Kaba Mas Cencon 4, Getting Started Manual

Page 1: ...le Of Contents The Cencon 4 Program Package System Requirements Installation Scenarios and Required Processes Before Installing the Cencon Software Software Installation and Setup Install the Database Client ODBC Driver Database Size Estimation Database Preparation Modify the ODBC Connection Start the Cencon Program Logon to the Cencon System Main Screen Status Bar Prepare System for Operation For...

Page 2: ...t look exactly as they do on your system depending on which version of the Windows operating system you are using Some samples in this document are from Windows XP and some are from Windows Vista Highlighted items Note Indicates a point to consider Important Note Indicates information that is very important to know Helpful Hint Indicates a technique or method that works well Caution Indicates the ...

Page 3: ...iconductor Microsoft Windows Windows Server are registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Notice The information in this manual is subject to change without notice and does not represent a commitment on the part of Kaba Mas Kaba Mas shall not be liable for technical or editorial errors or omissions contained herein nor for incidental o...

Page 4: ...e A Cencon 4 Enterprise Multi Server License Certificate is provided instead of the Single Server License Certificate The Installation Key and Dispatch Kits are still required for implementation and are still ordered separately If you are missing any of the above items contact Kaba Mas Technical Support at 1 800 950 4744 Optional Order Items Cencon 4 Software Maintenance Support Agreement Cencon O...

Page 5: ...e The above computer requirements do not include the requirements for SQL Server If SQL Server is being run on the same computer as Cencon then the total requirements will be the requirements of Cencon plus those of SQL Server The requirements of the SQL Server installation will vary depending on the number of locks and users being used by Cencon and the number of Cencon installations connected to...

Page 6: ...Server Express 2008 and SQL Server Management Studio Express Create a Database Client ODBC connection Run the Cencon 4 CenconDBSetupUtility to create a Database and import the existing Cencon data Install Cencon 4 Program Start Cencon 4 Program and Identify Database Connection Logon to Cencon 4 Program Define and Merge Regional Databases if applicable Define and add Bank Branches if applicable Def...

Page 7: ...nt when you install the software and you can also review the Maintenance Agreement online at www kaba mas com cencon4 Company ID WARNING Identify Company ID During the installation process you will be required to enter a unique four digit Company ID If you are a branch of a larger company this ID must be identical to that used for all other Cencon installations by your company YOU MUST determine w...

Page 8: ... is strongly recommended that you close all other applications before installing the Cencon software It is also recommended that you review the Cencon Reference Manual before installing the software 4 If you have a previous version of Cencon installed you should ensure that data has been archived in accordance with the customer archive requirements and then backup the current Cencon database 5 Ins...

Page 9: ... whether you are running the 32 bit or the 64 bit version of Windows If you need help determining which version of Windows you are running visit http support microsoft com kb 827218 7 Press the button corresponding to your operating system the following screen samples are for a 32 bit system Page 9 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 10: ...e Cencon software but are required for it to operate properly All the necessary prerequisite components will be installed automatically but you must press the appropriate Next or Install buttons for them to proceed Note that there may be a considerable delay if all of them must be installed The NET installation can be especially lengthy 9 Install the hardware drivers Cencon 4 supports both the Cen...

Page 11: ... not require user input The completed driver installation display 10 Install the Cencon 4 Program Complete the following steps to install the software a From the Install Software Menu click the Cencon 4 0 button Page 11 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 12: ...u through the rest of the setup process Once completed you will be returned to the Cencon Version 4 0 Install Program screen b Click on Next to continue with the installation The Software License Agreement acceptance screen is displayed Page 12 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 13: ...n It is recommended that you install the software to the default folder i e Cencon4 If you want the Cencon 4 software installed in another directory click on the Browse button and select the new path It is strongly recommended that you not change the installation directory to c Program Files on Windows Vista and above d Click on the Next button to add the programs to the designated folder The Conf...

Page 14: ...ignated settings The Installing Cencon 4 0 screen displays an indication of the installation progress f Click on the Next button to continue The Installation Complete screen is then displayed indicating that the Cencon 4 program has been successfully installed Page 14 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 15: ...g Click on the Close button to return to the Software Install screen Page 15 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 16: ... the DBMS may be on a server The administrator is required to install the ODBC driver for the DBMS being used with Cencon and to configure it to connect to the Cencon database that has been set up 1 From the Windows Start button select Control Panel Administrative Tools and finally Data Sources ODBC This opens the Windows ODBC Data Source Administrator window 2 From the ODBC Data Source Administra...

Page 17: ...Enter the name of the SQL Server computer and instance to which the data source will connect for Cencon processing Example If the default instance was selected for a SQL Server Express 2005 data source the entry for the server should be Computer Name SQLEXPRESS To determine your computer s name 1 Select and right click on the My Computer icon from your desktop or from Folders 2 Select the Properti...

