Lotus SmartSuite for OS/2 Warp 4 Release 1.5 and Higher READNET.TXT (c) Copyright 2000 Lotus Development Corporation. All rights reserved. This file contains information about installing the SmartSuite for OS/2 Warp 4 products on a network file server and on a network node. Refer to the SmartSuite for OS/2 Warp 4 README.TXT file for additional information about installing and launching SmartSuite products. The Suite README.TXT file is located in the root directory of the SmartSuite CD-ROM, and in the Lotus Assistance Center folder after you've installed SmartSuite. The SmartSuite for OS/2 area of the Lotus Web site, located at http://www.lotus.com/smartsuiteos2, contains up-to-date information on SmartSuite for OS/2 products. The latest editions of Release Notes (README files) and other valuable information can be found by clicking the "Downloads" link at the bottom of the SmartSuite for OS/2 Web page. To get the latest support information on all Lotus products, see the Lotus Customer Support Web site at http://www.support.lotus.com. This file contains two sections: I. Information about Installing SmartSuite Release 1.5 and Higher on a Network II. General Information about Networks that Still Applies to Release 1.5 and Higher If you installed a previous release of SmartSuite for OS/2 Warp 4 and are updating to Release 1.5 or higher, read section I. If you are installing SmartSuite for OS/2 Warp 4 for the first time, read all sections. ====================================================== I. INFORMATION ABOUT INSTALLING SMARTSUITE RELEASE 1.5 AND HIGHER ON A NETWORK ====================================================== 1. Supported Networks 2. If You Are Updating a Previous Release 3. Enhanced Support for WorkSpace On-Demand 2.0 4. The SmartSuite Registration Program 5. Uninstalling a Server or Network Distribution Installation --------------------- 1. SUPPORTED NETWORKS --------------------- Lotus SmartSuite for OS/2 Warp 4 Release 1.5 and higher products support the following networks: * IBM Warp Server for e-Business * IBM LAN Server, versions 3.0 and 4.0 NOTE: If you are using IBM LAN Server 4.0, Lotus recommends that you install LAN Server 4.0 Advanced. * NetWare Requestor, versions 2.11 or higher * Novell NetWare, versions 3.2, 4.0x, and 4.1 NOTE: For more information, contact Novell Technical Support by calling them (in the U.S. and Canada) at 1-800-858-4000. Outside the U.S. and Canada, call 1-801-861-4000. You can also visit their Web site at: http://support.novell.com/products/nwos2. ----------------------------------------- 2. If You Are Updating a Previous Release ----------------------------------------- If you are updating Release 1.0 or 1.1 of SmartSuite for OS/2 Warp 4 on a network file server, you should: 1. Install SmartSuite to a NEW LOCATION on the server. SmartSuite Release 1.5 and higher includes updated shared component program files that are used by all of the applications. These Lotus Shared Tools are not compatible with previous releases. If you install to the same location, all current node installations of SmartSuite would fail. Installing to a NEW location on the server ensures that users can continue to use the current node installations. If you attempt to install SmartSuite on top of a previous release on the network file server, the Install program displays a message prompting you to either change the location for SmartSuite or exit the Install program. * If you select a different SmartSuite drive or directory, you can continue the Release 1.5 or higher Server and subsequent Node installations. * If you want to install to the same location as the previous release, you must exit the Install program and manually delete all the SmartSuite program files located in the \LOTUSW4 directory. NOTE: All existing node installations of SmartSuite will be unusable until you complete the Server and subsequent Node installations for Release 1.5 or higher. 2. Select ALL APPLICATIONS that users had previously installed. During the Server installation, you should select and install ALL applications that were previously installed and used by the node users. Only the applications installed to the network file server are available to select during a Node installation. If an application is not available in the SmartSuite Release 1.5 or higher image, then the local (node) copy of that application becomes unusable after the installation is completed. The Install program checks for this situation during a Node installation and displays an error message if this discrepancy is found. If you are using CID (Configuration, Installation, and Distribution) to install to a network file server, you should ensure that the Response file (.RSP) has the appropriate applications selected. After successfully completing the Server installation, you can initiate the Node installations for your users. When all users have migrated to Release 1.5 or