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===================================== Installing San Francisco** Evaluator ===================================== Congratulations on receiving your San Francisco Evaluator CD. The license agreement for this software allows you to use it for 180 days. Enjoy. Table of contents ----------------- Installing San Francisco Prerequisites for Windows 95** or Windows NT** Hardware prerequisites Software prerequisites Environment settings If you have IBM** Antivirus installed... If you use Symantec** products Prerequisites for AIX** Hardware prerequisites Software prerequisites Environment settings Installing and uninstalling on Windows 95 or Windows NT Installing on Windows 95 or Windows NT Creating a shortcut on Windows NT Uninstalling on Windows 95 or Windows NT Manually removing remaining entries and data Installing and uninstalling on AIX Mounting the CD-ROM device Installing on AIX Uninstalling on AIX Verifying a successful installation ======================================================================== Installing San Francisco ------------------------ Before you start installing San Francisco, make sure that your hardware meets at least the minimum requirements. Additionally, at least the software marked as required has to be installed on your system. Optional software may be installed at a later point in time. On windows 95 and NT, the installation procedure also automatically starts the required configuration of your system. During this process, the servers are started. On AIX, the configuration process has to be started manually. When the post-install configuration is completed, San Francisco is up and running. Before you start working with San Francisco, it is recommended that you first run the Checkbook sample once to make sure that everything installed successfully. ======================================================================== Prerequisites for Windows 95** or Windows NT** ---------------------------------------------- ======================================================================== Hardware prerequisites for Windows 95 or Windows NT --------------------------------------------------- Hardware component Recommended value ------------------ ----------------- Workstation IBM-compatible PC Processor Pentium**, 166 MHz Main memory 64 MB Available disk space 250 MB (HPFS, NTFS, FAT-32) Display resolution and 1024x768 pixels, Number of colors 256 colors Please note that the required available disk space listed above, only refers to the space required for installation. Further space requirements have to be determined with respect to the amount of data to be created and stored. FAT-16 file systems may require significantly more available disk space, which varies depending on partition size. ======================================================================== Software prerequisites for Windows 95 or Windows NT --------------------------------------------------- Software Version Comments -------- ------- -------- Operating Windows 95** Workstation or server. system or Windows NT** 4.0. Use Windows 95 only as client. Network TCP/IP For communication of client/server applications. Java** Sun's Java JDK 1.1.2 Java environment. Browser Netscape Navigator** 3.0 To view the documentation (recommended) or Microsoft delivered as HTML pages. Internet Explorer** 3.0, or To use all documentation a later version of either functions, Java and one. JavaScript must be enabled Relational None. The evaluation version of database San Francisco does not contain the relational database support. Development VisualAge For Java* 1.0 Integrated development tools Borland J Builder** 1.1 environment. Symantec Cafe** 1.8 Visual Cafe** 1.0 ======================================================================== Environment settings -------------------- The PATH and CLASSPATH settings for your system must point to the location of the java.exe file. Either open the Control Panel, System Properties, and then Environment to enter the data for the variables and values, or edit the autoexec.bat. If your settings are in the autoexec.bat and if Sun's Java JDK 1.1.2 is installed on your d: drive, your settings would look like this: SET CLASSPATH=.;D:\JDK1.1.2\LIB\CLASSES.ZIP SET PATH=D:\JDK1.1.2\BIN;%PATH% To manually set the environment, use setSFEnvironment.bat. It is stored in the ...\COM\ibm\sf\bin directory. ======================================================================== If you have IBM Antivirus installed... -------------------------------------- If you have IBM Antivirus for Windows 95 or Windows NT (prior to Version 3.0) installed you may run into problems installing San Francisco. In this environment, it is recommended that you deinstall IBM Antivirus, install San Francisco, and then reinstall IBM Antivirus again. ======================================================================== If you use Symantec Products... ------------------------------- For better debug capabilities, it is highly recommended that you disable the JIT compiler by adding the following line to the ...\cafe\bin\sc.ini file: JAVA_COMPCMD=dis This will allow you to see exception stacks. Additionally, comment out the classpath setting in the sc.ini file. If you plan to use the Java Debugger, however, add the following to your sc.ini _CAFE_CLASSPATH='literal classpath' This variable must be set to the literal class path. Do not use any other environment variables. ======================================================================== Prerequisistes for AIX ======================================================================== Hardware prerequisites for AIX ------------------------------ Hardware component Recommended value ------------------ ----------------- Machine RS/6000 43P Main memory 96 MB Available disk space 250 MB Please note that the required available disk space listed above, only refers to the space required for installation. Further space requirements have to be determined with respect to the amount of data to