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Installation Manual

Pharos 8.0

Pharos Systems
illuminate
Pharos Systems International, Inc.

Pharos Installation Manual


Welcome to the Pharos Installation Manual. This document provides instructions on the process
of installing a working Pharos system. Install screens for all Pharos components are discussed,
as well as post-install operations like upgrading and uninstalling.

The Pharos Installation Wizard........................................................................................2


Order of Installation ..........................................................................................................2
Pharos Components .........................................................................................................3
Starting the Installers........................................................................................................4
Main Installer Wizard Screens .........................................................................................4
Component-Specific Wizard Screens .............................................................................6
Pharos Database ............................................................................................................7
Principal Services ...........................................................................................................8
Pharos EDI Server ..........................................................................................................9
Pharos Administrator ......................................................................................................9
Pharos Gateways..........................................................................................................10
Installing SignUp Clients ................................................................................................11
Install Wizard.................................................................................................................11
Command Line Options ................................................................................................13
Installing Pharos Stations ..............................................................................................14
Install Wizard.................................................................................................................14
Command Line Options ................................................................................................15
Setting Up SSL ................................................................................................................15
Creating Popup Client Install Packages .......................................................................16
Upgrading the System ....................................................................................................17
Backwards Compatibility...............................................................................................17
Migrating the Pharos Database ....................................................................................18
Uninstalling......................................................................................................................18
Appendix 1: System Requirements...............................................................................21
Pharos Database ..........................................................................................................21
Pharos Services............................................................................................................21
Administration Applications...........................................................................................21
Client Components .......................................................................................................21

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The Pharos Installation Wizard


All Pharos components are installed using a common installation wizard, which gathers configuration
details and installs the relevant files. The Pharos Installation Wizard is opened from the Pharos CD.

All wizard screens use the same layout:

Use the Next button to move from screen to screen, and the Back button to return to previous screen, if
you need to change details. The Cancel button allows you to exit the installers at any time.

The installation wizard is also used for product upgrades—if any old components are detected, the
wizard automatically switches to the upgraders (see Upgrading the System below).

Note: Most properties set during installation can be changed later using the Pharos Administrator
application.

Order of Installation
When installing a new system, Pharos components must be installed in a specific order:

1. Install SQL Server or SQL Express, if it does not already exist on the Database PC
2. Install the Pharos Database and related services
3. Install other Pharos services
4. Install Pharos client components and management applications

Note: Contact Pharos Professional Services or Pharos Support to see if SQL Express is appropriate for
your site, or if you will require a full edition of SQL Server.

Certain Pharos components may require other software to be present—the SignUp Web Components
and the EDI Server both require Microsoft Internet Information Services, for example. Any software pre-
requisites must be installed before installing the Pharos components that need them. See Appendix 1 for
details on the requirements for each component.

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Pharos Components
Certain Pharos components are grouped together for installation. The following component groups are
available:

Component Includes
Database Pharos SQL Server Database
Pharos Database Server
Pharos License Server
Principal Services
Pharos WCF Server
Pharos Online Services
Pharos Print Server
Print Services Pharos LPD Server
Pharos Popup Server
SignUp Services Pharos SignUp Server
EDI Service Pharos EDI
Uniprint Web Services
Web Services SignUp Web Services
Pharos Web Remote Components
Pharos Administrator
Pharos Reports
Additional Components Pharos Gateways
BootP Relay
NTS Tester

Note: When select “Additional Components”, a second screen allows you to select the specific
components you want. For all other groups, all components in the group are installed

The Popup Client, SignUp Client and Pharos Station components do not appear in the Pharos install
wizard—they are installed by different methods:

• The Popup Client is installed using install packages, which are created from Pharos
Administrator. See “Creating Install Packages” below.
• The SignUp Client has a self-contained install package, which can be copied from the Pharos
CD and run on SignUp Client PCs. See “Installing SignUp Clients” below.
• The Pharos Station has a self-contained install package, which can be copied from the Pharos
CD and run on Pharos Station PCs. See “Installing Pharos Stations” below.

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Starting the Installers


Start the Pharos installers by inserting the Pharos CD into the CD drive of the PC you want to install
components on. If the installers do not start automatically, run setup.exe in the root directory of the CD.

