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Installation Guide - Octopus

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Step by step guide to install Octopus

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Installation Guide - Octopus

  1. 1. OCTOPUS INSTALLATION GUIDE
  2. 2. Installation Process <ul><li>Set up the database engine </li></ul><ul><li>Install database administration tool (optional) </li></ul><ul><li>Install Octopus </li></ul><ul><li>Install Crystal Report for Octopus </li></ul><ul><li>Set up client </li></ul>
  3. 3. <ul><li>In order to run Octopus, you shall have installed in your computer: </li></ul><ul><li>Windows Installer 3.1 </li></ul><ul><li>MS .Net Framework 3.5 </li></ul>Prerequisites
  4. 4. 1. Setting up the database engine <ul><li>Download SQL Server 2005 Express Edition </li></ul>
  5. 5. 1. Setting up the database engine <ul><li>Run the .exe file </li></ul><ul><li>After Reading the license agreement Click “ I agree ” if you agree with its terms and conditions or click “ Cancel ” if not. Continue with the wizard. </li></ul>
  6. 6. 1. Setting up the database engine <ul><li>The installation can now start. </li></ul><ul><li>Click Next . </li></ul>
  7. 7. 1. Setting up the database engine <ul><li>The setup then checks your configuration. It will install missing required components. </li></ul><ul><li>Click next . </li></ul>
  8. 8. 1. Setting up the database engine <ul><li>The default selection matches with Octopus requirements. </li></ul><ul><li>Simply click Next . </li></ul>
  9. 9. 1. Setting up the database engine <ul><li>Select “Default instance” if you install a SQL database for the first time on your computer. </li></ul><ul><li>Remark: Named instance is recommended if you have multiple databases on your computer. </li></ul>
  10. 10. 1. Setting up the database engine <ul><li>Select the “ Mixed Mode ” authentication, and enter your database password. For this guide, we use octopus as password. An account for SQL server will be created. </li></ul><ul><li>Login of the account: sa (by default) </li></ul><ul><li>Password of the account: octopus </li></ul><ul><li>Click Next </li></ul>
  11. 11. 1. Setting up the database engine <ul><li>On the next window, l eave default selection </li></ul><ul><li>And click Next . </li></ul>
  12. 12. 1. Setting up the database engine <ul><li>Idem for the next window. </li></ul><ul><li>Leave boxes unchecked </li></ul><ul><li>And click Next . </li></ul>
  13. 13. 1. Setting up the database engine <ul><li>The wizard will now begin real install. </li></ul><ul><li>Click Next </li></ul>
  14. 14. 1. Setting up the database engine <ul><li>Click Next . </li></ul>
  15. 15. 1. Setting up the database engine <ul><li>The database server is now installed. </li></ul><ul><li>Click on ‘ Finish ’ to quit the wizard. </li></ul>
  16. 16. 2. Install the database administration tools <ul><li>Download SQL Server Management Studio Express </li></ul>
  17. 17. 2. Install the database administration tools <ul><li>Run the setup file. </li></ul><ul><li>  </li></ul><ul><li>Click Next . </li></ul>
  18. 18. 2. Install the database administration tools <ul><li>Read the license agreement. </li></ul><ul><li>If you don’t agree with it, click Cancel . </li></ul><ul><li>If you agree with it, click on the radio button I accept the license agreement and Next . </li></ul>
  19. 19. 2. Install the database administration tools <ul><li>  </li></ul><ul><li>To personalize your installation you can enter your Full Name and your Organization . </li></ul><ul><li>These settings should be configured for all users, so choose the radio button Anyone who uses this computer . </li></ul>
  20. 20. 2. Install the database administration tools <ul><li>Accept the suggested Installation Folder and click Next. </li></ul>
  21. 21. 2. Install the database administration tools <ul><li>Uncheck Browse EMS SQL Manager 2005 for SQL Server web-site and click Next . </li></ul>
  22. 22. 2. Install the database administration tools <ul><li>Click Finish . </li></ul><ul><li>The database manager tool has been installed. The next step is the proper installation of Octopus. </li></ul>
  23. 23. 3. Install the Client (Octopus) <ul><li>Download the latest version of Octopus </li></ul>
  24. 24. 3. Install the Client (Octopus) <ul><li>Just follow the instructions to finish this installation. </li></ul><ul><li>Octopus is now installed. The next step is the installation of Crystal Report for Octopus. </li></ul>
  25. 25. 4. Install Crystal Report for Octopus
  26. 26. 4. Install Crystal Report for Octopus <ul><li>Leave the installation folder by default. </li></ul><ul><li>(….OCTO TechnologyCrystal ReportsCrystal Reports V11R2 for Octopus) </li></ul>
  27. 27. 4. Install Crystal Report for Octopus <ul><li>Click Next to really start the installation. </li></ul><ul><li>The installation can take a few minutes. </li></ul>
  28. 28. 4. Install Crystal Report for Octopus <ul><li>Click Close to complete the installation </li></ul>
  29. 29. 5. Octopus connection set up <ul><li>After having downloaded it, open Octopus and click on ‘Edit settings’ </li></ul>
  30. 30. 5. Install the Client (Octopus) <ul><li>Server: </li></ul><ul><li>- ‘ IP address of the server’sqlexpress </li></ul><ul><li>- or ‘name of the computer’sqlexpress </li></ul><ul><li>- For instance: ‘Vincent-PCsqlexpress’ </li></ul><ul><li>Database: </li></ul><ul><li>name of your branch </li></ul>
  31. 31. 5. Install the Client (Octopus) <ul><li>User name: sa </li></ul><ul><li>Password: </li></ul><ul><li>password saved during the configuration of SQL Server </li></ul><ul><li>(in our case: octopus ). </li></ul>
  32. 32. 5. Install the Client (Octopus) <ul><li>Click on ‘Continue’ </li></ul><ul><li>(the application restarts) </li></ul>
  33. 33. 6. Launch Octopus <ul><li>To enter the blank database, enter: </li></ul><ul><li>Username: admin </li></ul><ul><li>Password: admin </li></ul>
  34. 34. Any comments? Contact us at [email_address] © Octopus Microfinance 2009

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