Complete Installation Guide - Power Analytics Corp · Complete Installation Guide 4 . System...

Complete Installation Guide

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Power Analytics Corporation 10805 Rancho Bernardo Road, Suite 270

San Diego, California 92127 USA

©Copyright 2014

All Rights Reserved


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Table of Contents

System Requirements .................................................................................................................................. 3

Uninstalling EDSA Technical/ DesignBase Software from a Workstation..................................................... 4

Single Machine Installation ........................................................................................................................... 8

Workstation License File Request ........................................................................................................... 15

Server/Network Installation ......................................................................................................................... 17

Server/Network License File Request..................................................................................................... 24

Configuring the DesignBase license on a workstation connected to a network ..................................... 27

License Borrowing....................................................................................................................................... 29

DesignBase 5.0 Workstation Unattended Installation................................................................................ 32

DesignBase Permissions............................................................................................................................. 34

Common Install/Uninstall Issues................................................................................................................. 35

1) Error 1919 ...................................................................................................................................... 35

2) Actrix.exe System Error................................................................................................................. 36

3) DesignBase icons are not functioning correctly across the top of the program as shown in the

screen below. ................................................................................................................................. 36

4) Receiving an error message that DesignBase DLLs are not registered. ........................................ 37

5) License checker failed with the following error messages .............................................................. 37

6) If you are converting from a single workstation to a server license ................................................ 40

7) Actrix error message appears during DesignBase 5.0 installation or when you try opening it from your desktop icon. .......................................................................................................................... 40

8) Getting error Messages when opening DesignBase 5.0, saving Drawing file or closing

DesignBase 5.0. ............................................................................................................................. 42

9) License checkout failed with the following error messages continuously showing up even though the license file is located correctly. (For Windows 7 and Windows Vista users) ............................ 43

Steps to Turn off UAC in Windows 7(Windows Vista is slightly different) ................................................. 45

To Uninstall Using Revo Uninstaller ............................................................................................................ 46


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How to determine your permanent LAN Ethernet Host ID ........................................................................ 50

Running DesignBase Products with Standard User Rights on Windows XP, Vista and Windows 7.......... 52


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System Requirements

Hardware Requirements Intel Pentium® 4 or AMD Athlon® XP or higher processor 2GB RAM (4 GB recommended) 6GB Available Hard Disk Space Monitor with at least 1024x768 display resolution (24 bit recommended) Mouse/pointer CD-ROM drive Sound card and speakers (optional for tutorials)

Operating System Requirements Workstation: Windows 8, Windows 7, Windows Vista, Windows XP, or VMware (Virtual Machine) based on any of these operating systems. Server: Windows 7, Windows Vista, Windows XP, Windows Server 2003, Windows Server 2008 or VMware (Virtual Machine) based on any of these operating systems.

Software Requirements Microsoft Internet Explorer Microsoft Office 2003 or higher Windows Installer 4.5 Microsoft .Net framework 4.0 or Higher (necessary for the import and export feature to Excel as well as Paladin Research Lab)

Important Note!

Existing DesignBase 4.0 License File(s) for servers and workstations are compatible with DesignBase 5.0. Please back up your server or workstation license file before uninstalling DesignBase 4.0. Your workstation local license file can be found under X:\DesignBase4\config folder. If you are using a floating license, the license file resides in the license server installation folder. There’s no need to update the license server manager.


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Uninstalling EDSA Technical/ DesignBase Software from a Workstation

If you have a previous version of EDSA Technical/DesignBase software installed, you must uninstall it first before installing DesignBase. If you have never installed EDSA Technical/ DesignBase on your computer, skip to the Single Machine Installation section on page 9 or Server/Network Installation on page 18.

Important Note!