higher, you can delete the previous release of SmartSuite from the network file server. For additional information about completing a network installation, refer to Sections II-C, II-D, II-E, and II-F below. ----------------------------------------------- 3. Enhanced Support for WorkSpace On-Demand 2.0 ----------------------------------------------- Release 1.5 and higher includes an automated Install program for installing SmartSuite in the WorkSpace On-Demand 2.0 environment. Complete instructions for installing SmartSuite for OS/2 Warp 4 Release 1.5 and higher in the WorkSpace On-Demand 2.0 environment are provided in a separate file. Refer to the READWSOD.TXT file, which is located in the root directory of the SmartSuite CD-ROM. -------------------------------------- 4. The SmartSuite Registration Program -------------------------------------- There is a new product registration program in SmartSuite Release 1.5 and higher that prompts you to register at the end of the SmartSuite installation. NOTE: Old registrations using the ART registration tool that shipped in previous releases of SmartSuite have expired. Please re-register SmartSuite using the registration program included in SmartSuite Release 1.5 and higher. To use the registration program after you have installed SmartSuite, follow these instructions: 1. Insert the SmartSuite CD-ROM in your CD-ROM drive. 2. Open an OS/2 command prompt window and type X: (where "X" represents the drive letter of your CD-ROM drive) and then press ENTER. 3. Type: CD IBMTOOLS and press ENTER to change to the directory where the registration program is located. 4. Type: REGISTER and press ENTER to initiate the registration program. NOTE: The SmartSuite registration program provides for registration via the Internet. To successfully register via the Internet, you must be using Netscape Navigator 4.61 (or higher). ------------------------------------------------------------- 5. Uninstalling a Server or Network Distribution Installation ------------------------------------------------------------- There is no uninstall function provided for a Server or Network Distribution installation. For these types of installations, you must manually delete all the SmartSuite program files located in the \LOTUSW4 directory on the network file server. ================================================= II. GENERAL INFORMATION ABOUT NETWORKS THAT STILL APPLIES TO RELEASE 1.5 AND HIGHER ================================================= A. Supported Networks B. Why Use SmartSuite Products on a Network? C. Steps to Complete a Network Installation D. Designing a Directory Structure E. How to Install on a File Server F. How to Perform a Node Install G. CID Install 1. Command Files and Utilities 2. Client Workstation H. Multilingual Installation 1. Performing a Node Install from a File Server I. Information to Give Users J. If You Have a Problem K. Network-Specific Information for SmartSuite Products 1. Installing SmartSuite Server Software for Node Installations on IBM LAN Server 4.0 --------------------- A. SUPPORTED NETWORKS --------------------- For current information about supported networks, refer to Section I-1 above. -------------------------------------------- B. WHY USE SMARTSUITE PRODUCTS ON A NETWORK? -------------------------------------------- The benefits of using SmartSuite products on a network include: * Conserving hard-disk space by having only one copy of each SmartSuite product on the file server instead of having a copy on each personal computer * Allowing users to share files, computer equipment, printers, backup devices, and other networked resources * Distributing files, templates, and products quickly and allowing users to access files immediately * Backing up files centrally * Saving time when upgrading to new releases of the SmartSuite products because you upgrade the software on the file server instead of on individual computers ------------------------------------------- C. STEPS TO COMPLETE A NETWORK INSTALLATION ------------------------------------------- You must complete the following steps to install the SmartSuite OS/2 products on a file server: 1. When upgrading from a previous release of a SmartSuite product, copy the files that you want to save to another directory before removing the program files from your server. 2. Determine the location and names of the server directories. 3. Use the Install program to install SmartSuite products on the server. 4. Use the Node Install program to install a node for each user. 5. Make printers and network directories available to users. 6. (Optional) Create a command file, or update the system or user login script, to connect users to network directories. 