Prerequisite Check List: __________________________________________________ 3 Part 1 - Upgrading Pervasive.SQL Server ____________________________ 4
Installing Pervasive.SQL V8 SP3 (8.7) On Windows Servers_____________________ 4 Testing Installation (Pervasive System Analyzer) _____________________________ 5
Part II – Confirming Server Settings for EbixONE______________________ 7 Verify Create File Version is 7.x ____________________________________________ 7
Part III – Installing the Pervasive.SQL V8.7 Client______________________ 8 Installing the Client ______________________________________________________ 8 Testing Installation (Pervasive System Analyzer) ____________________________ 10
Part IV – Configuring the Pervasive Client __________________________ 12
Part V – Create ODBC DSN for EbixONE ____________________________ 15
Appendix A – Create Server Data Source Name ______________________ 18
Prerequisites and Check List
Pervasive.SQL V8x to V8.7 Upgrade 3
Requirements System Requirements: Please verify that your system meets the EbixONE System, Network and Software requirements: For details, please refer to the appropriate EbixONE System Requirement documentation at http://www.ebixsupport.com
• Windows 2000 or Windows XP Professional installed on workstations.
Support and Upgrade Requirements: • pcAnywhere - Windows 2000 requires pcAnywhere 9.2 and Windows XP
Professional requires pcAnywhere 10.5 or higher for dial up assistance on at least one PC or server.
• A network login ID with Administrators Permission and password are required for supporting EbixONE at all times. We can either use Administrator login and password or you can create a network login ID called EBIX (all caps) with a unique password and we will update our support database with the information.
Prerequisite Check List: • Backup of the server has been completed.
• Pervasive.SQL V8 License Key available.
• All users must be logged out of the server and EbixONE. We recommend a reboot of the server before upgrade.
• Make sure all EbixONE patches have been applied. Pervasive.SQL V8 SP3 (version 8.7) has been certified on EbixONE 9.08.05 (and higher).
• Unload or disable any Terminate and Stay Resident (TSR) programs such as Anti-Virus, Fax or backup software on the server and workstations.
• Script Blocking, which is included in Norton Anti-Virus, must be disabled. Disabling the Auto-Protect does not disable the Script Blocking feature, it must be manually turned off through the options menu.
Note: If you reboot the PC , you must unload or disable all TSR again before continuing.
Note: While Pervasive has certified Pervasive.SQL V8 with Windows 98 and it may work, Ebix has only certified the Pervasive.SQL V8 client on Windows 2000 and Windows XP. The following instructions are based on the latest Windows operating systems.
Part I – Pervasive SQL V8 Server Upgrade
Pervasive.SQL V8x to V8.7 Upgrade 4
Part 1 - Upgrading Pervasive.SQL Server Pervasive.SQL V8 SP3 (8.7) was designed as an upgrade. Do not uninstall your current version of Pervasive.SQL V8. Refer to the Getting Started with Pervasive.SQL V8 Server Edition book that came with original V8 software package for more detailed information. The following instructions are certified for use on Microsoft Windows 2000/2003 Servers. If you are using another Server operating system, please contact EbixSupport before continuing.
Installing Pervasive.SQL V8 SP3 (8.7) On Windows Servers 1. Download the complete Pervasive PSQL V8 Server update for your operating
system from www.pervasive.com. (Windows approx. 112 meg)
2. At the File Download – Security Warning choose Run.
3. Follow the prompts until prompted for your license key. The license is provided
along with your software in the Pervasive.SQL V8 package. Enter the license key and keep this key in a safe location.
4. Highlight Typical then click Next and follow prompts to complete the installation
Note: The Pervasive SQL V8 upgrade must be installed at the server itself. It cannot be installed from a remote client machine.
Part I – Pervasive SQL V8 Server Upgrade
Pervasive.SQL V8x to V8.7 Upgrade 5
using default selections.
Note: If asked if data files should be rebuilt/converted, select No. EbixONE uses File Version 7and rebuilding files to version 8 will cause problems when using EbixONE.
5. If prompted to reboot the server, choose Yes.
Testing Installation (Pervasive System Analyzer) The Pervasive System Analyzer will automatically open to begin testing the recent installation. Ebix recommends you run all the tests. Continue with the Pervasive System Analyzer Transactional and Relational Tests as outlined in the Getting Started with Pervasive Chapter 5 and report any failed tests to EbixSupport.
