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Installing_elecworks_EN (Ind : O)

10/24/2018

elecworks
Installation guide

1
Installing elecworks

This document details the installation of elecworks in either “Standalone” or “Client


Server” modes.

Configuration requirements
Data server: elecworks comes with SQL Server 2014 SP1 included in the installation.
SQL Server: 2008, 2008R2, 2012, 2014

System Requirements:
Windows 7 SP1, 8.1 or 10 (64 bits).
Memory RAM: 8 GB.
Hard disk: 4GB free space, (for data, server or standalone) + 500MB for the application.
PTC Creo : From 3.0 M040 to 4.0 M040
WindChill : 10.1 - 11.X

Serveur :
Windows Server 2008R2 / 2012 / 2012 R2 / 2016

Installation instructions
To successfully complete the installation, it is essential to that the session Windows is run
in Administrator mode.

Under certain conditions, it is recommended to temporarily suspend anti-virus and


firewall software that could block the installation of the software. They will be activated
again after installation.

When using the installation CD, simply insert it into the drive, the installation process will
start automatically. If this is not the case, explore the content of the CD-ROM and run
the file "Setup.exe" file located in the root.

When using the downloaded install run the "Installelecworks.exe" file, (this can be
obtained from the "elecworks.com customer portal"). Running the exe file will unpack
the contents and automatically launch the installation.

The "Standalone" installation will allow the user to run the software on a workstation.
The databases will be installed locally and are not shared. The "Client Server" installation
allows users to share data (symbols, catalogues…) so that several users can work with
the same projects.

The Setup program automatically recognizes the operating system language and will
switch installation interface to that language. It also detects the presence of any
previously installed version of elecworks on the computer and adapts the interface
accordingly.

Allows to move to the next step.


Allows to return to the previous step.

Allows to exit the installation program.

2
Select the appropriate link to go directly to the chapter relevant to your systems
installation type.

Click on the links.

 elecworks has never been installed

 elecworks is already installed

3
First installation

During the first installation of elecworks (the installer did not


detect the presence of any component of Elecworks installed
on the computer), you must select the language to use in
elecworks.

Enter your contact information.

The "Standalone" installation allows the use of the software on a single workstation. The
components necessary for the operation of the software will be installed on the
workstation.

The "Client Server" installation allows the use of the software through a company
network. The data is stored on a server, which allows several users to work
simultaneously on the same projects. Data (libraries and projects) is installed on the
server and is accessible to all users. The application is installed on each workstation
individually.

Select the installation mode, "Standalone" or "Client / Server".

 I would like to carry out a "Standalone" installation.

 I would like to carry out a "Client / Server" installation.

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Standalone installation
elecworks SQL format databases. The PC on which the installation is carried out may
already have an SQL server installed. The Setup program will automatically detect the
presence of SQL on the PC and the installation interface will automatically adapt to
accommodate this.

 No SQL Server database has been detected

 The Setup program has detected the presence of an SQL Server database.

5
Installation of a new SQL Server database

When installing for the first time it is essential that all the
component options be checked on.

elecworks: Application files.


SQL Server 2014 SP1: Installation of SQL Server 2014 SP1 to manage the databases.
Data: database format SQL Server format database information containing projects,
libraries (symbols, catalogues...).
Licenses Manager: Utility to manage licence(s).
Collaborative Server: Utility to manage opening and updating drawings.

Select the installations application directory.

(It is recommended that the software is installed in the default


directory, automatically displayed in the dialog box.)

Select the installation data directory for the symbols, libraries,


catalogues...

Click on the button to change the installation of the


data directory.

This interface allows users to change the password used to


connect to the SQL Server database.

In the absence of connection problems, it is recommended


that the default value be used.

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This interface permits entry of the necessary values to connect
to the collaborative server.
Permitted values are:
-The name of the computer.
-"LOCALHOST".
-Address "127.0.0.1".
-The IP address of the computer

In the absence of connection problems, it is strongly


recommend that the default values are retained.

This interface allows users to define whether access will be


restricted to their login only, or to all users.

This interface is the last prior to installation of the required


files.

The installation is completed, the license(s) must now be


enabled in order to run elecworks.

