If FactSage 5.0 (or 5.1, 5.2, etc.) is already installed on the PC then ignore item #1 and go to #2.

Before installing FactSage 5.0 on the PC you must

• quit all other Windows applications
• make sure the PC clock is set to the correct date and time.

If FactSage 5.0 (or 5.1, 5.2, etc.) is already installed on the PC then ignore this section and go to #2.

Important message for network managers: The FactSage 5.0 installation CD must be in a local disk drive of the PC. It can not be in a network drive or copied to a remote network hard disk - in such a case the FactSage installation will fail.

When FactSage is installed for the first time on a PC that runs under Windows XP (or other NT-based systems) you must have full administrator privileges (for company PCs controlled and maintained by the IT personnel you may need to consult the IT Manager).

If you are running the FactSage 5.5 Installation CD and you see the FactSage 5.0 Installation frame then click on Install FactSage 5.0 (April 2001) or run the program Install located in the \FactSage directory (folder) of the original installation CD: CD-ROM\FactSage\Install.exe <--- You will be presented with the installation menu you see here. You must decide if you are going to install FactSage as a Standalone single user (the PC has a dongle), or as part of a Network (the server PC has a password). For a Network version you must install the Network File Server on one of the PCs - all other PCs will be Network Clients. Note, you can not use the PC to install FactSage on another PC or on a remote disk.

• Standalone - single user - the complete FactSage package will be installed on the PC. The program can not be accessed by other PCs. The Standalone PC requires a security key (dongle) attached to its printer or USB port.

• Network File Server - all the FactSage files and databases will be installed on the PC in a public directory (folder) that is 'share read-only' to other PCs on the network. The files can be read and copied by other PCs (Network Clients) but there will be no write operations to the server. The are two ways of installing the network server version:
  • Network File Server and run FactSage - select this option if you also want to run FactSage on the server PC. This is useful in a small local area network of several PCs where someone is installing the server version on his PC and he also wants to do FactSage calculations.
  • Network File Server only - select this option for large networks where the server PC is a file server only. You will not be able to do FactSage calculations on the server PC.

• Network Client - the PC will access FactSage programs and databases already installed on another PC (Network File Server).

Standalone - single user - the complete FactSage package will be installed on the PC. The program can not be accessed by other PCs. The Standalone PC requires a security key (dongle) attached to its printer or USB port.

Select option 'Standalone' and then Click on 'Begin installation ...':

Click on 'Yes' to begin installation.

You are advised that installation takes place in 2 stages. Also you are advised about the name of the FactSage directory (folder). Click on 'Yes' to continue installation.

You are advised about rebooting the PC. Click on 'Yes' to continue installation.

You must enter the name of the directory (folder) on the PC where FactSage is to be installed. The directory must reside on a local hard disk (typically the c:\ disk drive). If the directory does not exist then a new one will be created if the name is valid. It is recommended that you use the default directory name 'c:\FactSage'. Do NOT use long file names and do NOT use blank spaces. For example you can not use C:\Program Files\FactSage because 'Program Files' is a long file name (it is has more than 8 characters). It also has a blank space. A name such as c:\MyApps\Thermo\FactSage is OK if the directory 'c:\MyApps\Thermo\' already exists.

If the directory name is accepted then the Windows setup program will be copied from the CD-ROM and then automatically executed. Simply follow the instructions (again you will be requested to supply the FactSage directory name - use the default setting).

During installation you may get a message of the type 'Setup can not continue since some files are out of date ...' followed by a request to reboot the PC. In such a case after rebooting the PC you must click on 'Begin installation ...' and run this installation all over again - this is important!

During installation you may be informed that the program is not responding and you must end the task. In such a case after rebooting the PC you must click on 'Begin installation ...' and run this installation all over again - this is important!

50 MB free disk space is required to install FactSage 5.0. However you will use up to 1 GB by the time the complete FactSage 5.5 package has been installed.

A parallel port dongle goes into the printer port, a USB dongle goes into the USB port.

