INSTALLATION HELP (UPDATED FEBRUARY 16, 2010) For additional help, contact Primatech at the following: Primatech Inc. 50 Northwoods Blvd. Columbus, OH 43235 USA Phone -- 614-841-9800 Fax -- 614-841-9805 Support -- 614-841-0025 Web Site -- http://www.primatech.com/ Tracker Web Site -- http://tracker.primatech.com Primatech Forums -- http://forums.primatech.com/ Email Addresses: Software Sales Email -- software@primatech.com Software Support Email -- support@primatech.com Activate Software Email -- activate@primatech.com For more detailed explanations concerning these options, please see our support section (FAQ) on our web sites. Please do not hesitate to contact us at 614-841-0025 or via email at support@primatech.com with any questions during the installation or use of the software. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ IMPORTANT: If you are using any of these installers and have any previous versions of Primatech Software installed, the old copies will be removed. The key will not be removed, but you must reinstall you previous versions of the software using the latest installers. AUDITWorks-1.01r7.msi PHAWorks-5.17r1.msi PHAWorksViewer-5.17r1.msi Tracker-2.0.msi TrackerClient-2.0.msi ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ SECTIONS INCLUDED A. SYSTEM REQUIREMENTS B. VIRUS SOFTWARE C. INSTALLATION / KEY OPTIONS C1. MULTIPLE PEOPLE SHARING THE KEY ON THE NETWORK - SAMPLE CONFIGURATION D. ACTIVATING THE KEY E. I ACTIVATED THE KEY, BUT THE SOFTWARE WILL NOT RUN. WHY? F. MOVING A KEY FROM ONE COMPUTER TO ANOTHER G. UPGRADING OLD VERSIONS / SETTINGS + OPTION 1: DO NOT UPGRADE MY CURRENT COPIES OF AUDITWORKS 1 AND PHAWORKS 5 + OPTION 2: UPGRADE MY CURRENT COPIES OF AUDITWORKS 1 AND PHAWORKS 5 + NETWORK INSTALLATIONS + CUSTOM INSTALLATIONS H. NOTES FOR CURRENT PHAWORKS 5 USERS I. CHECKING FOR NEW VERSIONS ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ A. SYSTEM REQUIREMENTS You can install the software on Windows NT4 (SP6 and later), Windows 2000, Windows XP, Windows Vista, and Windows 7. AUDITWorks 1 will not run under Windows 64bit. PHAWorks 5, Tracker 2 and Tracker Client 2 will run under 64bit. For PHAWorks 5 and Tracker 2, you must use the USB Dongle. For Tracker Client, the software is not protected so no key is required. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ B. VIRUS SOFTWARE Virus software will not affect the key when running the software. When resetting the key, Microsoft Security Essentials may stop the key from being reset. Please contact Primatech if you need to reset the key. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ C. INSTALLATION OPTIONS + Stand-Alone (run with hard disk key): Install the software on one computer and activate the software key (activation code provided from Primatech) on the hard disk. Pros are that no dongle is required to run the software. Cons are that the software can only be run on one computer. The software key can be moved between hard disks without contacting Primatech. + Stand-Alone (run with USB Dongle): Install the software on any number of computers and users would share the dongle to run the software. For example, John runs the software and when he is done he gives the dongle to Mary to run the software. Pros are that an unlimited number of users can share the software. Cons are the logistics of sharing the dongle. When requested, the dongle is shipped activated ready to use. Cost for the USB Dongle is $100 per each licensed copy. + Network (run with key on the network): Install the software on any number of computers and activate and share the software key (activation code provided from Primatech) from the network. Pros are that unlimited number of people can share the software. Cons are that if you are not connected to the network, you cannot run the software. However, there is an option to check keys out from the network license to a computer so you can use the software when not connected to the network (contact Primatech for additional information). The program files must be installed on a local drive. For all installations, the program files should always be installed on the local drive. The default is "Program Files\Primatech Software". If you wish to share the software using the network, only the key can reside on the network. The program files must reside on each local drive. Installing the program files on the network is no longer supported, but sharing the key on the network is available. IMPORTANT - It is possible to install the software to a network drive letter, but this is not recommended as there may be problems with the Microsoft Installer System (especially if the files are shared among multiple computers). The software may not run properly. NOTE - The CDROM or installation files (e.g., PHAWorks-5.1.msi) is required for each installation (stand alone, initial network, or additional network users) For each installation, the user must select the type