theFoodServiceDirector.com
Installing the MyFUNDamentals Software
Please read this document before
installing the MyFUNDamentals software. It may be desirable to provide this
web page, or a link to it, to your Information Technology staff for review. If
you have not registered with Visual Solutions, please click here and provide the information requested. This
step must be completed in order to provide you with your district's registration
code.
Verify Hardware
Requirements
Before installing the MyFUNDamentals software, please
verify that the target computer system meets the following
requirements:
- Operating System (32 bit or 64 bit)
- Windows XP Professional
- Vista Business or Ultimate
- Windows 7 Professional or Ultimate
- Server 2000/2003/2008
- Hard Drive space: 50MB of free hard disk space
- RAM: Determined by Operating System
- Super VGA monitor (with the screen resolution set to
at least 1024 x 768 and the depth set to True Color)
Determine an Installation
Type
The MyFUNDamentals software may be installed as a
single-user application or as a multi-user application. Please refer to the
appropriate section for installation instructions.
- Single User
- Simply accept all defaults in the Installer. This will install
all program files locally. This option may also be used in a remote
server connection scenario as well, eliminating the need for installing the
application on client workstations altogether.
- Multi User -
The MyFUNDamentals installer may function as both a primary installer for the
MyFUNDamentals software and as a secondary installer used to add additional
users in a work group. This is accomplished by selecting the Custom
Installation option and by changing the default program location.
Determine an Appropriate
Database Environment
If your district can be described by one of the
following statements,
- My district has over 20 schools.
- My district will require more than 5 users for the
software.
- My district is interested in the FUNDamentals on the
Web application.
- My district policy requires managed data backup for
all installed software.
then you are highly recommended to upgrade to our SQL
Server version. If Microsoft SQL Server is not available we offer an MSDE
installer. Please see the Microsoft Hardware Requirements for details. Due to
the technical needs and coordination with IT associated with SQL Server, this
option requires a support contract. Visual Solutions will convert your Access
database after the MyFUNDamentals Setup Wizard has been completed and provide
a SQL database backup file. SQL Server 2000, 2005, and 2008 (including
MSDE or Express versions) environments are supported. The switch to a SQL
database can be automated with the presence of an encrypted connection strings
file for existing application users.
Regardless of the database environment you choose,
Visual Solutions will provide a pre-loaded database customized for your
district along with specific instructions on setup and configuration. Access
users will receive a zipped Access database while SQL Server users will
receive a zipped SQL Server Backup file that may be restored on any existing
SQL Server instance. Starting the MyFUNDamentals application will allow for
the configuration of the appropriate data source.
Installing MyFUNDamentals for a
Single User
-
Double-Click the installer to start the installation
process
-
Enter the Installer Password provided by
Visual Solutions to unlock the installer and click OK
-
Click Next at the Welcome screen
-
Make sure the option 'Install this application for:'
is set to 'Anyone who uses this computer (all users)' and click Next
-
The installer will suggest placing the program files
in a new FUNDamentals folder on the primary disk. If this is acceptable, click
Next, otherwise click the Change button and browse to local drive or folder of
your choice, click Open to return to the installer, then click Next to
continue.
-
Accept the default option for a 'Typical'
installation type. This installs all program files in the location specified
in the previous step. Click Next to continue.
-
The installer will copy new files, register program
dependencies, and create shortcuts on the desktop and program menu. Click
Finish to exit the installer.
-
Retrieve and configure your database from Visual
Solutions. Instructions and links will be provided to the appropriate
technical staff via email for SQL Server installations.
-
Double-click the MyFUNDamentals icon on the
desktop.
-
If you are presented with a Database Connection
Wizard screen, select the appropriate database environment option (MS Access
or MS SQL Server) and supply the necessary information to connect to your
database. You will need to Test the connection, then Update if the Test was
successful. Since this is a single user installation, you may select No to the
question regarding a Database Connection File. Click Close to exit the
Database Connection Wizard.
-
If your database configuration is correct, please
Login to the MyFUNDamentals software using the User Name and Password supplied
to you via email. If you did not receive this email, please try the default
user name of cnp and the default password of cnp. (This may be changed if
desired.)
