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Installing Crystal Reports



                     This chapter shows you how to install Crystal Reports
                     locally from the product CD. It also describes how to install
                     Crystal Reports to a network server, and how to install from
                     a network server to a workstation machine.




Crystal Reports Installation Guide                                                   1
Installing Crystal Reports




Installing Crystal Reports
                      The Crystal Reports Installation Wizard works with Microsoft Windows Installer to
                      guide you through the installation process. The Installation Wizard automatically
                      recognizes your computer’s operating system and updates files as required.
                      This chapter provides step-by-step instructions for installing Crystal Reports and
                      shows how to customize your installation. The main topics are:
                      • Installation requirements
                      • Installing on a local machine from CD
                      • Installing to and from a network server
                      • Customizing your installation
                      As one of the final steps in the installation process, you’ll be asked if you want to
                      register the product. Follow the on-screen instructions to complete this process.


Installation requirements
                      Local installation (from CD) requirements
                      •      Microsoft Windows 98 (Second Edition), NT 4.0, 2000, Me, XP.
                      •      Minimum RAM: 32 MB (64 MB for Windows NT).
                      •      Recommended RAM: 64 MB.
                      •      Minimum hard drive space required (all editions): 60 MB.
                      •      Maximum hard drive space required: 350 MB.
                      We also recommend having an additional 100 MB of free disk space on your C:
                      drive for use by Windows during the installation. If your system does not meet
                      these requirements, the program may not run correctly.
                      Note: Check the Release Notes on the Crystal Reports CD for the most recent
                      installation requirements.

                      Network installation requirements
                      •      Microsoft Windows 98 (Second Edition), NT 4.0, 2000, Me, XP.
                      •      Minimum RAM: 32 MB (64 MB for Windows NT).
                      •      Recommended RAM: 64 MB.
                      •      Typical hard drive space required on a network server: 217 MB.
                      •      Typical hard drive space required on a workstation: 105 MB.
                      We also recommend having an additional 100 MB of free disk space on your C:
                      drive for use by Windows during the installation. If your system does not meet
                      these requirements, the program may not run correctly.
                      Note: Check the Release Notes on the Crystal Reports CD for the most recent
                      installation requirements.




2                                                                            Crystal Reports Installation Guide
Installing Crystal Reports




Installing on a local machine from CD
                     If you are installing Crystal Reports on a computer running Windows NT, Windows
                     2000, or Windows XP, you must have Administrator privileges. The installation
                     process creates registry entries and may update some system files that require
                     Administrator rights.
                     Close all currently running programs and stop as many services as possible when
                     installing Crystal Reports.
                     If you want to limit the features you install, see “Customizing your installation” on
                     page 6.

                     To install on a local machine
                     1 Insert the Crystal Reports CD and, if the CD does not start automatically,
                       browse to your CD-ROM drive and double-click Setup.exe.
                       Note: Depending on the configuration of your current system, you may receive
                       a dialog box informing you to update existing files. If this happens, click Yes and
                       restart your machine. The Installation Wizard updates the required files.
                     2 Read and accept the License Agreement to proceed with the installation.
                     3 In the User Information dialog box, type your name, organization, and the
                       Product Key Code.
                       Tip: The Product Key Code is printed on the sticker on the back of the CD envelope.
                     4 Click Next.
                       The Select Installation Type dialog box appears.




                     5 Choose the type of installation that you want to perform:
                       • Typical installs the most common application features.




Crystal Reports Installation Guide                                                                           3
Installing to and from a network server



                        • Custom enables you to choose the features that you want installed, to specify
                          where they will be installed, and to check the disk space required by each
                          feature. For details, see “Customizing your installation” on page 6.
                     6 Click Browse if you want to install Crystal Reports to a directory different
                       from the default location.
                       The default is C:Program FilesCrystal DecisionsCrystal Reports 9
                     7 Click Next.
                       The Start Installation dialog box appears.
                     8 Click Next to begin copying files to your local drive.


Installing to and from a network server
                     A network installation of Crystal Reports involves two steps:
                     1 Run the Administrator’s installation to copy files to a server machine on the
                       network. See “Installing Crystal Reports to a network” on page 4.
                     2 Access the server machine from a workstation, and run Setup.exe to install
                       Crystal Reports on the workstation. See “Installing Crystal Reports from a
                       network” on page 5.


