Installing Summation Blaze consists of the following steps:

1. Install Summation Blaze onto the server (see steps below).
   
   
2. Assign user rights (see Assigning User Rights for Summation Blaze Network).
   
   
3. Change the Master Case Directory (see Changing the Master Case Directory.
   
   
4. Configure each workstation for use with Summation Blaze (see Configuring Workstations). This includes:
   
   
   • Creating a Program Group or shortcut icon in Windows;
     
     
   • Assigning specific environment variables; and
     
     
   • Setting the Master Case Directory (optional).
     
     
5. If you on a generic network, set up user accounts and assign passwords. Passwords are optional.
   
   
6. Also with the generic edition, you should set the file attributes for all the executable Summation program files (files with the extension of .EXE and .DLL only) to be "read-only".

To Install Summation Blaze on the Server:

1. Login with "supervisor" privileges at any workstation.
   
   
2. Insert the CD-ROM into the drive on a workstation connected to the network.
   (Warning: Do not install directly from the server console)
   
   
3. From Windows Program Manager, pull down the File menu and select Run.
   
   
4. Browse to the CD location and select sw-setup.exe.
   
   
5. You are prompted through the installation process by a series of questions about where to create the program directory and which files to copy. By default, the Program Directory is named SUMNET, although you can specify another name.

You have the option to install the demonstration case. If this case is installed, all users will have access to it. You can always install the demonstration case at a later time.

When the installation process is completed, Summation Blaze files are installed into the Program Directory that you specified. If you chose to include the example case, its case directory is a subdirectory beneath the Program Directory.

Assigning User Rights for Summation Blaze Network

All users must have the following file-access rights to the Summation Blaze Program Directory:

• READ
• WRITE
• OPEN
• CREATE
• DELETE

Users must also have full access rights to the directory specified as the Master Case Directory, including the ability to create directories.

If you are using the generic system, all users must also have READ rights to the SUMADMIN directory (which must be located in a subdirectory beneath the Program Directory). Users do not need WRITE rights to the SUMADMIN directory. Consult your network operating system documentation for information on setting user rights.

For Novell NetWare, assign these user rights to the Program Directory:

READ, WRITE, CREATE and ERASE.

If the Master Case Directory is beneath the Program Directory (which is the default), then you also need to add the MODIFY trustee right to enable users to change the names of their files. This is true for all Novell systems.

Changing the Master Case Directory

The Master Case Directory is that directory under which all subsequent cases will be built. It is essentially the root directory for your Summation system. You can change the Master Case Directory Location selecting Case/Customize from the main menu and clicking once on the directory path and then on the Change button OR by double clicking on the directory path.

Configuring Workstations

Once the Summation Blaze files are installed on the server, you must set up a Program Group or shortcut icon within Windows on each workstation. You also should set a Summation environment variable called SUMPREF to ensure that user-specific settings are maintained. (If your SUMPREF variable is not set, Summation looks to your USER PROFILE and then the WINDIR, see Determining Where Your Preferences Are Saved.) You can do this in the AUTOEXEC.BAT file in each workstation. Alternatively, you can use a network-supported login script, if it allows you to set environment variables. This is convenient because you do not need to travel to each workstation. When using Windows NT/2000, you can set SUMPREF from the Environment tab of the System applet available in Control Panel.

Configuring Workstations in Windows95/98

1. Log onto the network at the workstation that you want to provide access to Summation Blaze.
   
   
2. Select Settings from the Start menu, then select Taskbar.
   
   
3. Click on the Start Menu Programs tab of the Taskbar Properties dialog; click Add. The Create Shortcut dialog appears. In the box provided, type the Command Line: <path to Program Dir>\SW-BLAZE.EXE.
   
   
4. Click on Next.
   
   
5. Select the location for the shortcut in your Program list. Click on Next.
   
   
6. Select the name of the shortcut (e.g. "Summation"). Click on Finish.
   
   
7. Summation should now be listed as an option in your Start menu.

Setting the SUMPREF Environment Variable

Both Summation Blaze and Summation DOS store information about each user's default settings in initialization (.INI) files. These files retain the current case, database and form settings for searching, printing, Preferred Fields and other user preferences. In order for these settings to be stored separately, so that each user may have a unique configuration, each user must have his or her own set of .INI files. This is accomplished by storing each user's files in a unique location, which you specify by setting the SUMPREF variable.

You are not required to set SUMPREF. If you elect not to do so, Summation stores user preferences elsewhere. For details on what location is used for .INI files when SUMPREF isn't set, see Determining Where Your Preferences Are Saved.

When using Windows NT, you can set SUMPREF from the Environment tab of the System applet available in Control Panel. For Windows 3.x workstations, use the following DOS command, which can be included in the AUTOEXEC.BAT file or the user's login script:

set sumpref=<path to user's unique directory>

Do not use spaces around the equals sign. An example would be:

set sumpref=c:\sys

In this example, Summation stores its user-specific .INI files in the local directory C:\SYS. If no .INI files exist in that directory, they will be created as needed. If that directory does not exist, then the .INI file(s) are looked for in the Program Directory and/or the Windows directory.

The SUMPREF variable does not need to be set to a directory on a local (workstation) drive, but can be set to a network directory, as long as that user has rights to the directory and each user's SUMPREF variable is unique. If using a network drive, be sure to include the full, explicit path, even if the drive letter is mapped to a path. That way, if the mapping to that drive is ever changed, the SUMPREF setting is not affected.

This SUMPREF environment variable must be set for each Summation user, whether he or she will be using Summation Blaze or Summation DOS. There are two easy ways to accomplish this:

1. The most convenient method is to set the environment variables that Summation will use in each user's network login script (executed whenever the user logs onto the network). When done in this manner, the variable takes effect when the user logs onto the network, regardless of which workstation is used.
   
   An example of the syntax for setting environment variables in a Novell NetWare login script is:
   
   set sumpref="h:\\home\\jonathan"
   
   Note that the path is in double-quotes and two backslashes are required when designating directories in NetWare login scripts.
   
   If you are using a generic system, please consult your network operating system documentation for information on modifying a user's login script.
   
   With Summation Blaze Novell NetWare Edition, you can include the SUMPREF environment variable in the system login script using the Novell "percentage" (%) variables. If the login names of each user are eight characters or less, and each has a matching directory name, you can set the variable for all users in the following manner:
   
   set sumpref="h:\\home\\%login"
   
   The "%1" variable in Novell references the first argument after the "LOGIN" command, typically the user's login name. Remember that the System Login Script is executed each time a user logs in. Group and User Login Scripts are executed after the System Login Script.
   
   
2. The second way to set the environment variable is to include it in the AUTOEXEC.BAT file of each workstation that will be using Summation Blaze or Summation DOS. The syntax is the same as listed above. This "SET" command can also be issued at the DOS command line (C:\ prompt) after the workstation is booted up.
   
   The disadvantages to this method are twofold:
   
   
   • You must modify the AUTOEXEC.BAT file at every workstation that will use Summation.
     
     
   • Defaults and preferences within Summation are saved on a workstation basis rather than for each user.