Resource Mate Install Guide
Resource Mate Install Guide
Resource Mate Install Guide
Installation Guide
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Installation Guide
Contents
Introduction ..................................................................................................................................... 5
Existing ResourceMate 3.0 Users................................................................................................... 5
Configuration Types ........................................................................................................................ 6
1. Stand-Alone Installation (Local Data) ........................................................................................ 6
2. Shared Data Installation (Database Server) ............................................................................... 6
Stand-Alone Installation (Local Data) ............................................................................................ 7
Shared Database Installation (Database Server) .......................................................................... 9
Activate ResourceMate ................................................................................................................. 14
Register ResourceMate .................................................................................................................. 17
Check for ResourceMate Updates ................................................................................................. 19
Appendix........................................................................................................................................ 21
Appendix A Importing Data from ResourceMate 3.0 ................................................................ 22
Appendix B Pre-requisites for Database Server Installation ...................................................... 24
Appendix C ResourceMate Setup ............................................................................................. 25
Appendix D Frequently Asked Questions ................................................................................. 26
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Installation Guide
Introduction
The latest version of this document is located at
http://www.resourcemate.com/NewFamilyOFProducts/InstallationInstructions.pdf
If you have reviewed the information below and still have questions about installation please call us
at 1-800-815-8370, use our Live Chat at resourcemate.com or email [email protected]. We
are ready to assist in any way we can.
Some questions may not have been answered in this document. They are covered at the end of this
document in Appendix D Frequently Asked Questions.
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Configuration Types
Before installing ResourceMate, you will need to make a decision about the type of configuration
that you will be using. There are two configuration types:
If you require the data to exist on a server you will have to follow the Shared Data Installation
instructions and install the ResourceMate Database Server Software (Express).
ResourceMate Lite, Lite Plus, and Volunteer must be run as a Stand-Alone Application.
For stand-alone installation instructions, please see the section Stand-Alone Installation (Local
Data).
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NOTE:
The Product Code that you enter
during activation process will control
activating the ResourceMate version
you have purchased. The options for
the product button you select from
the installation menu will give you the
options that match your product
version. Selecting an incorrect button
from the menu may only cause
incorrect installation steps.
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The following example shows a standalone (single user version) installation of the Essential Plus
version.
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Option A Install and use the Database Server Software (Express) provided in the
installation file
Option B - Use an existing MS SQL server installation already installed within your
organization
Option A:
Install and use the Database Server Software (Express) provided in the installation file
With this option, you need to be aware that there are pre-requisites to performing this installation. If your
system does not have the pre-requisite software already installed, the process will issue a warning message
and request that you perform the necessary software installations. You can then try installing the Database
Server again.
For further information about pre-requisites, please see Appendix B Pre-requisites for
Database Server Installation.
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NOTE:
The Product Code that you enter during activation process will control activating the ResourceMate
version you have purchased. The options for the product button you select from the installation
menu will give you the options that match your product version. Selecting an incorrect button from
the menu may only cause incorrect installation steps.
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Option B:
Use an existing MS SQL server installation already installed within your organization
If you will be using this option, then you will need to make note of the following information:
Server Name
SQL Server Instance. We recommend that you use an instance name other than RMSQLDATA as
that is the default instance name used when ResourceMate Database Server Software (Express) is
installed.
Ensure that the SQL Browser service is running. ResourceMate connects to the SQL database by
name rather than port number and depends on this service.
The ResourceMate user accounts will need to be given db-owner role for the ResourceMate
database.
You can create any database for use by ResourceMate using Management Studio. If you do not create a
database, the first time you run ResourceMate, ResourceMate will create a database named
ResourceMate_Default in the default directory.
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Insert the installation CD and, from the Main Installation Menu displayed, click on the button that corresponds
to the ResourceMate product that you ordered.
The following example shows an installation of the Essential Plus Network version.
NOTE:
The Product Code that you enter during activation process will control activating the ResourceMate
version you have purchased. The options for the product button you select from the installation
menu will give you the options that match your product version. Selecting an incorrect button from
the menu may only cause incorrect installation steps.
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Activate ResourceMate
When you open ResourceMate for the first time after the installation has been completed, you will
be presented with a step-by-step process to Activate ResourceMate.
When you have completed the information on each screen, click the [Next] button to proceed.
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Database Connection
If you are using the Default Database Server Software (Express)
To use the default Database Server Software (Express) that was installed earlier, you
simply enter the server name followed by a \ and then the instance name of the SQL
service (RMSQLDATA). The remaining fields should be greyed out. Then click the [ OK]
button.
Note that the name of this computer will be entered as the default name. Also note that
you do not need to enter the \\ before the name of the computer where the SQL service
is running.
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Register ResourceMate
Once Product Activation is complete, the Product Registration process will automatically begin.
Product Registration has the following benefits:
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Check for Software Updates that may have been issued after the installation file was
created. Click on the Help menu and then select Check Internet for Updates to determine
if updates are available.
