GENESYS(TM) Server README.TXT file Topics addressed include: * Minimum System Requirements * Software Prerequisites * Installation and Licensing * Migrating data to GENESYS 4.1 * Getting Started * Uninstalling GENESYS * Reporting Problems/Making Product Suggestions If you have questions after reviewing this document, or if you encounter any problems while installing or using GENESYS, please contact Vitech Customer Support as instructed at the end of this document. Minimum System Requirements =========================== Recommended system requirements vary depending on several factors including number of users supported, amount of data expected, network configuration, unrelated applications running, and other variables. For this reason, we recommend that you contact Vitech Customer Care to obtain a system recommendation that is specific to your needs. The following are the minimum requirements for a dedicated server machine. * Windows 10, Windows 8, Windows 7, Windows Vista SP2, Windows Server 2003 SP2, Windows 2008 SP2, or Windows Server 2012 * 2 GHz processor, multi-cores/processors strongly recommended * 4 GB RAM * Installation hard drive space requirements: * GENESYS Application Files - 142 MB * Microsoft .NET Framework 4.5.1 - 850 MB * Additional disk space required for project databases * For SQL Server requirements, visit http://www.microsoft.com/sqlserver/ Software Prerequisites ====================== GENESYS Server requires a working Microsoft SQL Server 2008 environment or higher. Before installing GENESYS Server, SQL Server 2008 or higher must be installed. For information on SQL Server, please visit http://www.microsoft.com/sqlserver/. A non-Express/Developer edition of SQL Server is required for optimal performance and scalability. Installation and Licensing ========================== Perform the following to install the product: 1) Install Microsoft SQL Server 2008 or higher. For information on SQL Server, visit http://www.microsoft.com/sqlserver/. 2) Download the GENESYS 4.1 Server installer application from the Software section of our website at http://www.vitechcorp.com. 3) Run the installer. The setup will install application prerequisites including Microsoft .NET Framework 4.5.1. Setup will also prompt for the location in which to create the SQL Server database. Installation time will vary depending on the target system. Setup may require a system reboot. Please reboot if prompted to do so. 4) Upon first launch of GENESYS, you will be prompted to activate the product. A local license must be used for GENESYS 4.1 Server which requires that a product key be entered. The product key will be emailed to you directly from Vitech prior to installation. If you wish to use a local license and have not yet received a product key, please contact Vitech Customer Support or your Vitech sales representative. After submitting the product key, GENESYS will attempt to automatically activate with Vitech's servers using the system's internet connection. You will receive confirmation when GENESYS has been successfully activated. If no internet connection is available, GENESYS must be manually activated. To manually activate, select the "Save Request" button in the lower right portion of the wizard. Then, copy the license request to a computer with internet access and email it to licensing@vitechcorp.com. Vitech will respond with a license file along with instructions on how to apply it. If you are unable to email the license request file due to security or other reasons, please contact Vitech Customer Support for further licensing instructions. 5) After successful product activation, you may receive an error when attempting to login for the first time. If this occurs, please ensure that the "GENESYS Server Edition Services Host" service is running on the server machine. If this service is not running, manually start the service via the Services applet in the Windows control panel. Migrating Data to GENESYS 4.1 ============================= GENESYS can natively import XML files exported from CORE. To import a CORE XML file, select the "Import" option from the ribbon's main application menu, and follow the steps in the wizard to select the desired file. If importing a GNSX file from GENESYS 4.0 simply import the GNSX file directly. If importing a GNSX file from GENESYS 3.0, use the Migration Schema wizard located on the Project tab of the ribbon. Getting Started =============== The installation program will create a new program group entry on the start menu with the title "GENESYS 4.1 Server." It contains an icon labeled "GENESYS 4.1 Server Client." Simply click on this shortcut to launch a local client directly on the server machine. Default Account Name and Password --------------------------------- GENESYS 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 Administrative Tools utility. Uninstalling GENESYS ==================== To remove GENESYS from your system, select Add/Remove Programs from the Windows control panel. Select GENESYS 4.1 Server from the list of applications available to uninstall and click the Add/Remove or Uninstall button. Follow the instructions provided by the installer to remove the application. Reporting Problems/Making Product Suggestions ============================================= If you should encounter a problem with the software (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 GENESYS 4.1. All user observations and recommendations are valuable to us. 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