7
Installation with an existing SQL Server database
The installation setup will automatically detect if an SQL Server database already exists
on the computer. Users have the choice between the creation of a new SQL Server
instance or the addition of an elecworks database in an existing SQL Server instance.

When installing for the first time it is essential that all the
component options be checked on.

elecworks: Application files.


Add elecworks databases to an existing SQL Server: Allows to connect to an
existing database SQL Server.
Data: database format SQL Server format database information containing projects,
libraries (symbols, catalogues...).
Licenses Manager: Utility to manage licence(s).
Collaborative Server: Utility to manage opening and updating drawings.

Select the installations application directory.

(It is recommended that the software is installed in the default


directory, automatically displayed in the dialog box.)

Select the installation data directory for the symbols, libraries,


catalogues...

Click on the button to change the installation of the


data directory.

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Users can now choose between creating a new SQL Server
instance or the addition of the elecworks databases to the
existing SQL Server instance.

 Installing another SQL Server instance for elecworks

 Add the elecworks database to an existing SQL Server

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Installing another SQL Server instance for elecworks
An SQL Server instance has been detected on the computer where Setup was launched.
The user has chosen to ignore this and create a new SQL Server instance.

Select the option "Install another SQL Server instance for


elecworks ".
A new instance named "TEWSQLEXPRESS" will be created.

This interface allows users to change the password used to


connect to the SQL Server database.

In the absence of connection problems, it is recommended


that the default value be used.

This interface permits entry of the necessary values to connect


to the collaborative server.
Permitted values are:
-The name of the computer.
-"LOCALHOST".
-Address "127.0.0.1".
-The IP address of the computer

In the absence of connection problems, it is strongly


recommend that the default values are retained.

This interface allows users to define whether access will be


restricted to their login only, or to all users.

This interface is the last prior to installation of the required


files.

10
The installation is completed, the license(s) must now be
enabled in order to run elecworks.

11
Add the elecworks databases to an existing SQL Server
An SQL Server instance has been detected on the computer where Setup was launched.
The user has chosen to install the elecworks data in this database instance.

Select the option "Add elecworks databases to SQL


Server".

The installation program will ask you to enter the values


necessary to connect with this instance.

Select the SQL Server instance that you want to use from
the list available.
Enter the login and password required to connect to the
SQL Server instance.
To verify the connection to the SQL Server instance, click
the button
Enter the password for the "TEW" user. In the absence of
connection problems, it is strongly recommend that the
default value is retained.

This interface allows the user to enter the values necessary to


connect to the collaborative server.
Permitted values are:
-The name of the computer.
-"LOCALHOST".
-Address "127.0.0.1".
-The IP address of the computer

In the absence of connection problems, it is strongly


recommend the default values are retained.

This interface allows users to define whether access will be


restricted to their login only, or to all users.

This interface is the last prior to installation of the required


files.

12
The installation is completed, the license(s) must now be
enabled in order to run elecworks.

13
Installing Client / Server
You must run the client server installation on the computer identified as the
"Server". If this is not the case, quit the Setup program and restart it on the
"Server".

In "Client / Server" mode, the workstations will share the same data (projects, symbols
libraries, catalogues…). The application should be installed on all workstations.

The "Server" will contain all the data and will host the "collaborative server", this is
necessary for the exchange of data between workstations.
Note: The workstations will only be able to access the data when the collaborative server
is working. The use of a workstation as the server is prohibited.

elecworks Client / Server installation mode is carried out in two steps:


The first step is to install the required databases on the server. The Setup program then
extracts the files required to perform the client installation.

elecworks uses SQL Server format databases. The computer on which the installation is
carried out may already have an SQL Server database installed.

The Setup program automatically detects the presence of this type of database and
adapts its interface accordingly.

 No SQL Server database has been detected

 The Setup program has detected the presence of an SQL Server database. SQL
Server.

14
Installing a new SQL server database

At the start of the installation, it is essential to check all of the


components on.

Client installation for workstation: Installing files needed for installation of


workstations.
SQL Server 2014 SP1: Installation of SQL Server 2014 SP1 to manage the databases.
Data: database format SQL Server format database information containing projects,
libraries (symbols, catalogues...).
Licenses Manager: Utility to manage license(s).
Collaborative Server: Utility to manage opening and updating drawings.

