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VERSION 5.1
INSTALLATION GUIDE
CONTENTS
1 Introduction
Target audience
Supporting information
2 Installing datastream
Datastream installation
New installation
12
Batch files
12
12
13
14
14
14
15
15
Installing the Datastream Charting Add-In manually (for Microsoft Office 2003 and later)
15
4 Uninstalling Datastream
16
17
19
7 Datastream files
20
~DSSETUP.log
20
.adv files
20
AdvanceOffice.xla
20
AdvanceOffice.xlam
20
DS5REG.bat
20
AFOWord.dot
23
complete.bat
23
config.mdb
24
DSAFO5PP.ppa
24
ReadMe.txt
24
search.mdb
24
uninstall.bat
24
uct.mdb
25
1 INTRODUCTION
This installation guide contains step-by-step procedures for installing Thomson Reuters Datastream
version 5.1 (previously known as Advance) and associated Add-Ins Datastream Advance for Office
(AFO). This guide also describes how to uninstall the Datastream software.
The guide brings together in single, comprehensive document information previously published in
number of different locations.
TARGET AUDIENCE
This guide is aimed at technical teams who have experience of installation of a range of Windows
software, either using our installation program or a network roll out using a script.
SUPPORTING INFORMATION
You will find release notes on the Datastream Installation CD in the Readme.txt file.
The Datastream Extranet also contains a wealth of support information including hotfixes where these
are available. You can access the Datastream Extranet at: http://extranet.datastream.com
2 INSTALLING DATASTREAM
BEFORE YOU START
Version 5.1 of Datastream is available only as a Windows Installer setup. Windows Installer is a
system service available as standard in Windows XP and later.
Note
Any upgrades will require old versions of advance to be uninstalled. Refer Page 12 Upgrading
from Previous Versions for more details.
If Windows Installer is not installed on your system, the Datastream installation program will ensure
that Windows Installer is correctly installed and configured before starting to install Datastream.
Windows Installer setup may require the system to be rebooted; normally the Datastream installation
program will be re-started automatically when the system restarts, but if it does not, restart it manually
and proceed with the Datastream installation. The installation has been tested with Windows Installer
versions up to and including 4.0.
DATASTREAM INSTALLATION
The Datastream Launcher (setup.exe) starts automatically when you insert the CD into the drive and
enables you to initiate most common Datastream setups.
New installation
1.
Datastream displays the InstallShield Wizard dialog to guide you through the installation process:
2.
Click Next. The InstallShield Wizard asks you to select the type of setup you want:
3.
For first time installation click the Typical. This is the default.
The InstallShield Wizard gives you the option to change the default location for Datastream. If
you select to use default locations and options Datastream is installed in the folder:
In XP:
c:\Program Files\datastream\datastream advance
In Vista/ Windows 7 (32) bit:
Default installation will copy all the files to C:\Program Files\Datastream\Datastream Advance
User and Database folders will be copied to C:\ProgramData\datastream\datastream advance
In Vista / Windows 7 (64) bit:
Default installation will copy all the files to
C:\Program Files (X86)\Datastream\Datastream Advance\
User and Database folders will be copied to C:\Programdata\Datastream\datastream Advance\
Note
Custom opinion installation can be used if user wants to customize his installation, like
select features and change system drive for installation.
4.
Click Next.
5.
The InstallShield Wizard asks you to install Datastream shortcut, Graphic components,
Datastream Charting, SVG Viewer & Microsoft Office-2007/2010 Add-Ins automatically.
Note
If you have Office 2003 installed then InstallShield Wizard will not auto install AFO add-ins.
Note
SVG Viewer option will be in disabled state if you have already installed it.
Note
To install the Datastream Charting add-ins requires Microsoft's .NET framework (3.5), Office
2007 Primary Interop Assemblies (PIA) and Visual Studio Tools. For details see
http://extranet.datastream.com/Products_Data/Servicepcks/Guidelines_for_installing_compo
nents%202.0.pdf. If these are not installed - please run the Datastream Charting Add-In.msi
from the Datastream Charting Directory to install the Datastream Charting Add-in and you
will be prompted to download and install these components.
Note
With the Datastream Charting add-in there is an auto update facility (the default is to Always
update to latest version) - for details see
http://extranet.datastream.com/Products_Data/Servicepcks/Guidelines_for_installing_compo
nents%202.0.pdf
Note
Datastream Charting Add-in will be installed always in quite mode, Refer ~DSSETUP.LOG
for failed Add-In installation.
Choose the required options and click Next.
6.
Click Install. The InstallShield Wizard displays a progress indicator while the installation takes
place:
10
7.
