6-in-1 V10 Server Installation Guide
Multi-User Network Version
Upgrading from v6 on one server to v10 on a different server

The migration from v6 to v10 is straightforward, and we have designed the process so that you can feel comfortable doing the installation yourself. This install guide is designed to walk you through the steps

To install the 6-in-1 v10 version for 2010 you will need to perform the following sequence of steps:

Prepare for Upgrade

1. Obtain the FileMaker 10 CD distributed by The Lackner Group
2. Download the latest version of the Lackner 6-in-1 database installer
3. Check to see if these installation instructions have been updated

On your current Lackner 6-in-1 v6 Server

1. Make sure all users are off the database and close all files
2. Disable your FileMaker Server 5.5 service and backup your data
3. Install the Lackner 6-in-1 update files for Step #1 of the data conversion process
4. Perform Step #1 of the data conversion process
5. Prepare to copy your data to the new server

On your new Lackner 6-in-1 v10 Server

1. Prepare the server
2. Install FileMaker Server 10
3. Install FileMaker Pro 10
4. Install the Lackner 6-in-1 database files
5. Copy your Step 1 data to the new server
6. Perform Step 2 of the data conversion process
7. Start the FileMaker Server 10 Service and Configure FileMaker Server 10
8. Open the database files on the server
9. Install the Lackner 6-in-1 Client software on workstations

Note that you will need at least 5 gigabytes of available hard drive space to install the 6-in-1 v10 program components for the new server. The Installer will provide a way to install just the bits you need for the Step 1 of the data conversion on your older server.

The majority of these steps are quite simple to do and do not take much time. Just follow the instructions below and refer to the screenshots where appropriate. The Step 1 and Step 2 tasks can take considerably longer, especially if you have large datafiles. If you have a large number of transactions in your v6 files, you can assume that the migration will take about 30 minutes plus an additional 30 minutes for every 10,000 transactions.

This document outlines a straightforward and specific sequence of steps that you must follow. By following these instructions, you will increase the likelihood of a smooth upgrade and decrease your need for additional support. We have worked hard to make this process go as smoothly as possible.

If you have questions or difficulties with the installation, please call us at 412/279-2121 and we will return your call as quickly as possible to schedule a time for us to help walk you through the process.

Download the latest Lackner 6-in-1 database installer. The version numbers will read something like 2010-nnn-Svr.exe install package, where nnn is something like 052 (a Julian date). Here is an example of what the download file might look like:

First, be sure all your users have logged off of the Lackner 6-in-1 System. If you are not sure, open a command line session and type: netstat -an : find “:5003” This will locate all open TCP sessions using port 5003, which is the main data port used by FileMaker Server. The resulting list should only reveal one or two sessions from the IP of the filemaker server itself; no other workstation IPs should be visible in that list. Then, on your current Lackner 6-in-1 v6 Server, go to the Start Menu, select All Programs, and then select the FileMaker Server Console

Note: If you have User Account Controls enabled, there are many actions during the installation process, such as this one, which will cause the operating system to request your permission. When you see this type of message, press Allow to continue with the processing. For the sake of saving space, the documentation will not repeat this information at every possible juncture, or may simply state “Allow this step if UAC is enabled”.

If your server is running on a 64-bit machine, then you MUST select the 32-bit option in the bottom of the Microsoft Management Console window.

Under the FileMaker Server Console for Windows, on the left panel, double click on the Services(Local) option to reveal a list of running services. Then double click on the FileMaker Server item in the list on the right

This will open the FileMaker Server Properties (Local Computer) dialog Press the Stop button.

Windows will attempt to stop the services. After a few moments, the Server Status will read Stopped. Press the OK button. Then close the FileMaker Server Console for Windows window.

It is very important to prevent the v6 server from hosting data once you migrate to the Lackner 6-in-1 v10 server, so you need change the Startup Type to Disabled so that this instance of the old server will not automatically start up again

Press the Apply button. The FileMaker 5.5 Service is now stopped and the Startup Type is Disabled. Press the OK button to close the window.

