CORE(R) Workstation 4.0 README.TXT file Please read this document along with the WHATSNEW file before installing CORE 4.0. This file includes information not covered in the documentation. Topics addressed include: * Upgrading from Previous CORE Workstation/Stand-alone releases * Installing CORE 4.0 * Obtaining a License File * Default Account Name and Password * Viewing Supplemental CORE Documentation * Disaster Prevention/Recovery * Important Notes * Reporting Problems/Making Product Suggestions If you have questions after reviewing this document, or if you encounter any problems while installing or using CORE, please contact Vitech Product Support as instructed at the end of this document. Upgrading from Previous CORE Workstation/Stand-alone Releases ============================================================= To upgrade from a previous CORE stand-alone release to CORE Workstation 4.0, repeat the following steps for each image you wish to upgrade. Exporting Information from CORE 1.3.x ------------------------------------- (1) Launch your existing CORE 1.3.x image. (2) If you have made schema modifications, export the schema changes via CORE>>Schema Management>>Export Schema (creates a .SCH file). (3) Export the database via CORE>>Database Management>>Export Database (creates a .RDT file). (4) Exit the image. Exporting Information from CORE 2.x Stand-alone ----------------------------------------------- (1) Launch your existing CORE 2.x image. * Repeat steps 2-4 for each Project within your CORE 2.x image * (2) Open an existing Project within your CORE 2.x image. (3) If you have made schema modifications, export the schema changes via CORE>>Schema Management>>Export Schema (creates a .SCH file). (4) Export the database via CORE>>Database Management>>Export Database (creates a .RDT file). (5) Once you have repeated steps 2-4 for each Project in your CORE 2.x image, exit the image. Exporting Information from CORE Workstation 3.x ----------------------------------------------- (1) Launch your existing CORE 3.x image. * Repeat steps 2-4 for each Project within your CORE 3.x image * (2) Open an existing Project within your CORE 3.x image. (3) If you have made schema modifications, export the schema changes via Schema>>Export Schema (creates a .SCH file). (4) Export the database via Database>>Export>>Export Database (creates a .RDT file). (5) Once you have repeated steps 2-4 for each Project in your CORE 3.x image, exit the image. Loading Information into CORE Workstation 4.0 --------------------------------------------- After you have installed CORE Workstation 4.0 (see the "Installing CORE 4.0" section for more information), complete the following steps to load your data: (1) Launch COREIMAG.COR from the main CORE Workstation 4.0 directory. (2) Login to CORE Workstation. (3) From the CORE Control Panel, launch the Project Editor via Project>>Project Editor. * Repeat step 4-9 for each project you wish to create. * (4) From the Project Editor, create a new project via Project>>New Project, and open the project by double-clicking its name after it has been created. (5) From the CORE Control Panel, ensure the new project is selected as the working project in the drop-down list labeled "Project". * If you have not made any schema modifications, skip to step 7. * (6) Switch to schema mode via Project>>Shift to Schema Mode. (7) Import your schema via Schema>>Import Schema (.SCH file). (8) Switch to database mode via Project>>Shift to Database Mode. (9) Import your database via Database>>Import Database (.RDT file). (10) After you have imported your data into all of your new projects, save the CORE Workstation image under a new name via File>>Save Image As. Additionally, be sure to copy any custom user reports to the proper CORE Workstation 4.0 report directory. By default, these files are located in the C:\CORE2x\Reports\User or C:\Program Files\Vitech Corporation\CORE Workstation 3x\Reports\User directory, and should be copied to the C:\Program Files\Vitech Corporation\CORE Workstation 40\Reports\User directory. Installing CORE 4.0 =================== Required Space -------------- The CORE 4.0 system requires approximately 84 megabytes of file space. An additional 5.3 megabytes are required for each additional EMPTY image file. Installing the CORE Software ---------------------------- Before you start, we recommend that you have the following information readily available: (1) The serial number from the back of the CORE CD. (2) The location of the network access control files if CORE will work as part of a distributed team environment. (3) The NLM server name or IP address and port numbers if using a NLM. The CORE installation program is a Windows application and must be executed under Windows. Insert the CORE installation CD into your CD-ROM drive. If the CD Browser does not automatically appear on your screen, run Setup.exe from the CD's root directory. Select "Install CORE Workstation 4.0" from the main setup screen. You will then be guided through the installation process. No previous CORE installation is required to install CORE 4.0. If you are upgrading from CORE 2.x stand-alone or CORE Workstation 3.x, it is recommended that the prior version be removed from your system before installing CORE Workstation 4.0. If the CORE Workstation 4.0 installer determines that CORE 2.x/3.x is installed on your system, it will prompt you to specify whether or not you would like to remove these versions prior to installing CORE Workstation 4.0. Be sure to export your