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4 Installation

 
 
 
 

For standalone installations, please follow the instructions in the associated installation guide, paying particular attention to the instruction to leave the CD in the CD drive for the reboot after installation.  If this is not done, the database will not be ‘attached’ and Recorder 6 will not run.

 

Installing on a network is a more involved process and should only be attempted by someone who knows the network in question and is knowledgeable about such procedures.  The Network Installation Guide should provide the information they will require but, in summary, the steps are:

 
  • Creating an instance of MSDE – only required if an existing instance of SQL Server is not already available for Recorder 6 to use.  Note that this stage must be performed directly on the database server – not via a workstation.
  • Creating the Recorder 6 database (NBNData_Data.MDF) and attaching it to the instance of SQL Server.  Note that this stage must be performed directly on the database server – not via a workstation
  • Installing the Recorder 6 files on the file server.  This stage may be performed via a workstation.
  • Performing workstation installations.  Prior to installation ensure that the workstation has a drive mapping to the file server.  The mappings from each of the workstations should be identical.  Do not install using the CD.  Navigate to WorkstationSetup.exe in the Recorder 6 server folder and double click on it to install Recorder 6 on a workstation.  This needs to be done on each workstation.

 

The first three steps are performed by inserting the installation CD, selecting ‘Install Recorder 6 on your network’ then selecting the appropriate option.  For more details see the example network installation in the Network Installation Guide.

 

During a standalone or network installation, the install kit will pick up your Site ID from your Recorder 2002 system.  If you do not have Recorder 2002 installed on the machine you are using to install Recorder 6 you will be asked to enter your Site ID and Verification key which are to be found on your licence agreement.  Your Site ID uniquely identifies your copy of Recorder.  The first half of the internal keys of all data entered to your system will be your Site ID.  Thus, provided no-one else has used your Site ID (this would contravene the licence agreement), your data will have unique keys throughout all copies of the system and therefore can be exported to any Recorder system without fear of it overwriting data in the receiving system.  Please keep your Site ID and Verification key safe.  You will need them if you ever need to reinstall the system, e.g. if you buy a new computer.

 

The current CDs as at March 2009 will install version 6.13.2.176 of Recorder 6.

 

Please note that the network installation CD can be used to install the system on a standalone computer but not vice versa.  The advantage of the standalone CD is that it does all 4 stages of the installation without the user being aware that there are different stages.

 

When Recorder 2002 is installed the following add-ins are installed with it:

 

  • DMAP export;
  • Filter Results to Excel;
  • Location reports;
  • Display unchecked records;
  • Recorder 2000 Standard Validation.

 

When Recorder 6 is installed using a version 6.13.2.176 CD, the two add-ins in \Install Files\Addins on the CD will be installed with it:

 
  • Display unchecked records (ShowUnchecked.ocx) – filters on unchecked records in the observation hierarchy.  Available on the Data Entry menu
  • Recorder 6 Standard Validation (StdValLib.dll)

 

A number of other add-ins for Recorder 6 are on the installation CDs but the latest versions of them are available for download via http://forums.nbn.org.uk/viewtopic.php?pid=3228#p3228.  Add-ins are pieces of software which add to the functionality of the system.  They can be installed using Tools – Install – Add-in Module…. The others on the installation CDs are:

 

  • Bulk load map tiles (BulkLoad.ocx) – loads multiple map tiles;
  • CIS Export (CISExport2.ocx) – enables data to be exported to CIS;
  • Delete survey (Surveydelete.ocx) – allows users to delete whole surveys in the observation hierarchy;
  • DMAP export (DMAPServer.ocx) – enables data to be exported to DMAP.  Note that there are problems with this add-in – see its ReadMe.txt file for details;
  • GoTo grid (GoToGridControl.ocx) – centres the map on a specified grid reference when it is entered into the appropriate box at the bottom of the Map window;
  • GoTo (Key) (GoToKey.ocx) – goes to a specific entry in the relevant hierarchy or list, e.g. a record in the observation hierarchy, when the internal key is known.  Users can look up the internal keys of individual items using the ‘Show Metadata’ icon (circle with an ‘i’ in it).  Available by default on the Tools menu;
  • LastKey update (LastKeyUpdate.ocx) – updates the Last_key table;
  • NBN Exchange (NBNExchange.ocx) – enables data to be exported in a format suitable for the NBN Gateway;
  • Phenology (Phenology.ocx) – produces a phenology chart for a selected species;
  • Recorder 3 Import (Recorder_3_Import_v6.ocx) – imports data from Recorder 3 provided it has been exported in the required format.

 

See the ReadMe.txt file in \Extra addins on the installation CDs for more details.  Note that a ReadMe.txt file also accompanies each add-in.  These contain import information about how to install and use the add-ins, and other details such as the fact that the NBN Exchange add-in doesn’t work with versions of Recorder 6 prior to version 6.13.2.176.

 

Please note that installing Recorder 6 usually knocks out the Recorder 2002 add-ins and you then get error messages when starting Recorder 2002.  If you click OK at each of these, Recorder 2002 will start but, of course, the add-ins for which the messages appeared are not there to be used.  To rectify this situation simply reinstall the add-ins that have been knocked out.

 

In Recorder 2002, the Import Wizard was an add-in that had to be installed before it could be used but this is not the case in Recorder 6 – see Section 12 for more details.

 

Filter Results to Excel, i.e. the ‘Save as Excel’ button on the Filter Result in the Report Wizard, is replaced by a built in function on the Report Output menu on the Filter Result.

 

Location reports, i.e. the ‘Report’ button on the Location hierarchy, is replaced by various XML reports.