Install Guide
Install Guide
Install Guide
V8i (SELECTSERIES 7)
Installation Guide
DAA038220-1/0003
COPYRIGHT INFORMATION
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Acknowledgments
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software documentation," respectively, pursuant to 48 C.F.R. 12.212 and 227.7202, and "restricted
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and pursuant to 48 C.F.R. 12.212, 52.227-19, 227.7202, and 1852.227-86, as applicable.
Contractor/Manufacturer is Bentley Systems, Incorporated, 685 Stockton Drive, Exton, PA 193410678.
Unpublished - rights reserved under the Copyright Laws of the United States and International
treaties.
END USER LICENSE AGREEMENT
To view the End User License Agreement for this product see the eula.pdf file located in your
install directory.
TABLE OF CONTENTS
CHAPTER 1: INTRODUCTION
BEFORE YOU BEGIN .................................................................................................. 1-2
NETWORK REQUIREMENTS ..................................................................................... 1-2
CHAPTER 4: INDEX
INDEX ............................................................................................................................ 4-2
INTRODUCTION
1-2
NETWORK REQUIREMENTS
1-2
1-1
INTRODUCTION
BEFORE YOU BEGIN
In addition to the promise applications, the installation disc contains SQL Server software. The
information in this manual is organized into the following major sections:
Installing promise
Network Setup
In addition to the instructions, information that you should be aware of before you install the
software is included in the Before You Begin and Hardware and Software Requirements sections.
Please be sure that you are familiar with this information before you begin installing the software.
NETWORK REQUIREMENTS
End users may wish to share across a network some or all of the data associated with promise.
If your network meets the minimum requirements listed below, you will be able to share all
shareable promise data across a network. Most users will choose to have all of these items on
the same computer; however, since it is possible to have drawing files, databases and network
licenses on three separate computers, they are listed separately below.
Network Speed
Your network should be able to perform at a true 35 Megabits per second or better.
Drawing File Storage
A computer or storage device that is compatible with a Microsoft Windows network.
Database Server
Refer to your readme_promise.chm file for more information.
Note
1-2
For hardware and software requirements, please refer to your readme_promise.chm file.
INSTALLING promise
2-2
2-11
2-13
STARTING PROMISE
2-15
2-16
2-1
INSTALLING PROMISE
INSTALLATION PROCEDURE
INSTALLATION PROCEDURE
When you download the software from the Bentley web site, you can either download an
executable installation file or burn the files to CDs. An installation routine is provided with the
software that will prompt you with instructions.
To install the prerequisites for Bentley desktop applications, follow the steps below.
1.
In an Explorer window, click the Prerequisites for Bentley Desktop Applications setup
executable to display the Prerequisites for Bentley Desktop Applications dialog.
2.
3.
The dialogs shown may vary slightly depending on the version of promise you are
installing.
Note
If you intend to use Oracle with promise, review the Installing promise for Use with
Oracle section before installing promise.
1.
2.
If you downloaded an executable file, double-click the file to launch the install routine.
If you had the files burned to a CD, find the Install folder on the CD and double-click on the
Setup.exe file.
3.
2-2
INSTALLING PROMISE
INSTALLATION PROCEDURE
4.
5.
The following dialog will appear, prompting you to select a folder into which the installation
source files will be extracted.
6.
You can use the default folder specified in the Extract to this folder field, or click the Browse
button to create a new folder or browse to an existing folder.
7.
Select the Extract and install installation package radio button, then press OK to extract the
installation files.
8.
Note
The dialog in the following step should appear automatically after a minute or two. If it
does not, locate the Install subfolder (specified in the Extract to this folder field) and
double-click on the Setup.exe file.
Note
You should note the location of the extracted files in case you need to re-install promise
in the future or run a setup utility. The Documentation sub-folder contains a User Guide
and Installation Guide.
If the installation software detects an earlier version of promise on your computer, please
refer to the Upgrade Installation (From Legacy promise) section below; otherwise, the
following dialog will display:
2-3
INSTALLING PROMISE
INSTALLATION PROCEDURE
9.
10. Click Next. The Install database server dialog will display:
2-4
INSTALLING PROMISE
INSTALLATION PROCEDURE
The following buttons appear near the bottom of the dialogs during the remainder of the
installation process:
Next This button continues the installation and displays the next dialog in the installation
sequence.
Back This button returns to the previously displayed dialog.
11. Click Next to continue. The End-User License Agreement dialog displays.
2-5
INSTALLING PROMISE
INSTALLATION PROCEDURE
12. Read the agreement, then select the I accept the terms of the license agreement radio button
if you agree to the terms and wish to continue. If you select I do not accept the terms of the
license agreement, the installation will not proceed.
