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Pharos 8.0
Pharos Systems
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Pharos Systems International, Inc.
Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768
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Pharos Systems International, Inc.
Use the Next button to move from screen to screen, and the Back button to return to previous screen, if
you need to change details. The Cancel button allows you to exit the installers at any time.
The installation wizard is also used for product upgrades—if any old components are detected, the
wizard automatically switches to the upgraders (see Upgrading the System below).
Note: Most properties set during installation can be changed later using the Pharos Administrator
application.
Order of Installation
When installing a new system, Pharos components must be installed in a specific order:
1. Install SQL Server or SQL Express, if it does not already exist on the Database PC
2. Install the Pharos Database and related services
3. Install other Pharos services
4. Install Pharos client components and management applications
Note: Contact Pharos Professional Services or Pharos Support to see if SQL Express is appropriate for
your site, or if you will require a full edition of SQL Server.
Certain Pharos components may require other software to be present—the SignUp Web Components
and the EDI Server both require Microsoft Internet Information Services, for example. Any software pre-
requisites must be installed before installing the Pharos components that need them. See Appendix 1 for
details on the requirements for each component.
Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768
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Pharos Components
Certain Pharos components are grouped together for installation. The following component groups are
available:
Component Includes
Database Pharos SQL Server Database
Pharos Database Server
Pharos License Server
Principal Services
Pharos WCF Server
Pharos Online Services
Pharos Print Server
Print Services Pharos LPD Server
Pharos Popup Server
SignUp Services Pharos SignUp Server
EDI Service Pharos EDI
Uniprint Web Services
Web Services SignUp Web Services
Pharos Web Remote Components
Pharos Administrator
Pharos Reports
Additional Components Pharos Gateways
BootP Relay
NTS Tester
Note: When select “Additional Components”, a second screen allows you to select the specific
components you want. For all other groups, all components in the group are installed
The Popup Client, SignUp Client and Pharos Station components do not appear in the Pharos install
wizard—they are installed by different methods:
• The Popup Client is installed using install packages, which are created from Pharos
Administrator. See “Creating Install Packages” below.
• The SignUp Client has a self-contained install package, which can be copied from the Pharos
CD and run on SignUp Client PCs. See “Installing SignUp Clients” below.
• The Pharos Station has a self-contained install package, which can be copied from the Pharos
CD and run on Pharos Station PCs. See “Installing Pharos Stations” below.
Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768
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Pharos Systems International, Inc.
The first screen you will see upon starting the installers is the introductory splash screen:
Welcome screen
The first screen of the installers displays information
about starting an install. Click Next to continue.
Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768
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Pharos Systems International, Inc.
Pharos Components
If any Pharos components are already present on this PC,
they will be listed on this screen. If no components are
detected, this screen is not displayed. Click Next to
continue.
Destination Directory
Click Browse to specify the location that Pharos files
should be installed to. Click Next to continue.
Select Components
Select the component group to install. Highlighting a
group displays information about it in the lower half of the
screen, including a list of components included in the
group.
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Component-Specific Screens
At this point, any screens specific to the components being installed are displayed. Component screens
are displayed in the order that the components are listed on the Select Components screen. See the
next section for details on the screens displayed for each component.
Start Installation
This screen is displayed once the installers have gathered
all of the information they need. A summary of the
components being installed is displayed. Click Start to
begin the installation.
Finished Installation
This screen is displayed once the installation is complete.
Click Finish to exit the installers.
Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768
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Pharos Systems International, Inc.
Pharos Database
Pharos License Key Location
Click Browse to locate the registry file containing your
license information. Click Next to continue.
Note: Detailed information on the data that is recorded and sent by Pharos Online Services can be
found in the Pharos Help.
OSQL.EXE Directory
If the installers cannot locate the OSQL.EXE command
line utility, you must specify its location manually. This
utility is used to create the Pharos Database on the SQL
Server.
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Principal Services
SQL Server Name
This screen only appears if the Pharos Principal Services
are being installed on a separate machine from the
location of the Pharos Database.
Pharos Database
Enter the database name and logon details for the Pharos
Database, then click Next to continue.
