Terminal Server (Microsoft 2003) Installation

Primary and Reader Users

Only one Primary user should use the Standards Manager at a time.  Multiple concurrent Primary users will result in data loss and/or corruption.  Reader users do not change the data so they can be using the Standards Manager while a primary user is or while other Reader Users are.

 

1)       Install Standards Manager locally on the terminal server.

2)       Run Standards Manager locally on the terminal server and enter license keycode.

3)       Close Standards Manager

4)       Create a network share called CarfSMdata on the server folder “C:\Program Files\Morning Sun\CARF Standards Manager\BH\Data” and give all users access permission. (substitute the BH for your service unit, such as MED, ECS, CYS etc.)

5)       Create a shared folder called CarfSMAttachments on the server and configure access for all users.

6)       All users should copy the CARF related documents to this folder prior to linking them from within the Standards Manager.  This will ensure that users do not attach documents from their local drives which would not be accessible to all users when they click on the link from within Standards Manager.  See Attachments for more information and considerations regarding attachments.  A shortcut to this folder on the user’s desktop might be helpful.

Launch Folder

a)       Copy the folder “CARF Standards Manager” and its subfolders from the Program Files\Morning Sun folder to each of the users folders in the Documents and Settings folder

b)       Create a shortcut from the “CARF Standards Manager” folder located within their user folder in the Documents and Settings folder to the user’s Desktop folder under the Documents and Settings folder. Do this for each user

7)       Open the Standards Manager using the shortcut on the user’s Desktop folder.

8)       go to the Tools Menu and select Data Mode and Location

9)       Set the user to be either Primary or Reader.  Leave the Data Path as it is.

10)   Close the Standards Manager

  

All Primary Users  (Sequentially Only)

Only one Primary user should use the Standards Manager at a time.  Multiple concurrent Primary users will result in data loss and/or corruption.

You can set the “Maximum Users” setting on the CarfSMdata share to one(1) which will limit access to that share to one user at a time.  Subsequent users will not be able to open the Standards Manager.

 

1)       Install Standards Manager locally on the terminal server.

2)       Run Standards Manager locally on the terminal server and enter license keycode.

3)       Close Standards Manager

4)       Create a network share called “CarfSMdata” on the server folder “C:\Program Files\Morning Sun\CARF Standards Manager\BH\Data” and give all users access permission. (substitute the BH for your service unit, such as MED, ECS, CYS etc.)

5)       Create a shared folder called CarfSMAttachments on the server and configure access for all users.

6)       All users should copy the CARF related documents to this folder prior to linking them from within the Standards Manager.  This will ensure that users do not attach documents from their local drives which would not be accessible to all users when they click on the link from within Standards Manager.  See Important Considerations Attachments for more information and considerations regarding attachments.  A shortcut to this folder on the user’s desktop might be helpful.

7)       Create a shortcut from C:\Program Files\Morning Sun\CARF Standards Manager\BH\Carfguide.exe to each of the users Desktop folder under the User Profile in the Documents and Settings folder