If you have ever installed EDSA Technical or the previous version of DesignBase had problems working correctly, it is suggested that you run a third party uninstaller which cleans the registry. We recommend REVO Uninstaller. This will remove any Actrix files left behind during uninstall. A free 30-day version of Uninstaller Pro can be downloaded at www.revouninstaller.com. Please go to “To Uninstall Using Revo Uninstaller” section on page 46

. To Uninstall Using the Add/Remove Programs

1. If DesignBase4 or previous version was installed on Windows 7 or Windows Vista, please turn off UAC (User Account Control) before uninstallation. (Please refer to “Steps to Turn off UAC in Windows 7” on page 46)

2. Before uninstalling, if your projects are saved in DesignBase4, DesignBase3,

DesignBase2 or EDSA2005 folder you should either rename the project folder or copy it to another location to insure none of your work is lost.

3. If you have created your own database make sure you back up your Data

Folder before uninstalling the program.

http://www.revouninstaller.com/


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4. From the Start Menu at the bottom left corner of the desktop, choose Control Panel.


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5. Click on the Add/Remove Programs applet in Control Panel. (If you are using Windows 7, click “Uninstall a program” under “Programs” menu in the Control Panel.)

6. Remove any DesignBase service pack before removing your previous version of DesignBase software from the list of programs. (If you are using Windows 7, choose “uninstall.”)


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7. Select “Yes” to remove DesignBase completely from your workstation.

8. Once the program has been removed, exit Control Panel. Check hard disk drives to make sure the entire program has been removed.


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Single Machine Installation

The following steps are required to successfully install DesignBase for the first time. If you have a previous version of EDSA Technical/DesignBase software on your computer, you must uninstall it before proceeding. (See Uninstalling EDSA Technical/ DesignBase Software from a Workstation on page 5.)

1. Exit all programs and turn off any screen-saver and Anti-Virus software on your

workstation. This prevents possible conflicts between the DesignBase Software installer and other programs.

You must have “local administrator rights” on the workstation on which you are installing the DesignBase software; otherwise the installer will not run.

2. You must have minimum “power user” rights on the computer to access the

complete DesignBase program. If you are set up only as a “user” you will not be able to access any DesignBase menus. See Running DesignBase Product with Standard User Rights on Windows XP, Vista and Windows 7 beginning on page 52 for more details.

3. Insert the DesignBase software CD into your CD-ROM drive. If you downloaded DesignBase installation files, extract all the files from DesignBase5.zip and save them. Then click on the Setup.exe file to start the installation.

4. The DesignBase Software installer should automatically start.


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5. If you are using a Microsoft Windows version older than Windows 7, the installer may ask you to install Windows Installer 4.5 before installing Paladin DesignBase 5.0. (Windows 7 user skips this step.) Click OK and download the update for your operating system at http://support.microsoft.com/kb/942288. After installing the update, Windows will ask you to restart your computer for the change of configuration to take effect. You MUST restart your computer. After restarting your computer, begin from step 3.

6. Click “Next” to start the installation of Paladin Design Base 5.0.

http://support.microsoft.com/kb/942288


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7. To continue the installation, read and accept the terms in the license agreement and click “Next.”

8. Enter your company information then click “Next.”

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9. Select ''Typical" to install DesignBase in its default folder or choose custom to change the installation folder location, and then click "Next." Do not use spaces or special characters for the folder name.

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10. Click “Install” to confirm the installation.

11. The installation may take several minutes. Please be patient.

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12. At the end of the installation, the screen below will appear. Click “Finish.”

13. The program will ask for the license file. Click “OK”.

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14. To configure your license, launch Client License Manager from Start > Programs > Paladin DesignBase > Licensing > Paladin Client License Manager.

15. Make sure the “Local Host License” button is selected. Select LAN Ethernet Host ID to be your “Host ID”. (See Error! Reference source not found. on page 50.)

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16. At this point you must contact Power Analytics to obtain your license file. You can call or submit your request through our website:

Workstation License File Request

Phone:

(858) 675-9211 ext. 4641 or 4604

Monday-Friday 8 am-5 pm Pacific Time

From the Power Analytics Website: Fill out the online request form at:

http://www.poweranalytics.com/tech-support/

You must provide Power Analytics with the following information to receive your license file:

• Host ID as it appears in the Paladin Client License manager main window • Package type listed in your DesignBase License Certificate • Additional programs purchased

17. Once you receive your license file from Power Analytics, paste it under the program configuration folder X:\DesignBase5\Config (where X is the drive on which the program has been installed).