Installing Crystal Reports to a network
                     This procedure must be performed by a network administrator who has write access
                     and network privileges. When this procedure is complete, end users will be able to
                     access Setup.exe from the network to install Crystal Reports onto their local machines.
                     If you are installing Crystal Reports on a computer running Windows NT,
                     Windows 2000, or Windows XP, you must have Administrator privileges. The
                     installation process creates registry entries and may update some system files that
                     require Administrator rights.
                     Close all currently running programs and stop as many services as possible when
                     installing Crystal Reports.
                     Note: If users do not have the Microsoft Windows Installer configured on their
                     machines, the setup process detects the workstation’s operating system and
                     installs the appropriate Microsoft Windows Installer package.

                     To install Crystal Reports to a network
                     1 Initialize the Administrator’s installation by running Setup.exe with the
                       additional command line switch /a.
                       For example, click the Start button, click Run, and type:
                        <path> Setup.exe /a
                        where <path> is the location of the Crystal Reports setup program.



4                                                                            Crystal Reports Installation Guide
Installing Crystal Reports



                     2 In the Admin Installation dialog box, click Browse to choose the network
                       location where you want to install the Crystal Reports files.
                     3 Click Next.
                     4 In the Admin Installation verification dialog box, click Next to begin copying
                       the files to the network.
                       When the files have finished copying to the network, users can double-click
                       Setup.exe to begin the installation.


Installing Crystal Reports from a network
                     If your network administrator has installed Crystal Reports to the network, make
                     sure you have read privileges to that network before beginning this process.
                     If you are installing Crystal Reports on a computer running Windows NT, Windows
                     2000, or Windows XP, you must have Administrator privileges. The installation
                     process creates registry entries and may update some system files that require
                     Administrator rights.
                     Close all currently running programs and stop as many services as possible when
                     installing Crystal Reports.

                     To install Crystal Reports from a network
                     1 Access the network server that contains the Crystal Reports installation files.
                     2 Double-click Setup.exe.
                       Note: Depending on the configuration of your current system, you may
                       receive a dialog box informing you to update existing files. Click Yes and
                       restart your machine. The Installation Wizard updates the required files.
                     3 Read and accept the License Agreement to proceed with the installation.
                     4 In the User Information dialog box, type your name, organization, and the
                       Product Key Code.
                       Tip: You may need to contact your Administrator for the Product Key Code.
                     5 Click Next.
                       The Select Installation Type dialog box appears.
                     6 Choose the type of installation that you want to perform:
                       • Typical installs the most common application features.
                       • Custom enables you to choose the features that you want installed, to specify
                          where they will be installed, and to check the disk space required by each
                          feature. For details, see “Customizing your installation” on page 6.
                       Note: If you want to install certain features so they run from the network,
                       choose the Custom installation.




Crystal Reports Installation Guide                                                                         5
Customizing your installation



                    7 Click Browse if you want to install Crystal Reports to a directory different
                      from the default location.
                      The default is C:Program FilesCrystal DecisionsCrystal Reports 9
                    8 Click Next.
                      The Start Install dialog box appears.
                    9 Click Next to begin copying files to your local drive.


Customizing your installation
                    Selecting the Custom installation option invokes the Select Features dialog box,
                    which allows you to install specific features, to change the default location of
                    various features, and to check the amount of disk space required by each feature.




                    The icons in the feature tree indicate whether the feature and its subfeatures will
                    be installed or not:
                    • A white icon means that the feature and all its subfeatures will be installed.
                    • A shaded icon means that the feature and some of its subfeatures will be installed.
                    • A yellow 1 means that the feature will be installed when required (installed on
                       demand).
                    • A red X means that the feature or subfeature is either unavailable or will not be
                       installed.
                    Crystal Reports uses an “install on-demand” technology for some of its features.
                    As a result, the very first time a particular feature is used after being installed, there
                    may be an extra wait for the “install on-demand” to complete. This behavior will
                    affect new installations only once and will not occur when features are restarted.
                    To select the configuration and location of a feature or subfeature, click its icon.
                    Note: Each feature or subfeature can have its own configuration and location.



6                                                                             Crystal Reports Installation Guide
Installing Crystal Reports



                     Use the following table to determine your installation options for each feature or
                     subfeature:

                       Type of feature installation          Description of what is installed
                       Will be installed on local hard       • Installs the feature on the local hard
                       drive                                   drive.
                                                             • Uses the Typical install settings to
                                                               install some of the feature’s
                                                               subfeatures to the local hard drive.
                       Entire feature will be installed on   • Installs the feature and all of its
                       local hard drive                        subfeatures on the local hard drive.
                       Will be installed to run from CD/     • Runs the feature and its Typical
                       network                                 subfeatures off the CD/network.
                                                             Note: Some subfeatures are not set up to
                                                             run from the CD/network. These
                                                             subfeatures will be installed on your
                                                             local hard drive.
                       Entire feature will be installed to   • Runs the feature and all of its
                       run from CD/network                     subfeatures off the CD/network.
                                                             Note: Some subfeatures are not set up to
                                                             run from the CD/network. These
                                                             subfeatures will be installed on your
                                                             local hard drive.
                       Feature will be installed when        • Installs the feature or subfeature from
                       required                                the CD/network when first used.
                       Entire feature will be unavailable    • Neither the feature nor its
                                                               subfeatures are installed.
                         Note: Subfeatures are listed below each feature. A subfeature can have a
                         different type of installation than its parent feature.