Test Network Communication 1. Enter target machine name (your server name) and click Next.
Note: If Pervasive (\PVSW) was installed to a hard drive other than the system drive(usually C:) the Pervasive Relational test will fail. Skip the Pervasive Relational test and test the connection to EbixONE using ODBC DSN Test later.
Part I – Pervasive SQL V8 Server Upgrade
Pervasive.SQL V8x to V8.7 Upgrade 6
Test Transactional Engine 2. Enter path to network \PVSW\samples directory. Click Next.
3. Click Next after reviewing results.
Test Relational Engine 4. Verify server name in Machine Name field. Enter server name if needed. Leave
Engine DSN as demodata. Click Next.
5. Click Next after reviewing results and click Finish to end Pervasive Tests and complete server installation.
Part II – Confirming the Server Settings
Pervasive.SQL V8x to V8.7 Upgrade 7
Part II – Confirming Server Settings for EbixONE When upgrading from an existing version of Pervasive, all the Configuration Settings on the server are carried forward. Note: Please refer to the Pervasive.SQL V8 Getting Started Guide for a detailed explanation on using the Pervasive Control Center.
Verify Create File Version is 7.x 1. To verify, open the Pervasive.SQL Control Center - Click Start > Programs >
Pervasive > Pervasive Control Center. 2. Double click the Pervasive.SQL V8 Engines then select your Server.
If your server is not listed, you will need to Register New Engine. Click Action, Register New Engine. Browse to your server and click OK.
3. Expand the Configuration folder. 4. Check Compatibility and verify the Create File Version is 7.x
5. If changes were made, from the Edit menu at the top of the Pervasive.SQL Control Center, select Apply to save your changes. Click Yes to the Apply confirmation.
6. If changes were made, you will need to start and stop the Pervasive Services from
Part III – Installing the Pervasive.SQL V8.7 Client The following procedure must be done at each workstation that uses EbixONE. A mapped drive pointing to the shared resource on the server where the \pvsw folder is located (usually C:\PVSW) is required during the client installation. It may be unmapped after the installation for security. Refer to the Getting Started Chapter 15 for instructions on installing the Pervasive.SQL Requester and Client Components for more information.
Installing the Client 1. Click Start ->Run ->Browse to the network path where Pervasive was installed
and open the file /PVSW/clients/win32/setup.exe file. Click OK to run. 2. Click Next on Welcome screen.
Part III – Installing the Pervasive.SQL V8 Client
Pervasive.SQL V8x to V8.7 Upgrade 9
3. Click Install to begin.
4. Click Finish to complete the Setup.
Part III – Installing the Pervasive.SQL V8 Client
Pervasive.SQL V8x to V8.7 Upgrade 10
Testing Installation (Pervasive System Analyzer) The Pervasive System Analyzer will automatically open to begin testing the recent installation. Ebix recommends you run all the tests.
Test Network Communication 5. Enter target machine name (your server name) and click Next.
Test Transactional Engine 6. Enter path to network \PVSW\samples directory. Click Next.
7. Click Next after reviewing results.
Part III – Installing the Pervasive.SQL V8 Client
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Test Relational Engine 8. Verify server name in Machine Name field. Enter server name if needed. Leave
Engine DSN as demodata. Click Next.
9. Click Next after reviewing results. 10. Click Finish to end Pervasive Tests. If any errors were generated or any tests failed during the client upgrade, review the Knowledge Base at www.ebixsupport.com or www.pervasive.com for troubleshooting tips. You can contact EbixSupport directly for further assistance if you have purchased Pervasive.SQL V8 from Ebix, Inc.
Part IV– Configuring the Pervasive Client
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Part IV – Configuring the Pervasive Client Note: Please refer to the Pervasive.SQL V8 Getting Started Guide for a detailed explanation on using the Pervasive Control Center. Step 1 – Click Start ->Programs ->Pervasive ->Pervasive Control Center. Expand Pervasive.SQL V8 Engines and the workstation. Expand the Configuration, Client then highlight Access
Step 2 – Highlight then double click Use Local MicroKernel Engine in the right panel.
Part IV– Configuring the Pervasive Client
Pervasive.SQL V8x to V8.7 Upgrade 13
Step 3 – Verify or change the Current Value to Off. Click OK. Note: Leave this setting On if you installed the Pervasive Client on a Terminal Server.
Step 4 – Highlight Communication protocol in the left panel. Double click Supported Protocols in the right panel.