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18. Go to Paladin Client License Manager, and select the corresponding HOST ID that was used by DesignBase to generate your license file. Then click “close” at the bottom of the window

19. Open DesignBase 5.0 from your desktop icon. The software will rebuild its toolbar based on the features available in your license file.

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Server/Network Installation

By installing a license server, you will be able to "float" licenses to any PC in your network.

The DesignBase Licensing system supports multiple network adapters. For configuration of local node- locked licenses or server licenses, customers have the choice of which network adapter to lock the DesignBase software to by using the “Host ID” pull-down list as shown in the figure below:

IMPORTANT:

Do not install DesignBase 5.0 applications and Paladin Server License Manager on the same workstation.

The steps below describe how to install Paladin Server License Manager on a server:

1. Exit all programs and turn off any screen-saver software on your server.

2. Insert the DesignBase Program CD into your CD-ROM drive and Cancel windows installer if it starts automatically.

3. Go to your CD-ROM drive (or the files you downloaded) and click on the “licenseserver” folder. Click on “setup.exe” to start the license server installation.

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4. Click “Next” when an InstallShield Wizard window appears.

5. Read and accept the terms in the license agreement and then click “Next.”

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6. Enter your company information then click “Next.”

7. Select a setup type. If user selects “Custom”, please go to step 8. If user selects “Complete”, please go to step 9.

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8. Specify program directory

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9. Click “Install” to begin the installation. The installation will finish in a few seconds.

10. Click “Finish”. Paladin Server License Manager will open.

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11. When the Server License Manager Screen opens, make sure you can see your Server Name or IP address, and Host ID.

12. If your computer has several Network Identification Cards, remember the one you choose in case you need to reconfigure or uninstall the license server manager from your computer. Each HOST ID (NIC physical address) will require a different license file for the packages or programs you purchased.

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13. Copy down the IP address/ server name as you will need this information to configure the workstations.

If you intend to use the server IP address to configure the Paladin server license manager and your client license manager, verify that the IP address used corresponds to the Host ID (NIC Mac address) that you selected.

You can check it by going to Start > All Programs > Accessories > Command Prompt.

Type in “Ipconfig /all” and press Enter.

Close the Command Prompt window when done.

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14. At this point you must contact Power Analytics to obtain your license file that will enable you to use the program. You can call, fax or e-mail, or use our Tech Support webform shown below:

Server/Network License File Request

Phone:

(858) 675-9211 ext. 4641 or 4604

Monday-Friday 8 am-5 pm Pacific Time

From the Power Analytics Website: Fill out the online request form at:

http://www.poweranalytics.com/tech-support/ DesignBase Installation License File Request

You must provide Power Analytics with the following information to receive your license file:

• Host ID as it appears in the SLM main window • Package type listed in your DesignBase License Certificate • Additional programs purchased

15. Once you have received your license file, paste it under C:\Program Files\Power Analytics\Paladin License Server\PALADIN.LIC.

If you need to close your Server License Manager and configure your software license at a later time you can always retrieve it by going to:

Start > All Programs > Paladin Server > Paladin Server License Manager.

16. Click “Start Server” to configure your license.


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17. When the “Success” window appears click “OK.”

18. Close Paladin Server License manager and open it again. Make sure the correct package type is displayed and the additional programs you have selected are showing in the Server License Manager window.

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19. You can check the status of your license server settings and health by clicking on “Viewedsalm.log” file and the “View License File” buttons.

Log File:

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License File:

Configuring the DesignBase license on a workstation connected to a network

1. Install the DesignBase package purchased by following steps 1 through 11 of the Single Machine

Installation section beginning on page8.

2. Click ‘Finish.”

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3. The program will rebuild his toolbar and then close.

4. Launch the Client License Manager Screen from Start > All Programs > Paladin DesignBase > Licensing > Paladin Client License Manager. Make sure the “Use License Server” option button is selected, the server IP address or the server name is showing.

5. Click “Generate License” and then make sure “Configured Package” shows the package type.

6. Click “Close” once the program has successfully reconfigured its license.

7. Open DesignBase 5.0 from your desktop icon. The software will rebuild its toolbar based on the features in server license file.