be created and stored. ======================================================================== Software prerequisites for AIX ------------------------------ Software component Version Comments ------------------ ------- -------- Operating system AIX 4.2 Server only. Network TCP/IP For communication of client/server applications. Java IBM's Java JDK 1.1.1 Java environment. Relational None. The evaluation version of database San Francisco does not contain the relational database support. ======================================================================== Environment settings for AIX ---------------------------- The PATH and CLASSPATH settings for your system must point to the location of the java.exe file. Edit the .profile file and make the following settings: export CLASSPATH=/usr/lpp/Java/lib/classes.zip export PATH=/usr/lpp/bin:/usr/lpp/SFEval110/COM/ibm/sf/bin:/usr/lpp/SFEval110/COM/ibm/sf/AIX/bin To manually set the environment, use setSFE.sh. It is stored in the /usr/lpp/SFEval110/COM/ibm/sf/bin directory. ======================================================================== Installing on Windows 95 or Windows NT -------------------------------------- To install San Francisco, go to the drive containing the install files and start setup.exe. There are several alternatives to do this. - Go to Windows Explorer, open the drive containing the driver code and double click on the file setup.exe. - Go to a DOS prompt and enter the setup command. If the code is stored on d:\, for example, enter d:\setup. - Go to the Start menu, select Run and enter the setup command with the appropriate path information. - For Windows 95 or Windows NT 4.0, you can also use the following procedure: Go to the Control Panel and select Add/Remove Programs. Then, select the Install... button. When prompted, insert the installation CD in the CD-ROM drive and press the Next button. When the drive:\SETUP.EXE is located, select the Finish button to continue with the install. Now, the installation continues as follows: 1. A Setup window appears informing you that the InstallShield** Wizard is being prepared. 2. The Welcome to IBM San Francisco Evaluator 1.1.0 window appears. Click on Next to continue. Press Next on all the following windows when you are done reading or entering data. 3. The Software License Agreement window appears. To accept this agreement, press the Yes button. 4. The User Information window appears. Enter your name and company. Entering the product serial number is not yet required. 5. The Question window appears asking you whether you want to see the prerequisites and installation instructions. Before you continue, make sure that all the hardware and software prerequisites are being met. Otherwise, San Francisco might not install successfully. 6. The Select Installation Type window appears. In this window you can decide whether you want to share a version of San Francisco that is already installed on a network drive. Then, only a few files will be installed on your local machine. If you select to install the product locally, the complete product will be copied to and installed on your local machine. - If you selected to share a network installation, the Select Directory window appears. In this window you specify the path of the already installed version of San Francisco that you want to share. 7. The Select Components window appears. Deselect any components you do not want to install and specify a drive to which San Francisco will be installed and the local files will be copied. Specify a subdirectory in any case. The subdirectory name must not contain any blanks. 8. The Select Program Folder window appears where you can specify the folder to which San Francisco will be added. 9. The Start Copying Files window appears where you can verify the settings before the actual installation starts. 10. The Setup IBM San Francisco Evaluator 1.1.0 window appears. Now, the actual installation process starts. In case of a shared installation, the following steps may be performed so quickly, that you actually might not see all the windows specified in the following. 11. The Setup Complete window appears. Do not deselect Configure IBM San Francisco because otherwise it will not be up and running after installation. Press Finish to continue. 12. The Specify Global Server Manager window appears. Specify the host and port information appropriate for the selected installation type. 13. The Information window appears telling you that now the configuration will be started. The servers required for using any of the San Francisco programs are started as well. This may take a while. 14. The configuration process starts. 15. The San Francisco folders and icons are being created and a Command Prompt window opens in which you can see the configuration activities being performed and the servers being started. 16. The InstallShield Wizard is closed. 17. When the Command Prompt is closed, configuration is completed. In case of a local install, all servers are started. 18. Now, you can proceed by either verifying the successful installation or, if you are using Windows NT, first define the shortcut to the San Francisco folder and then verify the installation. ======================================================================== Creating a shortcut on Windows NT --------------------------------- On Windows 95, a San Francisco shortcut icon is placed on the desktop for quick access to the San Francisco programs, samples, and documentation. Additionally, a program start menu is added to the Start button. On Windows NT 4.0, the program start menu is added to the Start button but the shortcut is not created. If you prefer to have a shortcut on your desktop, this is how you create one: 1. Position your mouse pointer on the desktop and press the right mouse button. 2. Select New and then Shortcut 3. The Create Shortcut window appears. There you can either type in the location and name for the shortcut, or select Browse. 4. If you selected Browse, you now select Winnt, Profiles, <your user name>, Start Menu, Programs. 