Confirm your changes in the Services (local) list, which will show the FileMaker Service Startup Type as Disabled, and the status column will be empty, indicating the service is not running. You may now close the FileMaker Server Console Window

The Lackner 6-in-1 database installer contains components that are used for the Step #1 and Step #2 parts of the data conversion. In a one-server install, both Steps will occur on the same server. In a two-server install, Step #1 will be performed on your v6 Server, and the Step #2 portion will be performed on the new v10 server. To install, double click on the Lackner 6-in-1 database installer you downloaded above and enter you Lackner password to access the installer.

Make sure that FileMaker Server service is stopped, and any instances of FileMaker Pro 6 and FileMaker Pro 10 are closed. Press the Next button

This dialog appears to confirm that you want to display the Step #1 components on the Lackner 6-in-1 v6 server. The Step #2 components will be installed later on your new Lackner 6-in-1 v10 server. Select Yes and then press the Next button

The installer needs to know where your existing Estates6 data is located. If the default is not correct, use the browse button to select. If you select an invalid path, an error will display. If the path is correct and data is found, then a confirmation dialog will appear (This path is read from the Windows Registry and thus represents the last active path used to open Lackner v6 6-in-1 so it should be valid) Press Next

The confirmation dialog

Files will install

When files have been extracted and copied, a confirmation dialog will display.

At this point, the installer will attempt to launch your copy of Lackner 6-in-1 to begin the Step #1 process. When Step #1 is complete, there will be a folder called Converter06 containing the data that will need to be moved to your new Server for the Step #2 process. Read the dialog and then Press Next to continue.

If the installer did not automatically open your files, open up your 6-in-1 v6 files in the usual way. Note that there is now a new button on the right side of the layout labeled Convert from v6 (Step #1)... Press the Convert from v6 (Step #1).. button.

You will now see the 6-in-1 Conversion layout with a button labeled Step #1: Prepare Version 6 data for conversion. Press that button. The conversion routine will now process all the files one by one. Note that the Transact file may take several minutes if you have a large number of transactions. When this initial preparation process is done, you will be prompted to print a page summarizing the number of records in your v6 setup. Print that page. Now Press the 6-in-1 Menu button to navigate back to the 6-in-1 Menu layout.

If you do not have a printer configured for this server, then note that you will have a new icon in your task bar to Save the file as. Press that icon to pull up a print window.....

.....and press the cancel button.

Note that there is now a message on the right of your menu layout indicating that you have already completed step 1 of the conversion, and that you should no longer be adding or editing data in the v6 version. Press the Quit button in the usual way. If you haven't made any changes to your files, you do not need to perform another backup at this time.

On your Lackner 6-in-1 v10 server you will need to ensure that you do not have any instances of older versions of FileMaker Server installed before you attempt to install the Lackner 6-in-1 v10 server components. If you do not have FileMaker Server 5.5 installed, you may skip the next few steps. A common path for many server install is ~/Program Files/FileMaker/FileMaker Server 5.5 If you do need to uninstall FileMaker Server 5.5, you need to first make sure that you have properly patched your instance of FileMaker Server 5.5. This patch fixes an issue where under some circumstances FileMaker Server 5.5 will not cleanly uninstall. The release is available here: http://www.lacknergroup/com/msi/v6/FMS55update.exe Make sure all users are logged off. Close the databases and stop the FileMaker Server service. Select Start Menu / Control Panel Select Add/Remove Programs or Uninstall a Program press the Uninstall button

Steps to take if your computer says the feature is unavailable: If the uninstaller cannot be found, you will see an error message that looks like the screen shot on the right. To allow the uninstallation to proceed, you will need to obtain a copy of the FileMaker Server 5.5 msi installer file. Visit http://www.lacknergroup.com/msi/v6 to locate the MSI file. Download the FMS55msi.zip file to your desktop. Unzip the FMS55msi.zip file to extract the installer. Note: you do not need to run the extracted file! This will start up the installer and begin prompting you to install FileMaker Server 5.5. You do not want to do this; after all, we are going through this to uninstall FileMaker 5.5! Should the installer begin for some reason, simply cancel out of it. Then return to this dialog, press the Browse button and locate your newly extracted FileMaker Server 5.5 installer. As always, Accept the UAC dialog if prompted.