Crystal Reports Installation Guide                                                                         7
Customizing your installation




8                               Crystal Reports Installation Guide

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Install

  • 1. Installing Crystal Reports This chapter shows you how to install Crystal Reports locally from the product CD. It also describes how to install Crystal Reports to a network server, and how to install from a network server to a workstation machine. Crystal Reports Installation Guide 1
  • 2. Installing Crystal Reports Installing Crystal Reports The Crystal Reports Installation Wizard works with Microsoft Windows Installer to guide you through the installation process. The Installation Wizard automatically recognizes your computer’s operating system and updates files as required. This chapter provides step-by-step instructions for installing Crystal Reports and shows how to customize your installation. The main topics are: • Installation requirements • Installing on a local machine from CD • Installing to and from a network server • Customizing your installation As one of the final steps in the installation process, you’ll be asked if you want to register the product. Follow the on-screen instructions to complete this process. Installation requirements Local installation (from CD) requirements • Microsoft Windows 98 (Second Edition), NT 4.0, 2000, Me, XP. • Minimum RAM: 32 MB (64 MB for Windows NT). • Recommended RAM: 64 MB. • Minimum hard drive space required (all editions): 60 MB. • Maximum hard drive space required: 350 MB. We also recommend having an additional 100 MB of free disk space on your C: drive for use by Windows during the installation. If your system does not meet these requirements, the program may not run correctly. Note: Check the Release Notes on the Crystal Reports CD for the most recent installation requirements. Network installation requirements • Microsoft Windows 98 (Second Edition), NT 4.0, 2000, Me, XP. • Minimum RAM: 32 MB (64 MB for Windows NT). • Recommended RAM: 64 MB. • Typical hard drive space required on a network server: 217 MB. • Typical hard drive space required on a workstation: 105 MB. We also recommend having an additional 100 MB of free disk space on your C: drive for use by Windows during the installation. If your system does not meet these requirements, the program may not run correctly. Note: Check the Release Notes on the Crystal Reports CD for the most recent installation requirements. 2 Crystal Reports Installation Guide
  • 3. Installing Crystal Reports Installing on a local machine from CD If you are installing Crystal Reports on a computer running Windows NT, Windows 2000, or Windows XP, you must have Administrator privileges. The installation process creates registry entries and may update some system files that require Administrator rights. Close all currently running programs and stop as many services as possible when installing Crystal Reports. If you want to limit the features you install, see “Customizing your installation” on page 6. To install on a local machine 1 Insert the Crystal Reports CD and, if the CD does not start automatically, browse to your CD-ROM drive and double-click Setup.exe. Note: Depending on the configuration of your current system, you may receive a dialog box informing you to update existing files. If this happens, click Yes and restart your machine. The Installation Wizard updates the required files. 2 Read and accept the License Agreement to proceed with the installation. 3 In the User Information dialog box, type your name, organization, and the Product Key Code. Tip: The Product Key Code is printed on the sticker on the back of the CD envelope. 4 Click Next. The Select Installation Type dialog box appears. 5 Choose the type of installation that you want to perform: • Typical installs the most common application features. Crystal Reports Installation Guide 3
  • 4. Installing to and from a network server • Custom enables you to choose the features that you want installed, to specify where they will be installed, and to check the disk space required by each feature. For details, see “Customizing your installation” on page 6. 6 Click Browse if you want to install Crystal Reports to a directory different from the default location. The default is C:Program FilesCrystal DecisionsCrystal Reports 9 7 Click Next. The Start Installation dialog box appears. 8 Click Next to begin copying files to your local drive. Installing to and from a network server A network installation of Crystal Reports involves two steps: 1 Run the Administrator’s installation to copy files to a server machine on the network. See “Installing Crystal Reports to a network” on page 4. 2 Access the server machine from a workstation, and run Setup.exe to install Crystal Reports on the workstation. See “Installing Crystal Reports from a network” on page 5. Installing Crystal Reports to a network This procedure must be performed by a network administrator who has write access and network privileges. When this procedure is complete, end users will be able to access Setup.exe from the network to install Crystal Reports onto their local machines. If you are installing Crystal Reports on a computer running Windows NT, Windows 2000, or Windows XP, you must have Administrator privileges. The installation process creates registry entries and may update some system files that require Administrator rights. Close all currently running programs and stop as many services as possible when installing Crystal Reports. Note: If users do not have the Microsoft Windows Installer configured on their machines, the setup process detects the workstation’s operating system and installs the appropriate Microsoft Windows Installer package. To install Crystal Reports to a network 1 Initialize the Administrator’s installation by running Setup.exe with the additional command line switch /a. For example, click the Start button, click Run, and type: <path> Setup.exe /a where <path> is the location of the Crystal Reports setup program. 4 Crystal Reports Installation Guide
