PART 2: SQL Server Program Primary Installation

Primary Installation

  1. Place Update7.EXE in the network IMASTER folder and run it.
  2. Click through the wizard screens to unpack and copy the components. (This process can be performed on a running production system.)

NOTE: As part of this setup, a new release of IMASTER7.EXE will be placed in the staging folder. In order to register the SQL module in the following steps, the master copy of IMASTER7.EXE must be updated to 7.5.20 or greater. You may need to exit Image-Master in order for the software to be updated.

  1. If SQL enabled workstations will be a subset of the existing workstations in production (strongly recommended during the beta), run WSETUP7.exe on these selected workstations and configure them for a new, common Machine ID. (Do not reconfigure any scanning stations into this group as scanning stations should always be configured with their own unique machine IDs.)

NOTE: If WSETUP7 prompts to restart the computer, close all running applications and select [Yes] to finish the installation process and restart the computer.

  1. Edit the IMASTER.INI in any text editor such as Notepad as follows:
  • Locate the section header for the Machine ID configured in the previous step.
  • Add a new line below the corresponding [Station..] line in the file.
  • Type the following: UseSQLServer=1

Typical Example for a SQL Data Source

[ExportCM]

CMBASE=F:\CLSINC\IM_IMPORT\

DBNAME=F:\IMASTER\CLS000 (This example uses CLS000 as the first six characters of the DB name; be sure to use the first six characters of your DB name.)

CMEXEC=F:\CLSINC\WBWIN\BRCLIENT.EXE

UpdateType=2

  • Technical Notes and Options

    • Regarding DBNAME: Only specify the path and the first six characters of your Image-Master database filename.

    • Regarding UpdateType= The update type for SQL Server use is 2.

      • 2 = Update using DBF tables as the primary data source, but also update the corresponding tables on SQL server if a file DSN exists for the database.

  1. Save and close the modified IMASTER.INI file.
  2. From any SQL enabled workstation, run Image-Master.
  3. Verify that the version is 7.5.20 or greater at the login screen. If it is not, close Image-Master and make sure all existing users exit Image-Master briefly so that the core can be upgraded to the new version.
  4. Login to Image-Master as an administrative user (Admin). Initially, a message appears stating that SQL Server access has been enabled, but the access module has not been registered.

  1. Select the [Register SQL] button to open the Image-Master Module Registration dialog box.

  1. Contact Commercial Legal Software (CLS) during normal business hours to obtain a registration code for the SQL features. This procedure will only have to be performed one time. If you are running Image-Master after hours, choose "Disable SQL" or "Cancel" to proceed without enabling SQL. Image-Master will operate normally and you will be prompted to register the module again each time Image-Master is started from a SQL enabled workstation.

NOTE: Even if SQL server access can not be enabled, the remaining installation steps, including the initial data migration, can still be performed.

  1. On the SQL Server using the SQL Server Management Tools or other configuration tools, create a database on the SQL server. The database can be named as desired, although a descriptive name such as "ImageMaster" is recommended.
  2. Configure access and authentication to the created database for the users.
  3. During the beta period, give most users liberal rights to create, delete, update, and read tables within the database. For ease of access, set the authentication to use the network credentials. After the beta period, more restrictive rights and logons can be enabled.
  4. Create a file DSN using the control panel Data Sources Tool or a text editor.  If creating the file DSN by hand, include the following options:

NOTE: In the following example, the items in italics must be substituted with settings appropriate for your site. The remaining lines must be typed as they appear.

[ODBC]

DRIVER=SQL Server

DATABASE=database name as specified in step #11

APP=Microsoft Visual FoxPro

Trusted_Connection=Yes

SERVER=your SQL server name

Description=Image-Master SQL Server Access

 

CAUTION: In the next step, do not overwrite the DBF table! If unsure, make a backup copy of the IMASTER folder before choosing to replace any file.

  1. Save this file DSN as the same name as the Image-Master database CF table, but with a DSN extension. (i.e. If the primary CF table is F:\IMASTER\CLS000CF.DBF, then save the file DSN as F:\IMASTER\CLS000CF.DSN)

NOTE: Depending on the number of documents and the speed of your network this next step may take a considerable time to complete. A progress bar will be provided. Typical upload speeds average approximately 12,000-30,000 documents per minute.

  1. Run the IM2SQL.EXE module. Follow the prompts to select the desired Image-Master database.
  2. Choose [Start Upload] to begin the process of copying the existing data to a corresponding table on the SQL server.
  • This completes the initial deployment.

Next Topic

SQL Server Usage Instructions

Related Topic

IM-SQL Database Notes