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License Borrowing

The DesignBase licensing system supports license borrowing. When client computers are configured to use a DesignBase License Server, the clients can check out a license for a period of time and use the DesignBase software while disconnected from the network the license server is attached to. The steps below describe the process involved for borrowing a license for offline use.

1. From the workstation, open “Paladin License Information” editor from windows start menu.

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2. Click on “Borrow License” and choose the license return date (the date the license will be automatically returned to the pool of available licenses) from the “Borrow License” window.

3. Once a license has been borrowed the “License Borrowed” dialog will be displayed as shown below at which time the “OK” button can be pushed.

4. At this point a license for the configured package and the additional programs will be borrowed.

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5. If a borrowed license needs to be returned to the pool of available licenses, the “License Information” window will have a “Return License” button available. Also, the window will show when the borrowed license is expected to expire (or be automatically returned).

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DesignBase 5.0 Workstation Unattended Installation

DesignBase 5.0 installer supports unattended as well as silent installations.

The unattended installation is designed for workstations that will run with a floating license configuration and does not require any user or administrator interaction during the installation process.

Prerequisites to ensure a successful deployment:

• Make sure that the Microsoft .Net Framework v4.0 or higher is already installed on the workstation before proceeding.

• Windows Installer 4.5 is already installed on the workstation before proceeding.

• Remove any previous versions of EDSA Technical/ DesignBase before installing Paladin DesignBase using unattended installation. Unattended installation will not work if a previous copy of EDSA Technical/ DesignBase is installed on the workstation.

• The installing user account must have local administrator permissions.

It is important that the following properties are included in the Windows Installer command line (Run dialog box) for proper DesignBase 5.0 client installation:

EDSAPACKAGE – Specifies the DesignBase package purchased (BASIC_500, PREMIUM_500, etc.).

EDSALICENSESERVER – Specifies the server name or IP address where the DesignBase License Server Service is running. (If this is not specified, Paladin Client License Manager will select local license.)

If you run an unattended install without the EDSAPACKAGE and EDSALICENSESERVER properties as part of the command-line, DesignBase will not be licensed. You will then need to run the Paladin Client License Manager manually on the workstation to configure the license properly.

A general format of the unattended command line is displayed below:

Msiexec.exe<SPACE>/I “< msi file location> :\< installation folder name>\Paladin DesignBase 5.0.msi”<SPACE> ALLUSERS=1<SPACE> INSTALLDIR=”<Directory where you want to save design base 5.0>:\<designbase 5.0 folder>”<SPACE>EDSAPACKAGE=<PACKAGE NAME> EDSALICENSESERVER=<SERVER NAME><SPACE>/<qb or qn >

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Once you have gathered all the information about your server name or IP address, package information, and the location of the DesignBase 5.0 installation files, type in your unattended command-line in the “Run” dialog box.

Each user will need to run “Rebuild DesignBase Toolbar” from Start>All Programs>Paladin DesignBase>Rebuild Paladin DesignBase Toolbar, before accessing the DesignBase 5.0 application.

Example 1: To install a workstation with BASIC_500 package with the Paladin License Server running on a server named “EDSA-loader1”, configured to run unattended with just a progress window (basic user interface), with your DesignBase installation files located on the X drive (could be any letter c, k…..) under the DesignBase5 folder, the command-line would look like the following:

Msiexec.exe /I "C:\DesignBase5\Paladin DesignBase 5.0.msi" ALLUSERS=1 INSTALLDIR="E:\DesignBase5" EDSAPACKAGE=BASIC_500 EDSALICENSESERVER=edsa-loader1 /qb

Example 2: To install a workstation with BASIC_500 package with the Paladin License Server running on a server named “edsa-loader1”, configured to run unattended and silent (no user interface), with your DesignBase installation files shared by your server on the network under the db folder, the command-line would be like the following:

Msiexec.exe /I "\\edsa-loader1\Builds\db\Paladin DesignBase 5.0.msi" ALLUSERS=1 INSTALLDIR="C:\DesignBase5" EDSAPACKAGE=BASIC_500 EDSALICENSESERVER=edsa-loader1 /qn

See Windows Help for additional commands for MSIEXEC.EXE

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DesignBase Permissions If your environment requires you to use DesignBase permissions on projects, you must run the DesignBase CreateAdmin.exe utility manually.