5. On the list of programs, select IBM San Francisco Evaluator 1.1.0 and drag and drop it to your desktop. 6. Press the right mouse button and select Create shortcut. ======================================================================== Uninstalling on Windows 95 or Windows NT ---------------------------------------- To uninstall San Francisco, there are two possibilities: 1. Select Uninstall IBM San Francisco in the San Francisco folder 2. The Remove Programs From Your Computer window appears. It lists all items that will be removed from your system. 3. Uninstall takes quite a while. When all items are ticked and the message "Uninstall completed" appears, press the Ok button 4. The uninstall procedure does not remove all San Francisco references and data. Some of them have to be removed manually. The other procedure of uninstalling San Francisco is to: 1. Go to the Control Panel and select Add/Remove Programs. 2. Select the San Francisco program group and click on the Add/Remove button. 3. When you are prompted whether you want to remove the program, select Yes. 4. The Remove Programs From Your Computer window appears. It lists all items that will be removed from your system. 5. Uninstall takes quite a while. When all items are ticked and the message "Uninstall completed" appears, press the Ok button 6. The uninstall procedure does not remove all San Francisco references and data. Some of them have to be removed manually. ======================================================================== Manually removing remaining entries and data -------------------------------------------- Removing the shortcut to San Francisco 1. Select the shortcut icon on your desktop 2. Press the right mouse button and select Delete. Removing the start menu programs group entry for San Francisco 1. Position your cursor on the Start button and press the right mouse button. 2. Select Explore 3. Open the Programs folder 4. Select IBM San Francisco 5. Press the right mouse button and select Delete. Removing San Francisco data folders and files 1. Start the Explorer 2. Select the directory to which you installed San Francisco 3. Press the right mouse button and select Delete 4. If prompted whether you want to remove the selected folder and all its contents, select Yes. ======================================================================== Installing and uninstalling on AIX ======================================================================== Mounting the CD-ROM device -------------------------- To mount the CD-ROM device, log on as root and then do the following: 1. At the prompt, enter 'smit' to start the GUI version of the System Management functions. 2. Select System Storage Management (Physical & Logical Storage) and press Enter to continue. 3. Select File Systems and press Enter to continue. 4. Select Add / Change / Show / Delete File Systems and press Enter to continue. 5. Select CDROM File Systems and press Enter to continue. 6. Select Add a CDROM File System and press Enter to continue. 7. The System Storage Management (Add a CDROM File System) screen appears. In the field DEVICE name, enter the name of the CD-ROM device or use F4 to select from a list. In the MOUNT POINT field, enter a mount point directory, for example, /mnt. Remember what you enter in the MOUNT POINT field, for later use during installation. The entry in the third field is at your discretion. Press Enter to continue. 8. The Command Status window appears. When the command status changes from running to ok, the CD-ROM File System was successfully added. 9. If you have not already done so, put your CD-ROM into the drive. Now go back to the File Systems screen that was shown in step 3 above. 10. Select Mount a File System and press Enter to continue. 11. The System Storage Management (Mount a File System) screen appears. In the FILE SYSTEM field choose your CD-ROM file system from the list (e.g. /dev/cd0). In the DIRECTORY field choose your mount point directory from the list (e.g. /mnt). In the TYPE of file system field choose the CD-ROM file system (e.g. cdrfs). Mount as REMOVABLE should be yes and mount as READONLY should be yes. Any other fields can be set appropriately for your system environment. Press Enter to continue. 12. The Command Status window appears. When the command status changes from running to ok, the CD-ROM file system was successfully mounted. 13. To verify that you have successfully mounted the CD-ROM, you can issue the ls command against your mount directory (e.g. ls /mnt). You should see a listing of the files on the root directory of the CD-ROM. ======================================================================== Installing on AIX ----------------- The following is a short description of the installation process. It leads you through all necessary steps. If you need additional assistance, refer to the Help system or the AIX installation documentation. To install San Francisco, you must be logged on as root and the the CD-ROM mounted and accessible as described in the steps above. Then, do the following: 1. At the prompt, enter smit to start the GUI version of the System Management functions (note: you must be running the GUI version in order to successfully install). 2. Select Software Installation and Maintenance and press Enter to continue. 3. Select Install and Update Software and press Enter to continue. 4. Select Install and Update from LATEST Available Software and press Enter to continue. 5. The Install and Update from LATEST Available Software screen appears where you specify the input device. Enter the mount point of the CD and the aix subdirectory, that is, /mnt/aix. 6. The second Install and Update from LATEST Available Software screen appears. Fill in the SOFTWARE to Install field. To see a list of installable San Francisco components, press F4 (if using the command line) or select List box (if using the GUI). To mark a component for installation, move the cursor to the component and press F7 (if using the command line) or click on component (if using the GUI). For all other fields, you may consider accepting the default values except maybe the DETAILED output field. If you set this field to Yes by using the TAB key, you get a detailed report of the installation process. But this is optional and at your discretion. Press Enter to continue. 