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Frequently Asked Questions
Installation
- What the system requirements for
Catalyst?
- How do I install Catalyst?
- How do I setup Catalyst to run on my network?
- How do I relink to a different back-end database?
- How do I attach a back-end database to SQL
Server?
- How do I setup SQL Server permissions?
- How do I configure Catalyst for use in a multi-user
environment?
- Can Catalyst be installed for use at multiple
physical locations?
- Can Catalyst be installed in a Citrix®
or terminal services environment?
- Can Catalyst be installed on a Windows
64-bit operating system?
What the system requirements for Catalyst?
The system requirements for Catalyst Manufacturing® are similar
to those for Microsoft Access®. Catalyst is split into a front-end
database that resides on the client PC and a back-end database that
resides on the server machine. The system requirements for each are
provided below.
Client PC
- Computer: Most processing occurs on the
client, so higher processing speeds and multiple processors
will improve performance. A PC with at least a 1 GHz
processor is recommended.
- Memory: 2 GB RAM or higher
- Operating System: Microsoft Windows® XP, Vista,
or Windows 7.
- Software: Microsoft Access® 2000, 2002,
2003, or Access 2007. The Access Runtime version can be used on
machines without an Access license. Microsoft Word® and
Excel® are required for extended reporting and analysis.
Microsoft Outlook® and Internet Explorer® or a comparable
email client and browser are helpful for sending receiving
data. The installation of the latest Office® service packs
is recommended.
- Hard Drive: 200 MB of hard disk drive
storage for both Microsoft Access® and the Catalyst
application files on the client PCs.
Server
- Computer: A personal computer can be
used when using Catalyst with a Microsoft Access® back-end
database. When using the SQL Server® back-end database, a
server rated machine is recommended, but not required since
most processing occurs on the client. A server machine may
be desirable, however, to improve data storage and backup
capabilities.
- Operating System: Same as client OS or
Windows Server 2000, 2003, or 2008.
- Software: A Microsoft Access®
installation is recommended on the server when using an
Access back-end database to perform database administration
functions. When using a SQL Server® back-end database, the
SQL Server client tools or equivalent third-party software
is recommended to perform database administration functions.
- Hard Drive: At least 2 GB for company
back-end database file.
How do I install Catalyst?
Since Catalyst is based in Microsoft Access®, each client
machine must either have a licensed copy of Access or the
runtime version installed on each client machine. For
network environments, the back-end database must also be placed
on a server machine so it can be shared by all users.
Client Installation
- Backup any Catalyst database files you may have in the
Catalyst folder from a previous installation. Uninstall any
previous version using the Add and Remove Programs utility in the Windows®
Control Panel.
- Download and run the Catalyst installation package.
Note: Installation on a partitioned drive is not
recommended.
- Proceed through the installation steps provided in the
setup package to install
Catalyst on the local machine. After installation, a program shortcut is
placed on the desktop and in your Programs group.
- Repeat the steps above for each required client
installation.
- To activate the product, submit your registration
information as described in the
Product Registration help topic.
Network Installation
- Create a Catalyst folder on your network server with Full
Control permissions for the Catalyst users or user
group.
- Move the Catalyst back-end database files from the
Catalyst folder on the client machine to the network server
machine. For the Microsoft Access® back-end database, move
the mdb files that include a “_be” reference in the
file name. For the SQL Server® back-end database, move the mdf
and ldf files. Note: Please link to the non-sample database
(i.e. without the “StoreMore” name) to submit your product
registration and populate your company data.
- Establish a linked connection to a Catalyst back-end
database file located on your server by opening Catalyst
from a client machine. If the Select Company Data File
screen does not appear, open it by selecting File >
Select Company from the Catalyst main menu. For the SQL
Server back-end database, the back-end database will need to
be attached to SQL Server before performing this step. For more details,
refer to the How do I attach a back-end database to SQL
Server? help topic listed below.
- To avoid
having to establish a connection to your server on every
client machine, you can copy the front-end database file
after completing step 3 above to all client machines.
Otherwise, you will need to perform step 3 on each client
machine.
- To enable user-level security so that each user logs
into Catalyst with their own user name and password, refer
to the instructions provided in the Enable User-Level Security help topic.
How do I setup Catalyst to run on the network?
To install Catalyst on the network, move the back-end database to
a shared server location and establish a link from the client using
the Select Company option.
When enabling user-level security with a separate login name
for each user, the Catalyst workgroup file (Catalyst.mdw) will
also need to be moved to the shared server location and the
desktop shortcut modified to prompt the user for their login
information at startup. Please refer to the help topic regarding
'Enabling User Level Security' for more information.
How do I relink to a different back-end
database?
Catalyst automatically detects broken table links
when the database is opened and prompts the user for the new
back-end database location and file name. To relink to a different
back-end database file, choose File > Select Company
from the Catalyst menu, select a different back-end database, and
click the 'Refresh Links' button. The instructions vary depending on
whether you are linking to a Microsoft Access®
or SQL Server® back-end database. Refer
to the Select Company help topic for more details.
How do I attach a back-end database
to SQL Server?
The Catalyst SQL Server back-end database files
are installed in the Catalyst application path during program
installation. In a multi-user network environment, the back-end
database files need to be moved to a shared folder on the server
machine. If you do not already have SQL Server®
installed on the server machine, you will need to do so before
continuing with the setup. The steps below provide instructions on
how to attach the Catalyst database files to SQL Server using either
the client tools in SQL Server or the utility in Catalyst
Manufacturing.
