THE OVERKILL INSTALLATION CHECKLIST FOR CMS for the Reporting to the MAX

Prepared by George Schaefer with help from Larry Sweat/Ed Lerner/Others

Here is something I put together with the help of others that is definately more than anyone would ever do but it might be of help in a problem installation

LOG INTO NETWORK WITH FULL SECURITY RIGHTS

CHECK FOR ADEQUATE HARD DISK SPACE ON THE SERVER AND EACH WORKSTATION (SUGGEST 150 MEGS)

CHECK THAT THE SERVER AND EACH WORK STATION HAS A SURGE SUPPRESSOR AND A WORKING UPS UNIT

SET CONFIG.SYS ON SERVER

SET CONFIG.SYS ON WORKSTATION(S)

SET CONFIG.NT ON WORKSTATION(S) (IF NT)

SET SHELL.CFG ON WORKSTATION(S) (IF NOVELL)

SET FILEHANDLES ON WORKSTATION (IF NOVELL)

CHECK NETWORKING OPTION IN CONTROL PANEL FOR MULTIPLE PROTOCOLS

MAKE A COPY OF WIN.INI & SYSTEM.INI ON WORKSTATION(S)

BACKUP REGISTRY ON WORKSTATION(S)

VERIFY THAT NETWORK PROTOCOLS ARE SET UP PROPERLY

VERIFY THAT THE OPERATING SYSTEM IS WIN98 2ND EDITION OR LATER

VERIFY THAT WORKSTATIONS ARE UPTO DATE ON PATCHES

VERIFY THAT THE SERVER'S NETWORK IS UP TO DATE ON PATCHES

VERIFY THAT IF CLIENT 32 IS BEING USED IS THE MOST CURRENT VERSIOM

MAKE SURE THAT NOVELL VERSION 4 IS NOT USING SERVICE PACK 4

CHECK AND CLEAN UP PROGRAMS BEING STARTED IN THE START UP MENU

CHECK AND CLEAN UP PROGRAMS SHOWING IN THE MSCONFIG PROGRAM IN STARTUP TAB

CHECK THE FREE RESOURCE TAB ON THE CONTROL PANEL/SYSTEM/PERFORMANCE 80% OR BETTER IS BEST

REBOOT WORKSTATIONS

RUN SCAN DISK ON WORKSTATIONS

DEFRAG DISK ON WORKSTATION

DISABLE VIRUS PROTECTION S/W

DISABLE SCREEN SAVERS (TEMPORARILY)

ON UPGRADE/REINSTALL-RENAME CMS PROGRAM DIRECTORY

MAKE A NEW CMS PROGRAM DIRECTORY

COPY SYSPROF1 & SYSPROF2

COPY THE COMPANY DATA FILES FROM THE RENAMED DIRECTORY TO THE NEW CMS LOCATION

RECHECK THE ICONS ON THE TASK BAR TO MAKE SURE THAT THE OTHER MONITORING SW

RECHECK THE ICONS ON THE TASK BAR TO MAKE SURE THAT THE VIRUS S/W RUNNING

CLOSE ALL OPEN PROGRAMS

LOAD CMS

LOAD ANY CMS PATCHES/UPDATES

REBOOT WORKSTATION

DISABLE VIRUS PROTECTION S/W

RUN CLIENT.EXE ON EACH WORKSTATIONS, IF UPDATING RENAME THE DIRECTORY ON THE WS

SETUP DESKTOP ICONS FOR CMS PROGRAM

DISABLE SCREEN SAVERS ON ANY ICON RUNNING THE DOS VERSION

DISABLE THE LOGO SCREEN ON THE DOS VERSION

MAKE A DIRECTORY TO STORE AN EXTRA COPY OF CERTAIN FILES (MD\CMSWIN\SAVE)

COPY SYSPROF*.* VERSYS*.* CMSUSER*.* RRWUSER*.* *.RP5 TO THE DIRECTORY MADE ABOVE

ACTIVATE SECURITY SYSTEM ON SENSITIVE MODULES ESPECIALLY PAYROLL

REDEFINE SICK PAY CODES & STATE P/R TAX CODES

ACTIVATE USER DEFINED FIELDS IN INVENTORY, PO, PR & OE

SET UP PRINTERS (ESPECIALLY SPECIAL PRINTER SETUP FOR DOT MATRIX CHECKS)

TROUBLESHOOTING

RECHECK CONFIG.SYS

RE-INDEX ALL MODULES

RENAME OR REMOVE THE VER*.* FROM THE COMPANIES DATA DIRECTORY

RENAME OR REMOVE THE BACKUP.DAT DIRECTORY

RENAME OR REMOVE THE BACKUP DIRECTORY OFF OF THE PROGRAM DIRECTORY

BRING UP EACH PC IN SAFE MODE, CHECK DEVICE MANAGER FOR DUPLICATES/ERRORS

GPS - 08/14/2000