This interface is visible if you select the License Manager


installation checkbox.

Through the interface you can define the Licenses Manager


installation directory.

Select the location to install the data directory of the (symbols


libraries, catalogues...).
Attention: This directory should be shared.

Click on the button to change the data directory install


location.

This interface allows users to change the password used to


connect to the SQL Server database.

In the absence of connection problems, it is recommended


that the default value be used.

15
This interface allows the user to enter the values necessary to
connect to the collaborative server.
Permitted values are:
-The name of the computer.
-"LOCALHOST".
-Address "127.0.0.1".
-The IP address of the computer

In the absence of connection problems, it is strongly


recommend the default values are retained.

This interface allows users to define whether access will be


restricted to their login only, or to all users.

This interface is the last prior to installation of the required files.

The installation is complete, users should now start the Client


installations.

16
Installation with an existing SQL Server database

When installing for the first time it is essential that all the
component options be checked on.

Client installation for workstation : Installing files needed for installation of


workstations.
Add elecworks databases to an existing SQL Server: Permits users to connect to a
PC’s existing SQL Server database.
Data: database format SQL Server format database information containing projects,
libraries (symbols, catalogues...).
Licenses Manager: Utility to manage license(s).
Collaborative server: Utility to manage opening and updating drawings.

This interface is visible if the License Manager installation


checkbox is selected.

User can set a preferred install location for the License Manager
installation directory.

Select the location to install the data directory of the (symbols


libraries, catalogues...).
Attention: This directory should be shared.

Click on the button to change the data directory


install location.

17
Users can now choose between creating a new SQL Server
instance or the addition of the elecworks databases to the
existing SQL Server instance.

 Installing another SQL Server instance for elecworks

 Add the elecworks database to an existing SQL Server

Install another SQL server instance for elecworks


An SQL Server instance was detected on the computer when the Setup was run. The user
has elected to ignore this and create a new SQL Server instance.

Select the option "Install another elecworks SQL Server


instance".

A new instance named "TEW_SQLEXPRESS" will be created.

This interface allows users to change the password used to


connect to the SQL Server database.

In the absence of connection problems, it is recommended


that the default value be used.

This interface allows the user to enter the values necessary to


connect to the collaborative server.
Permitted values are:
-The name of the computer.
-"LOCALHOST".
-Address "127.0.0.1".
-The IP address of the computer

In the absence of connection problems, it is strongly


recommend the default values are retained.

18
This interface allows users to define whether access will be
restricted to their login only, or to all users.

This interface is the last prior to installation of the required


files.

The installation is complete, users should now start the Client


installations.

19
Add the elecworks database to an existing SQL Server
An SQL Server instance has been detected on the computer where Setup was launched.
The user has chosen to install the elecworks data in the database instance.

Select the option "Add elecworks database to SQL Server ".

The installation program will ask you to enter the values


necessary to connect with this instance.

Select the SQL Server instance that you want to use from
the list available.
Enter the login and password required to connect to the
SQL Server instance.
To verify the connection to the SQL Server instance, click
the button
Enter the password for the "TEW" user. In the absence of
connection problems, it is strongly recommend that the
default value is retained.

This interface allows the user to enter the values necessary to


connect to the collaborative server.
Permitted values are:
-The name of the computer.
-"LOCALHOST".
-Address "127.0.0.1".
-The IP address of the computer

In the absence of connection problems, it is strongly


recommend the default values are retained.

This interface allows users to define whether access will be


restricted to their login only, or to all users.

This interface is the last prior to installation of the required


files.

20
The installation is complete, users should now start the Client
installations.

21
Installing workstations in "Client / Server" mode
The “server” installation contains the databases for symbols libraries, projects, and
catalogues… if this installation has not been carried out on the network, refer to Installing
Client / Server additionally the collaborative server should be installed.

Prior to being able to use the software it is a requirement that the license(s) be enabled.
This can be done at anytime through the License Manager.

Sharing the data directory

The server installation automatically


generates a directory containing the files
necessary for installing the client. This
directory named " elecworksData ", and
should be shared.

Users must have the “Read - Write”


privileges to this directory.

In order to share this directory and provide appropriate rights to users, access the
shortcut menu of the folder by right mouse clicking on it and selecting “Sharing and
security”.