data (schema and database) for each project before uninstalling prior versions of CORE. If CORE 2.x/3.x is uninstalled after CORE Workstation 4.0 has been installed, your .COR -> core40.exe file association will be lost. To regain the .COR -> core40.exe file association, the association must either be created manually from the Windows Explorer or CORE Workstation 4.0 must be reinstalled. If you would like to keep CORE 2.x stand-alone installed on your system, it is recommended that you change all of your files with a .COR extension to files with a .CR2 extension prior to installing CORE Workstation 4.0. If you would like to keep CORE Workstation 3.0 installed on your system, it is recommended that you change all of your files with a .COR extension to files with a .CR3 extension prior to installing CORE Workstation 4.0. If you would like to keep CORE Workstation 3.1 installed on your system, it is recommended that you change all of your files with a .COR extension to files with a .CR31 extension prior to installing CORE Workstation 4.0. The CORE Workstation 4.0 installer will automatically update your Windows association for .COR files to use the new CORE 4.0 executable. The installer will also create an association for .CR2/.CR3/.CR31 files to use the CORE 2.x/3.x executable. Step 1 ------ The installer will prompt you to accept the terms of the license agreement. If you accept this agreement, select YES. If you do not accept this agreement, promptly return this software and the accompanying items (including written materials and other containers) to the place you obtained them. Step 2 ------ The installer will prompt you for your name, company, and serial number. Your CORE serial number is marked on the back of your installation CD case. Step 3 ------ The installer will ask for the directory in which CORE should be installed ("C:\Program Files\Vitech Corporation\CORE Workstation 40" is the default). DO NOT install CORE 4.0 into the same directory as any existing CORE installation. Step 4 ------ Next, you will be prompted to select the type of setup to run. Complete setup will install CORE completely and with all of the necessary components (recommended for most users). Custom setup will install only those components of CORE that are specified by the user (for advanced users only). Step 5 ------ Next, you will be prompted to select the default paper size used by CORE reports. Options are either US Letter or A4 paper size. Step 6 ------ Next, you will be asked if CORE is being installed as part of a team installation. If you selected team installation, you will be asked for the location of the Network access control files (ACFs). This should be a shared directory located on a server used by the team. If you have questions concerning the location of this directory, please contact your CORE administrator. Step 7 ------ Next, you will be asked if the network license manager (NLM) will be used for licensing. If you answer yes, you will then be prompted for three pieces of information. 1) Server - the host name or IP address of the NLM server. 2) Port - the listening port on the NLM server. 3) Reply Port - the port on the client machine. It is recommended that you use the default values provided for the Port and the Reply Port. If you have any questions concerning any of these values, please contact your network or systems administrator. Additional Installation Notes ----------------------------- The installation program will create a new program group entry on the start menu with the title "CORE Workstation 4.0". It contains an icon labeled "CORE Workstation 4.0 Image". To run CORE with the default image (COREIMAG.COR), simply click on this menu item. Maintaining an Empty Image -------------------------- A copy of the empty image file (COREIMAG.COR) should be maintained to allow each user to start with a new image. The installer will mark the empty COREIMAGE.COR file as read-only. Therefore, the first attempt to save an image within CORE must be done via File>>Save Image As... to save the image under a new name or different location. Creating and Using Multiple Images ---------------------------------- You can store multiple images on your system (e.g., to keep a version history of your system design) and run them simultaneously, if desired. You can create a new image by making a copy of an existing image (.COR file) under a new name (keeping the .COR extension) or, from within CORE, by using the File>>Save Image As... command. The File>>Save Image As... command will include an option to create a shortcut to the new image file in the CORE programs folder on the Windows Start menu. To start an image other than the default image, double-click on the .COR file of your choice from within the Windows Explorer or a Windows directory window. For quicker access, you can create a shortcut for your image file on your desktop. You cannot launch CORE by clicking directly on CORE40.EXE. Uninstalling CORE 4.0 --------------------- To remove CORE 4.0 from your system, select Add/Remove Programs from the Windows control panel. Select CORE Workstation 4.0 from the list of applications available to uninstall and click the Add/Remove button. Follow the instructions provided by the installer to remove the application. Obtaining a License File ======================== Before running CORE, a valid license file must be obtained from Vitech Corporation. CORE will not run without a valid license file. The steps required to obtain a license file differ depending upon whether you