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Pharos Systems International, Inc.
Authenticating Cashier
A user account with Cashier or higher access is required
for all transactions generated by the EDI. Either enter
details for a new user account to be created, or enter the
details of an existing Pharos user (this user’s access level
will be upgraded to Cashier if it is lower). Click Next to
continue.
Note: The EDI Verification Tool will run automatically the next time the PC is restarted following
installation of the EDI Server. This is a small utility that runs a short series of tests to check that the EDI
is functioning correctly. The EDI Verification Tool can be run at any time from the Start menu under
Programs > Pharos.
Pharos Administrator
Administrator User
If no Administrator-level users are detected in the Pharos
Database, an Administrator must be created.
Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768
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Pharos Gateways
Select Gateway
Select the gateway that you want to install. The
appropriate plug-in for the type of gateway (billing or
logon) should also be installed. Click Next to continue the
install.
Note: Gateway installers are also available as self-contained executables in the server\gateways
directory of the Pharos CD. There is one installer executable for each gateway. Running a gateway’s
installer executable installs all files for that gateway, as well as the appropriate plug-in (Billing or Logon).
Destination Directory
When installing gateways via their self-contained
executables, a directory must be specified for the installed
files. Specify a directory and click Install to install the
gateway.
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The SignUp Client install package can be run by double-clicking it, or from the command line, where
extra parameters can be specified.
Install Wizard
Double-clicking on the install package starts the SignUp Client installation wizard.
Welcome screen
The first screen of the installers displays information
about starting an install. Click Next to continue.
Deep Freeze
Deep Freeze security software restores a PC’s hard drive
to a previous state on reboot. If Deep Freeze is installed
on the PC, a “safe” location must be specified where the
SignUp Client can store configuration information, so that
it will not be erased on reboot. This is usually a separate
partition, sometimes called the “ThawSpace” partition.
Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768
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Pharos Systems International, Inc.
Select Branch
Select the Branch that this Computer will belong to and
click Next.
Start Installation
The installers are ready to install the Pharos Station. Click
Start to begin the installation.
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Pharos Systems International, Inc.
Finished Installation
This screen is displayed once the installation is complete.
Click Finish to exit the installers.
Parameter Description
Instructs the installer to run in silent mode. No dialogs are shown to the user
/s and default values are used, unless specified by other command line
options.
/d "server"
Host name of the Pharos Database Server. This value must always be
specified.
/n "portnumber"
Port number of the Pharos Database Server. Defaults to 2355 if not
specified.
/f "deepfreezedrive"
A “safe” location where the SignUp Client can store configuration
information, so that it will not be erased by security software on reboot.
/b "branch" The name of the Branch that the computer belongs to.
/g "group" The name of the Computer Group that the computer belongs to.
/t "type" The name of the Computer Type that the computer belongs to.
/dn "displayname"
The computer’s Display Name. This is the name that will be visible to users
of the SignUp system, and does not have to be the computer’s host name.
/ds "description"
The computer’s description, which should include information on where the
computer is located.
All parameters are optional, except for /d. If no Branch, Computer Group or Computer Type is specified,
the installer will select defaults from the Pharos Database after connecting to the Database Server. All
values must be specified inside double quotes.
Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768
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Pharos Systems International, Inc.
The Pharos Station install package can be run by double-clicking it, or from the command line, where
extra parameters can be specified.
Note: A Pharos Station record must already be configured for the PC that you are installing on, i.e. there
must be a Pharos Station entry in the Database whose Network Name property is the same as the
network name of the PC.
Install Wizard
Double-clicking on the install package starts the Pharos Station installation wizard.
Welcome screen
The first screen of the installers displays information
about starting an install. Click Next to continue.
Start Installation
The installers are ready to install the Pharos Station. Click
Start to begin the installation.
Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768
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Pharos Systems International, Inc.
Finished Installation
This screen is displayed once the installation is complete.
Click Finish to exit the installers.
Parameter Description
/s
Instructs the installer to run in silent mode. No dialogs are shown to the user and
default values are used, unless specified by other command line options.