  • 5. Installing Crystal Reports 2 In the Admin Installation dialog box, click Browse to choose the network location where you want to install the Crystal Reports files. 3 Click Next. 4 In the Admin Installation verification dialog box, click Next to begin copying the files to the network. When the files have finished copying to the network, users can double-click Setup.exe to begin the installation. Installing Crystal Reports from a network If your network administrator has installed Crystal Reports to the network, make sure you have read privileges to that network before beginning this process. If you are installing Crystal Reports on a computer running Windows NT, Windows 2000, or Windows XP, you must have Administrator privileges. The installation process creates registry entries and may update some system files that require Administrator rights. Close all currently running programs and stop as many services as possible when installing Crystal Reports. To install Crystal Reports from a network 1 Access the network server that contains the Crystal Reports installation files. 2 Double-click Setup.exe. Note: Depending on the configuration of your current system, you may receive a dialog box informing you to update existing files. Click Yes and restart your machine. The Installation Wizard updates the required files. 3 Read and accept the License Agreement to proceed with the installation. 4 In the User Information dialog box, type your name, organization, and the Product Key Code. Tip: You may need to contact your Administrator for the Product Key Code. 5 Click Next. The Select Installation Type dialog box appears. 6 Choose the type of installation that you want to perform: • Typical installs the most common application features. • Custom enables you to choose the features that you want installed, to specify where they will be installed, and to check the disk space required by each feature. For details, see “Customizing your installation” on page 6. Note: If you want to install certain features so they run from the network, choose the Custom installation. Crystal Reports Installation Guide 5
  • 6. Customizing your installation 7 Click Browse if you want to install Crystal Reports to a directory different from the default location. The default is C:Program FilesCrystal DecisionsCrystal Reports 9 8 Click Next. The Start Install dialog box appears. 9 Click Next to begin copying files to your local drive. Customizing your installation Selecting the Custom installation option invokes the Select Features dialog box, which allows you to install specific features, to change the default location of various features, and to check the amount of disk space required by each feature. The icons in the feature tree indicate whether the feature and its subfeatures will be installed or not: • A white icon means that the feature and all its subfeatures will be installed. • A shaded icon means that the feature and some of its subfeatures will be installed. • A yellow 1 means that the feature will be installed when required (installed on demand). • A red X means that the feature or subfeature is either unavailable or will not be installed. Crystal Reports uses an “install on-demand” technology for some of its features. As a result, the very first time a particular feature is used after being installed, there may be an extra wait for the “install on-demand” to complete. This behavior will affect new installations only once and will not occur when features are restarted. To select the configuration and location of a feature or subfeature, click its icon. Note: Each feature or subfeature can have its own configuration and location. 6 Crystal Reports Installation Guide
  • 7. Installing Crystal Reports Use the following table to determine your installation options for each feature or subfeature: Type of feature installation Description of what is installed Will be installed on local hard • Installs the feature on the local hard drive drive. • Uses the Typical install settings to install some of the feature’s subfeatures to the local hard drive. Entire feature will be installed on • Installs the feature and all of its local hard drive subfeatures on the local hard drive. Will be installed to run from CD/ • Runs the feature and its Typical network subfeatures off the CD/network. Note: Some subfeatures are not set up to run from the CD/network. These subfeatures will be installed on your local hard drive. Entire feature will be installed to • Runs the feature and all of its run from CD/network subfeatures off the CD/network. Note: Some subfeatures are not set up to run from the CD/network. These subfeatures will be installed on your local hard drive. Feature will be installed when • Installs the feature or subfeature from required the CD/network when first used. Entire feature will be unavailable • Neither the feature nor its subfeatures are installed. Note: Subfeatures are listed below each feature. A subfeature can have a different type of installation than its parent feature. Crystal Reports Installation Guide 7
  • 8. Customizing your installation 8 Crystal Reports Installation Guide