Click Finish. Datastream is now installed and can be launched from Start > Programs >
Datastream > Datastream 5.1 or use the Datastream 5.1 desktop shortcut.
11
Batch files
To help you with smaller scale roll-outs and also to illustrate the syntax of some install and uninstall
commands, three batch files are supplied on the installation CD in the setup folder:
DS5reg.bat
Can be used to manually register all Datastream components. You should not need to use this
under normal circumstances.
complete.bat
Can be used to invoke silent setup of all components on a workstation from an administrators
copy held on a server, with logging.
uninstall.bat
Can be used to uninstall a local copy of Datastream, with logging.
The content of these files is reproduced in 6 Datastream files.
12
2.
3.
4.
5.
Click Config.
6.
Ensure that the TN3270 configuration dialog shows the default settings:
7.
Note
8.
i.
Host: SOURCE.DATASTREAM.COM
ii.
Port: 23
iii.
iv.
13
When you have installed Datastream follow the relevant section below to start using AFO.
2.
Select Add-Ins... from the Tools menu. The Add-ins dialog is displayed.
3.
Click the Browse button and navigate to the Datastream Advance directory, select
AdvanceOffice.xla, and click OK.
4.
5.
Click OK.
Microsoft Office 2007 and later users (who installed the add-ins automatically)
1.
This method loads the AdvanceOffice.xlam each time you run Excel, making the Datastream for
Office and Datastream Charting for Office facilities available from the Datastream menu. To
select this method:
2.
3.
Check the Excel box when asked whether you want to install add-ins automatically.
4.
Microsoft Office 2007 and later users (who havent installed the add-ins automatically)
1.
2.
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3.
Click the Excel Options button. The Excel Options dialog is displayed.
4.
Select the Add-Ins option on the left hand side. The Add-Ins dialog is displayed.
5.
6.
7.
Click the Browse button and navigate to the Datastream Advance directory (most commonly
C:\Program Files\Datastream\Datastream Advance), select AdvanceOffice.xlam, and click OK.
8.
9.
Click OK.
After you load the AdvanceOffice.xlam add-in, Datastream is available as a ribbon in Excel-2007.
2.
Copy the AFOWord.dot from Datastream Advance folder to the Office Startup folder.
Office 2003 Startup path is \Program Files\Microsoft Office\Office\Startup
Office 2007 Startup path is \Program Files\Microsoft Office\Office\ Office12\Startup
The Word Add-In is now installed and you will see the Datastream menu option on the main Word
menu bar.
2.
3.
4.
In the Add New PowerPoint Add-In dialog navigate to the folder holding Datastream. By default
this is \Program Files\Datastream\Datastream Advance.
5.
6.
The Add-In is displayed in the Add New PowerPoint Add-In dialog. Click OK.
The PowerPoint Add-In is now installed and you will see the Datastream menu option on the main
PowerPoint menu bar. Use this menu to select AFO facilities from within PowerPoint.
Installing the Datastream Charting Add-In manually (for Microsoft Office 2003 and
later)
Insert the Datastream installation CD in the drive, the Datastream Launcher starts:
1. Click Browser CD, open Datastream Charting folder
2. Double click Datastream Charting Add-In.msi
3.
15
4 UNINSTALLING DATASTREAM
You can uninstall Datastream by using:
The uninstall option from the setup utility. You can only use this option for the supplied version of
Datastream with setup.exe; it will not work for earlier versions of Datastream.
The recommended way to uninstall Datastream is by using the Remove option from Windows
Control Panel > Add or Remove Programs as you can use this option for all versions of
Datastream.
Both of the options above uninstall the Datastream application, but they do not remove User
created files and configuration details from:
Windows XP:
C:\Programdata\Datastream\Datastream Advance
User created files, including project files (.adv extension), list files (.llt extension), and other files
such as graphics schemes (.csc extension).
config.mdb
Holds information on the preferences for interface options set by the user.
search.mdb
Holds the users equity searches.
uct.mdb
Holds the users favourites.
Setup log (~DSsetup.log)
Registry entries:
HKEY_CLASSES_ROOT: the .adv file association
HKEY_CURRENT_USER/Software/Datastream/DSAccess: user communications settings
HKEY_CURRENT_USER/Software/Datastream/Datastream Advance: entries created by
Advance
HKEY_LOCAL_MACHINE/SOFTWARE/Datastream/Datastream Advance: version entries
Uninstallation of Datastream will not uninstall Datastream Charting and SVG viewer. You can use
Control Panel > Add or Remove Programs for uninstallation.
Do not attempt to uninstall Datastream by deleting the Datastream directory this can leave your
system in an unstable state.