Note: these options may have a differing appearance depending on the operating
system.

22
Workstation installation
This installation must be performed on all workstations where elecworks will be
used.

After the server install is complete, go to


individual workstations to install locally. Open
the "00_InstallClient " directory that is shared
on the server and run the following installation
file:
elecworksData\00_installClient\tinstall_client.EX
E

In this way, each workstation will connect to the server and access the data from
there.

Enter your contact information.

Select the components for installation.

elecworks: Application files.

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Select the location to install the application.
It is recommended that the default directory, automatically
shown, is used.

This interface allows users to change the password used to


connect to the SQL Server database.

In the absence of connection problems, it is recommended


that the default value be used.

This interface allows the user to enter the values necessary to


connect to the collaborative server.
Permitted values are:
-The name of the computer.
-"LOCALHOST".
-Address "127.0.0.1".
-The IP address of the computer

In the absence of connection problems, it is strongly


recommend the default values are retained.

This interface allows users to define whether access will be


restricted to their login only, or to all users.

This interface is the last prior to installation of the required files.

24
The installation is completed; the license(s) must now be
enabled in order to run elecworks.

When elecworks has been installed on the first workstation, it is recommended that
elecworks is started so that the data can be updated.

25
elecworks maintenance (Update / Reinstallation/ Remove)
Maintenance of elecworks can be carried out as follows:

-Installing an update.

-Reinstallation of elecworks components.

-Remove elecworks.

Click on the links to access the relevant topic

Install an update: Do not uninstall the existing version as all data created will be lost.
It is recommended to archive the environment before updating the program. The Setup
program will automatically use the settings registered during the initial installation, this
includes directory paths, SQL connection information etc.
In the case of the update or a "Client / Server" installation, proceed in the same way as
during the initial installation, start with the installation of the server and then
workstations.
Reinstall: This option will reinstall elecworks (same version or higher) by modifying the
setup parameters.
It is recommended to archive the environment before reinstalling the program.
Remove: This will uninstall elecworks from your PC.

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Install an update

This option is designed to update the current version with an


identical or superior version of the program. The Setup program
will use the settings saved in the previous installation when
applying the updates.

This interface is the last prior to installation of the required files.

The installation is complete; you may enable your license(s) to use elecworks.

After an update of elecworks, new data must be processed in order for it to be


integrated into the databases. The data is merged automatically when elecworks is
launched the first time. For a Client / Server installation, the first work station to be
launched will refresh the data on the server.

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Reinstall

This option reinstalls the elecworks components with an


identical version or superior. No existing component will be
removed. If you want to remove a component, please use the
Remove option.

You will be asked to enter different parameters (as running the


installation for the first time).

The components available are based on the initial installation


type.

Select the components to install.

Select the location to install the application.

It is recommended that the default directory, automatically


shown, is used.

Select the location to install the data directory of the (symbols


libraries, catalogues...).
Attention: This directory should be shared.

Click on the button to change the data directory install


location.

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This interface allows users to change the password used to
connect to the SQL Server database.

In the absence of connection problems, it is recommended


that the default value be used.

This interface allows the user to enter the values necessary to


connect to the collaborative server.
Permitted values are:
-The name of the computer.
-"LOCALHOST".
-Address "127.0.0.1".
-The IP address of the computer

In the absence of connection problems, it is strongly


recommend the default values are retained.

This interface allows users to define whether access will be


restricted to their login only, or to all users.

This interface is the last prior to installation of the required files.

The installation is complete, you may enable your license(s) to use elecworks.

29
Remove

This option will remove elecworks from the PC.

If the program detects an active connection to the collaborative


server and the license manager is installed you will be
automatically prompted to transfer the license.

Click the following button to access the License Manager.

If the Setup program detects a connection to a database, the


user will be prompted to keep data or delete the data.

Delete data: The program deletes the data directory and launches the SQL Server
Express uninstaller.

Select the SQL Server instance that you


want to uninstall and click the "Next"
button.

Keep data: The installation program will not delete the directory containing the data and
the SQL Server instance is preserved.

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This interface is the last step prior to elecworks being
uninstalled.

31
Refresh elecworks data
After an update of elecworks, new data must be processed in order for it to be
integrated into the databases. The data is merged automatically when elecworks is
launched the first time. For a Client / Server installation, the first work station to be
launched will refresh the data on the server.