/d "server" Host name of the Pharos Database Server. This value must always be specified.
/n "portnumber" Port number of the Pharos Database Server. Defaults to 2355 if not specified.
Name of the Pharos Station color scheme to use. The following schemes are
available:
• "Pharos Vx3" - the default Pharos scheme
• "Blue Sky" - a color scheme in shades of blue
• "Brain Food" - a library-themed color scheme in shades of orange
/c "colorscheme" • "Building Blocks" - a color scheme in shades of yellow
• "Expedition" - a color scheme in shades of brown
• "Explore!" - a children's scheme in shades of green
• "Hit the Books" - an education-themed scheme in shades of gray and brown
• "Mist" - a color scheme in shades of gray and light blue
• "Print Control" - a corporate-themed scheme in blue
All parameters are optional, except for /d. All values must be specified inside double quotes.
Setting Up SSL
Certain Pharos components communicate via TCP/IP, which can be secured with SSL:
• Client applications and terminals communicating with the Pharos EDI Server
• Client web browsers accessing the SignUp Nerve Center
• Pharos Remote communicating with the Pharos Database
• Client web browsers accessing Pharos Remote
SSL is required for communication between Pharos Remote and the Pharos Database; for all other
situations, SSL is optional (but recommended). To secure any of these communication paths with SSL,
you must perform the following steps:
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Pharos Systems International, Inc.
Note: In some cases, e.g. where the web server is also the Principal Server, the client and server will be
the same PC.
See the TechNote “Securing Pharos Communications with SSL” for full information on how to perform
these steps. This TechNote is available on the Pharos Documentation CD. Information specific to the
Pharos EDI Server can be found in the document “Pharos EDI – Setting up Encryption”, which is
available on the Pharos Documentation CD and on the main Pharos CD at server\edi.net.
Install packages are self-contained and need only be copied/downloaded to client PCs and run. “Lite”
versions of the install packages are also available, which are smaller executables that detect the
operating system and any existing components, then download only those components that are needed.
Note: The TechNote “Pharos Install Packages”, available on the Pharos Documentation CD, contains
more information on creating and deploying install packages.
Package definitions are set up in Pharos Administrator at Packages > Package Definitions. Properties
affecting all packages are available by clicking the Packages Global Settings action on the Package
Definitions screen. Packages are built by clicking the or actions on the Packages Context Actions
pane. See the Pharos Online Help for more information on the Package Distributions context.
When packages are built, the package creator utility checks the Print Server(s) for all Spool Queues
specified in the Package Definitions to determine which operating systems printer drivers are available
for. Driver files are copied and included in the relevant packages as they are built.
In addition, a “manifest” containing details of all modules and packages is created. This file, called
Manifest.xml, is an XML document, is used by the package updater to determine what the latest
versions are. It is formatted with an XSL style sheet, and can be viewed in a web browser.
Once created, packages can be distributed by whatever means you prefer, although it is assumed they
will be made available at a shared location, so that users can browse and install the packages relevant
to them. This location may be a network share known to all users or a web site containing links to the
packages.
If packages are made available on a web site, several options are available for presenting the packages
to users:
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Pharos Systems International, Inc.
• You can write your own web pages, containing links to the package files.
• Users can be given access to the Manifest.xml file, which contains links to all available
packages.
• The Pharos Print Map Builder can be used to create a series of web pages containing links to
Lite packages. The Map Builder is installed with Pharos Administrator, and can be opened by
clicking the action on Package Definitions Actions pane.
• Users can be given access to the Uniprint Web Site, which contains links to all available
packages and maps. The Uniprint Web Site is installed from the main installers.
The upgraders use a subset of the main installer screens (see above) to gather new configuration
settings and confirm existing ones before upgrading.
The following points should be taken into consideration before upgrading. (These points are displayed as
a reminder at the start of an upgrade).
• All Pharos services must be stopped before they can be upgraded. In an upgrade of the
Principal Server, stop all services before upgrading. In an upgrade of any other components
(including non-Principal Server components on the Principal Server PC), stop all services except
for the Database Service and License Service.
