayed for a few moments.
7. An ODBC connection makes communication possible between the
SmartTraxx Administrator and StreetSmarts
for D3 users. If the D3 ODBC
driver is not installed, you are prompted to install it at this time. Click OK.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
198
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
8. The D3 ODBC Client Software Installation window is displayed.
If you are a D3 StreetSmarts user, click Continue. Proceed to the next step.
If you are a Universe StreetSmarts user, click Cancel. Proceed to Step 13.
9. If you know the Data Source Name (DSN) information, click Add and the
Add Data Source window is displayed. (Refer to the D3 Data Source
Configuration Parameters window on the following page to see what
information is required.)
Otherwise, click Close. You may set up a DSN at a later time using the
information found in Appendix A, ODBC Data Source,.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
199
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
10. Highlight D3 ODBC Driver and click OK.
11. The D3 Data Source Configuration Parameters window is displayed.
Complete the fields as shown.
Note: Configuring the following items will depend on the basic configuration
of your StreetSmarts system:
Virtual Machine: pick0 for UNIX or TCP/IP Address for Windows NT
D3 User Password: If applicable
D3 Account: SSTEST. Note: Maxwell recommends testing of the
initial SmartTraxx configuration. When you are comfortable with the
operation of the system, change the D3 Account to STREET.
D3 Account Password: If applicable
After completing the fields in the D3 Data Source Configuration Parameters
window, click OK. Click OK again when the ODBC Setup Succeeded window
is displayed.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
200
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
If you choose not to install the D3 ODBC drivers at this time, the following
warnings are displayed. Click Exit followed by OK.
12. After the D3 ODBC driver is created, the SmartTraxx Administrator
installation is completed. Click Finish.
13. The SmartTraxx Administrator icon is now visible on the desktop of the host
PC. To open the application, double-click the icon.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
201
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
14. The SmartTraxx Alert window is displayed. Click Yes to request a valid
license for installation.
15. Next, enter the 25-character license key provided by Maxwell Systems.
16. Once you have accessed the SmartTraxx Administrator, you will need to
configure the FTP server connection. From the Communications tab, select
Configure FTP Server. Complete the SmartTraxx FTP Configuration window
with the appropriate information.
Note: The Root Data Directory must be located on the root directory of the
FTP server (for example, d:\FTPROOT\SmartTraxx). The information
entered in the Root Data Directory field cannot be the same as the Login ID
field. They must be different.
Refer to the SmartTraxx Configuration and User Guide, for a
description of the fields in this window and for more information
concerning FTP configuration.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
202
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
17. Verify the FTP configuration using the Test FTP Server Connection option in
the Communications tab. If a successful connection is not made, click
ReConfig to access the SmartTraxx FTP Configuration window, where you
may change FTP settings.
18. From the Accounting Software tab, click Import/Export Accounting
Software. Deselect Export Data to StreetSmarts and select Full/Complete as
the Import Type. This selection is primarily used the first time the
Administrator is populated with data. Full/Complete is also used periodically
to update the database when information becomes inactive (e.g., jobs and
employees).
Note: For Universe StreetSmarts users, you must have the
SmartTraxx ODBC DSN correctly configured in order to use the
Import/Export process on a D3 StreetSmarts server.
For Universe StreetSmarts users, you must have the StreetSmarts
Server information completed under the Configure Accounting
System section.
Note: The complete download should be run periodically in order to
reflect data that is no longer in use, such as completed jobs, retired
equipment, and terminated employees.
19. Click Begin. You are prompted to enter a Host ID. The Host ID is merely a
method of tracking transfer dates to determine when the last import/export
was performed.
Place a checkmark here to indicate that you have completed this section.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
203
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
10.1.2 Installing the SmartTraxx Client
Insert the SmartTraxx Client Installation CD into the remote device.
1. Right-click on the Start button and select Explore.
2. Navigate to the SmartTraxx Installation CD. Double-click on the
SmartTraxxClient.exe file.