Insert the DesignBase CD. Click “Cancel” if the installer starts. From My Computer or Windows Explorer select the drive that holds the DesignBase CD. Go to the “utilities” folder. You will see a single executable file. Double click on it to run the Create Admin utility. Once installed, close all windows.

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Common Install/Uninstall Issues

1) Error 1919

Solution: Please refer to “Transform_Instructions.docx” under “utilities” folder.

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2) Actrix.exe System Error.

This error message appears when the chain installation of Actrix fails due to the version of windows installer.

Solution: Download Windows Installer 4.5 for your operating system at http://support.microsoft.com/kb/942288. After installing Windows Installer 4.5, restart computer and then install DesignBase 5.0.

3) DesignBase icons are not functioning correctly across the top of the program

as shown in the screen below.

This can be an indicator of administrator installing the software and a different user logged in attempting to open the program.

Solution: Rebuild the Toolbar.

a) Exit DesignBase

b) Go to Start >All Programs > Paladin DesignBase > Rebuild Paladin DesignBase Toolbar

http://support.microsoft.com/kb/942288

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4) Receiving an error message that DesignBase DLLs are not registered.

If your DLLs are not registered you will get the following message when starting DesignBase 5.0:

Solution: Register DesignBase DLLs and rebuild toolbar.

If you use Windows 7 or Vista:

Go to C:/DesignBase4/Registerdlls.bat, right click and choose “Run as administrator”.

If you use Windows XP:

Just double click those two files mentioned above.

5) License checker failed with the following error messages

This is usually caused by either a temporary license file expiring or the computer was once configured as a single workstation and the license was converted to a server or vice versa. Another cause may be improper server installation. The client computer is not able to map to the server license manager.

Solution: Reconfigure the license manager from the workstation.

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a. Exit DesignBase

b. From the bottom left corner of your desktop go to:

Start > All Programs > Paladin DesignBase > Licensing > Paladin Client License Manager

c. If you are working from a single workstation, check to see if you have the “Local Host License” button selected and that your “Paladin.LIC” license file is under the C:\DesignBase5\Config folder.

d. If the license Package information is missing check if the “Paladin.LIC” license file is under the C:\DesignBase5\Config folder. If your computer has several Host ID numbers (due to multiple NIC), you must use the one that you selected when you first installed the software since the license file was generated based on that Host ID.

e. If you were given a temporary license for a trial version of the software, you must contact Power Analytics for a permanent license file.

f. If all needed information is correct click on “Close”.

g. Re-open the DesignBase program and Wait 10 seconds while the software builds its toolbars and register DLLs.

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h. If you are trying to use one of your server licenses and the problem persists, check the server license manager “edsalm log file” to verify if the server has stopped running or has crashed.

i. If the license server manager stopped running, click on “Start Server” to restart the server.

j. If server has crashed, manually stop “edsalm.exe” and “lmgrd.exe” processes from Microsoft task manager before restarting the server. Press Ctrl+Alt+Delete, select “Task Manager” and the “Processes” tab.

k. If the problem persists, contact Power Analytics support personnel for additional assistance.

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6) If you are converting from a single workstation to a server license

a. Make sure the “Use License Server” button is selected, the correct package type is in the field and a server name or IP address is in the correct box.

b. Input all needed information and click “Generate License,” then click “OK”.

c. Re-open the DesignBase program and Wait 10 seconds while the software builds its toolbars and register DLLs.

7) Actrix error message appears during DesignBase 5.0 installation or when you try opening it from your desktop icon.

Solution: Manually delete the Actrix folder in the registry editor.

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Go to Start > Run and type “Regedit” in your Microsoft Run window to open your registry editor window.

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a) You may need to delete one or both of the following Actrix folders:

HKEY_CURRENT_USER\Software\Autodesk\Actrix

HKEY_LOCAL_MACHINE\Software\Autodesk\Actrix

8) Getting error Messages when opening DesignBase 5.0, saving Drawing file or closing DesignBase 5.0.