Step 5 – The default protocols are listed on the right panel. Remove the protocol not being used on your network by highlighting the selected protocol and clicking the < arrow. Click OK.
Part IV– Configuring the Pervasive Client
Pervasive.SQL V8x to V8.7 Upgrade 14
Step 6 - Turn off Use Cache Engine. Expand the folder Pervasive.SQL Engines > Computer Name > Configuration > Performance Tuning and double click the Use Cache Engine setting.
Step 7 - Make sure the Value is set to Off. Click OK. Step 8 – If changes were made, from the Edit menu at the top of the Pervasive.SQL Control Center, select Apply to save your changes. The following dialog box will appear. Click Yes.
If you had a failed Relational Test during the Pervasive.SQL V8 Client Installation, rerun the Pervasive System Analyzer and retest the Relational Test. The utility can be found under your Start Programs Menu > Programs > Pervasive > Pervasive.SQL
Part V – Create ODBC DSN for EbixONE
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Part V – Create ODBC DSN for EbixONE You will need to configure a new ODBC Data Source Name that uses the latest driver for Pervasive.SQL V8 SP3 (8.7). This will need to be done on each workstation that plans to use EbixONE. Step 1 – Open your ODBC Data Source Administrator if not already started. To
open from Windows desktop, Click Start > Programs > Pervasive > Pervasive.SQL V8 > Utilities > ODBC Administrator
Step 2 - Remove old Ebix DSN Client drivers. Highlight the Ebix client system data sources and click the Remove button. Check both the User DSN and System DSN tabs. Step 3 – Now add new DSN client. Click on the second tab, System DSN. Then click on Add
Part V – Create ODBC DSN for EbixONE
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Step 4 – Scroll down to select Pervasive ODBC Client Interface. Click Finish
Step 5 - Enter a Data Source Name under the client section. We recommend the name ”ebixclient”. Enter your Server IP address or Name. Select Transport Hint to “Try TCPIP Only” if using Windows 2000/2003 Server.
Part V – Create ODBC DSN for EbixONE
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Step 6 – Click Get DSN List button and select Data Source Name for the Ebix server. You may have to click the down arrow button to view your DSN server list. Click OK.
Note: If you installed Pervasive on the server for the first time and this is your first workstation setup, skip to Appendix A to create new Server Data Source Name.
Step 7 – Click Test button. If setup was successful, the test will pass. If the test fails, contact EbixSupport for assistance. Step 8 - Click OK to close the ODBC Client DSN Setup window. Step 9 – Click OK to close the ODBC Data Source Administrator window.
Repeat for each workstation - this completes the upgrade to Pervasive.SQL V8 SP3 (8.7)
Appendix A – Create Server Data Source Name
Pervasive.SQL V8x to V8.7 Upgrade 18
Appendix A – Create Server Data Source Name Important: You only need to create the Data Source Name for the server once. You won’t need to create it again when you do the other workstations setup.
Step 1 - Open the Client DSN Setup screen for ebixone client if not already open.
Step 2 – Click Create button under Server Data Source Name to setup the Data Source Name in the server section. Step 5 – Enter the server User name and Password. You must use either administrator or a user ID that has administrator rights to the server. Click OK
Appendix A – Create Server Data Source Name
Pervasive.SQL V8x to V8.7 Upgrade 19
Step 6 – Enter the Data Source Name (for the server). Important: The name must be a single word, such as “ebixserver”.
Step 7 – Click Create. The Create Database window will display. Step 8 – Enter a Database Name. We recommend using “ebixdata”.
Appendix A – Create Server Data Source Name
Pervasive.SQL V8x to V8.7 Upgrade 20
Browse the Dictionary Location to your ebix server data directory. Example: F:\CDPROD\DATA. Click OK.
Step 9 – Click OK: The Dictionary and Data File locations will fill in with your data path.
Appendix A – Create Server Data Source Name
Pervasive.SQL V8x to V8.7 Upgrade 21
Step 10 – Click OK. Your Dictionary Location and Data file path will now display server name and path.
The Create Engine DSN screen will close and you will be taken back to the Client DSN Setup screen. Step 11 - Click Test button. If setup was successful, the test will pass. If the test fails, contact EbixSupport for assistance. Step 12 - Click OK to close the ODBC Client DSN Setup window. Step 13 – Click OK to close the ODBC Data Source Administrator window.