The first screen you will see upon starting the installers is the introductory splash screen:

This screen offers the following options:

• Install Pharos – starts the main Pharos installers/upgraders


• Installation Help – leads to a second screen containing links to install documentation
• Exit – closes the installers

Click Install Pharos to begin installation.

Main Installer Wizard Screens


The following screens are displayed in an install of the Pharos system:

Welcome screen
The first screen of the installers displays information
about starting an install. Click Next to continue.

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Pharos Components
If any Pharos components are already present on this PC,
they will be listed on this screen. If no components are
detected, this screen is not displayed. Click Next to
continue.

Destination Directory
Click Browse to specify the location that Pharos files
should be installed to. Click Next to continue.

Select Components
Select the component group to install. Highlighting a
group displays information about it in the lower half of the
screen, including a list of components included in the
group.

Note: Selecting “Additional Components” leads to a


second screen where you can select the specific
components you want.

Check the boxes for all component groups you want to


install, then click Next.

Database Server TCP/IP Host Name and Address


This screen is not displayed in an install of the Pharos
Database or Principal Services. For all other components,
enter the network name of the PC that houses the Pharos
Database Service, then click Next.

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TCP/IP Hosts and Services Directory


This screen is displayed if the installers cannot find the
hosts and/or services file on the PC.

Click Browse to locate these files, then click Next to


continue.

Component-Specific Screens
At this point, any screens specific to the components being installed are displayed. Component screens
are displayed in the order that the components are listed on the Select Components screen. See the
next section for details on the screens displayed for each component.

Start Installation
This screen is displayed once the installers have gathered
all of the information they need. A summary of the
components being installed is displayed. Click Start to
begin the installation.

Finished Installation
This screen is displayed once the installation is complete.
Click Finish to exit the installers.

Depending on which components were installed, the PC


may need to be restarted to complete the installation. If
this is the case, a small dialog asking if you want to
restart the PC is displayed. Click Yes to restart or No to
return to Windows without restarting.

Component-Specific Wizard Screens


Screens relating to Pharos components that require additional information are detailed below. See the
Pharos Help for more information on the specific properties mentioned. If a component is not mentioned
below, it has no extra install wizard screens.

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Pharos Database
Pharos License Key Location
Click Browse to locate the registry file containing your
license information. Click Next to continue.

Pharos License Details


Read to the end of the license, then select Accept and
click Next to continue.

Note: The license agreement (license.rtf) is installed on


the Pharos Database PC in the main Pharos installation
directory, and can be found in the root directory of the
Pharos CD.

Enable Online Services


Pharos Online Services is a set of features that involves
communication between your site and Pharos Systems.
Part of this is a small service that gathers information
about your Pharos system and emails it to Pharos at
regular intervals. This aids Pharos Systems in further
developing and improving the Pharos suite of products.

The use of Pharos Online Services is completely


voluntary—select whether or not you want to enable it,
then click Next to continue.

Note: Detailed information on the data that is recorded and sent by Pharos Online Services can be
found in the Pharos Help.

OSQL.EXE Directory
If the installers cannot locate the OSQL.EXE command
line utility, you must specify its location manually. This
utility is used to create the Pharos Database on the SQL
Server.

In most cases, the default should be correct. Click Next


to continue.

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SQL Server Instance


This screen only appears if Pharos is being installed on a
machine running multiple instances of SQL Server.

Select the SQL Server that the Pharos Database should


be installed on and click Next.

SQL System Administrator Logon


Enter the SQL Server administrator user name and
password, then click Next to continue.

Principal Services
SQL Server Name
This screen only appears if the Pharos Principal Services
are being installed on a separate machine from the
location of the Pharos Database.

Enter the name of the server that the Pharos Database is


installed on and click Next.

Pharos Database
Enter the database name and logon details for the Pharos
Database, then click Next to continue.

Note: In a default install, the database name, user name


and password are set to “pharos”.

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Pharos EDI Server


Pharos EDI Server Password
All external clients that communicate with the EDI Server
authenticate themselves by supplying the password you
create here. The EDI Server Password may be anything.

Enter the password and click Next to continue.

Note: Make sure to keep a record of the EDI Server


Password, as it may be needed when configuring
external devices and clients.

Authenticating Cashier
A user account with Cashier or higher access is required
for all transactions generated by the EDI. Either enter
details for a new user account to be created, or enter the
details of an existing Pharos user (this user’s access level
will be upgraded to Cashier if it is lower). Click Next to
continue.