7. Give users the information listed in the "Information to Give Users" section later in this document. ---------------------------------- D. DESIGNING A DIRECTORY STRUCTURE ---------------------------------- Before you install the SmartSuite products, you must decide where you want to put the directories. Lotus recommends that you use the directory structure shown here: Main Lotus directory \LOTUSW4 Lotus Shared Tools directory \LOTUSW4\COMPNENT Program directory for 1-2-3 \LOTUSW4\123 Program directory for Approach \LOTUSW4\APPROACH Program directory for Freelance \LOTUSW4\FLG Program directory for Organizer \LOTUSW4\ORGANIZE Program directory for Word Pro \LOTUSW4\WORDPRO Directory for Books and Scripts \LOTUSW4\ACROREAD NOTE: Do not install the SmartSuite for OS/2 Warp 4 products in the same subdirectory as other Lotus software such as a subdirectory where Lotus SmartSuite 96 for OS/2, Lotus SmartSuite 4.0 for Windows 3.1, or Lotus SmartSuite 97 for Windows 95 is installed. ---------------------------------- E. HOW TO INSTALL ON A FILE SERVER ---------------------------------- To run a File Server Install: 1. Start OS/2 Warp 4. 2. Insert the SmartSuite for OS/2 Warp 4 CD-ROM in the CD-ROM drive. 3. Open an OS/2 window. 4. Type x:\install (where x: is the letter of your CD-ROM drive). 5. Press Enter. 6. At the bottom of the Install program Welcome screen, enter your company name, select "Install on a file server," and click Next. 7. Follow the instructions on the remaining screens. The Install screens are generally self-explanatory and ask you to provide information or select options. If you need more information when using a screen, choose Help. 8. After you have completed the installation, exit the Install program. If you run a Distribution Install to the file server, you can run subsequent Standalone and File Server Installs from the server. If you perform a SmartSuite Server Install on the file server, you must also run a Node Install before you can run the SmartSuite products. -------------------------------- F. HOW TO PERFORM A NODE INSTALL -------------------------------- Once you have installed the SmartSuite products on a file server, the Node Install program (INSTALL.EXE) will reside on that file server. To install a SmartSuite product on a node, you must run the INSTALL.EXE program located on the file server. Before you run a Node Install, connect the node client to the server drive where the main Lotus directory exists (usually, \LOTUSW4). Then, to run a Node Install: 1. Open an OS/2 window on the node client. 2. Type x:\\install (where x:\ is the drive letter and path for the main Lotus directory (usually, \LOTUSW4) on your file server). 3. Press Enter to begin running the Install program. Install consists of a series of screens that are generally self-explanatory. If you need more help when using a screen, choose Help. -------------- G. CID INSTALL -------------- CID (Configuration, Installation, and Distribution) is technology provided by IBM; it allows software installation to be automated in a networked environment. This section of READNET provides an overview of SmartSuite compliance with CID and assumes that you have a working knowledge of CID technology (this section does not provide detailed instructions for using CID). If you need assistance with setting up and managing CID utilities, see the following IBM books: * NTS/2 Redirected Installation and Configuration Guide (S96F-8488-00) * LAN Configuration, Installation, and Distribution Utility Guide (S10H-9742-00) * Automated Installation for CID Enabled Extended Services/ LAN Server V3.0 and Network Transport Services/2 (GG24-3781-01) * Automated Installation for CID Enabled Products in LAN Server V3.0 RIPL, TCP/IP and Novell NetWare 3.11 Environments (GG24-3977) * Automated Installation of CID Enabled Products Using NetView DM/2 V2.0 and NetView DM R4 (GG24-3782) 1. Command Files and Utilities ------------------------------ The SmartSuite for OS/2 Warp 4 CD-ROM includes a sample command file and a sample response file to use in automating a CID install for the SmartSuite products. * The command file (SUITECID.CMD) includes the commands and descriptions of parameters necessary for CID installation. * The response file (SUITE.RSP) includes the selected user responses. You will need to edit these files for your specific installation. You will find these files in the ENGLISH subdirectory of the CD-ROM or in the \SAMPLES\CID subdirectory of a file server install. The utility that allows the automation of redirected installation and configuration is the LAN Configuration Installation Distribution Utility (LAN CID Utility). 