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Install SI5 Professional and Trial

Installing SI5.5 Professional and Trial

 

The Trial version of SI5.5 is exactly the same as the full Professional version of SI5.5.  Our Trial requires that you install both the SI5.5 Server and at least one SI5.5 Client.  For our Trial, we use our Express Install which will install both the SI5.5 Server and the SI5.5 Client on the same machine.  You can install additional SI5.5 Clients via the download link that is discussed here.  

1.       Verify that you are on the machine that you have designated to be your SI5.5 Server.

2.       Download and unzip the SI5.5 Trial installation.  You can sign up for our Trial here.  The contents of the folder where you unzip the files to will look something like below:

 

File:User:Seth_Enos/Install_SI5_Trial/image001.png

3.       Double-click the Install.hta file (if you are not showing file extensions on your machine then file will just be named “Install”).  The D-Tools System Integrator 5.5 install form will open.

File:Si5Wiki/SI5/02Installation_Admin/01Install_SI5_Trial/installhta.jpg

4.        Unless you know exactly what you are doing, and even then, click the View the Installation Guide link.  This will open a browser to our most current installation instructions.

5.       The next (optional) step is to download and install the trial of Microsoft Visio 2010.  If you already have Visio 2010 (or Visio 2003 or 2007) installed or if you do not plan to use the Visio interface you can skip this step.

6.       Click the Install System Integrator 5.5 Trial link to begin the installation of both the SI5.5 Server and SI5.5 Client.

7.       The installer will determine if all prerequisites are installed.  Click [Next >].

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8.       Click [Next >] to install any missing prerequisites. 

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You may be required to restart your PC after the prerequisites install

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9.       When your PC restarts, the installation for SI 5 will continue automatically.  Click [Next >] to proceed.

File:User:Seth_Enos/Install_SI5_Trial/image006.png 

10.   The next screen displays the default location for installing SI5.5.  We recommend that you leave this set to the default location. 

 

File:Installing_SI5_Pro/image007.png 

 

11.   Read and then choose to accept our EULA then click  [Next >]

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12.   Confirm your decision to install by clicking [Install]

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13.   The install will complete.  You must now configure your server (steps follow).  Click [Finish]

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14.   Choose your “Run As” option.  We HIGHLY recommend leaving this set to “Current user” and that you just click [OK] on this step.  DO NOT click [Cancel].

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15.   Immediately following this selection, the SI5 Server Configuration Wizard will open.  If you cancel this configuration at any time before completing, you can run the Server Configuration Wizard manually via this file C:\Program Files\D-Tools\SI 5\Server\ServerConfigurationWizard.exe:

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Express Configuration

We highly recommend using the Express Configuration option.  The Express Configuration uses all of the defaults for our configuration and will automatically download and install SQL Server Express 2005.  Although not shown below in the Summary, a default username and password will also be created for you (you can modify this username/password later if you choose via the SI5.5 Administration Console).

Default Login

Username: admin

Password: admin

File:User:Seth_Enos/Install_SI5_Trial/image013.png

1.      Click [Next].  This will begin the installation of SQL Express 2005 and our then of our Server configuration.

2.      Click [Finish] when the installation completes.

File:Si5Wiki/SI5/02Installation_Admin/01Install_SI5_Trial/install_finish.jpg

3.  A registration screen will open and you will be prompted to register your SI5.5 Server using the SI5 Pro Server key that you received via email.  Enter the key and click [Register] and when completed, click [Finish].

File:Si5Wiki/SI5/02Installation_Admin/01Install_SI5_Trial/register.jpg

For information on how SI5 licensing works, see here.

  1. The login form for the SI5.5 Client will open.

 

File:User:Seth_Enos/Install_SI5_Trial/image022.png

Initial Configuration of LANSync

See here for instructions on Configuring LANSync.

Custom Configuration

 

The Custom Configuration option is for clients that want to use their own install/instance of SQL Server 2005 or 2008 or for clients that do not want to use our default Port and folder locations.

 

File:User:Seth_Enos/Install_SI5_Trial/image014.png

 

 

1.         This step checks whether you are upgrading from previous version of SI.  If you want to use your own instance of SQL, click the "Install to Existing SQL Server" option and then fill in the machine name\SQL instance name in the "Database Server" field. You will also want to provide your "sa" password for your instance of SQL. Click [Next >]

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2.         This next step will display with all of your information.  Request Port “9000” is the default.   If you change this, make sure that the port you choose is allowed through your firewall if you are using one. If you are using your own instance of SQL then you will need to input the port you use for your instance. You can also change the default paths for the Project File and Product Share folders.  We recommend you leave these to the defaults.

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4.       Create an Administrator password for the SI 5 Administration Console.  Both the User Name and Password are case-sensitive.

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5.         Confirm your install decisions and click [Next]

File:User:Seth_Enos/Install_SI5_Trial/image018.png

6.         If you did not check the  "Install to Existing SQL Server" option in step 1, Microsoft SQL 2005 Express will install.

File:Installing_SI5_Pro/image019.png

 

7.         Once the install has completed click [Finish].

File:User:Seth_Enos/Install_SI5_Trial/image020.png

 

 

8.         A registration screen will open and you will be prompted to register your SI5.5 Server using the SI5 Pro Server key that you received via email.  Enter the key and click [Register] and when completed, click [Finish].

File:User:Seth_Enos/Install_SI5_Trial/image021.png

 For information on how SI5 licensing works, see here.

9.         The login form for the SI5.5 Client will open.

File:User:Seth_Enos/Install_SI5_Trial/image022.png

Initial Configuration of LANSync

See here for instructions on Configuring LANSync.

Installing the SI5.5 Client on Another Machine

DO NOT use the installation from step 2 above.   In order to install the SI5.5 Client on another machine, you must first create Users.  See Adding Users for information.  See Installing the SI5.5 Client for instructions.

More Information:

 

 

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