Installing MyFUNDamentals for Multiple Users
Note: For Server Installations utilizing Remote
Server Connections, the software may be installed using the instructions for
Single User. Information and instructions for establishing and managing remote
server connections is out of the realm of this document and therefore not
covered here.
Multi-User Environment Requirements
- Network Connectivity for all target workstations
- Shared Folder on a workstation or preferably on a
dedicated server
- All intended Users should have full control of Shared
Folder
Multi-User Environment Tips
- Always install MyFUNDamentals as an Administrator
for All Users.
- Is is advisable to use UNC naming conventions for application paths
instead of mapped drives. (example:
\\yourservername\yourservershare\applicationfolder
)
- IP addresses may also be used where the server sharing the program files
or database is configured to use a static IP address. (example:\\192.168.255.254\yourservershare\applicationfolder)
- Sharing the Program Files allows global software updates ensuring that
all users are on the same version.
- MyFUNDamentals offers security at the screen level
and can be set by user level, or for individual users.
Performing a Multi-User Installation
These instructions may be divided into two sections:
Initial Installation, and Secondary Installation. It is common practice to run
the installer from a common network location, meaning, a network drive or folder
accessible from all intended workstations.
Initial or First Workstation Installation
-
Double-Click the installer to start the installation
process
-
Enter the Installer Password provided by Visual
Solutions to unlock the installer and click OK
-
Click Next at the Welcome screen
-
Make sure the option 'Install this application for:'
is set to 'Anyone who uses this computer (all users)' and click Next
-
Click the Change button if you have decided to share
the program files for multiple users, and browse or type the desired path for
installing the program files. As noted above, if using a network share, it
is preferable to use a UNC path instead of mapped drives. The version of
Installshield used does not support browsing to network places, but you may
type, or copy and paste, the desired path. Once the path is entered, click
Open to return to the installer. Click Next to continue.
-
Accept the default option for a 'Typical'
installation type. This installs all program files in the location specified
in the previous step. Click Next to continue.
-
The installer will copy new files, register program
dependencies, and create shortcuts on the desktop and program menu. Click
Finish to exit the installer.
-
Retrieve and configure your database from Visual
Solutions. Instructions and links will be provided to the appropriate
technical staff via email for SQL Server installations.
-
Double-click the MyFUNDamentals icon on the
desktop.
-
If you are presented with a Database Connection
Wizard screen, select the appropriate database environment option (MS Access
or MS SQL Server) and supply the necessary information to connect to your
database. You will need to Test the connection, then Update if the Test was
successful. Since this is a multi-user installation, select Yes to the
question regarding a Database Connection File. This will enable additional
users to connect to the database automatically. Click Close to exit the
Database Connection Wizard.
-
If your database configuration is correct, please
Login to the MyFUNDamentals software using the User Name and Password supplied
to you via email. If you did not receive this email, please try the default
user name of cnp and the default password of cnp. (This may be changed if
desired.)
Secondary Users Workstation Installation
-
Double-Click the installer to start the installation
process
-
Enter the Installer Password provided by Visual
Solutions to unlock the installer and click OK
-
Click Next at the Welcome screen
-
Make sure the option 'Install this application for:'
is set to 'Anyone who uses this computer (all users)' and click Next
-
Click the Change button if you have decided to share
the program files for multiple users, and browse or type the desired
path to the existing program files. The version of Installshield
used does not support browsing to network places, but you may type, or copy
and paste, the desired path. Once the path is entered, click Open to return to
the installer. Click Next to continue.
-
Change the installation type option to a
'Custom' and click Next to continue.
-
Click the arrow beside 'Install Program Files' and
select the option 'This feature will not be available' and click Next to
continue.
-
The installer will register program dependencies
and create shortcuts on the desktop and program menu. Click Finish to
exit the installer.
-
Double-click the MyFUNDamentals icon on the
desktop.
-
If the Login window appears then the installation
was successful.
-
New Users may be added to the software under the
Utilities/Security Settings/User Security menu option. If this menu option is
not enabled, you must log in using the User Name and Password that was used in
the initial program installation.