How to configure a new install

[Melissa McBerkowitz]

Some tips and notes to help everyone get through their first install of Select:

1. You must create a new database during install, not upgrade your company's existing database (our upgrade is still being completed and tested).
2. You can install all 3 tiers on your dev machine.
3. SQL Server must be using a case-insensitive collation (same as Boylan).
4. The application will add the BUILTIN\Administrators group by default, bringing all its users into Select. If your account isn't automatically added this way, you'll be prompted for a user name and password. You can use the default option: user name = "Admin", password = "Passw0rd" (that's a zero, not an "o"). To add a new user, go to SPAdmin->Configuration->Security\Users.
5. The first thing you need to do after launching the app is to import a license file. Go to SPAdmin, click "Licenses" on the ribbon, "Import", and select the "*.spk" license file included in the build download.
6. To create a new order, you need to make one of the following configuration changes first, then log out and back in:
a. Add a trust account. (SPAdmin->Configuration->General Settings\Trust Accounting\Trust Accounts, then right-click or use ribbon button to add a new TAC and associate it to the Default profile. You'll be prompted to select a Deposit Slip format too - choose any, doesn't matter for your testing.)
b. Uncheck the preference that requires a trust account on new order. (SPAdmin->Configuration->Security\Profiles, then double-click the Default profile, go to "Accounting" tab, and uncheck "Require trust account on new order".)
7. Services don't always restart automatically when your machine restarts (known issue), so you will likely need to manually restart them in this scenario.

If you have any other problems installing or find that you need to make additional configuration changes to get started, let us know!

Thanks,
Melissa

[BobRichards]

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