Page 18: ...is engsfcomp 8 Click on Next to display the Microsoft SQL Server DSN Configuration screen 9 Select the desired method of authentication 10 Ensure that the checkbox for accessing SQL Server to obtain other default settings is checked 11 Click on Next to continue to the DSN Configuration Page 18 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 19: ...o return to this location to change the default database to the name of the new database 12 Click on Next to continue The next screen of the DSN Configuration is displayed 13 Click on Finish to continue The ODBC Microsoft SQL Server Setup screen is displayed Page 19 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 20: ... the Test Data Source button The SQL Server ODBC Data Source Test screen is displayed and will report the results of the test 15 Click on OK to continue The ODBC Microsoft SQL Server Setup screen is redisplayed Page 20 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 21: ...to complete setup of the new ODBC data source The ODBC Data Source Administrator screen is redisplayed with the new data source reflected in the System DSN list Page 21 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 22: ...rom the Control Panel select Tools Map Network Drive The Map Network Drive screen is displayed and you can map the location s Estimating Space Requirements 1 Select the Start icon from the Windows task bar 2 Next select the Run icon from the Windows menu The Run Window is displayed 3 With the Cencon 4 Install CD still in the CD ROM drive enter the letter designation for the CD ROM drive followed b...

Page 23: ...5 Click on Next to go to the select ODBC Connection window Page 23 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 24: ...sting data source names 8 Select the Data Source for the database to be created and click on OK The SQL Server Login prompt window is displayed Note If SQL Server authentication was selected when defining the data source you will also be prompted to enter the password 9 Click on OK to continue The next screen displays a summary of your database connection settings Page 24 Document 2070 127 Rev C 4...

Page 25: ...10 Click on Next to continue The next screen allows you to specify where your database physically resides Page 25 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 26: ...tabase will fit on your selected drive s 12 Click on Next to continue to the Estimation Results screen The program will proceed to estimate the additional space required for the new Cencon 4 database The processing time will vary depending on the original database size anywhere from 30 seconds to 15 minutes 13 When the estimation process completes the Estimation Results screen will display the res...

Page 27: ... drive containing the transaction log file in megabytes are all displayed Also displayed is a summary of whether the estimated additional space required will comfortably by at least 50 fit in the available space Note If the space available says 0 zero then the drive letter is probably not mapped to real storage Go back to step 9 and choose the correct drive and or map the drive Page 27 Document 20...

Page 28: ...ed in the import process Record your current authorization settings before importing the data to the new database Since the Cencon 4 software uses role based operations as the new method to control access to software functions you will have to use create new role based user authorizations using the new version of the software that are based on the old individual software authorization settings Imp...

Page 29: ...4 Click on Next to continue to the Select Operation window Page 29 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 30: ...ll not stop at all of the items depending on which functions you select as you proceed some may be performed automatically and some may be skipped If you are setting up a new database check the Create a new database catalog to contain the new Cencon database Select Create a new database schema to contain the new Cencon database if specified by your database administrator not normally required 5 Ma...

Page 31: ... database to be created and click on OK The SQL Server Login prompt window is displayed Note If SQL Server authentication was selected when defining the data source you will also be prompted to enter the password 9 Click on OK to continue The next screen displays a summary of your database connection settings Page 31 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 32: ...database you checked the Create a new database catalog to contain the new Cencon database option previously the Create ODBC Catalog screen is displayed allowing you to name your Cencon 4 database Page 32 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 33: ...not then you need to specify and possibly create the catalog database to use If you need to use a catalog other than the default uncheck the Use selected ODBC connection default catalog box and enter the name of the catalog database where the Cencon files are stored or are to be stored 11 Click on Next to continue to the Select ODBC Schema screen Page 33 Document 2070 127 Rev C 4 10 Cencon 4 Getti...

Page 34: ... user logon If you need to use a schema other than dbo uncheck the Use selected ODBC connection default schema box and enter the name of your schema 12 Click on Next to continue to the Import Cencon 1 5 X Data screen Page 34 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 35: ...from a version of Cencon earlier that 2 0 It allows you to import the Cencon 1 5 X data files into the Cencon 4 database 13 Click on Next to continue to the Import CenBank screen Page 35 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 36: ...ation scenario The option you choose will determine the next screen that appears when you click on Next to continue 14 If you have imported data from previous Cencon or CenBank systems where the region was not previously identified then you should address the assignment of regions to your data through the Assign Import Region option Page 36 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Gui...