Note: The EDI Verification Tool will run automatically the next time the PC is restarted following
installation of the EDI Server. This is a small utility that runs a short series of tests to check that the EDI
is functioning correctly. The EDI Verification Tool can be run at any time from the Start menu under
Programs > Pharos.
Pharos Administrator
Administrator User
If no Administrator-level users are detected in the Pharos
Database, an Administrator must be created.

Enter details for a new user account to be created, then


click Next to continue the install.

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Pharos Gateways
Select Gateway
Select the gateway that you want to install. The
appropriate plug-in for the type of gateway (billing or
logon) should also be installed. Click Next to continue the
install.

Note: Gateway installers are also available as self-contained executables in the server\gateways
directory of the Pharos CD. There is one installer executable for each gateway. Running a gateway’s
installer executable installs all files for that gateway, as well as the appropriate plug-in (Billing or Logon).

Destination Directory
When installing gateways via their self-contained
executables, a directory must be specified for the installed
files. Specify a directory and click Install to install the
gateway.

Note: If any existing Pharos components are detected on


the PC, the gateway is automatically installed in the
Pharos\bin directory, and this screen is not displayed.

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Installing SignUp Clients


SignUp Clients are installed from a self-contained installation package. This package is available on the
main Pharos CD in the clientinstallers directory, and in the Program Files\Pharos\Client Installers
directory of all Pharos Administrator PCs. Details of the SignUp Client install package are available in
Pharos Administrator on the Packages > SignUp Client Installer context. Run the package executable
on each SignUp Client PC to install or upgrade the SignUp Client. The installers for the SignUp Client
install SignUp Client software on the PC, and also insert a Computer entry for it into the Pharos
Database.

The SignUp Client install package can be run by double-clicking it, or from the command line, where
extra parameters can be specified.
Install Wizard
Double-clicking on the install package starts the SignUp Client installation wizard.

Welcome screen
The first screen of the installers displays information
about starting an install. Click Next to continue.

Pharos Database Server


Enter the host name of of the PC that houses the Pharos
Database Service, then click Next.

Deep Freeze
Deep Freeze security software restores a PC’s hard drive
to a previous state on reboot. If Deep Freeze is installed
on the PC, a “safe” location must be specified where the
SignUp Client can store configuration information, so that
it will not be erased on reboot. This is usually a separate
partition, sometimes called the “ThawSpace” partition.

Specify the name of the safe partition and click Next.

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Select Branch
Select the Branch that this Computer will belong to and
click Next.

Select Computer Type and Computer Group


Select the Computer Group and Computer Type that this
Computer will belong to and click Next.

Display Name and Description


Enter the name that will be displayed to users for this
Computer, and a description of where it is located. Click
Next to continue.

Start Installation
The installers are ready to install the Pharos Station. Click
Start to begin the installation.

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Finished Installation
This screen is displayed once the installation is complete.
Click Finish to exit the installers.

The PC needs to be restarted to complete the installation.


A small dialog asking if you want to restart the PC is
displayed. Click Yes to restart or No to return to Windows
without restarting.

Command Line Options


The SignUp Client install package can be run from the command line. The following parameters can be
specified:

Parameter Description
Instructs the installer to run in silent mode. No dialogs are shown to the user
/s and default values are used, unless specified by other command line
options.

/d "server"
Host name of the Pharos Database Server. This value must always be
specified.

/n "portnumber"
Port number of the Pharos Database Server. Defaults to 2355 if not
specified.

/f "deepfreezedrive"
A “safe” location where the SignUp Client can store configuration
information, so that it will not be erased by security software on reboot.
/b "branch" The name of the Branch that the computer belongs to.
/g "group" The name of the Computer Group that the computer belongs to.
/t "type" The name of the Computer Type that the computer belongs to.

/dn "displayname"
The computer’s Display Name. This is the name that will be visible to users
of the SignUp system, and does not have to be the computer’s host name.

/ds "description"
The computer’s description, which should include information on where the
computer is located.

All parameters are optional, except for /d. If no Branch, Computer Group or Computer Type is specified,
the installer will select defaults from the Pharos Database after connecting to the Database Server. All
values must be specified inside double quotes.