of key to use. If the selected key is not available, the software will provide all options in trying to find a valid key. ----------- C1. MULTIPLE PEOPLE SHARING THE KEY ON THE NETWORK - SAMPLE CONFIGURATION The installation instructions are almost identical for both stand alone and network installs. However, here are instructions noting a network install since they differ in only how to use the key. Each computer should have the program files installed on the local drive and not on the network in a shared location. To allow multiple people to share the same key on the network, complete the following steps: a. From any computer, complete an installation using your installation code. Use the defaults for the program files location which will be the user's local C drive (Program Files). b. For the key type, select network. For the key location, select a folder on the network that users have rights to (read, write, change, create, edit, delete, update, etc.). These rights are required to allow the software to run. For example, if you install the key on "M:\Primatech Software\Network Keys", make sure all users have access to this folder and all folders / files under this folder. You must use a drive letter mapping (not a UNC name) for the path to the key. When installing the key, the software will ask if you want to create the key. Indicate Yes. If it prompts about another key being found, you may already have a key installed. You should consider stopping the installation and determine what key folders are in use. c. At the end of the initial installation, you can activate the software. Follow the steps of the wizard for activation. d. When you go to subsequent computers to install the software, complete the same steps. Use the defaults for the program files location which will be the users local C drive (Program Files). For the key location, select the same folder on the network that you originally selected (e.g., "M:\Primatech Software\Network Keys"). As noted on the "Key Type and Location" dialog during the installation, you do not want to select the AWW1, PHAWW5, TRKW1 or TRKCLW1 folders. You want to select the folder one level above these key directories. If you select a key folder to far down in the directory, the software will warn you. If you try to create a new key, the software will warn you. You want to use the same key folder as the original install (e.g., "M:\Primatech Software\Network Keys") and you do not want to create a new key folder. Once you activate the software, you do not need to activate the software again. Each subsequent installation uses the same key off the network. You can configure as many computers as you like to use the software. ================ ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ D. ACTIVATING THE KEY NOTE - You can activate the key immediately after installing the software. 1. Run "Key Utility" that is found by clicking on the Start button and then selecting Programs, then Primatech Software, and then Utility. 2. Click the "Activate" button and follow the prompts on screen. You may choose to activate the software automatically if you are connected to the internet, contact Primatech at 614-841-0025, or via email at activate@primatech.com to provide the key information to Primatech. This includes the serial number of the program you purchased. 3. If activating via the phone or email, you do not need to keep the key dialog open while waiting for the activation code. When you receive the code, run the "Key Utility" program again to enter the activation code. When activating via the internet (automatic activations), do not close the wizard until you receive a reply. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ E. I ACTIVATED THE KEY, BUT THE SOFTWARE WILL NOT RUN. WHY? THE MAIN REASONS THE SOFTWARE WILL NOT RUN ARE AS FOLLOWS 1. Users must have full access (read, write, modify change, create, update, etc.) to the key folders. When users log in, they might not have the necessary rights to the folder - "Program Files\Primatech Software\Key\PHAWW5" (e.g., for PHAWorks). 2. We recommend users have full access downward from the main key folder (by default "Program Files\Primatech Sofware\Key") that contains the "PHAWW5", "AWW1", "PSMSW2", and "TRKW2" folders. 3. For network installations, what most locations have done is create a group for the users to have required permissions on key folders. This is also useful to prevent unauthorized users from starting the software. 4. For network installations, users must have the correct drive letter mapping for the key. 5. You cannot use UNC naming for the location of the key (network or local). 