• If the Principal Server components (Database, Database Service, License Service) are among
the components being upgraded, the first time the upgraders run, they will upgrade only these
components, regardless of what else may be installed on the same PC. If there are additional
components installed on the Principal Server machine, the upgraders must be run a second time
to upgrade them. The PC must be rebooted each time the upgraders finish.
• The upgraders will return an error if they attempt to upgrade a Print Service and a Pharos
Station on the same machine. The Print Service must be stopped in order for the upgrade to
proceed, but with the Print Service stopped the Pharos Station cannot be upgraded. In order to
get around this situation:
1. Uninstall the Pharos Station
2. Upgrade the Print Service
3. Install the latest version of the Pharos Station
• Check the Pharos Systems website for any Hot Fixes or Service Packs for the current version of
Pharos—these will need to be applied following the upgrade.
Backwards Compatibility
Ideally, all Pharos components should be upgraded in one process. In all cases, the Pharos Database,
all Pharos Services and all management applications (including Pharos Stations) must be upgraded for
the system to function correctly. However, in organizations containing large numbers of client
components, it may be preferable to delay or stagger the upgrade of the clients.
The Pharos Popup Server is backwards compatible with previous versions of the Popup Client, back to
Pharos 5.1.
The Pharos SignUp Client, however, must always be upgraded. If SignUp Servers are upgraded without
also upgrading SignUp Clients, the clients will go into standalone mode. In this mode they may appear to
function correctly, but they will not be communicating with the rest of the SignUp reservation system,
meaning that session details will not be recorded, and scheduling reservations will not be possible.
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When the database migration tool completes, it automatically runs the name synchronization tool. The
name synchronization tool can also be run by itself if the server's name is changed after the upgrade.
These utilities can be found on the Pharos CD at tools\utils\ServerMigration. A readme file in this
directory explains in detail the various command line options for each tool.
Note: Both the old and the new server must be running SQL Server 2000 or later—the utilities do not
support upgrading from MSDE.
Uninstalling
The Pharos uninstall program (uninst.exe) is installed with most Pharos components, and is available
from the Start menu at Program Files > Pharos. It is also available on the Pharos CD in the setup
directory. The following screens are displayed when running the Pharos uninstaller:
Welcome screen
The first screen of the uninstallers displays information
about starting an uninstall operation. Click Next to
continue.
Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768
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Pharos Systems International, Inc.
Select Components
All components installed on this PC are displayed. Select
the components you want to uninstall (click Select All to
check all boxes at once) and click Next to continue.
Pharos Directory
Click Browse to specify the location of the installed
Pharos files. Click Next to continue.
OSQL.EXE Directory
This screen only appears when uninstalling the Pharos
Database.
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Pharos Systems International, Inc.
Start Uninstallation
This screen is displayed once the uninstallers have
gathered all of the information they need. A summary of
the components being removed is displayed. Click Start
to begin the uninstallation.
Finished Uninstallation
This screen is displayed once the uninstallation is
complete. Click Finish to exit.
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The Uniprint Web Site and SignUp Web Components require Microsoft Internet Information Services 5.0
or later.
Note: Client PCs that will be used to view the SignUp Web Components or Uniprint Web Site must have
a web browser. The Web Components support Internet Explorer 5.5 and later, and Gecko-based
browsers (Netscape 7 or later, Mozilla/Firefox).
Administration Applications
Administrator applications are Pharos Administrator, Pharos Reports and the Pharos Station.
• Windows XP SP2, Windows 2003 Server SP1, Windows Vista Business Edition or higher
• Pentium III+
• RAM and disk space as required by the operating system
• .NET Framework 3.0*
• Internet Explorer 6.0 or later
Client Components
Client components are the Popup Client and SignUp Client.
Client components are also available for Macintosh operating systems. Contact Pharos Systems for
more information on Macintosh support.
* Installers for version 3.0 of the .NET Framework and Windows Installer 3.1 (required by .NET 3.0) are
available on the Pharos CD at common\win32\DotNETFramework. You must install Windows Installer
3.1 first, then the .NET Framework.
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