Introduction

cViewSERVER runs as a Windows Service and cViewREMOTE is the front end to that Service. This is because Windows Services run in the background and do not have their own front end for you to interact with. 

If you do not have administrator access to your system or do not feel comfortable dealing with a Windows Service and active directory security, you may prefer our other report scheduler cViewMANAGER instead.

cViewSERVER is an advanced, highly functional Windows scheduling application and will need exacting configuration and installation to perform correctly. This will involve the steps below.  Printing this page may make it easier to follow the steps exactly.

cViewSERVER and cViewREMOTE require the following steps to install correctly.

Install the Primary Server

1. Download the cViewSERVER full install from our web site at www.chelseatech.net/download.htm
2. Select the machine you want to run cViewSERVER on.  This machine can be a Windows desktop or more typically, a server in your network.  It will need to have IIS or equivalent web server running as we use the associated SMTP service to send email. You will need to install any database client your reports use
3. Then configure any ODBC connections your database uses.
   • Please use the System DSN rather than the User DSN
   • If you are using a 64 bit Operating system Use the ODBC Data Source Administrator from C:\Windows\SysWOW64\odbcad32.exe instead of from your Control Panel. This is because Crystal Reports is a 32 bit application.
4. Run the setup program. 
   • If your operating system is Vista or later, you may need to right click and "Run as Administrator" because even if you have administration rights, this may not be enough for certain tasks.
   • This will install the .NET framework and then the cViewSERVER  application and the cViewREMOTE front end application. It also installs support files into a Program Files/cViewSERVER folder but you may change this if required.
   • Alternatively, Program Files(x86) /cViewSERVER folder may be used if you have a 64 bit machine.
5. The install program lets you select if you want to install cViewSERVER, cViewREMOTE or both programs. 
   • We recommend you install both applications on your main machine and cViewREMOTE on a separate management computer. 
   • Additional cViewREMOTE licenses are available if you want to install additional management computers. 
   • A separate install just for cViewREMOTE is available as a separate download.
6. The cViewSERVER then needs to be installed as a Windows Service.
   • Start cViewREMOTE and the "Prelaunch Checklist" screen will appear.  It should offer to install the cViewSERVER Windows Service. 
7. Now check the status of the service with View/cViewSERVER Status. 
   • If it is not running you will need to check you have installed both applications. 
   • Also check you have permission to install and run a Windows Service.
8. Permissions and rights
   • cViewSERVER requires a minimum of LocalSystem rights to create folders, modify the schedule databases and process the Crystal reports. 
   • If you want it to send output to network printers you might want to run using the Use the Windows Computer Management console to modify these service properties if they are not enable by default.
   • You will probably need to set the Service to a Startup Type of "Automatic". 

7. If you intend to email reports - as most people do - you will need to configure the SMTP settings. 
   • Expand the Explorer Tree to Server/System/SMTP and enter the server name and the sender email address.
   • You should also enter a test address and send a test message using the menu item Help/troubleshooting/Send a test message
8. Use the Windows Computer Management Console to modify any settings and to start and stop the service from the Server/Service menu. Confirm that you can start and stop the program correctly.
9. Once the service is started, you may add reports, or modify other settings on the schedule. 
   • We recommend for performance reasons you use a copy of the reports on a folder on the Primary Server, but this is not essential.
10. cViewREMOTE now needs to open the cViewSERVER database.  Use the menu item File/Open Schedule Database to find the cView.XML file.  All our schedule and configuration information are stored in XML files.
11. You may now expand the Server tree and add reports, folders and modify report properties.
12. If you are running the older Windows 2000 server you will need to run the Service under a user account with Administration rights.  LocalSystem does not have sufficient rights to run cViewSERVER on this version of windows.  LocalSystem is fine for Windows XP and Windows 2003 server although it will not be able to see reports on network servers or use printers on the network.

Install the cViewREMOTE front-end administrator on another machine

1. This enables you to administer your schedule from another machine.
   • One cViewREMOTE license comes with cViewSERVER but if you want more than one person administering the report schedule, you may purchase extra licenses of cViewREMOTE.
2. Download the cViewREMOTE full install from our web site at www.chelseatech.net/download.htm 
   • You may also use the full cViewSERVER install but this will expect your machine to be running a Windows web server. The separate install does not require this.
3. Your cViewSERVER program folder on your server machine will need to be configured to share so that the cViewREMOTE users can access the schedule files.
4. Run the setup program. 
   • This will install the .NET framework and then the cViewREMOTE applications and support files into a Program Files/cViewSERVER folder but you may change this if required.
5. Start cViewREMOTE and the "Prelaunch checklist" will appear. 
6. Click the "Connect to schedule" button and navigate the File/Open to find the shared folder you configured in (3) above.

Install a License File once you have finished the trial and have purchased cViewSERVER

1. The license file is a small xml file with your company name and a license code.  This information is encrypted for security reasons.
2. This license.xml file will be emailed to you on purchase of the software.  You will need to save this file into the cViewSERVER program folder. 
3. Alternatively use the product activation mechanism.  This is available from the Help Menu.  Enter your company name and the activation code sent to you after purchasing cViewSERVER from a source that offers an activation code.
4. Stop and restart the cViewSERVER service after you have saved the license file.
5. Annual Maintenance files or Upgrade Protection files are processed in a similar way.

Install Live Web Status to enable you to see the web server status

1. The cViewSERVER machine must be running web delivery services and be an operational web server.
2. cViewSERVER maintains a subfolder of \Web with a live web status of what is happening on the web server.
3. The install program will create a virtual web folder to map to the \Web subfolder.  We recommend a web folder name of cViewSERVER but you can change this to any other name you wish.
4. Your web server can now display the current cViewSERVER status on the page server.htm. This page links to livestat.htm and logstat.htm.  You may link directly to these from other pages.