6. In the new Primatech Software Installer 1.0 and later, environment variables are no longer used to locate the key. The path to the key is a registry setting in "HKEY_LOCAL_MACHINE\Software\Primatech\\\CC\Path" (known as "HKEY_LOCAL_MACHINE"). The user may override this global value by creating a registry value of HKEY_CURRENT_USER\Software\Primatech\\\CC\Path (known as "HKEY_CURRENT_USER"). The "HKEY_CURRENT_USER" setting is also created when a key is not found using the path in "HKEY_LOCAL_MACHINE" but a key is found in a different location (e.g., Floppy Diskette, USB Dongle, Hard Disk Key, Network Key) allowing the software to run. For example, assume you are using the key on the network. You attend a training session and want to use a USB Dongle to run the software. The software cannot find the key on the network nor any other location, so it prompts for you to provide a key location. You select USB Dongle (plug in the USB Dongle) and now a key location is created in "HKEY_CURRENT_USER". The software remembers and will use this setting until the software fails to find the key. Once you are connected to the network, the "HKEY_CURRENT_USER" key location is no longer valid (no USB Dongle), but finds the key using the path in "HKEY_LOCAL_MACHINE" (network key). The software then updates the "HKEY_CURRENT_USER" to use the network path which makes both "HKEY_CURRENT_USER" and "HKEY_LOCAL_MACHINE" identical. Once the "HKEY_CURRENT_USER" and "HKEY_LOCAL_MACHINE" values match, the "HKEY_CURRENT_USER" setting is deleted since "HKEY_LOCAL_MACHINE" is the preferred location to find the key. The "HKEY_CURRENT_USER" is only meant for a temporary override of the key location. The key method used (cc or dd) is stored within the registry value "Method". The "cc" value indicates looking for the key on a local drive, network drive or floppy diskette. The "dd" value indicates looking for the key on the USB Dongle. As updating registry settings may affect how your computer runs, take care in updating these settings manually. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ F. MOVING A KEY FROM ONE COMPUTER TO ANOTHER In the "Primatech Software\Utilities" start menu group, select "Key Utility". Click on the "Move" button and follow the instructions. This procedure can be completed any number of times without contacting Primatech. When moving a key, you do not use the the USB Dongle. The "USB Dongle" keys are not used in conjunction with the hard disk keys ("Local" / "Network"). There is help provided in the Key Utility dialog for moving the key. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ G. UPGRADING OLD VERSIONS / SETTINGS FOR OPTIONS 1 AND 2, ONLY VALID FOR FOR "PrimatechSoftware-1.0." THROUGH "PrimatechSoftware-1.1.4a" INSTALLERS. ================ OPTION 1: DO NOT UPGRADE MY CURRENT COPIES OF AUDITWORKS 1 AND PHAWORKS 5 By default, if you install AUDITWorks 1 and PHAWorks 5.1, your current versions of AUDITWorks 1 and PHAWorks 5.0x will not be modified. This allows you to evaluate the latest versions of each program without affecting your current installation. Tracker 2 will only work with PHAWorks 5.1 and later. By keeping your current installation of PHAWorks 5.0x and installing PHAWorks 5.1, you can evaluate Tracker 2 working with PHAWorks 5.1 without affecting your current installation. ================ OPTION 2: UPGRADE MY CURRENT COPIES OF AUDITWORKS 1 AND PHAWORKS 5 If you upgrade AUDITWorks 1 and PHAWorks 5 (assuming you select to install both programs), any old versions found during the installation will be removed. The old versions that will be removed are as follows: - PHAWorks 5.01 through 5.05 - AUDITWorks 1 (PSMOffice and floppy releases) No projects or user defined (created) files will be removed. Your current key and user settings will be used with the new installation. ================ NETWORK INSTALLATIONS If you have a network installation, please contact Primatech prior to upgrading your network license. ================ CUSTOM INSTALLATIONS Please note that if the software was installed using a custom installation, the key and user settings may not be upgraded. ================ ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ H. NOTES FOR CURRENT PHAWORKS 5 USERS IMPORTANT -- If you install PHAWorks 5.1, the associations will be changed to work with PHAWorks 5.1. For example, by double-clicking on a "HPW" file, Windows will try to open the project in PHAWorks 5.1. If you need to change the associations back to PHAWorks 5.0x, please contact your IT department or call Primatech. With PHAWorks 5.1, the new default locations for the Library, Sage database, Risk ranking for new projects, Master Team List and Global Quick Entry List will be as follows: C:\Documents and Settings\\Application Data\Primatech\PHAWorks\Version 5 If you currently have PHAWorks 5 installed, the installation program will use your old locations and not update them to the new defaults. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ I. CHECKING FOR NEW VERSIONS To upgrade your current copy, click on the Primatech Software\Utilities groups and select the apprpriate link to check for upgrades. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++