Press Yes at the prompt. This will NOT uninstall your data. A series of Preparing to remove... messages will appear. Be patient while the FileMaker Server 5.5 components are removed.

If you neglected to install the FMS55update.exe patch described above, you may see this FileMaker Server 5.5 Error 1723 error message. This error means that a necessary patch for Server 5.5 has not been installed. If you see this message then you must install the patch.

Insert the FileMaker 10 CD distributed by The Lackner Group into the server on which you want to install Lackner 6-in-1 Server v10. An auto-run installer should begin and prompt you for the Installation Type. Select the Server Installation. Then press Next.

You will then see the FileMaker Server Installation dialog. The installer is configured to allow you to install both the FileMaker Server 10 components as well as a copy of FileMaker Pro to manage your 6-in-1 data. This first time through, the default Install FileMaker Server 10 option should be choosen. Press Install Accept the UAC prompt if presented.

Select your Language (default should be English)

Additional software may need to be installed including Java 6 update 7 and Bonjour for windows 1.0.5. It is important to allow these components to install even if you have more recent versions on this computer. This particular instance of Java 6 is required by the FileMaker Admin Console process. Bonjour is used as a service discovery protocol by FileMaker Server to locate devices such as printers, other computers, and other services on the local network. press Install

When the Java installation is complete, the Bonjour for Windows installer welcome screen will appear. Press Next, accept the license read the text about Bonjour if you're feeling curious, and then press Next again.

STOP!! On the Bonjour for Windows - Choose Bonjour Installer Options panel we strongly recommend you deselect both options. Then press Install Bonjour for windows will then install.

When Bonjour for Windows is successfully installed.... press Finish then wait patiently for a few seconds until the FileMaker Server 10 Setup starts

FileMaker Server 10 Setup Welcome screen Press Next

Read the FileMaker Server 10 Setup - Before you begin panel to confirm your server meets the assumptions and requirements Press Next Read the license agreement and choose Accept Then press Next

This brings up the destination folder to select where you want database files to be installed. In some situations the default path is correct. IMPORTANT: If you have User Account Control (UAC) enabled, then you must change the destination to select an alternate Destination Folder outside of the Program Files directory. To do so, press the Change... button and select an appropriate path. Make a note of the alternate path if you used on, as you will need that information in subsequent installation steps. Press Next

Lackner 6-in-1 v10 supports only Single Machine configurations. Leave the selection on Single Machine and press Next

On the Customer Information panel, User Name & Organization must be the Lackner info shown in the screenshot. The License Key is provided by Lackner. Important Note: The FileMaker Server Setup license key is different than your normal Lackner 6-in-1 license key. The FileMaker Server Setup license key contains 35 characters, as opposed to the 12-character Lackner 6-in-1 license key. The Lackner Group, Inc. has a redistribution license for FileMaker Server and FileMaker Pro for distribution with Lackner 6-in-1. Press Next

If you are ready to Install the program, press Install

Installing progress...typically completes within a couple of minutes

The FileMaker Server 10 components have now been installed. They will be configured a bit later. Press Finish to return to the Lackner FileMaker v10 Installer to proceed with the installation of FileMaker Pro to Manage 6-in-1 Data

Select Install FileMaker Pro to Manage 6-in-1 Data and press the Install button

Files will extract and copy...

Lackner Group FMP10 installer welcome screen. Press Next.