13. Click Next to continue. The Content Disclaimer dialog displays.
14. Read the disclosure, then select the I accept the terms in the disclosure radio button if you
agree to the terms and wish to continue. Select Next to continue. The Destination Folder
dialog will display.
2-6
INSTALLING PROMISE
INSTALLATION PROCEDURE
15. This dialog displays the default folders where the application, workspace, and promise data is
to be installed. You can use the Change button to specify a different location for each item.
Note
If you enter a path to an existing data folder from a previous installation, you will be
prompted to specify if you want to retain the existing data.
16. Select Next to continue. The License type dialog will display.
17. Select the radio button for the desired license type.
Note
You will only see this step if you are installing the Standalone version of promise as this
is the only version that offers the Express edition option.
18. Select Next to continue. The Select Default Standard dialog displays.
2-7
INSTALLING PROMISE
INSTALLATION PROCEDURE
19. Select either the ANSI-IEEE (inch) version or the IEC (metric) version of the software.
20. Click Next to continue. The Configure Shortcuts dialog displays.
21. Enable the appropriate checkbox(es), then click Next to display the Choose Setup Type dialog.
2-8
INSTALLING PROMISE
INSTALLATION PROCEDURE
22. Click the appropriate setup type. The Ready to install dialog will display:
23. Click Install . A status dialog will show the progress of the promise installation.
2-9
INSTALLING PROMISE
INSTALLATION PROCEDURE
24. After all files are copied and installed, the Complete dialog will display.
25. Select the Launch Activation Wizard checkbox if you wish to proceed directly to activating
your software license. If you do not select this checkbox, you will be able to run the software
in Evaluation mode for up to 30 days at which point you must activate the license.
26. Select the Finish button to complete the installation.
2-10
INSTALLING PROMISE
UPGRADE INSTALLATION (FROM LEGACY PROMISE )
If the installation software detects an earlier version of promise on your computer, the old
settings of your promise will be backed up (C:\ProgramData\Bentley\Legacy
Settings\promise for Windows7 and C:\Documents and Settings\All Users\Application
Data\Bentley\ Legacy Settings\promise for Windows XP) and an alert message will appear:
2.
3.
4.
Reinstall the new version of promise according to the Installation Procedure section.
5.
When you first start promise after installation, all legacy promise settings will be restored
and promise will be connected to the legacy database. Refer to the Accessing Projects from
Previous Versions of promise section for more information if you are unable to access your
legacy projects and data.
Launch promise (refer to the Starting promise section), then select Manage > Admin
Management > Setup to display the Setup dialog.
2.
In the Project Database tab, change the name in the Database field to the name of your
previous project database.
3.
In the System Paths tab, change the Data Folder Path to your previous data folder.
4.
Select OK to apply the changes and close the Setup dialog. The software will then display the
following dialog, informing you that your old projects and project database will be backed up.
2-11
INSTALLING PROMISE
UPGRADE INSTALLATION (FROM LEGACY PROMISE )
5.
To continue, select the Backup old projects and its database checkbox and select OK.
6.
7.
a.
Select the checkboxes for the projects you wish to backup, or select the top checkbox to
automatically select all projects.
b.
Use the Select the backup folder field to select a folder where the project backups will be
stored.
c.
The software will save backups of your projects and also back up your project database. The
following dialog appears while the database is being backed up.
Note
8.
2-12
The project database backup is stored in the same folder as the current project database.
For SQL databases, the backup file will have a database name with a .bak extension. For
Oracle databases, the backup file will have the database name with a .dmp extension.
The software will then update your project database to the new format.
INSTALLING PROMISE
CONFIGURING PROMISE FOR USE WITH ORACLE
9.
Select OK to confirm the update. You will now be able to access your projects using the new
software.
When you install promise on a client machine, an Oracle script file is installed in the
default C:\Program Files\Bentley\promise V8i\promise\promise\OracleProject.sql
directory.
Note
2.
You can copy this script file to the Oracle server that you want to create the
promise database on.
Use Oracle's SQL Plus command line tool to execute the script file. At the command
prompt you can enter the command in this format:
@"c:\My Scripts\OracleProject.sql"
Where "c:\My Scripts" is the location where you copied the OracleProject.sql file.
CLIENT SETUP
1.
Install an appropriate Oracle client that is compatible with the version of Oracle you
are running on your server.