2. Client Workstation --------------------- There are several Distribution Manager products that you can use to perform a CID Install. For more information, see the documentation supplied with the utility you use. Lotus SmartSuite for OS/2 Warp 4 provides a PULL CID installation, which enables the client to initiate an install without user intervention. With CID, you can perform all installable configurations in one of the following ways. Option 1: No User Intervention This option allows the administrator to place the source files on a CID code server and enable the client to access and install without user intervention. This method assumes that a current CID installation environment exists. To use this method, do the following: 1. Place the source code on the CID server according to your server's directory layout. You can copy the required source code from the CD-ROM or install it via a File Distribution install. 2. To copy source code directly from the CD-ROM, copy INSTALL.CMD, UNINST.CMD, and all files in the ENGLISH subdirectory of the CD-ROM to the IMAGE directory on the code server. To configure client workstations for the LAN CID Utility, follow the procedure below: NOTE: This information is from the IBM NTS/2 Redirected Installation and Configuration Guide (S96F-8488-00) and the page references below apply to this book. 1. Install LAN Adapter and Protocol Support (LAPS). You must install this component of NTS/2 because LAPS gives you access to the server in a LAN environment (so that you can use redirected installation). You don't need to install full LAN Server 3.0. 2. Ensure client access to SRVIFS product images and CASINSTL.EXE. 3. Install SRVIFS (Service Installable File System) by using the THINIFS command. The THINIFS command is used to install files required for a SRVIFS requestor (see page G-25 for details). 4. Install the LAN CID Utility by using the CASINSTL command. The CASINSTL command is used to install LCU on the client workstation (see page G-5 for details). NOTE: CASINSTL will create the STARTUP.CMD file on the client that will activate the CID-CMD file supplied by Lotus. No user intervention is needed to start the CMD file. 5. Reboot the system. The installation process begins at this point and requires no additional user interaction. Option 2: Using Command and Response Files This option allows the administrator to place the source code on a file server and enables the client to perform a CID install using a command file and a response file. The administrator can do one of the following: * Place the source code on the server by copying the code from the CD-ROM or by performing a distribution install and allowing clients to perform CID standard local installs * Perform a Server install and enable clients to perform CID node installs It is up to the administrator to define the resources required and the placement of the source code. Once the source code is transferred to the file server, the administrator must modify the sample SUITECID.CMD and SUITE.RSP files and distribute them to the client. The client can then access the file server, invoke the supplied SUITECID.CMD, and initiate a CID enabled install without additional interaction. ----------------------------- H. MULTILINGUAL INSTALLATION ----------------------------- You can install single copies of the SmartSuite products in several languages on a file server utilizing the File Server install option. (See section E for information about a File Server install.) Once all the products are installed to a file server, you can install multilingual node configurations. The first node language version you install becomes the default language. The Install program preserves the directory structure of the default language version and, for each additional language version, adds the new language files to the default language directory. The Install program creates icons for the additional languages of the SmartSuite products in the Lotus SmartSuite for OS/2 Warp 4 folder. NOTE: When you install to a file server, all language versions must contain the same functionality. For example, suppose you install the English version of SmartSuite to a file server using the Custom install option, and you select a variety of functions for the products. When you install additional languages, you must again use the Custom install option and select the same functions you selected when you installed the English products. 1. Performing a Node Install from a File Server ---------------------------------------------- The first language that a user doing a node install from a file server chooses becomes the primary language on the node. Additional languages chosen by the node user become secondary languages on the node. To install an additional language from a file server: 1. Install one or more SmartSuite products on a file server in the languages you want to be available to the node clients. 2. Run the SmartSuite Install program from the server installation of the desired language. 