3. The Welcome window is displayed. Click Next.
4. The Add Desktop Icon screen is displayed. Select whether you want the
installation to place a SmartTraxx icon on your desktop. Click Next.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
204
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
5. The Start Installation window is displayed. Click Next.
6. The Install .NET Framework window is displayed. Click OK to continue.
7. The Microsoft .NET Framework 2.0 Installation will gather necessary files.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
205
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
8. The Microsoft .NET Framework 2.0 Setup window is displayed. Click Next to
start the setup.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
206
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
9. If Windows Installer 3.0 or above is not installed on your system, the following
window is displayed.
If the following window is displayed, click Exit and go to Step 17.
If the following window is NOT displayed, proceed to Step 11.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
207
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
10. The End User License Agreement window is displayed. Select the I accept the
terms of the license checkbox and click Install to begin.
11. The Microsoft .NET Framework 2.0 Setup will begin the installation:
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
208
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
12. Once the installation is complete, the Setup Complete window is displayed. Click
Finish.
13. The Install SQL Server window is displayed. Click OK to proceed.
14. The installation begins as shown.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
209
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
15. The WINNT window is displayed for a moment and then is no longer shown.
16. If Windows Installer 3.0 or above is not installed on your system, the following
window is displayed. If the following window is displayed, you need to install
Windows Installer. Click OK.
If the following window is NOT displayed, proceed to Step 21.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
210
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
17. Click on the Installation CD path in your task bar at the bottom of your screen.
Double-click on the WindowsInstaller-KB893803-v2-x86.exe file to install the
application.
18. Upon successful installation, the remote device must be rebooted. After the
machine has been rebooted, return to the Explore window and navigate to the
SmartTraxx Installation CD. Double-click on the SmartTraxxClient.exe file. Note
that the installation will begin at Step 11.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
211
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
19. The Microsoft SQL 2005 Server window is displayed and runs through the items
setup.
20. The SmartTraxx Client window is displayed. Click Next.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
212
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
21. The Select Installation Folder window is displayed. Enable the Everyone flag to
install the client for all users of the machine. You may click Browse to install the
application in an alternate folder or accept the default. Click Next to continue.
Note: If you choose to browse to another location and are concerned about disk
space, click Disk Cost to view the available disks, available space, and required
space.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
213
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
22. The Confirm Installation window is displayed. Click Next to start the installation
or Back to modify the settings.
23. The Installing SmartTraxx Client window is displayed.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
214
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
24. The Installation Complete window is displayed. Click Close to exit.
25. The Installation Complete window is displayed as shown. Click Finish.
Place a checkmark here to indicate that you have completed this section.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
215
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
10.2 ScaleSmarts
Maxwell Systems ScaleSmarts application is affected by the
StreetSmarts UniVerse installation. Please contact Maxwell Systems
Customer Support before the migration for assistance in changing the
configuration.
Additional minor modifications must be made to the ScaleSmarts setup following the
StreetSmarts UniVerse installation. These modifications are made to the ScaleSmarts
Properties window, which is accessed by choosing File > Properties and entering the
correct password.
The following screen shows the correct settings for Windows 2000.
After the StreetSmarts server has been upgraded to SB+ 5.2.4 (necessary for the
UniVerse migration), all ScaleSmarts workstations must be upgraded to SBClient 5.2.4
before they will successfully transfer information to the host. As workstations are
upgraded to SBClient version 5.2.4, the Advanced tab in the Properties window must
be updated according to the table on the following page.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
216
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
SBClient 5.2.4 Settings for ScaleSmarts
Win9x
exe C:\Program Files\Informix\SBClient\sbopen\BIN\sbclient.exe
tustate C:\Windows\Application Data\Ardent Software\SBClient\TUSTATE
ssremote C:\Windows\Application Data\Ardent Software\SBClient\tuscript\SSREMOTE
sbopen C:\Program Files\Informix\SBClient\tu\Sbopen.ini
WinNT,
Win2K,
WinXP
exe C:\Program Files\Informix\SBClient\sbopen\BIN\sbclient.exe
tustate C:\Documents and Settings\<username>\Application Data\Ardent Software\SBClient\TUSTATE
ssremote C:\Documents and Settings\<user name>\Application Data\Ardent Software\SBClient\tuscript\SSREMOTE
sbopen C:\Program Files\Informix\SBClient\tu\Sbopen.ini
Place a checkmark here to indicate that you have completed this section.
