NetCIL Local Network Installation Guide

Applies to: All NetCIL Applications

Updated: 10/26/2016

 

The following instructions will help to ensure that your computer systems and network are compatible with the NetCIL Database system.  Prior to installation of NetCIL, and before scheduling on-site training for your staff, please ensure that the steps described in this document are completed.  Doing so will minimize the chances that problems will affect NetCIL operation and limit the effectiveness of on-site training sessions.  

Operating System Requirements

NetCIL will run on any of the Windows operating system versions that are currently supported by Microsoft.   If you operate a network in your office, it is recommended that you not use “Home” editions of Microsoft Windows.  “Home” editions are only capable of five simultaneous connections to a database, and they have other networking restrictions that limit their utility in a business environment.  Upgrades to professional versions of all Microsoft products are available to non-profits at very reasonable rates from:

http://techsoup.org

Ensure that all Windows updates (except for language packs), not just high-priority updates, are installed on all workstations and servers where NetCIL will be run.  Windows 10 and newer versions of Windows 7 and 8 will update automatically. For older Windows versions, select Start…All Programs…Windows Update.

Description: Description: w7update

Windows 7 Update Menu

 

Application Software Requirements

At least one licensed copy of Microsoft Access 2007 or newer is needed in order to manage a NETCIL database.  It is recommended that you use the 32-bit versions of MS Office.  NetCIL applications can be run with the 64-bit versions of Office, but doing so is not recommended due to compatibility issues with other systems. If you have installed the 64-bit versions of Office, please contact ed2c customer support. 

If you are unable to install Access on all workstations, download and install the run-time version of Access 2010 from the Microsoft Office support website:

Office 2010 Runtime

Note that there are separate files for the 32-bit and 64-bit versions of Office 2010; be sure to select the 32-bit version.  All of the files are quite large, and may take a considerable amount of time to download.

Network Environment

NetCIL can run stand-alone on a single computer, or on almost any network.  There are four components to the database system as illustrated in the following graphic:

 

 

All data will reside in the NETCIL File Server.  Almost all users will require the NETCIL Access Client to be installed on their workstations in order to enter and read data.  Exceptions are “front desk” personnel who normally handle telephone and walk-in referrals.  NetCIL IRLog is designed to handle those tasks.  Supervisory personnel will need NetCIL Manager in order to perform database configuration functions and to run agency reports.

In a multi-user environment, the NETCIL Access File Server must be located on a network share to which all database users have access.  On a client-server network, the obvious choice is to create a shared folder on the server.  In a peer-to-peer network, create a share on the most capable workstation, which will be used as a de facto “server.”  Hard drive speed and memory capacity are the most important factors to consider when selecting a workstation to host the database.

The client-side components NETCIL Client, NetCIL IRLog, and NetCIL Manager are normally installed on each workstation as required.  If “satellite” offices need to remotely access data from a main office, a server network is needed in the main office, with high-speed internet connections available at both ends.  In such cases, all four components should be installed on your main office server, and users should access the applications via Remote Desktop connections.  Windows Server editions allow two simultaneous connections via Remote Desktop; additional licenses may also be purchased from:

http://techsoup.org

Virtual Private Networking (VPN) connections are not needed in order to use Remote Desktop, but performance will not be affected if VPN is used.  Important note: It is not advisable to run NetCIL with a connection across VPN to a file server, nor is it practical to run client-side software across a VPN with NetCIL, as the performance of such schemes is unacceptably slow.  For remote access, use either Remote Desktop or install both client and server on one side of a VPN connection, and access them from the other.

The following instructions are intended for use on Windows 7,8, AND 10 Professional versions, and Windows Server 2008 or 2012 operating systems.  Licensed users are eligible for remote installation assistance.  Refer to the last page of this document for instructions.

Installation Procedure

Before beginning installation, ensure that all of the steps described previously in this document have been accomplished. 

 

Individual components are also available from the NetCIL website:

http://netcil.com/Downloads.aspx

You must contact ed2c in order to obtain a NetCIL file server.  It’s recommended that you install your file server into a shared directory called “NETCIL Database”.  On a stand-alone workstation, it’s recommended that you place the folder “NETCIL Database” in C:\.  In a networked environment, it’s recommended that you place the folder in the root of the selected network drive.  Regardless of the download methods, drive or network share chosen, the resulting directory structure should resemble the following graphic:

For proper file management, it’s recommended that you enable file extensions for known file types as indicated below (Tools…Folder Options).  When there is an open connection to an Access database, (“.accdb” file extension) an accompanying record-locking file (“.laccdb” extension) is created, and it’s helpful to be able to distinguish between the two.