3. Choose the additional language you want to install for the same product you installed in step 2. NOTE: For multilingual nodes to work correctly, you must install the additional languages as part of the existing copy of the SmartSuite product. If you install the additional languages as separate copies, you cannot install multilingual nodes from different servers. ----------------------------- I. INFORMATION TO GIVE USERS ----------------------------- Provide users with the following information: * Instructions on how to connect to: - The network - File server directories, such as program, personal, and shared data directories for the Lotus product - Network printers, and how to print on a network * Information on using the SmartSuite Install program * Information on starting the SmartSuite products ------------------------- J. IF YOU HAVE A PROBLEM ------------------------- * PROBLEM: Client CID install fails; no data is provided in the CID log file. - SOLUTION: * Verify that the client machine has the required OS/2 FIXPAK updates. * Verify that the client machine has the required disk space. * For a node install, verify that the product selections in the client response file match that of the server install. * The License Agreement variable in the SUITE.RSP file is set to NO; review of the License Agreement is required before installation. * PROBLEM: A user cannot run a SmartSuite product from the assigned node. - SOLUTION: Ensure that the user has completed the Node Install successfully, has read-only access to the program directory, and is mapped to the appropriate directory, and that the network connections are valid. * PROBLEM: When clicking the icon to start a SmartSuite product, a user receives an error message saying the path is invalid or the file is not found. - SOLUTION: Check the drive letter specified for the SmartSuite product icon. To do this: 1. Click the program icon with the right mouse button. 2. Choose Settings from the shortcut menu. 3. Make sure that the drive letter in the user's network connection to the Lotus program directory is the same as that specified for the product icon, or change the properties of the icon to use the drive letter specified in the user's network connection. * PROBLEM: A user tries to gain access to a shared data file in the shared data directory on the file server and receives a message indicating that no reservation is available. - SOLUTION: This problem could be caused by any of the following: * Another user has the file reservation. * The directory is a read-only directory and does not allow users to write to files. * The file is a read-only file. * PROBLEM: A user gets the following error during a Node Install on a Novell network: EPFIE112: Unable to transfer - The file is in use or locked. - SOLUTION: You must apply the NetWare 3.12 Operating System patches to the server. Information about these patches and where they are located can be found in the "Supported Networks" section earlier in this document. ------------------------------------------------------- K. NETWORK-SPECIFIC INFORMATION FOR SMARTSUITE PRODUCTS ------------------------------------------------------- Lotus recommends that you organize the server directories as follows: Lotus parent directory (recommended alias - LOTUSW4) Lotus Shared Tools directory (recommended alias - COMPNENT) 1-2-3 program directory (recommended alias - 123) Approach program directory (recommended alias - APPROACH) Freelance Graphics program directory (recommended alias - FLG) Organizer program directory (recommended alias - ORGANIZE) Word Pro program directory (recommended alias - WORDPRO) Books and Scripts directory (recommended alias - ACROREAD) 1. Installing SmartSuite Server Software for Node Installations on IBM LAN Server 4.0 ---------------------------------------------------------------------- SmartSuite for OS/2 Warp 4 products use between 40 and 80 file handles per product, per session, per node user. * Most of the handles are associated with .DLL files. * When all five SmartSuite products are running and all documentation is open, over 199 network file handles are open per client workstation. * Inadequate handles will cause the products to fail intermittently or crash. LAN Server 4.0 is, by default, installed with a maximum of 256 handles (MAXOPENS = 256 in \IBMLAN\IBMLAN.INI) to be shared by all clients. * All of the handles are used if SmartSuite is installed on a FAT-formatted drive. * This limit is ignored when the server is running with the HPFS386 file system and the files being shared are on an HPFS drive (the implicit limit is 64K). To ensure an adequate number of handles, Lotus recommends that you install SmartSuite on an HPFS386-enabled drive (that is, the drive is formatted for HPFS and the HPFS386 installable file system is being used). If you install the SmartSuite software for Node installations on LAN Server 4.0 using a drive that is not HPFS386-enabled, you must change the MAXOPENS parameter to its maximum value; that is, MAXOPENS = 8000. In this case, you may also need to change additional parameters to ensure optimal performance. For information, see Chapter 3 and other chapters in the following IBM book: * Understanding Performance Tuning Theory for IBM OS/2 LAN Server (GG24-4430-00)