After performing numerous OfficeMate version 10.5 installations and upgrades, I have found a few issues that I would like to share that may help ensure a successful installation or upgrade.
First: Make sure to read all the ‘official documentation’, being aware that there are some ommisions and some mistakes, but overall the procedures should be followed as closely as possible. Especially important is to ensure that you have setup Security Preferences and that at least one user has checkmarks next to “Access All” AND “Maintain User Security”.
Second: Ensure that you have full backups – I personally recommend having both a full SQL (or access) database backup, as well as a full backup of the OfficeMate Data directory. In addition, it is highly recommended to do a full server bare metal backup, or similar backup image in case you have a conversion/upgrade error and need to roll back the server.
Third: It is highly recommended to install SQL server express 2008 R2 if at all possible before upgrading or installing OfficeMate v 10.5 as this version has a 10GB database size limit as opposed to the 4 GB limit in the defualt installed SQL server express 2005. (If upgrading, do a SQL upgrade from 2005 to 2008 R2). Also, if you are using an Access Database, ensure you backup your database BEFORE running the Repair utility.
When downloading the upgrade software there are a couple of things you should do which are not mentioned in the ‘official’ documentation: If using IE9 or other browser with security, you may get a warning regarding the OfficeMate installation files, unfortunately there is no way to verify the authenticity of the files - for some reason, OfficeMate did not digitally sign their installation files (in my opinion this is a serious security issue as there is no way to verify the authenticity of the installation files – as it is, the files have a Product name of Install Shield and copyright from Macrovision – the maker of the install packager they used) – most legitimate software makers digitally sign their installation packages to ensure their customers of the authenticity of the files. When I downloaded the files, they appear to be hosted on an Amazon server instead of directly from OfficeMate.net.
Once the files are downloaded you will need to right click on them, select properties, then click the ‘Unblock’ button. Also, when installing, when using Windows 7, Vista, Server 2008 (R2), right click on the installation file and select run as Administrator to ensure a smooth install.
Before installing there are still a few other issues to deal with such as User Account control, and firewalls, and proper configuration of your SQL database.
The user account section of the installation instructions is not quite complete or clear as with Windows 7 and Windows Server 2008 R2 there is no “Use User Account Control (UAC) to help protect your computer” checkbox, instead there is a slider which you can set down to the “Never notify” position. **NOTE: unfortunately, turning off UAC on a workstation that is connected to the internet is not usually a good idea as the whole reason for UAC is to help PROTECT your computer from unauthorized changes and is a major defense against viruses and malware being installed (if OfficeMate had followed best practices guidelines for Windows Security, they probably could have programmed their software to not conflict so much with UAC).
Firewalls: If your systems are using an active firewall you may have to set some custom permissions to allow OfficeMate to function properly on your network – if you install OfficeMate and are having difficulty connecting to the SQL server, disable your firewall – if you are then able to connect, you will need to adjust your firewall settings to allow OfficeMate – as many firewalls have different ways of doing things, you will have to check the documentation of your firewall for how to do this.
If you are upgrading your SQL server to 2008 R2 Express, or you are moving your SQL database from one server to another, make sure you follow the instructions for OfficeMate SQL server installation – you can find a guide here ffor Reinstalling SQL server: http://www.officemate.net/omkb/Article.aspx?id=21190 - a couple things to note here: make sure that you enable named pipes and TCP/IP ports via the SQL Server Configuration Manager or you will not be able to connect from a client machine, also, I personally prefer to use the backup and restore method when moving a database rather than the detach and attach database method and have not had any problem doing it that way (there is issues with doing it each way – you decide which is best for you). Also make sure that you don’t forget to create the OM_USER using the link provided in the above instructions once you have your database restored or reattached to the new SQL installation/instance.
In Part 2 of the Guide, I will cover the installation procedures and how to deal with some of the issues I have run into.