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Installing Pharos Stations


Pharos Stations are installed from a self-contained installation package. This package is available on the
main Pharos CD in the clientinstallers directory, and in the Program Files\Pharos\Client Installers
directory of all Pharos Administrator PCs. Details of the SignUp Client install package are available in
Pharos Administrator on the Packages > Pharos Station Installer context. Run the package
executable on each Pharos Station PC to install or upgrade the Pharos Station.

The Pharos Station install package can be run by double-clicking it, or from the command line, where
extra parameters can be specified.

Note: A Pharos Station record must already be configured for the PC that you are installing on, i.e. there
must be a Pharos Station entry in the Database whose Network Name property is the same as the
network name of the PC.
Install Wizard
Double-clicking on the install package starts the Pharos Station installation wizard.

Welcome screen
The first screen of the installers displays information
about starting an install. Click Next to continue.

Pharos Database Server


Enter the host name of of the PC that houses the Pharos
Database Service, then click Next.

Start Installation
The installers are ready to install the Pharos Station. Click
Start to begin the installation.

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Finished Installation
This screen is displayed once the installation is complete.
Click Finish to exit the installers.

The PC needs to be restarted to complete the installation.


A small dialog asking if you want to restart the PC is
displayed. Click Yes to restart or No to return to Windows
without restarting.

Command Line Options


The Pharos Station install package can be run from the command line. The following parameters can be
specified:

Parameter Description

/s
Instructs the installer to run in silent mode. No dialogs are shown to the user and
default values are used, unless specified by other command line options.
/d "server" Host name of the Pharos Database Server. This value must always be specified.
/n "portnumber" Port number of the Pharos Database Server. Defaults to 2355 if not specified.
Name of the Pharos Station color scheme to use. The following schemes are
available:
• "Pharos Vx3" - the default Pharos scheme
• "Blue Sky" - a color scheme in shades of blue
• "Brain Food" - a library-themed color scheme in shades of orange
/c "colorscheme" • "Building Blocks" - a color scheme in shades of yellow
• "Expedition" - a color scheme in shades of brown
• "Explore!" - a children's scheme in shades of green
• "Hit the Books" - an education-themed scheme in shades of gray and brown
• "Mist" - a color scheme in shades of gray and light blue
• "Print Control" - a corporate-themed scheme in blue

All parameters are optional, except for /d. All values must be specified inside double quotes.

Setting Up SSL
Certain Pharos components communicate via TCP/IP, which can be secured with SSL:

• Client applications and terminals communicating with the Pharos EDI Server
• Client web browsers accessing the SignUp Nerve Center
• Pharos Remote communicating with the Pharos Database
• Client web browsers accessing Pharos Remote

SSL is required for communication between Pharos Remote and the Pharos Database; for all other
situations, SSL is optional (but recommended). To secure any of these communication paths with SSL,
you must perform the following steps:

1. Install the Pharos CA certificate on the client component.


2. Request a server certificate for the server component from Pharos Support.
3. Install the server certificate on the server.

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Note: In some cases, e.g. where the web server is also the Principal Server, the client and server will be
the same PC.

See the TechNote “Securing Pharos Communications with SSL” for full information on how to perform
these steps. This TechNote is available on the Pharos Documentation CD. Information specific to the
Pharos EDI Server can be found in the document “Pharos EDI – Setting up Encryption”, which is
available on the Pharos Documentation CD and on the main Pharos CD at server\edi.net.

Creating Popup Client Install Packages


Install packages automate the process of setting up Pharos Popups on client PCs. As well as installing
the client application(s), they set up one or more Pharos Spool Queues as printers on the local PC. An
uninstaller can be included in the package, as well as an updater service that checks for updates and
downloads them as they become available.

Install packages are self-contained and need only be copied/downloaded to client PCs and run. “Lite”
versions of the install packages are also available, which are smaller executables that detect the
operating system and any existing components, then download only those components that are needed.

The process of creating install packages involves the following steps:

1. Set up package definitions and global properties


2. Build packages based on the definitions
3. Distribute packages to client PCs

Note: The TechNote “Pharos Install Packages”, available on the Pharos Documentation CD, contains
more information on creating and deploying install packages.

