Installing and Configuring the Software

Introduction

This section is designed to be a quick and easy step by step reference to getting your AutoMate Enterprise Network Going as rapidly as possible.

First of all, you must own a few licenses of AutoMate and an AutoMate Enterprise Server license that matches the number of users you wish to connect together concurrently. You can buy these either separately or together in the “AutoMate Enterprise Complete” package.

For more information on this call Unisyn Software at (888)7-UNISYN Ext. 1. Assuming you have these things this step by step guide should help you get up and running with AutoMate Enterprise as quickly as possible by going through the installation for both server and AutoMate client and establishing connectivity between them.

Installing the Server

  1. Proceed to a Windows NT/2000 Workstation or server that will be used as the designated AutoMate Enterprise Server. You may run other processes on it, but you will want it to be a machine that has a minimum of downtime as any server application would require. Be advised that it does not require you use Windows NT Server or Windows 2000 Server it can be the Workstation or Professional version of the operating system.

  2. To begin the installation, start the AutoMate Enterprise Server installation program. Follow the steps to install to the desired folder of your choice. If the machine already has programs that use the Borland Database Engine (BDE) you may need to adjust the BDE installation settings – otherwise leave those settings at their default.

  3. As the last step in the server install wizard you will be prompted to select an Administrator user name and password for your AutoMate Enterprise Network. When you choose the username and password – it is extremely important that you write this information down and store it in a safe place. If you loose or forget this password, you will need to start over.

  4. Once the server installation has completed – check the Services Control Panel applet to see of the two required services are up and running. The services are called: AutoMate Enterprise Server and AutoMate Security Server. In order for your AutoMate Enterprise network to function – both or these services must be operational. If either or both of these services do not start you will probably need to reinstall / reboot and/or try different BDE settings.

  5. That is all there is to it for the server! The remainder of the setup will be a matter of setting up and configuring the individual client machines with AutoMate.

  6. OPTIONAL – CONFIGURING THE RIGHTS OF THE GUEST GROUP: By default all machines that you configure to connect to this server will automatically go into the GUEST group. At this point you may optionally change the rights of the GUEST group using the Security Manager Tool. The shortcut to start this tool is installed in the Start menu program group AutoMate | Server Tools | Security Manager. Since it uses TCP/IP, the Security Manager does not need to be run on the same machine. Upon startup of the Security Manager, you will be prompted to logon with your Administrator username and password (the one you selected during the server install) -- you also have a choice of the server to logon to. If you are running on the same machine as the server is installed on, type “localhost” for the Server, otherwise enter the server machine’s IP Address, URL, or machine name (if on the same network). Much of the Security Manager interface design is modeled after the NT User Manager utility so to NT administrators it should feel at home. You may modify the rights of the guest group by selecting the Users Tab | right clicking on the GUEST group and selecting properties. Once again, this is optional. Nobody will be able to register a client machine on your AutoMate Enterprise Server unless they have the Administrator user name and password that you selected during the server install. When you are done modifying the rights to the GUEST group you may begin installing the clients.

Installing the AutoMate Client Software (Manual Mode)

  1. Obtain the latest version of the AutoMate installation from Unisyn Software. You must be using 4.3e or later.

  2. Run the AutoMate installation program. After specifying the standard information (folder location, etc.) you will prompted as to whether you would like to run this AutoMate in standalone mode or “Connect to an AutoMate Enterprise Server”, select Connect to an AutoMate Enterprise Server

  3. At this point the installation will begin. When complete, reboot if you are prompted.

  4. When AutoMate starts and you are prompted to run the Task service answer “Yes”. Upon Startup of the AutoMate Configuration Manager, because you chose during the install to “Connect to an AutoMate Enterprise Server”, a wizard will appear to assist you in connecting this computer to the AutoMate Enterprise Server. The wizard will gather information and when complete it will register this machine and create the username in the security Database.(which will automatically be added to the Guest group in your AutoMate Enterprise Server). All machines that will be controlled by the AutoMate Enterprise Server must be registered and a username must be used so that rights may be applied.

  5. Follow the instructions on the wizard, for the server name enter either the servers IP address or the URL (if it has one), or if it is on the local network use the machine name.

  6. You will also be prompted for the username, password, and machine name that you would like to use on this. As the last step you will need to enter the administrator username and password.

  7. Upon completion of the wizard an attempt will be made to connect to the server and register with the server. After proper authorization, an account will automatically be created in the GUEST group.

  8. Repeat for all machines that you wish to connect to the AutoMate Enterprise Server.

  9. When complete, you may connect to the server using the Security Manager and move the newly created users out of the GUEST group and into the USER group or news group(s) of your choosing. You can assign rights to the group by editing the properties of the group. Rights may only be assigned to groups, not individual users.

Installing the AutoMate Client Software (Silent Mode)

The AutoMate client software can also be installed silently in automatic mode. The installation supports several command line options to facilitate this:

/s – Silent Mode

/r – Register with AutoMate Enterprise Server mode (causes the installation to watch for the following additional parameters)

if "/r" is specified:

/sn = server name

/ct = connection type (0=LAN, 1 = RAS)

/mn = machine name

/md = machine desc

/un = username

/up = user password

/ud = user description

/an = admin name

/ap = admin password

/rn = RAS Name

/al = AutoLogon (0,1)

/pl = PromptLogon (0,1)

For AutoMate NT Service Edition there are three additional parameters, which are used regardless of the use of /r:

/du = default username

/dp = default password

/dd = default domain/ machinename

Example:

C:\AUTOMATE.EXE /s /r /sn=server2 /ct=0 /mn=hercules /md=athome /un=scott /up=unisynrules /an=Administrator /ap=passwordhere /al=1 /pl=0

Ready to Deploy Tasks!

That’s all there is to it! At this point you can start AutoMate on your machine logging in with the Administrator login you selected daring the install to the server and begin building tasks and deploying them. Once a task is built, to deploy it simply select the “Deploy” button. You may deploy the task to as many workstations as you wish... they can either run the task immediately or you can schedule it for later.

See Also:

Deploying Tasks