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Counter Balance Server Manager 4.0 Requirements and Setup
Database Server Requirements
Database Server Setup Instructions
The Counter Balance Server Manager uses the SQL Express database. The SQLServer Express will be installed by the Counter Balance Server Manager.
Download the Counter Balance Server Manger and follow the Server Manager help. You must complete the first two actions in the Counter Balance Server Manger (Install SQL Express Server 2005 and Install Counter Balance Database).
Once you have completed the Install SQL Express Server 2005 and Install Counter Balance Database steps you may close the Server Manager and proceed to the Counter Balance Client Installation and System Configuration steps.
Manual SQL Express download (Trouble downloading the SQL Express?)
If you experience problems downloading the SQLEXPR.exe file for the Counter Balance Server Manger instance installation you can also download it manually. Downloading problems may exists due to file or firewall permissions.
This file should be saved to <Your Counter Balance Server Manager Install Dir>\SQLEXPR
Typical SQLEXPR Directory would be: C:\Program Files\Nexphaze\Counter Balance Server Manager\SQLEXPR\
The SQLEXPR directory is not created by default and will need to be created manually. When the Counter Balance Server Manager find SQLEXPR\SQLEXPR.exe it will use this SQL Express installation and skip the SQLEXPR download during instance creation.
DO NOT RUN THE SQLEXPR.EXE (It will be run for you via the Counter Balance Server Manager SQL Server Install)
For manual download save SQLEXPR to <Your Counter Balance Server Manager Install Dir>\SQLEXPR\SQLEXPR.exe
Counter Balance Client 4.0 Requirements and Setup
Client Requirements
Download the latest Counter Balance Client Setup .
Recommenced for new users to install your first Counter Balance Client application on your server machine to eliminate possible local firewall issues.
Please see the Counter Balance Client Setup Help document for connection information.
Counter Balance System Configuration
The Counter Balance System configuration is done via the Counter Balance Client application. The configuration does not have to be performed on the server machine. The configuration may be performed by any Counter Balance Client connected to your Counter Balance server. Please see the above step for installing and connecting to your Counter Balance server.
Configuration Files (CBI and Postal Code CSV Files)
There are two types of files that will help automate your Counter Balance System Configuration. A Counter Balance Import (CBI) file and a Postal Code CSV file.
The Counter Balance Import file may be used to pre load your Counter Balance system with all the required types and items specified by the CBI template definition.
Please Contact Nexphaze for possible CBI template files to fit your needs.
A CBI file is not required. You may perform a manual configuration setting up the required types and items with the Setup Wizard.
The Postal Code CSV file is Postal/Zipcode data imported for you areas of operation.
Postal Code data may be purchased from various sources.
System Configuration (Inital System Configuration)
If you have a Counter Balance Import file and a Postal Code file copy them to the machine you are currently running a connected Counter Balance application on.
The Counter Balance System may ask to perform a database update. This should be done if/when asked.
Once connected and logged into to Counter Balance you will be presented with the following Import Screen.
If you have a Counter Balance Import file and/or Postal Code CSV file they should be Imported at this time. After imports has been loaded (or not) you may proceed through the Import Wizard adding any other configuration information you see fit for your operation.
Any step that has the "Next Step" disabled will require information to be complete on the current step. Example is the system will require at least one Associate to be created.
Once this Setup has been completed your Counter Balance System will be ready for use.
Counter Balance Uninstall
The Counter Balance Server and Client may be uninstalled using the Add Remove Programs on your windows system.
The Counter Balance SQL Server instance may also be uninstalled using the Add Remove Programs. Only uninstall the database if you are sure you know long wish to use this machine for a Counter Balance Server. If your database information is not backed up you may lose your data. You should only uninstall Counter Balance SQL Express instances. The SQL Express database may contain other databases for other applications.
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