The first data update after installation of the program can take some time, higher
specification PC’s will reduce the time taken.

Frequently Asked Questions


 Cannot install elecworks on an existing SQL Server database.
When installing on an existing SQL Server, the Setup program requests a login and
password, verify that you have full "Administrator" rights on the SQL Server database
before running the installation.
When the connection is established, the installation program launches a script that
creates the "TEW" user and the tables necessary for the operation of elecworks. The
script can be run manually if the automatic installation fails.

Script details:
-----------------------------------------
EXEC sp_addlogin 'tew', 'SQLpwd4ew'
GO

EXEC sp_addsrvrolemember 'tew', 'dbcreator'


GO

CREATE DATABASE [tew_app_data]


GO

USE [tew_app_data]
GO

EXEC sp_grantdbaccess 'tew', 'tew'


GO

EXEC sp_addrolemember 'db_owner', 'tew'


GO

CREATE TABLE [dbo].[tew_version] (


[ver_id] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_id] DEFAULT (1),
[ver_appdata] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_appdata] DEFAULT (0)
) ON [PRIMARY]
GO

CREATE DATABASE [tew_app_project]


GO

USE [tew_app_project]
GO

EXEC sp_grantdbaccess 'tew', 'tew'


GO

EXEC sp_addrolemember 'db_owner', 'tew'


GO

CREATE TABLE [dbo].[tew_version] (


[ver_id] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_id] DEFAULT (1),
[ver_projects] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_projects] DEFAULT (0)
) ON [PRIMARY]
GO

CREATE DATABASE [tew_classification]


GO

USE [tew_classification]
GO

EXEC sp_grantdbaccess 'tew', 'tew'


GO

EXEC sp_addrolemember 'db_owner', 'tew'


GO

CREATE TABLE [dbo].[tew_version] (


[ver_id] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_id] DEFAULT (1),
[ver_classification] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_classification] DEFAULT (0)
) ON [PRIMARY]
GO

CREATE DATABASE [tew_catalog]


GO

USE [tew_catalog]
GO

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EXEC sp_grantdbaccess 'tew', 'tew'
GO

EXEC sp_addrolemember 'db_owner', 'tew'


GO

CREATE TABLE [dbo].[tew_version] (


[ver_id] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_id] DEFAULT (1),
[ver_reference] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_reference] DEFAULT (0)
) ON [PRIMARY]
GO

CREATE DATABASE [tew_app_macro]


GO

USE [tew_app_macro]
GO

EXEC sp_grantdbaccess 'tew', 'tew'


GO

EXEC sp_addrolemember 'db_owner', 'tew'


GO

CREATE TABLE [dbo].[tew_version] (


[ver_id] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_id] DEFAULT (1),
[ver_projects] [INT] NOT NULL CONSTRAINT [df_tew_version_ver_projects] DEFAULT (0)
) ON [PRIMARY]
GO
------------------------------------------

 Cannot connect to the collaborative server.


In most cases, problems connecting to the collaborative server are due to the presence
of security management software, such as antivirus scanners or firewall software... Be
sure to open the required port and/or to allow applications.

Details of the used ports and name of applications:


For the elecworks application:
 The default location for this file is:
C:\Program Files\elecworks\bin_x64\elecworks.exe
 Ports used : 26666 to 26672 (plus ports necessary for internet connection)

For the collaborative server:


 • "Trace Software EwCollaborativeServer" must be authorized (runs as a service). The default location for this file is:
C:\Program Files\elecworks\server_X64\EwServer.exe
 Ports used : 26666 to 26672

For SQL 2014:


https://msdn.microsoft.com/library/cc646023%28v=sql.120%29.aspx

For the License Manager:


 The "License Manager" application must be authorized. The default location for this file is:
C:\Program Files\elecworks\LicensesManager_x64\EwLicensesManager.exe
 The License Manager uses the same port as the application.

 The Update Data process will launch automatically on starting elecworks.


The most common problem with elecworks data is related to insufficient rights to the
elecworks data directories. The user accessing these folders should have “Read/Write”
privileges. The “...\elecworksdata\UPDATE” folder will be automatically deleted after the
update has been completed.

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