Install Jim2 on the Server

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Note: This information relates to Jim2 on premises only.

 

hmtoggle_arrow1   Install Checklist

▪Read the Technical Requirements first.

▪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 for more information.

▪Install Jim2.

▪Apply the licence key.

▪Windows Firewall rules are updated as part of the install. Contact 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.

 

hmtoggle_arrow1   Summary

Install Jim2 on the server from the latest installer: https://installer.happen.biz/Installs/Jim2Setup/4.5/Jim2Setup.exe.

 

The version of SQL must be the same or newer than that on the old server, ie. if SQL 2022 is on the old server, install either SQL 2022 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 by default, if necessary.

SQL Express can also be downloaded from SQL Server 2022 | Microsoft.

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If SQL Express is installed manually, it is recommend to name the instance JIM2.

See here for instructions on installing Jim2 Server.

See here for instructions on installing 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.

–select Download, then scroll to the lower portion of the file selection options.

–download and install Management Studio here: Install SQL Server Management Studio | Microsoft Learn.

▪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.

▪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.

Welcomescreen

Click Next.

Countrysetup

Choose the correct country and tax country, then click Next.

finyearsetup

Choose the financial year and starting month details, tick Agree, then click Next.

Taxsetup

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.

GSTMethod

Select the preferred GST method.

CompleteConfirm

Click Finish and Tools > Options > Company will appear, where Jim2 Options can be set up.

 

Share the Jim2 application in the folder on the server, providing Everyone read access:

 

C:\Program Files (x86)\Happen Business\Jim2, select Security then click the Advanced tab:

 

sharejim2a

 

sharejim2

▪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.

 

hmtoggle_arrow1   Setting up a Windows Firewall for access to SQL server and Jim2 server

Allow access for the following applications (do not open ports only).

 

Search Windows Firewall and go to Advanced settings > inbound rules.

 

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.

 

firewall1

 

firewall2

 

firewall3

 

 

 

 

 

 

 

 

 

 

 

 

firewall4

 

hmtoggle_arrow1Anti-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.

 

hmtoggle_arrow1Server folders (include sub folders)

C:\Program Files\Happen Business\

C:\Program Files(X86)\Happen Business\

 

hmtoggle_arrow1Desktop folders (include sub folders)

C:\Users\frank.lampard\AppData\Local\Happen Business\LocalJim2\

 

hmtoggle_arrow1Terminal server folders (include sub folders)

C:\Program Files (x86)\Common Files\Happen Business\JimClient\

 

hmtoggle_arrow1Server files (trusted applications)

Jim2Server.exe

JES.exe

JimReportServer.exe

Jim2.exe

Jim2Client.exe

 

hmtoggle_arrow1Desktop files (trusted applications)

Jim2.exe

Jim2Client.exe

 

hmtoggle_arrow1   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

 

sharejim2

 

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

Server Install

Jim2 Install