Solution: Check with your administrator to see if you were granted the rights on the DesignBase 5.0, the Temp, and the Actrix folders on your computer. For more details refer to “Running DesignBase Products with Standard User Rights on Windows XP, Vista and Windows 7” beginning on page 52.

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9) License checkout failed with the following error messages continuously showing up even though the license file is located correctly. (For Windows 7 and Windows Vista users)

Solution: Go to C:\DesignBase5\Actrix\System, right click on “Actrix.exe” and click “Properties”.

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Select “Compatibility” tab, check “Run this program as an administrator” and click “OK”.

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Steps to Turn off UAC in Windows 7(Windows Vista is slightly different)

1. Click Start, and then click Control Panel.

2. In Control Panel, click User Accounts.

3. In the User Accounts window, click Change User Account Control Settings.

4. Select “Never notify” and click “OK”.

5. Restart Computer.

Important Note!

Turning off UAC reduces the security of your computer and may expose you to increased risk from malicious software. We do not recommend leaving UAC disabled.

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To Uninstall Using Revo Uninstaller

1. Select the previous EDSA Technical/ DesignBase and click “Uninstall”.

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2. Revo Uninstaller will start the built-in uninstaller of the previous version of EDSA Technical/ DesignBase.

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3. After the built-in uninstaller finishes the uninstallation, select “Advanced” scanning mode and click “Scan”.

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4. Choose “Select All” and then “Delete”. Revo Uninstaller deletes leftover items of the application.

5. Uninstallation is finished.

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How to determine your permanent LAN Ethernet Host ID

1. Launch Windows Command Prompt. (Start>All Programs>Accessories>Command Prompt)

2. Type in “ipconfig /all” in the command prompt window and press “Enter.”

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3. The “Ethernet adapter local Area connection” Host ID or Physical Address (MAC address) will show in the command prompt.

4. Copy the Ethernet Adapter Local Area Connection, Physical Address (Host ID) to your clipboard. You will need to send this HOST ID to Power Analytics to generate your DesignBase License File.

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Running DesignBase Products with Standard User Rights on Windows XP, Vista and Windows 7

Summary

Typically, DesignBase products require the user to run with “Power User” rights on the local machine for the Microsoft Windows operating systems. This document identifies the required modifications necessary to allow a user with “Standard User” rights on the local machine to run DesignBase software on Windows XP, Vista and Windows 7. The modifications described in this document can be performed by someone with local administrator rights on the local machine. The modifications assume that there hasn’t been any additional permission or local policy changes other than those that are configured in a default Windows environment.

Required Registry Changes

The required permissions necessary for the local “Users” group on the following registry hive (and everything underneath) are shown in Figure 1 below:

Registry Hive: HKEY_LOCAL_MACHINE\SOFTWARE\Autodesk\Actrix

Right click on the Actrix folder present in the registry then click on permission in order to “Access the permissions for Actrix” window.

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Figure 1: Permission changes necessary for entire hive.

In 64-bit operating system, Registry Hive: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Autodesk\ Right click on the Autodesk folder present in the registry then click on permission in order to “Access the permissions for Autodesk” window.

Required File System Changes

The required NTFS permissions necessary for the local “Users” group on the C:\DesignBase5 folder are shown in Figure 2 below:

Right click on DesignBase5 folder present under your C drive and then click on security and sharing in order to “DesignBase5 Properties” window.

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Figure 2: Required permissions on C:\DesignBase5

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Required File System Changes (cont.)

The required NTFS permissions necessary for the local “Users” group on the temporary folder if it’s been redirected outside of one’s user profile (e.g. C:\Temp) are shown in Figure 3 below:

Figure 3: Required permissions on C:\Temp

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Required File System Changes (cont.)

The required NTFS permissions necessary for the local “Users” group on the C:\Windows\WINEDSA.INI file are shown in Figure 4 below:

Figure 4: Required permissions on C:\Windows\WINEDSA.INI

Important: Make sure to register DesignBase Dlls as an Administrator before switching back to the standard user account. R072414

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