If you have been using ResourceMate 3.0, please see Appendix A - Importing Data from
ResourceMate 3.0.
If you do not have ResourceMate 3.0 data, then you should review initial setup steps for
ResourceMate. Please see Appendix C - ResourceMate Setup.
Click on the Help menu, then select Check Internet for Updates.
Then allow the process to install the latest version of the software. If your system is
already at the latest release, then you will get an information window to confirm this.
Where Internet access is not available on the computer where ResourceMate is installed, you will
need to download an update file from our web site. Find a computer that does have access to the
Internet, download the update file from our web site and save it to a memory stick. Take the
memory stick to the computer where ResourceMate is installed and double click on the downloaded
file in order to update your ResourceMate application.
The downloadable file is generally available to you on the business day following the initial
registration of ResourceMate.
To download the update file, please go to the Support page on our web site
(www.resourcemate.com/support) and select Update Your ResourceMate. Enter your
ResourceMate serial number and then download and Save (dont run) the file to a memory stick.
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Appendix
Appendix A Importing ResourceMate 3.0 Data
Appendix B Pre-requisites for Database Server Installation
Appendix C ResourceMate Setup
Appendix D Frequently Asked Questions
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The Run As is required as the importing from ResourceMate 3.0 needs to access
the system registry to temporarily install an ODBC driver to connect to this data.
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The import process will import the data from ResourceMate 3.0 to the new ResourceMate
database.
When the import process is complete, start ResourceMate. When you first start ResourceMate, you
will see the Home Screen Dashboard. The Dashboard provides a graphical summary of your Items,
Circulation and Patrons. See the current status of your library at a glance! To see your items, from
the menu select File, Items. The Item count is in the lower right corner of the screen.
Note that if security has been set in ResourceMate 3.0, the user names and passwords are NOT
imported into the new installation of ResourceMate. You will need to re-create these in the new
installation of ResourceMate. Also note that you will be prompted to login with a user name of
Super and a password of Orange.
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You will need to plan the timing of these software installations because you may need to re-boot
your server in order to complete the pre-requisite installation process.
Please visit our web site for further information about these software requirements:
http://www.backupresourcemate.info/ikm/questions.php?questionid=69
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Barcode Setup
If you purchased a version of ResourceMate that includes the Plus features (Plus/Extended/Premium
versions) then you will be able to use Barcodes (for your items and/or patrons) for circulation and
inventory purposes. There are three types of barcodes supported by ResourceMate. To select the
type of barcodes your library is using, from the ResourceMate menu, select Plus, Barcode Setup.
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I am the IT person and I want to install the database and program and make sure
ResourceMate knows where the data is, but not actually run ResourceMate.
Choose the database type then indicate the location (or server and database
name) of the ResourceMate database.
Click [Close].
Choose the database type then indicate the location (or server and database name) of
the ResourceMate database you are switching to.
Click [Close].
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How do I transition from the single user database to the multi-user or corporate
database?
1. See the section Shared Database Installation (Database Server).
2. Choose whether you are using your existing SQL Server or the Database Server Software
(Express).
3. Install and run ResourceMate to confirm the database connection
4. Open ResourceMate on the stand-alone computer
a. Select Utilities / System Utilities / Move Local Data to Database Server
i. Enter the connection information that you used in step 3 above
ii. Click [Next]
b. Your data will be transferred to the server
Note: If that menu option is not available contact Jaywil Software via our live chat at
http://www.resourcemate.com/support/live-chat.aspx from the computer with the single user
data.
I now want to share my local ResourceMate single user database with another
computer
See the instructions above on How do I transition from the single user database to the multiuser or corporate database.
NOTE:
If the ResourceMate data is now installed on a shared drive on the network
(you installed Database Server Software on the computer that now has the
ResourceMate data on it) you will have to change Database Type to MSSQL
Database and indicate the server and database name.
Change the Database File to the location to which you moved the .sdf file.
Click [Close].
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Run ResourceMate.
Backup the database by clicking on File, Backup.
In the folder where the resourcemate.win.exe is located, run the
resourcemate.framework.configuration.exe file.
o Choose the database type MSSQL Database then indicate the server name and
database name of the ResourceMate database.
o C
NOTE:
l
iIf you installed the ResourceMate Database Server software, it will be referenced
cas computername\rmsqldata
k
[Close].
Run ResourceMate.
Click on File, Restore
o Restore the backup file that you just created.
If you have any questions about installation please call us at 1-800-815-8370,
use our live chat at www.resourcemate.com/support or e-mail us at
[email protected] . We are ready to assist in any way we can.
Definitions
ResourceMate
The software application that has all of the tools required to automate your library and can be
thought of as the application that is primarily used for administrative and circulation activities.
Volunteer Application
This is the software application that allows librarian assistants to enter new items and patrons
independently. This data may then be imported into Essential Plus, Extended, or Premium.
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