10.3 Jobsite Payroll
Maxwell Systems Jobsite Payroll application is affected by the StreetSmarts UniVerse
installation. Please contact Maxwell Systems Customer Support before the migration
for assistance in changing the configuration.
Place a checkmark here to indicate that you have completed this section.
Post-Installation
StreetSmarts UniVerse Installation
217
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
11.0 Outlook
Integration Installation
The Microsoft Outlook Integration is an Outlook add-in that connects Outlook to
StreetSmarts.
You must have Document Imaging installed to use the Outlook
Integration.
11.1 Installing the Indi vidual Workstations
This section must be completed at each individual workstation.
11.1.1 Install Outlook Integration for the Workstation
from CD
Note: Before you begin, locate the StreetSmarts Installation CD and
its case. The CD case lists the serial number information needed
during this installation.
Tip: You may copy the StreetSmartsClient folder to a shared location
on a file server and install from that server. Create a text file with the
serial number and authorization key from which to copy.
1. Insert the UniVerse Workstation Installation CD into the workstation.
2. Right-click on the Start button and select Explore.
3. Navigate to the UniVerse Workstation Installation CD. Double-click on the
StreetSmartsClient folder.
4. Double-click on the Outlook Integration folder.
5. Double-click on the StreetSmartsOutlookSetup.exe file.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
218
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
6. The Welcome window is displayed. Click Next.
7. The Choose Destination window is displayed.
Maxwell Systems strongly recommends that the default directory remains
unchanged. The Browse button is available for exceptions.
Click Next to proceed.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
219
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
8. The Start Installation window is displayed. Click Next to proceed. This process
may take a few minutes.
9. The StreetSmarts Office Manager InstallSheild Wizard window is displayed.
Click Next to proceed.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
220
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
10. The License Agreement window is displayed. Read the license agreement
carefully. Click Print to print the agreement. Select the I accept the terms of the
license agreement option and click Next to proceed.
11. The Ready to Install the Program window is displayed. Click Install to proceed.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
221
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
12. The InstallShield Wizard Complete window is displayed. Click Finish to
continue.
13. The Installation Complete window is displayed. Click Finish to complete the
installation.
Place a checkmark here to indicate that you have completed this section.
Remote Applications and UniVerse Conversion
StreetSmarts UniVerse Installation
222
2009 Maxwell Systems, Inc. Revised 7/27/2009
This proprietary and confidential document is intended solely for use by Maxwell Systems and its
Customers.
12.0 Post-Installation
12.1 Post-Installation Checklist
A partial checklist is provided for you to get started.
1. Ensured that your StreetSmarts login matches your Windows login.
2. Confirmed that all users can connect to StreetSmarts by using the
interface.
3. Reviewed your system printers by printing a StreetSmarts report to each
printer and printing both Accounts Payable and Payroll checks.
4. Arranged for a StreetSmarts
remote connection to be established with
Maxwell Systems Customer Support.
5. Checked your custom reports, invoices, and other processes to ensure
that they can be accessed through the interface.
6. Performed an operating system backup.
7. Ensure that you have arranged for your StreetSmarts backup.
8. Checked your user menus and reports to ensure that they are available
from the interface.
9. Generated a report to StreetReporter.
10. Generated a report and export it to Microsoft Excel.
11. Run an SQL report.
12. If applicable, transferred data from ScaleSmarts or SmartTraxx to the
host.
13. Archived two copies of your StreetSmarts D3 backup.
14. Notified Maxwell Systems to remove your D3 maintenance.
Place a checkmark here to indicate that you have completed this section.