Destination folder for FileMaker Pro 10. If you used the default settings above for the installation of the FileMaker Server 10, then keep these defaults. If you selected an alternate path, then use that same alternate path here so that both FileMaker Server 10 and FileMaker Pro 10 have the same root path. Press Next

Here is an example of a typical alternate destination path using the D: volume, where all the various versions of FileMaker Pro and FileMaker Server from various versions of Lackner 6-in-1 have been installed within a common FileMaker parent directory,

Press Install

The FileMaker Pro 10 components will install

When the installation of the FileMaker Pro 10 components is complete, press Finish This completes the installation steps for both FileMaker Server 10 and FileMaker Pro 10. At this point you are ready to install the Lackner 6-in-1 Database v10 components

Open the most recent version of the Lackner 6-in-1 database installer file. Enter the password when prompted to do so. You will see the File Destination dialog. Leave the default recommended destination folder unless you have a specific need to change it. Using a path other than the recommended path requires additional configuration with FileMaker Server v10. If configured incorrectly this can result in the database files failing to be broadcast to the network and therefore being inaccessible to your users.

If you have not installed Lackner 6-in-1 v10 data on this server before, then select New Server Install. If you are moving data from another server as part of the conversion process you will still select New Server Install. The only time you might choose to select the Version 10 files previously installed option is if you are patching an existing Lackner 6-in-1 v10 installation. Press the Next button

Click the OK button

There is an expected error message coming up that is not a problem. press OK

This is the expected error message. It is not a problem. press OK This message indicates the files are not being broadcast over the network while the processing is taking place. After a few moments, you will be on the new installation screen.

The installation is now complete. If you are a new Lackner 6-in-1 customer, enter your Customer ID and License key. If you are an existing Lackner 6-in-1 customer, then your Customer ID and License Key information will transfer during the Step #2 data conversion process. Press the Close 6-in-1 button. If the file does not close, then select exit from the File menu DECISION POINT: IF YOU ARE A NEW USER...skip ahead to the Configure FileMaker Server IF YOU ARE MIGRATING FROM v6...continue on to the Conversion Step 2

On your desktop of the v10 Server there may now be a Shortcut to FMPro10 for 6in1 Data. If you do not see an icon on the desktop, select Start / All Programs and launch the program from the list. Launch this file to open the Lackner 6-in-1 files to begin the Step #2 data conversion processing. Note that you will see the same error dialogs about file sharing as you did above, and like before, these messages are inconsequential.

On the Lackner 6-in-1 v10 menu screen, you may notice that your License Key may not yet be populated. This is normal. This information will be obtained during subsequent steps. Press the Convert from v6 (Step #2) button to begin the conversion process.

This will open the 6-in-1 Conversion Step #2 layout. Make sure the path to Estates6 is correct. If the displayed path is not correct, browse to select it. Then press the Test for existence of valid files for conversion button to make sure that the new v10 version of 6-in-1 can see the correct files. The date and time fields will populate if the test is successful. Finally press the Convert 6-in-1 Data from Version 6 to Version 10 button. You will see a final dialog confirming that you want to proceed. Press the Convert button to begin the conversion.

When the processing is completed, you will see a message on-screen that the conversion is complete:

Almost done! All that is left to do now is to configure FileMaker Server, start up the files, and install FileMaker Pro 10 on your user workstations. Be sure all copies of FileMaker Pro 10 on your server computer have been Quit prior to configuring the server. To start the FileMaker Server service on Windows Server 2008, use the Start Menu and enter Services.msc to launch Services. To start the FileMaker Server service on Windows Server 2003, use the Start Menu, select Run, type Services.msc, and click OK.

In the Services(local) list, double click on FileMaker Server to open the FileMaker Server Properties.

Press Start. Then when started...make sure Startup Type=Automatic Press OK and then close the Services window.