Supported Oracle Server Versions
Windows x32 Clients: Oracle 10g (v10.2.0.4 or higher) and Oracle 11g ODAC 11.2
release 3 (11.2.0.2.1)
Windows x64 Clients (use only for AutoCAD x64 version): Oracle Database 11g Release
2 Client (11.2.0.1.0) for Microsoft Windows (x64)
Required Oracle Client Components
SQL *Plus
2-13
INSTALLING PROMISE
CONFIGURING PROMISE FOR USE WITH ORACLE
Run the promise install following the instructions in the Installation Guide. When
prompted to install SQL Server express, select Cancel (you will not need it when
using Oracle).
3.
Start promise. When the Welcome dialog displays, a warning message informs you
that the database should be manually configured. Click the hyperlink to configure the
database (via the promise Setup dialog) or click the Setup link.
4.
5.
6.
In the following fields, enter the values your Database Administrator (DBA) defined
when setting up the promise database.
Server Name: Enter the server name that your DBA set up.
Login Name: The default script creates the user name as "ecaduser" unless your
DBA has changed it. Enter the login name that your DBA has provided to you.
Password: The default script creates the password as "Ecad1pass" unless your DBA
changed it. Enter the password that your DBA has provided to you.
7.
2-14
INSTALLING PROMISE
STARTING PROMISE
STARTING promise
1.
In Windows, you can run promise from the Start button menu or, if you have created
an icon (shortcut) for promise on the desktop, you can double click on the icon.
2.
(AutoCAD users only) If you have more than one AutoCAD version installed, the
software will prompt you with a dialog to select the AutoCAD version you wish to
use.
Note
If you are running promise for the first time, you will be prompted to activate your
software license. See the Activating the Software License section for more information.
Note
On first time startup, if you have installed SQL Express 2008 from the Installation menu,
a BENTLEYECAD instance (which installs the server but does not create a database) will
be installed. If the software locates a BENTLEYECAD instance, it will automatically
create the database schema and connect to it. If the database is empty, the sample
projects are automatically restored.
3.
The software will start and the following promise Welcome dialog will be displayed.
2-15
INSTALLING PROMISE
ACTIVATING THE SOFTWARE LICENSE
To open a recently used page, select one from the list in the Project Management
section of the dialog.
To create a new project, select the New Project link.
To access the promise Setup function, select the Setup link.
For information about the software, go to the Getting Started section of the dialog
and select:
Product Videos - To see a Web page with videos of the product in use
Note
You can set the software to start in the Project Manager rather than in the Welcome
dialog by using the Startup Interface function in the Options dialog.
2-16
1.
2.
Select Manage > License Manager to display the License Manager Tool dialog.
INSTALLING PROMISE
ACTIVATING THE SOFTWARE LICENSE
3.
In this dialog, select Tools > Product Activation Wizard to continue. The Product
Activation Wizard dialog will appear.
2-17
INSTALLING PROMISE
ACTIVATING THE SOFTWARE LICENSE
You have the following choices:
SELECT subscriber activating against a hosted (Bentley) SELECT Server Select this option if your licenses will be stored on a server at Bentley. Select Next
and go to step 4.
SELECT subscriber with a deployed (local) SELECT Server - Select this option
if your licenses will be stored on a server at your site. Select Next and go to step 4.
NON-SELECT user or Node Locked user - Select this option if your license will
not be available on a server. This option is mainly for the LT and Express levels of
promise which are used only on one computer. This condition is also referred to as
node-locked. A node-locked license in XM or V8i is a CHECKED OUT license
from the Bentley Hosted SELECT Server. With promise, you will be supplied with a
XML License file that you can place on the users machine. Select Next and go to
step 5.
Evaluation Only - No license information - Select this option if you are evaluating
the software and have not purchased it. You will have a 30 day period in which to use
the software. Select Next and the software will start in evaluation mode.
4.
If you selected either of the SELECT Subscriber options, the following dialog will
appear and prompt you for a server name and a site activation key.
If you selected the hosted (Bentley) server option in the previous step, you will see
the entry selectserver.bentley.com in the Server Name field as shown above, and the
field will be grayed out.
2-18
INSTALLING PROMISE
ACTIVATING THE SOFTWARE LICENSE
If you selected the deployed (local) server option in the previous step, enter the name
of your SELECT server in the Server Name field.
If you selected NON-SELECT user in the previous step, you will see the entry
productactivation.bentley.com in the Server Name field, and the field will be grayed
out.
The key is sent from Bentley in the form of a fulfillment document to the site
administrator. The site administrator may then distribute the key at his/her discretion.
The user just needs to simply copy and paste the key (an alpha-numeric code) into the
space provided in the activation dialog.
The user may then choose to Test Connection. This test simply pings the server to
verify a connection can be made.