When UAC is on in Vista and Windows 7 (64) bit the virtualization comes into act and to facilitate the
changes the registry entries are also copied to the following path.
HKEY_CLASSES_ROOT\VirtualStore\MACHINE\SOFTWARE\Wow6432Node\Datastream\Datas
tream Advance\Version
HKEY_CURRENT_USER\Software\Classes\VirtualStore\MACHINE\SOFTWARE\Wow6432Node\
Datastream\Datastream Advance\Version
Note
Although upgrading Datastream should preserve your existing settings, taking backups
before you upgrade enables you to recover settings in the event of an unsuccessful
upgrade.
16
17
Del_AutoCorrect_3Dots
EditExpression_Warning
REQUEST_TABLE_PATH
Row_Default
SeriesSelCategory
Set_T1Code
Set_T1Code_Static
Set_T1Code_TimeSeries
ShortCutMenu_Default
SuppressComments
T1Code_Default
Transpose_Default
UCTS_REQUEST_TABLE_PATH
WindowsHandle
Wizard_AutoSave
Wizard_RCAsDefault
Note
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19
7 DATASTREAM FILES
This chapter provides brief descriptions of the most important files supplied with or created by
Datastream version 5.1.
~DSSETUP.LOG
A logging file created in the TEMP directory defined by your system. This file contains details
of each Datastream installation you attempt on your system, with each subsequent installation
appending information to the end of the file. If a Datastream installation fails, copy this file to
another location and be ready to supply it to support staff it can provide many of the answers
to questions support will have.
.ADV FILES
Datastream project files created by users. By default .adv files are saved to the Program
Files\datastream\datastream advance\User folder.
ADVANCEOFFICE.XLA
The Datastream Advance for Office 2003 and previous versions Excel Add-In is supplied on
the Datastream Installation CD.
ADVANCEOFFICE.XLAM
The Datastream Advance for Office 2007 and later Excel Add-In is supplied on the Datastream
Installation CD.
DS5REG.BAT
A batch file supplied for reference. It can be used to manually register all Datastream
components but should not be needed during a normal installation. The content of the file is:
@ECHO OFF
ECHO.
ECHO Registering Datastream components
ECHO #################################
ECHO.
rem manual registration of datastream 5.1
rem the next two lines must be set to where the files have been installed...
c:
cd "\program files\datastream\datastream advance"
rem register tlb for sign and safe the controls
REGTLIB OBJSAFE.TLB
20
rem API...
REGSVR32 /s DSAPICOMCLT.DLL
REGSVR32 /s COMSERVERPS.DLL
REGSVR32 /s ImgX61.dll
REGSVR32 /s ImgXCapture61.dll
REGSVR32 /s ImgXDialog61.dll
REGSVR32 /s ImgXPrint61.dll
REGSVR32 /s ImgXTwain61.dll
rem Datastream...
REGSVR32 /s DSAAfoSamples.ocx
REGSVR32 /s DSAUCIManager.dll
REGSVR32 /s DSAOSOFFVER.dll
REGSVR32 /s DSAHTTP.dll
REGSVR32 /s DSALocalList.DLL
REGSVR32 /s DSAChart.dll
REGSVR32 /s DSAList.dll
REGSVR32 /s DSTimers.DLL
REGSVR32 /s DSAReport.dll
REGSVR32 /s DSOnline2.dll
REGSVR32 /s DSARptFormatter.dll
REGSVR32 /s DSAReport.dll
REGSVR32 /s DSASearch.dll
REGSVR32 /s DSData.dll
REGSVR32 /s XLDATA.DLL
REGSVR32 /s DSParser.dll
REGSVR32 /s DSARegistry.DLL
REGSVR32 /s DSFormatters32.dll
REGSVR32 /s ASyncRequestProxy.dll
regsvr32 /s DSRemoteCodes.OCX
REGSVR32 /s dsamigration.dll
REGSVR32 /s dataset.dll
REGSVR32 /s dsanavigator.ocx
REGSVR32 /s dsacodex.dll
REGSVR32 /s KEYSTA32.OCX
REGSVR32 /s MSOUTL32.OCX
REGSVR32 /s SSCALA32.OCX
REGSVR32 /s sstabs32.ocx
21
REGSVR32 /s SSTree.ocx
REGSVR32 /s Tab32x20.ocx
REGSVR32 /s Tab32x30.ocx
REGSVR32 /s tdbg5.ocx
REGSVR32 /s THREED32.OCX
REGSVR32 /s VCF15.ocx
REGSVR32 /s VsVIEW3.ocx
REGSVR32 /s Richtx32.ocx
REGSVR32 /s AFOPowerPoint.OCX
REGSVR32 /s AFOChart.ocx
REGSVR32 /s AnnotationControl.ocx
REGSVR32 /s DSAFOData.ocx
REGSVR32 /s DSAList.dll
REGSVR32 /s DSAChart.dll
REGSVR32 /s MDRAW32p.OCX
REGSVR32 /s DSRemoteCodes.OCX
regsvr32 /s DSIntellisense.ocx
REGSVR32 /s DSAFO32Editor.ocx
REGSVR32 /s DSAFO32.ocx
REGSVR32 /s GABrowserControl.ocx
REGSVR32 /s AFOWord.ocx
REGSVR32 /s DSAListFormatCode.dll
REGSVR32 /s DSChartControls.ocx
REGSVR32 /s NavSerPicker.ocx
rem AFO...