Package definitions are set up in Pharos Administrator at Packages > Package Definitions. Properties
affecting all packages are available by clicking the Packages Global Settings action on the Package
Definitions screen. Packages are built by clicking the or actions on the Packages Context Actions
pane. See the Pharos Online Help for more information on the Package Distributions context.

When packages are built, the package creator utility checks the Print Server(s) for all Spool Queues
specified in the Package Definitions to determine which operating systems printer drivers are available
for. Driver files are copied and included in the relevant packages as they are built.

For each Package Definition, the following files are created:

• Full packages for each available operating system.


• One Lite package.
• Modules for all components and operating systems included in the full packages.

In addition, a “manifest” containing details of all modules and packages is created. This file, called
Manifest.xml, is an XML document, is used by the package updater to determine what the latest
versions are. It is formatted with an XSL style sheet, and can be viewed in a web browser.

Once created, packages can be distributed by whatever means you prefer, although it is assumed they
will be made available at a shared location, so that users can browse and install the packages relevant
to them. This location may be a network share known to all users or a web site containing links to the
packages.

If packages are made available on a web site, several options are available for presenting the packages
to users:

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• You can write your own web pages, containing links to the package files.
• Users can be given access to the Manifest.xml file, which contains links to all available
packages.
• The Pharos Print Map Builder can be used to create a series of web pages containing links to
Lite packages. The Map Builder is installed with Pharos Administrator, and can be opened by
clicking the action on Package Definitions Actions pane.
• Users can be given access to the Uniprint Web Site, which contains links to all available
packages and maps. The Uniprint Web Site is installed from the main installers.

Upgrading the System


Pharos components are upgraded using the main installers. To begin an upgrade, select Install Pharos
from the main splash screen—when the installers detect the presence of out-of-date Pharos
components, they automatically switch to the upgraders.

The upgraders use a subset of the main installer screens (see above) to gather new configuration
settings and confirm existing ones before upgrading.

The following points should be taken into consideration before upgrading. (These points are displayed as
a reminder at the start of an upgrade).

• All Pharos services must be stopped before they can be upgraded. In an upgrade of the
Principal Server, stop all services before upgrading. In an upgrade of any other components
(including non-Principal Server components on the Principal Server PC), stop all services except
for the Database Service and License Service.
• If the Principal Server components (Database, Database Service, License Service) are among
the components being upgraded, the first time the upgraders run, they will upgrade only these
components, regardless of what else may be installed on the same PC. If there are additional
components installed on the Principal Server machine, the upgraders must be run a second time
to upgrade them. The PC must be rebooted each time the upgraders finish.
• The upgraders will return an error if they attempt to upgrade a Print Service and a Pharos
Station on the same machine. The Print Service must be stopped in order for the upgrade to
proceed, but with the Print Service stopped the Pharos Station cannot be upgraded. In order to
get around this situation:
1. Uninstall the Pharos Station
2. Upgrade the Print Service
3. Install the latest version of the Pharos Station
• Check the Pharos Systems website for any Hot Fixes or Service Packs for the current version of
Pharos—these will need to be applied following the upgrade.
Backwards Compatibility
Ideally, all Pharos components should be upgraded in one process. In all cases, the Pharos Database,
all Pharos Services and all management applications (including Pharos Stations) must be upgraded for
the system to function correctly. However, in organizations containing large numbers of client
components, it may be preferable to delay or stagger the upgrade of the clients.

The Pharos Popup Server is backwards compatible with previous versions of the Popup Client, back to
Pharos 5.1.

The Pharos SignUp Client, however, must always be upgraded. If SignUp Servers are upgraded without
also upgrading SignUp Clients, the clients will go into standalone mode. In this mode they may appear to
function correctly, but they will not be communicating with the rest of the SignUp reservation system,
meaning that session details will not be recorded, and scheduling reservations will not be possible.

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Migrating the Pharos Database


If the Pharos Principal Server needs to be migrated to new hardware, it is common to do this dyrign an
upgrade of the Pharos software. Pharos supplies two small command line utilities to help in the process
of migrating the Pharos database to a new server:

• PharosSystems.Uniprint.DatabaseMigrationTool.exe - this tool copies the Pharos database


from its current server to the new one and upgrades it to the current version of Pharos if
necessary.
• PharosSystems.Uniprint.NameSyncTool.exe - this tool configures the Pharos database and
registry with the details of the new server, and optionally propagates these changes to the other
Pharos services.