Page 37: ...identifying and correcting data errors in the existing Cencon data It is recommended that you perform this operation 15 Click on Next to continue to the Data Validation window Page 37 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 38: ... and correcting data errors in the existing Cencon data It is recommended that you perform this operation 16 Click on Next to continue to the Confirmation screen for an Operation Summary Page 38 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 39: ...bles views and stored procedures required by Cencon 4 The only data placed into the tables will be an initial entry in the configuration table and a default set of user authorizations A running log of operations and results is displayed as the setup proceeds The administrator can save this to a text file for review by clicking on the Save icon Page 39 Document 2070 127 Rev C 4 10 Cencon 4 Getting ...

Page 40: ...or the ODBC connection It must be changed to the name of the database that you created using the Cencon Database Setup Utility In our example the database name is cencon4data 1 From the Windows Start button select Control Panel Administrative Tools and finally Data Sources ODBC This opens the Windows ODBC Data Source Administrator window Page 40 Document 2070 127 Rev C 4 10 Cencon 4 Getting Starte...

Page 41: ...the Configure button to access the Microsoft SQL Server DSN Configuration window 4 Click Next two times to access the window which allows you to change the default database 5 Check the box Change the default data base to and select your Cencon database in the selection box 6 Click Next and then Finish to complete the process Page 41 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 42: ...Key Box is plugged into any USB port on your computer and select Cencon PCIO Card and Key Box Settings to display the Configuration Settings screen 5 Ensure that the Use Cencon USB Key Box radio button is selected 6 Enter your Company ID The value entered for this field can be any complex four digit number you wish to identify your company You should choose a number that is in some way meaningful ...

Page 43: ...x Install Key and store it in a safe place You must have this key and the information on the attached key tag if you ever need to reinstall the Cencon Key Box or order replacement parts You have a limited number of installs associated with the Key Box Install Key 8 Select Database Connection Settings to access the dialogs which allow you to identify the appropriate Cencon database If the input fie...

Page 44: ...of dbo with one of the versions of Microsoft SQL Server i e Microsoft SQL Server 2005 2008 2008 Express etc you do not have to update the schema name 12 The following window is displayed when a database is successfully identified Page 44 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 45: ...eature The Region Control feature allows the grouping of users locks and routes into specific regions Global data access can be given to some users while data access can be limited for other users to only the users locks and routes in a specific region Note that this screen does not activate the Cencon region control feature it defines a global region and assigns it to the initial user in case the...

Page 46: ...D can also be confusing It is suggested that user IDs be alpha or alphanumeric It is also suggested that you use Nicknames For example a user can be identified as FLM1 and use Bill N in the Nickname field Another example could be a user identified as Tom1 and use Flemming last name in the Nickname field Spaces are allowed in ID fields so Bill Jones is valid However you choose to identify users som...

Page 47: ...nd can be up to sixty four 64 characters in length Since the User Passwords for Software Users black SS S and D keys are used as logon passwords for the software they should be kept secret 19 Enter a password and the confirmation and click on Next 20 Place a black logon type key into the right hand position of the Cencon Key Box note the blinking green LED Follow the instructions on the screen for...

Page 48: ...e the Cencon Reference Manual for details You can return to this function at any time by selecting the Change Configuration Settings icon on the main screen 24 Finally you can set preferences which apply to the current PC See the Cencon Reference Manual for details You can return to this function at any time by selecting the Change Preferences icon on the main screen Page 48 Document 2070 127 Rev ...

Page 49: ...ecognizes spaces as well as characters Note You cannot logon to the system using a nickname or a user ID You must use the password specified for the key in the key reader The key in the key reader identifies the user trying to log onto the Cencon 4 System Hint If a window is displayed indicating that the User ID doesn t pass authority check first check to make sure that the appropriate key is in t...

Page 50: ...ior to logon this area displays the Cencon software version information After logon this bar displays the name of current logged on user their assigned role and region information if region control is active Page 50 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 51: ...you want to print the current page of the manual select File Print on you web browser If you want to print the entire Reference Manual or this Getting Started Guide 1 Insert the Cencon 4 Install CD into the appropriate drive of the PC 2 Select the Start icon in the lower left of the Windows screen 3 Next select the Run icon from the Windows menu The Run Window will be displayed If necessary change...

Page 52: ...Control Panel Window is displayed 4 Click on the Add or Remove Programs icon The Add or Remove Programs window is displayed 5 Select Cencon Software in the Currently installed programs list and click on the Change Remove button The Cencon Software InstallShield Wizard window will appear Note Page 52 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 53: ...y currently existing database information 6 Click on Remove and then click the Next button The verify removal message is displayed 7 Click on the Yes button to continue The Maintenance Complete window indicates successful removal Page 53 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...

Page 54: ...w The Cencon software program will be removed from the list 9 Click on OK to return to the Control Panel window 10 Select Close from the File menu list to close the Control Panel window Page 54 Document 2070 127 Rev C 4 10 Cencon 4 Getting Started Guide ...