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SynergyDE Install Guide SynergyDE ® Install Guide

SynergyDE (for Windows®)  offers several options for installation configuration and products to be installed.  Although SynergyDE product installation is a self-extracting process, several options within the installation require the user to understand their system on a more technical basis.

        Installation choices and options 

When installing SynergyDE on the Client, there are two types of install choices – Local/Server and Client. The Local/Server is where the SynergyDE product(s) are licensed. The Client install prompts for the servername to establish an association with that licensed server.

You can install a full SynergyDE program on each individual workstation as well as the server or install SynergyDE as a Shared installation on the server and access SynergyDE with “shortcuts” established on the Client.

Pros & Cons:  When the Client is sharing the server SynergyDE, some systems may see a hesitation in the speed of execution. 

Another difference is that when you upgrade your Synergy, if the Synergy is installed as Client, upgrading the Server upgrades all the clients at the same time. If you install each client with their own SynergyDE (even if choosing the install type as Client), you must also upgrade each client individually.  See Installing a “Shared Installation” version of SynergyDE below for more details.

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Which components to install

There are many Synergy products that are available but many times, the installer is not aware of what components should be installed.  Only those products purchased should be installed to conserve space on your system.  The default components for installation are noted below but may require adjustment for your system. 

  • Core Components – are always required for any installation.   
  • Professional Series Workbench – is primarily for developers and not installed for DTE operations.  
  • Professional Series Development Environment – for product developers and/or any site where a DTE application will be compiled due to changes, updates, or patches installed.   In a standard DTE customer installation, this component must be installed.  
  • Connectivity series – applies if you have purchased ODBC Connectivity with the Down To Earth products.   This product utilizes a Repository (included with your Down To Earth installation) and most commonly, Report Writer, too.  
  • XfSeries – should be installed for every Network Server system.  This is not necessary for a single PC installation. (xfServer insures that data files with constant read/write by multiple operators maintain their integrity and are not corrupted.)  
  • Report Writer – If purchased, should be installed.  This only applies of you have also purchased and are installing the Connectivity series (above).  
  • Samples – Optional.  This contains examples of different Synergy related products and commands.  
  • Files for a shared installation – There are two types of Client/Server installations – 1) installing a running Synergy portion on each Client and 2) installing a Shared system where all Synergy files reside on the Server.   Please see the next section, “Differences between Shared and Network Client installation” for additional information.  

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Changing the Licensee name

This process can only be done BEFORE the Synergy copy is licensed.  This could apply if you entered the licensee name incorrectly to match with a previous install and need to change it before SynergyDE is licensed.  This process will stop the License service, change the Licensee name, then re-start the service.  With Administrator rights, at a DOS/Command prompt, type 

lmu -rNewLicenseeName -ns

Uninstalling SynergyDE

Should your Synergy be incorrectly installed (other than selecting the incorrect components), you must uninstall the product via the Add/Remove programs Windows uninstall utility. 

This is the only method that will also correct the Registry entries made by Synergy product during the install.  If the uninstall process is not complete, you may want to inquiry on a “Kill String.”  The Kill String is assigned by Synergex and changes daily.  That string assigned is only valid for 24 hours. 

 

Resetting License Configuration

If Synergy was installed as a Client system but is really a Stand alone or Server, you must change the license configuration.  Every 24 hours, Synergex generates a new license string for this process.  Therefore, this LicenseString below is retrieved from Synergy Support prior to this command.  From within a DOS or command box, type: 

lmu -kLicenseString

Yes     , to configure license 

Then type the below to be prompted for the new License configuration and Registration name. 

lmu -d 

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  Changing a Client servername 

Some SynergyDE installations result in the servername entered incorrectly or a re-install of the server SynergyDE product to a different Server.  Either situation requires the Client to recognize a new servername.

Rather than uninstall the Synergy from the Client and re-install, you can simply reconfigure the new servername by typing the following from the Client machine.

lmu –r newserver –nc  


Server access for Clients
 

SynergyDE v8 and after series installs xfserver defaulting in the Secure mode.   This mode requires the client machine to log into the server with a username/password.  It also requires the username/password to be defined with xfserver.   To do this, use the   setruser  utility to set each client’s username as they were defined for the server access.

To change the mode to non-secure mode and not require login to the server, go to the xfServer/xfServer plus Tab of the Synergy Configuration menu.  Select the SynSrv line and choose to Modify service.    Within the displayed window, click the Data Access button to be Non-secure.   Be sure the Port (default as 2330) is open to the server through the server firewall.

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“Ping” the xfServer port to confirm xfServer is running 

To verify that a client can access xfServer, you can “Ping” the servername using the synxfpng utility.   Open a DOS box (Run cmd) on the Client machine and, for example, type:

synxfpng servername              - or –  
synxfpng  –v servername 

The first example returns a short message to the window telling the connection round trip time.      Using the  –v option as in the second example, produces a more verbose message with additional information. 

Note:  To simply ping communication, type:

ping servername   

 

Client Licensing and Logicals 

The logicals within the synergy.ini file should point to the mapped drive designation for the client.   For example – If the mapped drive designation for a client to the server is X, the dbl directory might look something like: 

DBLDIR=X:\d2e\synergyde\dbl\ 

This allows the client to access licensing and synergy programs on the server.

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Installing a “Shared Installation” version of SynergyDE 

Installing a shared installation requires that you customize a SynergyDE setup.ini     file with your system names and parameters.    Please read the Installing SynergyDE for Shared Access section of the synergy install instructions for complete information.

  • Install the server SynergyDE and be sure that the “Files for shared installation” are also selected during the SynergyDE install process.    
  • Find out the server/computer name (Control Panel > System > Computer Name) and where you plan to store the synergy.ini file used for Down To Earth.    
  • Be sure that the SynergyDE folder is being shared on the network.    

Edit the setup.ini      file under the Client folder of the SynergyDE you just installed on the server per the SynergyDE installation instructions.      You need to add the system information for the line beginning with “CmdLine=” to identify the licensed server name and where the synergy.ini file is located.    It is suggested to use the UNC (Universal Naming Convention) server name rather than the full path of a mapped drive. For example,

CmdLine=LICENSE_SERVER=ServerName SFWINIPATH=\\ServerName\progra~1\dtev70 

From the Client machine, browse to through the network to the Client folder of the server SynergyDE installation and run the  setup.exe to install the necessary client shortcuts and define the System Environment variables.

Verify that the Client’s System environment variables are defined and pointing to the correct location for the UNC/mapped drive that you defined in the original (Server) setup.ini  file.

NOTE – With this type of install, the server and all workstations use the same synergy.ini file. Within this file, you should designate the UNC for all SynergyDE logicals and the Down To Earth home logicals. It is possible to use mapped drives but all drives must be mapped with the same designation. It is suggested to use UNC names, if possible.

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