When the database migration tool completes, it automatically runs the name synchronization tool. The
name synchronization tool can also be run by itself if the server's name is changed after the upgrade.

These utilities can be found on the Pharos CD at tools\utils\ServerMigration. A readme file in this
directory explains in detail the various command line options for each tool.

Note: Both the old and the new server must be running SQL Server 2000 or later—the utilities do not
support upgrading from MSDE.

The recommended procedure for migrating the Pharos Database is as follows:

1. Install the latest version of Pharos on the new server.


2. Copy the migration tools to the new server.
3. Run PharosSystems.Uniprint.DatabaseMigrationTool.exe on the new server.
4. Test the new server to verify the installation.
5. When testing is complete, take the old server offline and bring the new server online.

Uninstalling
The Pharos uninstall program (uninst.exe) is installed with most Pharos components, and is available
from the Start menu at Program Files > Pharos. It is also available on the Pharos CD in the setup
directory. The following screens are displayed when running the Pharos uninstaller:

Welcome screen
The first screen of the uninstallers displays information
about starting an uninstall operation. Click Next to
continue.

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Select Components
All components installed on this PC are displayed. Select
the components you want to uninstall (click Select All to
check all boxes at once) and click Next to continue.

Pharos Directory
Click Browse to specify the location of the installed
Pharos files. Click Next to continue.

OSQL.EXE Directory
This screen only appears when uninstalling the Pharos
Database.

Click Browse to specify the location of the OSQL.EXE


utility. Click Next to continue.

In most cases, the default should be correct.

SQL System Administrator Logon


This screen only appears when uninstalling the Pharos
Database.

Enter the SQL Server administrator user name and


password, then click Next to continue.

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Start Uninstallation
This screen is displayed once the uninstallers have
gathered all of the information they need. A summary of
the components being removed is displayed. Click Start
to begin the uninstallation.

Finished Uninstallation
This screen is displayed once the uninstallation is
complete. Click Finish to exit.

Depending on which components were removed, the PC


may need to be restarted to complete the uninstallation. If
this is the case, a small dialog asking if you want to
restart the PC is displayed. Click Yes to restart.

Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768

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Pharos Systems International, Inc.

Appendix 1: System Requirements


This section lists the operating system, hardware and software requirements for each of the various
Pharos components.
Pharos Database
• Windows 2003 Server SP1 or later, Windows Vista Business Edition or higher
• Pentium 4, Athlon 64
• 1 GB RAM
• 120 GB disk space
• SQL Server 2000 SP4, SQL Server 2005, SQL 2005 Express
• .NET Framework 3.0*
Pharos Services
• Windows 2003 Server SP1 or later, Windows Vista Business Edition or higher
• Pentium 4, Athlon 64
• 1 GB MB RAM
• 120 GB disk space
• .NET Framework 3.0*

The Uniprint Web Site and SignUp Web Components require Microsoft Internet Information Services 5.0
or later.

Note: Client PCs that will be used to view the SignUp Web Components or Uniprint Web Site must have
a web browser. The Web Components support Internet Explorer 5.5 and later, and Gecko-based
browsers (Netscape 7 or later, Mozilla/Firefox).
Administration Applications
Administrator applications are Pharos Administrator, Pharos Reports and the Pharos Station.

• Windows XP SP2, Windows 2003 Server SP1, Windows Vista Business Edition or higher
• Pentium III+
• RAM and disk space as required by the operating system
• .NET Framework 3.0*
• Internet Explorer 6.0 or later

Pharos Administrator requires Microsoft Management Console 3.0 or later.

Client Components
Client components are the Popup Client and SignUp Client.

• Windows 2000, Windows XP SP2, Windows 2003, Windows Vista


• Pentium II+
• RAM and disk space as required by the operating system
• Internet Explorer 6.0 or later

Client components are also available for Macintosh operating systems. Contact Pharos Systems for
more information on Macintosh support.

* Installers for version 3.0 of the .NET Framework and Windows Installer 3.1 (required by .NET 3.0) are
available on the Pharos CD at common\win32\DotNETFramework. You must install Windows Installer
3.1 first, then the .NET Framework.
Pharos Systems International, Inc. 100 WillowBrook Office Park, Fairport, NY 14450 Ph: (888) 864-7768

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