Workstation Setup
To run Evo-ERP or DBA Classic on a workstation, you must first install the Actian Zen client. This can be done by running the Actian Zen installer from the workstation. After extracting the files and starting the install process, choose to install the client only. During installation, we recommend choosing the option Run as a service instead of Run as an application. Make sure the version of the client you are installing matches the version of the server (this should be the case if you run the same installer that you used for the server).
DBA Classic
For DBA Classic, simply create a desktop shortcut pointing to TP5WDBA.EXE and use that to run the software.
Evo-ERP
To do the Evo-ERP workstation setup, run EVOERP.EXE in the Evo-ERP root folder on the workstation via a UNC path or mapped drive. This will automatically launch the workstation setup process.
When the workstation setup starts, you can choose either LAN Setup or RDP Setup. For normal LAN environments where you have separate physical workstations, choose LAN Setup. The RDP Setup is a convenient method for setting up an environment where you have a single physical or virtual server and your users will access the server through remote desktop connections. In this case, there are not individual workstations to configure, instead separate folders will be created on the server for each user that will connect.
LAN Setup
The LAN setup option will create a folder (by default C:\ISTS) for local settings. This will be populated by the workstation setup process. Permissions for the folder must be set for whichever user(s) will be running Evo-ERP on the workstation. The setup process will also create a desktop shortcut for Evo-ERP by default. If you also have DBA Classic, you can have the workstation setup create a DBA Classic shortcut as well.
It is possible to change the directory for the ISTS folder but it must be present at the root of a Windows drive (this may be a mapped drive to another directory). If you do change the location, keep in mind that there is a default setting in Evo-ERP that must be configured to the drive letter that is chosen for the ISTS folder and this value must be the same for all workstations.
If the directory you choose already exists, the workstation setup will only copy a few program files that must be kept up to date with the Evo-ERP directory. Any other files will not be copied over. This ensures the workstation setup won’t overwrite any local configuration in a pre-existing folder. If you do want the workstation setup to copy the entire ISTS folder contents over as if it was a fresh setup, rename or remove the existing ISTS folder prior to running the workstation setup.
After the workstation setup completes, right click the desktop shortcut created and choose Run as Administrator once. This only needs to be completed once for each workstation.
RDP Setup
The RDP Setup can be used to automatically generate ISTS folders on the server directly and quickly change the alternate drive letter default setting for Evo-ERP. This is intended to be used in an environment where you store a separate folder for each user that each contain an ISTS folder along with a group policy setting to automatically mount a user’s drive to the drive letter assigned. You can populate the list of users from Evo-ERP users but we recommend instead using domain users to make group policy configuration easier. Evo-ERP can also be configured to login users with Windows domain credentials instead of Evo-ERP credentials. If you add users in the future, you can run this setup again to generate additional folders for the new users.
Workstation Setup for Evo Web
Evo Web is not yet available for production use, but as part of both workstation setup methods listed above, a registry setting will be configured on the machine to associate the evo URI scheme with Evo-ERP so Evo-ERP programs can be launched directly from the browser in Evo Web. If you already have workstations setup but want to ensure they can run Evo-ERP programs from Evo web, run the workstation setup and it will configure the registry setting on the workstation. As mentioned above, if the ISTS folder already exists it will not be overwritten so any local settings will be kept.