Select Next to continue. A dialog will appear that allows you to check out a license
(commuter license) which will allow you to work disconnected from the network for
more than 30 days. If you dont wish to check out a license, you can close the
Product Activation Wizard at this point. For instructions on how to check out a
license, see Checking Out a License.
5.
If you selected NON-SELECT User in the first step, the following dialog will appear.
a.
Select the I have a license file ready to import option. (You should have
been supplied with a license file. This file should be stored on the computer
on which you will run promise.
2-19
INSTALLING PROMISE
ACTIVATING THE SOFTWARE LICENSE
b.
c.
Select the Browse button and browse to the location where the license file is
stored. Select the license file so that it is displayed in the Activation Wizard.
d.
Select Next.
e.
A dialog will appear listing the file you selected. Select the Finish button.
f.
2-20
While a license is checked out, it will be tracked in the license server usage logs as being
continuously used (i.e., 24 hours a day).
INSTALLING PROMISE
ACTIVATING THE SOFTWARE LICENSE
The computer on which you wish to use the checked-out license must be connected to
the network. On this computer, start promise and select Manage > License
Manager to display the License Manager Tool dialog.
2-21
INSTALLING PROMISE
ACTIVATING THE SOFTWARE LICENSE
3.
Select the SELECT subscriber radio button that applies to your license server (either
hosted at Bentley or deployed locally).
4.
Select Next to continue. The License Checkout dialog will appear. This dialog lists
the available Bentley SELECT Server licenses on your system.
5.
6.
7.
Select the desired promise license from the list in the Product Name field.
8.
While a license is checked out, it will not be available to other users on the network. At the end of
the check-out period, the checked-out license will expire and it will again be available to users on
the network.
To check a license back in:
2-22
1.
Connect the computer with the checked out license to your network.
2.
On this computer, start promise and select the Manage > License Manager
function to display the License Manager Tool dialog.
3.
In this dialog, select Tools > Product Activation Wizard to continue. The Product
Activation Wizard dialog will appear.
INSTALLING PROMISE
ACTIVATING THE SOFTWARE LICENSE
4.
Select the SELECT subscriber radio button that applies to your license server (either
hosted at Bentley or deployed locally).
5.
Select Next to continue. The License Management Tool dialog will appear. The
checked out license will be listed at the bottom of the dialog.
Note
6.
If the checked out license has expired, you may receive a message dialog.
Clicking the OK button will cause the temporary license string in the local
license file to be deleted and the client will then query the server for a license
in the normal manner. The Cancel button will cause the local license file to be
left alone and promise will exit. There is no grace period for checked out
licenses.
Select the license that you checked out at the bottom of the dialog and select the
Check In button.
Go to SELECTservices (http://selectservices.bentley.com/en-US/).
2.
3.
4.
In the Search By Product field, select promise from the drop-down list.
5.
6.
Select the Search button. A page with promise related downloads will appear.
7.
Select Enhancements and Updates to narrow the list. The available catalogs and
databases will be listed.
8.
9.
Select the Continue button at the bottom of the page and follow the instructions on
the screen.
2-23
NETWORK SETUP
3-2
PROMISE SETUP
3-6
3-1
NETWORK SETUP
SHARED DATABASE SETUP
The network should have an average file transfer rate of 35 megabits per second or better
(a dedicated file server may be useful in achieving this rate).
To perform the network setup, you must have full network rights such as read, write,
modify, execute and list folder contents.
Once the changes are made, you must restart promise to load the changes.
3-2
Start promise from the shortcut. When it is finished loading, the following Welcome
dialog displays.
NETWORK SETUP
SHARED DATABASE SETUP
2.
Click the warning link on the Welcome dialog to navigate to the Setup dialog, which
enables you to configure a database.
3.
Click the Create New Database button, then click Yes to create a new database.
Bentley promise Installation Guide
3-3
NETWORK SETUP
SHARED DATABASE SETUP
4.
a.
Select the SQL Server radio button if your database server is SQL Server or
SQL Express. Select Oracle if your database server is Oracle.
b.
c.
In the Server Name field, enter the name of your SQL or Oracle database server.
Note
d.
3-4
For SQL Express, you must also include the instance name in the
ServerName\Instance form.
Select the Windows Authentication radio button if your Windows login account
has database admin rights and you want to connect to the server using your
Windows login. Select Server Authentication if you want to use your 'SA' admin
NETWORK SETUP
SHARED DATABASE SETUP
Enter your 'SA' admin password. If your company already had a SQL or Oracle
server set up, your IT department should know this password. If you installed
SQL Express yourself, this is the password you entered during the installation. If
you select Windows Authentication, however, this field will be disabled as your
Windows login password will be used.
f.
Enter the name to be assigned to the promise database in the Database Name
field (for example, promise).
g.