will be using the floppy key license mechanism (CORE is licensed to run on any machine as long as the associated key diskette is in the floppy drive of that machine), the network license mechanism (CORE is licensed to run on a network), or the node-locked license mechanism (CORE is licensed to run on a single, unique machine). Please review the section applicable to your version. Obtaining a License File (Floppy Key License Mechanism) ------------------------------------------------------- If you have purchased this type of license, two floppy keys are provided with your copy of CORE (a primary key and a back-up key in case of difficulty). A valid license file has already been entered on the primary key diskette. Therefore, the primary key (as shipped) is ready for use. However, the license file for the back-up key has not been provided meaning that the back-up key (as shipped) is not a valid key diskette. The back-up key diskette is provided for use only if the primary key diskette fails. NOTE: It is possible for a key diskette to fail simply because it is a mechanical device. Therefore, we have provided a back-up key to ensure that you can continue to run CORE even if your primary key fails. However, the back-up key will require a different license file than the primary key. If your primary key diskette fails, please contact Vitech Product Support as instructed at the end of this document. At that time, we will provide you with the license file corresponding to the back-up key diskette. A valid key diskette must be present in a machine's floppy drive for that machine to properly run CORE. Therefore, if you wish to run CORE at distinct times on multiple machines (e.g., your office computer and your home computer), you can run CORE by simply inserting the key diskette in the floppy drive and launching CORE. To ensure that multiple machines are not simultaneously running the same copy of CORE using a single key diskette, CORE periodically checks for the presence of a valid key diskette in a floppy drive. If a valid key diskette is not present, CORE will determine that the machine is not currently licensed to run CORE. If you need to access the floppy drive in order to copy a file, we recommend that you save your image prior to removing the key diskette. Finally, if CORE does determine that the machine is not licensed, you will be given the opportunity to export your data before CORE closes. Obtaining a License File (Network License Mechanism) ---------------------------------------------------- If you plan on using a network token, contact your Network License Manager (NLM) administrator for guidance in configuring your workstation to access a network license. NetTerm is used on each client machine while using the service version of the NLM. For more information on the version of the NLM that your are currently using, please contact your NLM Adminstrator. NetTerm for Client Token Administration --------------------------------------- Using NetTerm, users can view outstanding tokens and delete any token that is checked out to them. To manually release your token, simply select the token and right click for the popup menu item to kill the token. At the PC which runs the NLM service, any token can be deleted by the Administrator. NetTerm is installed on each client PC during the CORE installation. A shortcut to NetTerm is in the Programs>>CORE>>Utilities folder on the Windows Start menu. During the installation, the IP address and port number are set to the specified values. To change these parameters, use the Options>>Network command on the NLM Terminal window. If you are unable to view the NLM information, set these two strings to the correct IP address (or symbolic name) and port. Obtaining a License File (Node-Locked License Mechanism) -------------------------------------------------------- To generate a license request, simply click on the icon titled License Request in the CORE>>Utilities program menu (or run LICREQ.EXE in the CORE directory). Select File>>Generate. Enter the company name and a CORE serial number (from the CORE installation media) in the appropriate fields and press the OK button to generate a license request. Then, select File>>Save to save the request file. After the request has been generated, send an email requesting a license along with a copy of the license request file to Vitech Corporation. This request must include the following: 1) The point of contact for your group including telephone and fax numbers in case there are any questions regarding the request; 2) The make, model, and serial number of the computer on which CORE has been installed; and 3) The CORE serial number installed on the platform specified in (2). Multiple licenses can be included in a single request providing the CORE serial number for each platform is clearly delineated. After the license request has been received by Vitech Corporation, a valid license file will be e-mailed (or faxed) to the point of contact. This file should then be entered exactly as it is received using a text editor such as the Windows Notepad. You must save the new license under the file name CORELIC2.DAT in the CORE directory. Note that the license file contain no tabs, and the lines will be separated by carriage returns (with no carriage return at the end of the last line). Default Account Name and Password ================================= CORE ships with one user account preconfigured - the Administrator account. To log in, use the account name "Administrator" and password "admin" (without quotes) when prompted at the login dialog. At that point, new users can be created and passwords may be changed via the User/Group Tool. Note: If you change the Administrator password, be sure to save the image. For security reasons, unlike all other account passwords, the Administrator password is never loaded from the disk-resident access control files (ACFs) for use at login. Therefore, the only way to store a new password for the Administrator account is to save the image after changing the password. Viewing Supplemental CORE Documentation ======================================= Located in the new CORE 4.0 program group entry on the Start menu are shortcuts to documentation for the COREscript scripting language and the API Interface. Adobe's Acrobat Reader is needed to view this documentation. You can download the latest version of Adobe Acrobat Reader free of charge at http://www.adobe.com. Disaster Prevention/Recovery ============================ CORE images (.COR files) store your CORE database and the state of the CORE application in a machine-readable binary format. While generally stable, binary files can become damaged or corrupted. Read this brief section to learn what you can do to avoid losing data and to recover from such mishaps if they occur. 1) When an error occurs, particularly when you are saving or launching an image, contact Vitech immediately. Do NOT attempt to save or launch the image a second time. If a non-fatal error occurs at any other time (when you are not launching or saving an image), the first command you should reach for is Export Database.... 2) In the Confirm Save Image dialog there are two checkboxes. We recommend that you keep both of these options enabled at all times. When you save your image, the Make Backup option copies the image as you last saved under the same name, but with a .BAK extension instead of the .COR extension. The Export Database option simultaneously exports your database to an RDT file. The RDT format is a human- readable ASCII format which is much less susceptible to corruption and much more recoverable. Even if your database grows so large that exporting your database becomes cumbersome, we recommend that you still export your database on a regular basis. 3) As you work in CORE, the changes you make are logged to a recovery file. This file has the same name as the image you loaded but with _RECOVER.LOG appended. You can turn this capability off in the CORE Preferences dialog, but we strongly recommend that you leave it active. In the event of a fatal error resulting in loss of data, you can recover all your changes by importing the LOG file using the Load Recovery Log... command. However, you should first inspect the file. It may not be appropriate to import the entire contents of the file. Refer to the CORE User Reference Guide for further details. Important Notes =============== The best way to explore the new features of the CORE 4.0 release is to print a copy of the WHATSNEW file and let it serve as your guide while you work with CORE. Create Shortcut Option ---------------------- The "Create Shortcut" checkbox on the Confirm Save Image dialog, which appears during the Save Image As... sequence, can be used to create a shortcut to the new image file. If the option is checked, the shortcut will be created in the CORE Workstation 4.0 programs folder on the Windows Start menu. During this process, the following error may be generated: "Unable to create shortcut Entry point SHGetSpecialFolderPathA". This problem can occur on platforms running Windows 95 or NT 4.0 because the shell update included with Microsoft Internet Exporer 4.01 is needed to allow CORE to create the shortcut. Verify that the shell32.dll found in the %systemroot%\system32 folder is version 4.72.3110 or greater. If the version is less than 4.72.3110, install the windows desktop update that ships with Internet Explorer 4.01. Using RDT Files From Previous Versions of CORE ---------------------------------------------- CORE 4.0 fully supports importing RDT files from CORE 1.3.1 and later. There is an option in CORE 4.0 that allows exporting the RDT file in 1.3, 2.x, and 3.x formats to enable interchange with previous versions of CORE. Working with Report Files From Previous Versions of CORE -------------------------------------------------------- CORE 4.0 can read and execute report scripts created in previous versions of CORE. However, report scripts written or modified in CORE 4.0 cannot be used in version 2.x or earlier. Reporting Problems/Making Product Suggestions ============================================= If you should encounter a problem with the software (either an error, a deficiency, a feature that works in a manner other than you expected, or a problem with any associated documentation), please notify us via e-mail, phone, or fax as indicated below. Any information you can provide in your report regarding the hardware and software configuration of the host machine, the circumstances in which the problem occurred, conditions to reproduce the problem, and such test data as you can reasonably provide to assist Vitech in reproducing the problem would be greatly appreciated. We hope that you enjoy the new capabilities of CORE 4.0. All customer observations and recommendations are valuable to us. Vitech Corporation 2070 Chain Bridge Road Suite 320 Vienna, VA 22182-2536 Phone: (703) 883-2270 Fax: (703) 883-1860 Email: support@vtcorp.com Web: http:\\www.vtcorp.com Copyright (c) 2002 Vitech Corporation.