7. A confirmation window appears. Press Enter, to continue with the installation. 8. The Command Status window appears and the installation process begins. 9. A License notification screen will appear and if you are properly Licensed, choose the "Accept" button to continue. 10. When the command status changes from running to ok, San Francisco installation has completed. 11. Exit the System Management functions (smit). 12. If you intend to run the global server manager on this AIX system, please move on to the next step. Otherwise, if the global server manager will run on a different system, edit /usr/lpp/SFEval110/COM/ibm/sf/bin/setSFE.sh. Search for the line GSM_host = localhost and replace localhost by the name of the host on which you want the global server manager to run. 13. Change directories to /usr/lpp/SFEval110/COM/ibm/sf/bin. Run the shell program 'runSFPIC.sh' by typing that filename and pressing the Enter key. This program performs the post-install configuration of your data and name space. Note: The AIX platform is a server only platform. In order to execute any samples, etc. you must also have a San Francisco client installed. A Windows platform can be used as a client to the AIX server by specifying the host name and port of the AIX server when performing a San Francisco installation on a Windows platform. Please see the ReadMe.html file for more information. ======================================================================== Uninstalling on AIX ------------------- The following is a short description of the uninstall process. It leads you through all necessary steps. If you need additional assistance, refer to the Help system or the AIX installation documentation. To uninstall San Francisco, log on as root and do the following: 1. At the prompt, enter smitty to start the command line version of the System Management functions or smit to start the GUI version. 2. Select Software Installation and Maintenance and press Enter to continue. 3. Select Software Maintenance and Utilities and press Enter to continue. 4. Select Remove Installed Software and press Enter to continue. 5. The Remove Installed Software screen appears. In the SOFTWARE name field, press F4 (or select List box with GUI) to select the components you want to uninstall. To mark a component for uninstall, move the cursor to the component and press F7 (or select component with GUI). Verify the values in the other fields and use the TAB key to change them, if required. You may consider setting the DETAILED output field to Yes by using the TAB key. You then get a detailed report of the uninstall process. But this is optional and at your discretion. When all data is correct, press Enter to continue. 6. A confirmation window appears. Press Enter to continue with the uninstall. 7. The Command Status window appears. When the command status changes from running to ok, the selected San Francisco components have been uninstalled. 8. Exit the System Management functions (smit or smitty). ======================================================================== Manually removing remaining entries and data -------------------------------------------- Removing San Francisco data directories and files 1. rm -r /usr/lpp/SFEval110/* 2. rmdir /usr/lpp/SFEval110 ======================================================================= Verifying a successful installation ----------------------------------- NOTE: This section applies only to non-AIX platforms. To verify the installation on an AIX platform, you must follow the instructions provided in the ReadMe.html file. You can use the Checkbook sample to verify a successful installation of San Francisco. The following describes how to use the GUI Checkbook sample. The command line version, that is, the simple Checkbook sample, works similarly. To test whether transactions work: 1. Open the IBM San Francisco folder. 2. Open the Base folder. 3. Open the Base Samples folder. 4. Double click on GUI Checkbook Sample (or Simple Checkbook Sample if you want to use the command line version. You will be prompted for the data described in the following.) a. Enter a name and an account number. b. Select whether this is a new account to be created or an existing account. c. Select the access mode which depends on where the code is being executed. d. Your sample account is opened and you can now test the transactions by entering a value into the amount field and pressing either Deposit or Withdraw. Press the Apply and then the Ok button. e. The transaction is started and if a new value for the current balance is calculated, transactions work successfully. 5. Select Ok and then Exit to leave the sample. To test whether persistence works: 1. Start the GUI Checkbook Sample again. 2. Enter the same name that you used in the above test. 3. If the value of the current balance is still the same as the one you calculated in the above test, persistence works properly also. ------------------------------------------------------------------------ ------------------------------------------------------------------------ Copyright International Business Machines Corporation 1996, 1997. All rights reserved. The following terms are trademarks of the IBM Corporation in the United States or other countries or both: AIX AS/400 IBM San Francisco Double asterisks identify trademarks of other companies. Microsoft, Windows, Windows NT, and the Windows 95 logo are trademarks or registered trademarks of Microsoft Corporation. Java and all Java-related trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. and other countries. Other company, product, and service names, which may be denoted by a double asterisk (**), may be trademarks or service marks of others.