In the Datafile Path field, specify the path where you want the project database
to be created.
Note
5.
You can click the Query button to automatically detect the default
database location for SQL Server/SQL Express or Oracle. Alternatively,
you can browse to the path.
h.
Enter the Username and Password for the user account that you want to create
to access the project database when using promise, then retype the password in
the Confirm Password field. Make a note of this Username and Password as you
will need to enter this in the promise Setup dialog for all workstations that will
be accessing this project database. If you used Windows Authentication, these
fields will be disabled as the software will use your Windows login to access the
project database when using promise.
i.
Click the Test Connection button to verify that you can successfully connect to
the database server. If you receive an error, recheck the server name and admin
login information you specified to ensure you have the correct connection
information.
j.
If the connection to the database server is successful, the Execute Script button
will be enabled. Click the Execute Script button, then click Yes to the prompt to
create the promise database. A Command window will appear as the database is
being created and will disappear when it is finished.
After the database is created, close the Project Database Utility dialog, The software will
automatically fill in the correct connection information in the Setup dialog as shown
below.
3-5
NETWORK SETUP
PROMISE SETUP
6.
Click OK in the Setup dialog. You may now use promise. Since you have now created a
blank database and this is your first time startup, the software will automatically restore
the sample projects.
promise SETUP
To run promise on a network, use the Setup function to set the software to look for information on
a network rather than locally.
1.
3-6
NETWORK SETUP
PROMISE SETUP
2.
3.
In the Project Database tab of the dialog, make the following settings:
a.
b.
In the Server Name field, select the desired server name. Use the Browse button to see a
list of servers on the network that are currently running SQL Server.
c.
In the Database field enter the value defined in Step 4(f) of the previous section. If you
are uncertain of the correct entry, you can use the SQL Server Management Studio
Express software (which comes with the SQL Server 2008 install) to view the server data.
d.
You have the option of using Windows authentication or SQL server authentication. If
you select the SQL server authentication radio button, you will also need to complete
steps E and F.
e.
In the Login Name field, enter the value defined in Step 4(h) of the previous section.
f.
In the Password field, enter the value defined in Step 4(h) of the previous section.
The System Paths and Catalog Paths tabs of the dialog allow you to select where the software
will access different types of information. The following paths can be set. Refer to the
promise User Guide for more information.
3-7
NETWORK SETUP
PROMISE SETUP
SYSTEM PATHS
Note
You must select the Manage Data Folder Path option in the Select System Path
Management Method field to see all of these paths.
Parts Database - Select the parts database name in the Parts Database Path field. Select the
Edit button to make configuration settings related to the parts database.
3-8
NETWORK SETUP
PROMISE SETUP
System Option Profile - Default path to the file that contains settings from the System Options
functions. The default filename is default.SystemOptions.xml. This path can be shared on a
network so that all users are using the same settings.
Project Option Profile - Default path to the file that contains settings from the Project Options
functions. The default filename is ANSI-IEEE.ProjectOptions.xml or IEC.ProjectOptions.xml.
This path can be shared on a network so that all users are using the same settings.
User Option Profile - Default path to the file that contains settings from the User Options
functions. The default filename is default.UserOptions.xml. This path can be shared on a
network so that all users are using the same settings.
CATALOG PATHS
The Catalog Paths tab of the promise Setup dialog contains paths to symbol catalogs. To see
the entire path, point your cursor at the path and it will pop up as a tooltip. You can use
multiple paths. The order of the paths determines the search priority that the software uses
when accessing symbols and families. The Add Catalog Path function also allows you to
create a new catalog file. Refer to the promise help for more information.
1.
3-9
NETWORK SETUP
PROMISE SETUP
2.
Restart promise.
Note
3-10
If you intend to use promise with ProjectWise, refer to Appendix C of the promise help
for more information.
INDEX
INDEX
4-2
4-1
INDEX
INDEX
INDEX
Activation 2-17
Oracle
Client and Server setup 2-13
C
Catalogs
Symbol 2-24
Commuter License 2-21
Database
Project Database Name 3-7
Downloading 1-2
I
Install the software 2-2
Installation procedure 2-2
Introduction 1-1
L
Level of software 2-7
License
Activation 2-17
Check out 2-21
Commuter 2-21
Registration 2-17
Requirements
Network 1-2
S
Select Server 2-17
Setup 3-1
SQL Express Server Setup 3-2
Starting the software 2-15
Symbol Catalogs 2-24
System Options
Path 3-9
U
Upgrade Installation 2-11
User Options
Path 3-9
W
N
Network 3-1
Requirements 1-2
Setup function 3-6
4-2