REGSVR32 /s AFOChart.ocx
REGSVR32 /s DSAChart.dll
REGSVR32 /s AnnotationControl.ocx
REGSVR32 /s XLDATA.DLL
REGSVR32 /s DSADataTypesFinder.DLL
REGSVR32 /s DSACodeFinder.DLL
REGSVR32 /s DSAListViewer.DLL
REGSVR32 /s DSAFormatCodeLookUp.DLL
REGSVR32 /s DSAExpressionPicker.dll
REGSVR32 /s DSAConvertDDE.dll
REGSVR32 /s DSCAFormats.dll
REGSVR32 /s DSAMigration.dll
22
REGSVR32 /s DSExpressionBuilder.dll
REGSVR32 /s DSListWizard.ocx
REGSVR32 /s DSAFutOptPicker.dll
REGSVR32 /s DSAListWizard.dll
rem Registering Datastream T1 components
REGSVR32 /s DSSMCommon.dll
REGSVR32 /s DSNavPowerSearchClient.dll
REGSVR32 /s DSSMServer.dll
REGSVR32 /s DSSymbolMappingClient.dll
REGSVR32 /s RDCEnumerationWrapper.dll
REGSVR32 /s DSAdvanceProxy.ocx
REGSVR32 /s DSNavigatorUtils.dll
rem out-of-proc servers...
DSAChart2.EXE /regserver
DSAFOController32.EXE /regserver
dsapicomsvr.exe /regserver
DSConServer.exe /regserver
DSMonitor32.EXE /regserver
DSAUCIManagerEXE.exe /regserver
Advance32.EXE /regserver
ECHO.
ECHO Finished registering components
pause
AFOWORD.DOT
The Datastream for Office Word Add-In supplied on the Datastream Installation CD.
COMPLETE.BAT
A batch file provided for reference. It can be used to invoke silent setup of all components on a
workstation from an administrators copy held on a server, with logging. The content of the file
is:
@ECHO OFF
ECHO.
ECHO Installing Datastream 5.1 on your computer
ECHO ##########################################
ECHO.
23
rem will invoke silent setup (complete) from admin copy on server, with logging...
set SRC="<serverPath>\Advance.msi"
set TGT="c:\program files\datastream\datastream advance"
set LOG="c:\~DSsetup.log"
rem Microsoft Office 2007 & above users, run the below command for the auto installation of
excel and powerpoint addins where PARAM1,PARAM2 can accept "TRUE"or"FALSE".
rem msiexec /i %SRC% EXCELADDIN="PARAM1" PPTADDIN="PARAM2" /q /leucmo+
%LOG% INSTALLDIR=%TGT% INSTALLLEVEL=100
msiexec /i %SRC% /q /leucmo+ %LOG% INSTALLDIR=%TGT% INSTALLLEVEL=100
ECHO Datastream 5.1 succesfully installed
ECHO ####################################
ECHO.
pause
CONFIG.MDB
A database file containing configuration details including the users preferences for interface
options created during the installation process.
DSAFO5PP.PPA
The Datastream for Office PowerPoint Add-In supplied on the Datastream Installation CD.
README.TXT
Contains last minute information provided by the Datastream Development team, includes all
known issues and workarounds.
SEARCH.MDB
A database file created to hold the users equity searches.
UNINSTALL.BAT
A batch file provided for reference. It can be used to uninstall a local copy of Datastream, with
logging. The content of the file is:
@ECHO OFF
@ECHO OFF
ECHO.
ECHO Removing Datastream 5.1 from your computer
24
ECHO ##########################################
ECHO.
rem will uninstall local setup , with logging...
set SRC="<serverPath>\Advance.msi"
set LOG="c:\~DSsetup.log"
msiexec /x %SRC% /qn /leucmo+ %LOG%
ECHO Datastream 5.1 succesfully removed from your computer
ECHO #####################################################
ECHO.
pause
UCT.MDB
A database file created to hold the users favourites.
25