Client Installation Notes

Simply Personnel

THE SIMPLY HR SOFTWARE COMPANY

Client Installation Notes

SIMPLY PERSONNEL

Version 2.0

Date: 17/09/2010

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 Client Installation Notes
Simply Personnel

TABLE OF CONTENTS
1. INTRODUCTION ................................................................................3

2. DOWNLOADING THE INSTALLATION PROGRAM..................................3

3. UNINSTALLING EXISTING VERSIONS..................................................3

4. RUNNING THE INSTALLATION PROGRAM...........................................3

4.1 .NET 2.0 FRAMEWORK............................................................................................4
4.2 SIMPLY PERSONNEL..................................................................................................7
4.3 ADOBE FLASH PLAYER............................................................................................11
5. SQL SERVER USER SETUP...............................................................12

6. MODIFYING INSTALLATIONS...........................................................13

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 Client Installation Notes
Simply Personnel

1. INTRODUCTION
This document details the instructions necessary to install the Simply Personnel software on
client computers.

Before starting the installation please review the knowledgebase article below to make sure
the client computer meets the minimum installation requirements for Simply Personnel.

If you Install Self Service, please make sure you already have Internet Information Services
5.0 (IIS) or later or the installation cannot proceed.

http://simplypersonnel.helpserve.com/index.php?
_m=knowledgebase&_a=viewarticle&kbarticleid=1

After installing Simply Personnel you may be required to reboot the computer as some
Windows system files may need to be updated.

You will need to be logged in to the computer with Windows administrator rights to
successfully install Simply Personnel.

2. DOWNLOADING THE INSTALLATION PROGRAM

The latest version of Simply Personnel can be downloaded from the web site below. You only
need to download this once as additional client machines can be installed using the same
program.

http://www.simplypersonnel.co.uk/tldownl.html

3. UNINSTALLING EXISTING VERSIONS

If the installation is an upgrade to an existing version then this will need to be uninstalled first.
To do this, please use the Add/Remove Programs option in the Windows Control Panel to
remove the installation of Simply Personnel.

It is recommended that you make a note of the current ODBC settings first as these will need
to be restored after installing the new version.

4. RUNNING THE INSTALLATION PROGRAM

After downloading the installation program, double click on it to start it. If you are installing on
a Citrix or Terminal Server then please install the software using the Windows Add/Remove
Programs option.

The first screen you will see is will be the one below where the installer will check the
computer to see if it meets the basic system requirements.

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 Client Installation Notes
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4.1 .NET 2.0 Framework

If the installer detects that the .NET 2.0 framework needs to be installed then you will see the
following message:

Please answer ‘Yes’ as Simply Personnel will not function correctly without installing this. You
will then run through the installation wizard for the .NET framework as illustrated with the
screens below. Click on the Next button on the first screen, make sure you choose to accept
the terms of the licence agreement on the next and click on Install.

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 Client Installation Notes
Simply Personnel

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 Client Installation Notes
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Once installation of the framework is complete you should click on the Finish button and the
Simply Personnel installation will continue.

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 Client Installation Notes
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4.2 Simply Personnel

The first screen you will see is the ‘Welcome’ screen. Click on the Next button.

You must accept the terms of the Simply Personnel license agreement before you can click
on the Next button.

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 Client Installation Notes
Simply Personnel

On this screen you can enter your name and company to register the user that installed the
software with Windows. You can leave these blank if you want to.

Click on Next when you have set the details.

On the setup type screen, please select 1 of the 4 options for setting up Simply Personnel on
your PC or Server and click on Next.

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 Client Installation Notes
Simply Personnel

If wish to install the database to SQL Server, please select the SQL Server/SQL Express
setup option.

If you have selected either Simply Personnel (SQL), Simply Personnel Self Service or SQL
Server/SQL Express setup, you will be prompted to select and connect to a database server.
Use the dropdown list provided or click on the browse button to view a list of available
Database servers.

Note: Please make sure you already have a valid Windows Authenticated account on the
SQL Server you have selected before you click on the Next button or the installation will not
progress to the next step.

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 Client Installation Notes
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For Simply Personnel (Access/SQL) selections, you will be prompted to select the installation
folder. On this screen you can select the folder where you wish to install the software. Click
on Change to choose a new folder or click on Next to accept the default location.

On this screen you can select the folder where you wish to install the database (Only
available for Simply Personnel - Access). As before, click on the Change button to choose a
new folder or click on Next to accept the default location.

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 Client Installation Notes
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Click the Install button to install your selected option

A progress bar will show how far the through the process the installation is.

4.3 Adobe Flash Player

Towards the end of the installation for Simply Personnel (Access/SQL) you will be prompted
to install the Flash Player 10.1.

If you have internet access and have permission to download files from the www.adobe.com
website, please tick that you have read and agrees to the terms of the licence agreement and
click ‘Install’.

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If you don’t have internet access or sufficient permissions to download the player, please
answer ‘Quit’.

Once complete, please click the Finish button.

5. SQL SERVER USER SETUP

If you have selected a SQL Server as your database engine for Simply Personnel, you need
to assign your Authenticated account to SQL Server and assign the user mapping to the
Personnel database. The same will also apply if you have installed the Self Service
Application.

To map a user account in SQL Server, double click on the Security Folder, then double-click
on the Logins folder. This displays all the users with access to SQL Server. Right-click on
the user and select Properties. On the Server Roles screen, the public entry must be
selected and the Personnel entry on the User Mapping must also be selected. Public and
db_owner database role memberships must be selected. Click OK to save the login settings.

When the Self Service is installed, it will be configured to run with the default IIS Anonymous
User Account (called IUSR or IUSR_server where “server” is the name of the computer
where it has been installed on.

To Add a user account in SQL Server, right click on the Security folder (this will be at the
same level as the Databases folder) and left click on Logins and enter the users that will be
connecting to the Personnel database. These can either be individual domain users or a
domain group (a Search button is provided if you do not know the actual usernames)

When adding the user or group make sure that the public entry on the Server Roles screen
is selected and that only the Personnel option on the User Mapping screen is selected and
that public and db_owner database role memberships are selected. Select OK to save the
login settings.

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6. MODIFYING INSTALLATIONS
If the Machine requires additional features after an Initial Installation (i.e. Self Service needs
to be installed on the same machine where the SQL Scripts were run and installed or a PC
with Simply Personnel installed also needs to have Self Service), then you will need to run
the setup file again

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Run the setup file again, click on the Next button on the Welcome screen

Make sure the Modify option is selected and click on the Next button

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The custom setup screen will display the features of Simply Personnel that are already
Installed (Marked by a Hard Drive Icon with a Grey Background) or not installed (Marked by a
red X icon).

Select the next feature you wish to install on your machine by clicking on the icon next to it’s
description and click the option ‘This feature will be installed on the local hard drive’. Once
selected, click on the next button (please read this document from page 9 onwards for the
options available after clicking the Next button)a

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