Important note: The file “NETCIL File Server.accdb” will contain all of your operational data.  Be sure to include the file in any backup scheme that you employ.  Licensed users also have the option of transmitting an encrypted copy of their data to ed2c for offsite backup.

Once created, set permissions on the folder “NETCIL Database” (or its equivalent) to allow network file sharing.  If a server is used, it’s recommended that you create a “NETCIL Users” group.  Grant “Modify,” “Read and Execute,” “List Folder Contents,” “Read,” and “Write” privileges to the group, and then assign users to the group.  The following graphics illustrate the steps required:

 

After file sharing and permissions have been set on the database folder, run the NETCIL Client Setup program “NetCILClientSetup.exe” on any workstation that is connected to your network.  For client-side installations, it’s recommended that all users be granted “Administrator” rights on their local workstations.  Without such privileges, they will be unable to install updates to the NetCIL software.  If such a scheme is not advisable, you must ensure that sharing is enabled on the folder:

C:\Users\Public\Documents

Proper permissions on this directory should be set in default Windows installations. If you chose to install NETCIL Client to an alternate directory, you may still need to enable sharing in order to ensure that NETCIL runs correctly.  The following graphic illustrates the required configuration:

 

Important note:  Do not enable “Local sharing and security.” Doing so may cause NETCIL Client to be opened in read-only mode, in which case it will not run correctly.  Granting administrator rights on local workstations will eliminate this problem.

After installation, allow NETCIL Client to open.  When NETCIL runs for the first time on the workstation, a “File Open” dialog box will appear, requesting the location of the file server that you installed previously.  If you have installed a file server to C:\NETCIL Database on the current workstation, NETCIL will automatically connect to it.  During the initial connection process, you may see the following message appear:

Once NETCIL has successfully connected, file server path information will be stored in the workstation’s registry.  All NetCIL applications will then “know” where your data is located.  When NETCIL runs, you may be prompted to enter a username and password.  A new NETCIL installation will be equipped with an “Administrator” account and a blank password.  Select values as appropriate, and verify that the NETCIL main screen opens correctly.  The path to the location of the file server should be visible in the lower right corner of the main screen as indicated in the following graphic:

 

Security warning messages issued by Office may be suppressed by setting custom security levels.  For more information, see the document “Using NetCIL with Office” that is available on the ed2c website at:

http://help.netcil.com

The NETCIL Client installation process should be repeated on every workstation that needs access to database information.  Possible exceptions are “front desk” personnel who may only handle telephone and walk-in referrals.  In such cases, install NetCIL IRLog as described below.

At least one workstation must have NetCIL Manager installed.  Manager should only be installed on the workstations of supervisory and other trusted personnel.  Go to the NetCIL website at the following link:

http://netcil.com/Downloads.aspx

Select the link “NetCIL Manager Setup Package,” and “Run” when prompted.  If using Mozilla Firefox or Google Chrome, select “Save” and double-click the installation file when the download manager dialog box indicates that it is ready.  It’s recommended that you accept all defaults during the installation process.  If NETCIL has been previously installed, NetCIL Manager should automatically connect to your NETCIL File Server.  If it cannot, you will be prompted for the location when the application starts.

After NetCIL Manager opens, select “File…Check for Updates” as indicated in the following graphic.

 

 

If updates are available, an “Update” link will appear as indicated below.

 

 

Click the “Update” link if needed.  If you are a licensed user, current setup files will be downloaded to a “Setup” subfolder where your file server resides.  The files should then be available for use in updating all workstations on your network.

For workstations where NetCIL IRLog should be installed, run the installation file “IRLogSetup.exe” from the setup folder, or directly from the NetCIL website:

http://netcil.com

More information is available on the NetCIL Online Help website:

http://help.netcil.com

 

Installation Assistance

Licensed users are eligible to receive remote installation assistance.  Contact ed2c toll-free at (888) 678-0683.

 

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