▪Take note of, and safely store, the Microsoft SQL SA password.
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This information is not something that Happen Business keeps a record of. |
▪Windows Powershell version 5.1 is a requirement if powershell scripting is to be used. If Powershell 5.1 is not already installed, you will need to install Windows Management Framework 4.1 from here: https://www.microsoft.com/en-us/download/details.aspx?id=54616 (copy and paste into a web browser) for more information.
▪Install Jim2.
▪Apply the licence key.
▪Windows Firewall rules are updated as part of the install. Contact Happen Support (email support@happen.biz) if there is a third party firewall installed.
For on premises customers using Jim2 Mobile with a third party firewall, port 3129 will need to be open outbound.
▪Update all anti-virus programs on the server and desktop with the following exclusions:
Server folders (include sub folders)
▪C:\Program Files\Happen Business\
▪C:\Program Files(x86)\Happen Business\
Desktop folders (include sub folders)
▪C:\Users\(username)\AppData)\Local\Happen Business\LocalJim2\
Terminal server files (include sub folders)
▪Jim2Server.exe
▪Jes.exe
▪JimReportServer.exe
▪Jim2.exe
▪Jim2Client.exe
Desktop files (trusted applications)
▪Jim2.exe
▪Jim2Client.exe
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Server exclusions for SQL files as per Microsoft recommendations should be used: https://support.microsoft.com/en-us/kb/309422 (copy and paste into a browser). |
Summary
Install Jim2 on the server from the latest installer: https://installer.happen.biz/Installs/Jim2Setup/4.4/Jim2Setup.exe (copy and paste into a web browser).
The version of SQL must be the same or newer than that on the old server, ie. if SQL 2014 is on the old server, install either SQL 2014 or a later version.
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Happen Business does not store the Microsoft SQL sa password. It is important that this information is stored in a safe place in case the password needs to be reset in the future. |
▪The latest installer will download SQL Express 2016 by default, if necessary.
SQL Express 2016 can also be downloaded from https://www.microsoft.com/en-au/sql-server/sql-server-editions-express (copy and paste into a web browser).
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If SQL Express 2016 is installed manually, it is recommend to name the instance JIM2. |
▪Download and install MS Management Studio (optional, but advised):
–from https://docs.microsoft.com/en-us/sql/ssms/download-sql-server-management-studio-ssms (copy and paste into a web browser)
–select Download, then scroll to the lower portion of the file selection options
–download and Install MgmtStudio 64BIT\SQLManagementStudio_x64_ENU.exe (copy and paste into a web browser).
▪Confirm Jim2 works, and ensure the demo database can be logged on to.
Register the New Server with Happen Business and Install the Licence Key
▪To register, log on to the demo database by opening the Jim2.exe file (see Install Checklist above for the location of this file) and entering username: sys and password: sys
▪Click Register. This will send an email to Happen Business with the registration number. You can also find the register executable here: https://files.happen.biz/downloads/Jim2reg.zip (copy and paste into a browser).
▪Apply the licence key that you will receive from Happen Business via email, which includes instructions on how to do so, or follow these instructions.
▪The Jim2 Setup Wizard will display, once registration has occurred.
Click Next.
Choose the correct country and tax country, then click Next.
Choose the financial year and starting month details, tick Agree, then click Next.
Choose the correct tax requirements.
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▪Tax Code E is the default tax code only if exporting goods, ie. selling to overseas customers excluding GST. ▪Tax Code X is the default tax code only if importing goods and paying bulk GST at the time of import, otherwise the default should be N. ▪Calc Tax Total from allows selection of Tax Free Up (ex GST) or Tax Paid Down (inc GST). |
Click Next.
Select the preferred GST method.
Click Finish and Tools > Options > Company will appear, where Jim2 Options can be set up.
Share the Jim2 folder on the server, providing Everyone read access:
C:\Program Files (x86)\Happen Business\Jim2
▪Create a Jim2 share for the folder location C:\ProgramFiles(x86)\Happen\Jim2 (Read only for everyone on the Jim2 Folder).
▪Create a shortcut to Jim2.exe contained within this folder and place the shortcut on each Jim2 user’s desktop.
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Jim2 does not need to be installed on individual user's computers. |
Setting up a Windows Firewall for Access to SQL Server and Jim2 Server
Allow access for the following applications (do not open ports only). Configure the applicable rules as per below. One rule is required for each of these applications:
▪SQL Server: Sqlservr.exe (usually found in: C:\Program Files\Microsoft SQL Server\MSSQL<version>.<instance_name>\MSSQL\Bin\ )
▪SQL Browser: sqlbrowser.exe (usually found in: C:\Program Files(x86)\Microsoft SQL Server\<version>\Shared\ )
▪Jim2 Server Service: jim2server.exe (Usually found in: C:\Program Files\Happen Business\Jim2Server\ )
▪Jim2 eBusiness Server: jes.exe (Usually found in: C:\Program Files\Happen Business\Jes\Bin\ )
The rules only differ when it comes to the Name on the General tab, and Application selected on the Programs and Services tab.
Anti-Virus Exclusions
It is recommended that the primary Jim2 executables are excluded from real time scanning, both at the desktop and server level. Where possible, the Happen Business Program file folders should be completely excluded.
Server Folders (include sub folders)
C:\Program Files\Happen Business\
C:\Program Files(X86)\Happen Business\
Desktop Folders (include sub folders)
C:\Users\frank.lampard\AppData\Local\Happen Business\LocalJim2\
Terminal Server Folders (include sub folders)
C:\Program Files (x86)\Common Files\Happen Business\JimClient\
Server Files (trusted applications)
Jim2Server.exe
Jes.exe
JimReportServer.exe
Jim2.exe
Jim2Client.exe
Desktop Files (trusted applications)
Jim2.exe
Jim2Client.exe
Terminal Server Files (trusted applications)
Jim2.exe
Jim2Client.exe
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Server exclusions for SQL Files as per Microsoft recommendations: https://support.microsoft.com/en-us/kb/309422 should be used. |
After Jim2 has been installed on the new server, the following steps are required to provide users access to the Jim2 Client.
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Jim2 does not need to be installed on user's computers. |
Share the Jim2 folder on the server, providing Everyone Read Access.
C:\Program Files (x86)\Happen Business\Jim2
Once the folder has been shared from the Client side, create a shortcut to the Jim2.exe contained within the Jim2 folder, and place it on the user's desktop.
Further information
Handling of High Screen Resolutions
Ability to run multiple copies of Jim2
Changing Servers and/or Databases