How to setup a LAN server

 

To designate a machine to function as the LAN server, the first order of business is to decide which machine on the LAN connected network will be the server machine. This can be a workstation or a machine dedicated to function as a stand-alone server. We recommend the latter, and also that you do not skimp on the cost of the hardware. Not all machines are equal, and a machine used as a server will undergo considerably more stress then a desktop workstation.

 

 

With the server designated, the steps to implement it are:

 

1. Install H2OS on the server computer

 

2. Navigate the menu to Setup -> Options -> Network and a screen like this will appear:

 

 

 

 

3. Click "A LAN Server"

 

This message will appear:

 

 

 

 

4. Reply YES and that's it

 

 

5. On the server, use the DOWNLOADS page to download the latest version of H2OS from our website. If you have the latest version installed already, a message will appear saying so.

 

6. Restart H2OS

 

7. Navigate to the TEL-EMAIL Page and click the "add fields" commands to add supporting fields for telephone numbers and/or email addresses to your customer database, if you will be storing either or both types of information in your database.

 

8. Add a real or test customer or make a simple change to an existing customer record and then navigate away from this customer record (e.g. by clicking the > navigation command button).

 

This action (making the 1st change to the database) is needed at this time because it will trigger any pending database upgrades that may be pending and needed for the database to be in sync with the current software release.

 

The download and installation of the latest current release of H2OS from our webserver is to your LAN Server first. Once installed on your LAN server, your workstations will detect the existence of the new version and automatically install a copy of it on each LAN workstation (doing so improves system performance). This operation is 'transparent' to the operator as it automatically occurs during H2OS startup on the workstation. If, for whatever reason, a workstation is still accessing the H2OS database on the LAN server when an H2OS software upgrade is performed on the server, then each workstation should follow the installation with restarting H2OS, to pickup the latest software. This action should be done as soon after the upgrade is made to the server as possible. In some cases, a workstation may fail to function properly until H2OS is restarted on that computer (and the H2OS software upgrade is obtained from the server).

 

All maintenance (table, index and field changes) made by software upgrades over time will apply to your shared H2OS database on the server (of course). These changes must be performed on the server (and not the workstation's) copy of the H2OS database. If, for example, a new release of H2OS requires that a new field be added to your customer's database, say to support a new feature, workstations must disconnect from the server, the change must be made to the server's copy of the database, and the workstations restarted.

 

9. Install H2OS on each workstation.

 

10. For (on) each workstation, navigate to setup->options->network to add the workstation to the H2OS LAN configuration

 

 

Note: you may need to see how to make Windows 7 work with older Windows versions

 

If H2OS is unable to connect with the LAN server.

 

Make sure the database profile shows the correct location for this database.

 

Navigate (using the menu) to Librarian -> Explorer and then click your CUSTOMER NAME in the left column, which will bring up a list of databases owned by the customer in the middle column. Double click the database name in the middle column to view the database's profile.

 

The database profile will show the location of the database in the Database Description tab page (see example below).

 

If this location or file name is not correct, click the button to the right of the name and then use the navigator to find the correct database (this action will update the database profile record)