Using the Start Menu... Select All Programs Select FileMaker Server Click on FMS 10 Start Page

The FileMaker Server 10 Admin Console Start Page will appear. Click the link if the Admin Console does not launch automatically Note: If you see a set of blinking icons across the bottom of the screen that continue to display for over a minute it means one of several things: 1. You did not successfully start up the FileMaker Server service. Go back and make sure the service is running as described in the steps above. 2. You have a conflicting version of Java installed on your server. 3. Your server is otherwise incompatible with FileMaker Server 10. If you need assistance, please call us to discuss.

If you are presented with this security warning about the FMS10-Admin Console, press the Run button

Set Up Admin Console Account User Name: lackner Password: lackner Important - we suggest using the above username and password in these fields. If you elect to change them, do not lose this information. The ability for Lackner support personnel to assist you with any questions will be hampered by the inability to get access to the FileMaker Server Admin Console. press Next

On the Name FileMaker Server panel all fields are optional. press Next

On the Enable ODCB/JDBC panel, there are no active options. press Next

On the Enable Web Publishing panel, make sure the No, do not enable Web Publishing option is selected. press Next

On the Deployment Summary panel..press FINISH FileMaker Server Deploys... Note that you Do Not need to register the FileMaker Server. The license you have was licensed to Lackner Group, Inc. specifically for re-distribution as part of the Lackner 6-in-1 program. Press OK

After FileMaker Server completes deployment, you will see a screen much like this. There are just a few minor configuration settings left to make.

Select Configuration / General Settings Select the Admin Console tab You must disable the Enable FileMaker Server to Check for Updates option press Save

Select Configuration / Database Server - FileMaker Pro Clients tab In the Client Settings section, change the Maximum number of FileMaker Pro connections to the number of Lackner 6-in-1 users your licensing permits. This will optimize the performance of the server. Press Save.

Select the Configuration / Database Server - Databases tab 1. Change the Maximum number of files to host to 125 2. Select the checkbox Allow FileMaker Server to Automatically host registered runtime solutions 3. If this is a dedicated machine to host Lackner 6-in-1 files, change RAM reserved for database cache to the maximum available (displayed on the line above). 4. If the server is shared between Lackner 6-in-1 and other applications, then set the RAM reserved for database cache to 250 MB.

Now press the Register button to the right of the Registered Runtime Solutions list. This will bring up the Register a File Type dialog. Enter the file type USR Press OK Press Save

Leave all defaults as is on the Configuration / Database Server / Security tab. On the Configuration / Database Server / Default Folder tab: Database Folders If you used the default database paths, then keep the defaults. If you used any other path, then you must select the Use additional database folder checkbox and enter the appropriate path. Default Folders - if the default database path was used, then defaults are fine. If different path, then the "Use additional database folder" option must be selected and the path entered. Backup Folder FileMaker Server has powerful automated backup facilities. The default schedule is for a nightly backup, but many more options are available. The backups are made to a separate directory and preferably to a separate volume on the different physical hard drive from your primary storage. Use the Backup Folder file path entry field to enter the path you wish to use for your backups, if you want something other than the default. Leave all defaults as is on the Configuration / Database Server / Logging tab. Leave all defaults as is on the Configuration / Database Server / Server Plug-Ins tab. Press Save Congratulations!! Your server is now configured! The only remaining steps are to Open your databases and install the FileMaker Pro v10 client on your workstations. At that point you may start working with your new Lackner 6-in-1 v10 system.

In the FileMaker Server Admin Console, Select Administration - Databases. Click on the Estate10 directory under Databases. In the Actions drop down list, Select Open All Then click the Perform Action button. It will now take 20-30 minutes for all the files to open up. While the files are opening, if you have not yet run the FileMaker 10 installer on your client workstations, this is a good time to do that since you will need to access the new server files using new workstation software.

If you received an early build of the CD, you may see a warning message about Bonjour similar to this one. This message is displaying in error and may be safely disregarded. SImply press OK and continue with the install.