SQL Server Enterprise
Manager or Management Studio
-
Open Enterprise Manager (SQL Server 2000)
or Management Studio (SQL Server 2005 and 2008).
-
In the Console Root, expand your SQL
Server group, right-click the Databases folder, and select
'All Tasks > Attach Database' or
'Attach...' from the shortcut menu. On the Attach
Database screen, select the browse button (… or Add...) to
search for the Catalyst .mdf file on your server. Select the
file and click the OK button to return to the Attach
Databases screen.
-
Click the OK button to attach the selected
database. If an error occurs, verify you have the
appropriate SQL Server permissions to perform administrative
functions. After the database has been attached to SQL
Server, you can now link to it from within Catalyst using the
Select Company screen.
SQL Server Configuration Manager (for SQL
Server 2005 and 2008)
-
Install
SQL Server Native Client on each client machine.
-
Open SQL Server Configuration Manager.
-
Select SQL Native Client Configuration.
SQL Native Client is the network library that client
computers use to connect to SQL Server, starting with
Microsoft SQL Server 2005.
-
Select Client Protocols. Enable the client
protocol(s) in use by your networked client machines. For
most networked environments, the client protocol will be
TCP/IP. Shared Memory should be enabled when connecting to a
SQL Server instance on the same computer. Please refer to
SQL Server Configuration Manager Help for more information.
How do I setup SQL Server permissions?
Essentially, as long as SQL Server is setup to
use Windows authentication, when you relink to the Catalyst
back-end database, the connection to SQL Server will be
established. In a network environment, however, you must also
consider network permissions. For network installations, it is
important to ensure that the Windows domain and user name of the
client matches the domain and user name on the server machine.
One way to accomplish this is described below.
Establish Network
Permissions
-
Create a Windows user group (e.g.
Catalyst_GG).
-
Create a Catalyst folder on the server,
add the Catalyst user group to folder security, and grant
full permissions (e.g. read, write, modify, delete).
-
Assign users to the Catalyst user group.
Establish SQL
Server Permissions
-
Open SQL Server Enterprise Manager (SQL
Server 2000) or Management Studio (SQL Server 2005).
-
At the server level, open the security
folder and add the Catalyst group as a login with Windows
authentication login rights, system administrator server
rights, and public and db_owner permissions to the Catalyst
and master databases.
-
At the database level, add the Catalyst
group as a user with public and db_owner permissions.
How do I configure Catalyst for use in a
multi-user environment?
After installing Catalyst on a client machine,
perform the following steps:
-
Create a Catalyst folder on your network
server with at least Read/Modify permissions, preferably
Full Control.
-
Move the Catalyst back-end database files
from the Catalyst folder on the client machine to the
network server machine. The Microsoft Access® back-end
database files have a mdb file extension and include the
“_be” reference in the file name. The SQL Server® database
files have a mdf file extension and are matched with
database log files having an ldf file extension. Note: There
are two back-end database files included with the standard
Catalyst installation – one with sample data that includes ‘StoreMore’
in the file name and an empty database without sample data.
The empty back-end database is provided for you to populate
your company data. The sample database is provided for
evaluation and education purposes. Note: It is advisable
that you remove the back-end database files from each of the
client machines to avoid unintentionally updating a local
file.
-
Open Catalyst Manufacturing front-end
database using the desktop shortcut. If not automatically
prompted to relink to a different back-end database, select
File > Select Company from the Catalyst
menu.
-
The instructions for linking to a back-end
database vary slightly depending on whether you are
connecting to a Microsoft Access® or SQL Server® database.
For more details, refer to the Select Company
help topic. Note: To avoid having to establish a connection
to your server on every client machine, after relinking one
front-end database to the server, you can close and copy
that file to the other client machines you have already
installed Catalyst. The file stores the established table
link properties.
-
To enable user-level security so that each
user logs into Catalyst with their own user name and
password, refer to the instructions provided in the 'Enable
User-Level Security' help topic. The Catalyst
workgroup file (Catalyst.mdw) will also need to be moved to
the server in this process.
Can Catalyst be installed for use at multiple
physical locations?
Since Catalyst uses Microsoft Access as it's host application,
the standard configuration consists of the front-end database
residing on a client machine and the back-end database residing on a
server machine within a local area network. However, with proper
consideration given to bandwidth and security, however, it is
possible to place the back-end database on a remote server to be
shared by multiple physical locations. In this configuration, it is
highly recommended that you use a SQL Server back-end database
instead of an Access back-end database to avoid the risk of database
corruption.
Catalyst was designed for use by a single company so if
sister companies wanted to share the same back-end database,
there would also need to be consideration given to the setup and
use of data.
Can Catalyst be installed in a Citrix® or
terminal services environment?
The Microsoft Access database files on the client PC include
local tables updated by each user. In a terminal services
environment, these local tables become shared unless a local copy of
the Access database files is created for each user. A 3rd party
utility program called
Auto-FE Updater
may be installed to overcome this limitation. In addition, it's
possible to add a logon batch file to create a local instance of the
Catalyst database files when the users connect to the terminal
server through Citrix. The terminal services environment is not
fully supported, but is possible to establish.
Can Catalyst be installed on a Windows 64-bit
operating system?
Yes, Catalyst can be installed on a Vista or Windows 7 64-bit
operating system. When opening Catalyst for the first time on a
64-bit machine, it will be necessary to relink the local database
(Catalyst Local.mdb) to include (x86) in the Program Files path.
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