Depending upon when your original FactSage 5.0 was prepared, it may be necessary to install more recent MemoHASP drivers (i.e. files that activate the dongle) - this is especially true for PCs running under Windows XP. For example you may get error messages of the type "Failed to Start Alladin Device Driver - Failed to start a service in the Service Control Manager Database ...." or "User has no access to registry - 0x2010000 0x0 0x0". For more details click on Dongles and Drivers.

After FactSage 5.0 is installed, you are now ready to 2. Install/Update the Full FactSage 5.5 Package (January 2007)

1.2. Network File Server Version

Network File Server - all the FactSage files and databases will be installed on the PC in a public directory (folder) that is 'share read-only' to other PCs on the network. The files can be read and copied by other PCs (Network Clients) but there will be no write operations to the server. The PC has a password.

If the FactSage installation CD is given to the Network Manager who is unfamiliar with FactSage software and databases, we recommend that the Network Manager works with someone who has already installed FactSage as a standalone version, and successfully accessed the various modules and databases.

In a small network of several PCs the Network File Server can be any PC. It is important that the PC has lots of free disk space (for future updates) and that it is reliable. Speed and RAM are not important.

Select option 'Network File Server' and then Click on 'Begin installation ...':

Click on 'Yes' to begin installation.

Click on Yes if you also want to run FactSage on the server PC. This is useful in a small local area network of several PCs where you want to install the server version on your PC and also want to do FactSage calculations. For large Networks this is NOT recommended.

You are advised about the name of the FactSage directory and about rebooting the PC. Click on 'Yes' to continue installation.

Now you must enter the name of the public directory on this PC where FactSage is to be installed - see below

You are advised about the name of the public FactSage directory. Click on 'Yes' to begin installation.

Now you must enter the name of the public directory on the PC where FactSage is to be installed.

The directory must reside on a local hard disk (typically the c:\ disk drive). If the directory does not exist then a new one will be created if the name is valid. It is recommended that you use the directory name 'FactSage'. Do NOT use long file names and do NOT use blank spaces. For example do NOT use 'C:\Public Apps\FactSage' ('Public Apps' is a long file name because it is has more than 8 characters. It also has a blank space.)

In the above example the directory 'c:\FactLan\' must already exist. The program will automatically create the sub directory \FactSage if necessary. Make sure the FactSage directory ('c:\FactLan\FactSage') is 'share read-only' to the other PCs on the network.

If you have selected Server Option i) the rest of the installation is similar to the Standalone Version - click here.

After installation of FactSage 5.0 on the Server PC you need a server computer password which you obtain from us:

• If you have selected Server Option i) then run FactSage on the Server and click on the 'Tools > Upgrading ...> Computer password ...' menu bar for information.

• If you have selected Server Option ii) you can not run FactSage on the server. In this case simply locate the text file 'id.txt' you will find in the server FactSage directory, edit it (add your name and e-mail) and then e-mail it to us.

After FactSage 5.0 is installed on the Server, you are now ready to

1.3 Install Network Client Versions

2. Install/Update the Full FactSage 5.5 Package (January 2007)

1.3 Network Client Version

Important message for network managers: The FactSage 5.0 installation CD must be in a local disk drive of the PC. It can not be in a network drive or copied to a remote network hard disk - in such a case the FactSage installation will fail. There are no short cuts for Network Client installations - the CD must be physically installed in a local disk drive of the Client PC.

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Network Client - the PC will access and copy FactSage programs and databases already installed on another PC (Network File Server).

Select option 'Network Client' and then Click on 'Begin installation...'

Click on 'Yes' to continue installation.

Now you must enter the path to the Network File Server directory where FactSage is already installed. On the Client PC it may be necessary to map the network drive (click on Tools in the Windows Explorer) and assign a letter (here it is "J") to the public folder where FactSage resides.

If you have difficulty entering the correct path you may need to run your Windows Explorer in order to verify the path.

After the path is accepted by the installation program you are then advised that installation takes place in 2 stages. Also you are advised about the name of the FactSage directory. Click on 'Yes' to continue installation.

The rest of the installallation is similar to the Standalone Version - click here.

 

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2. Install/Update the Full FactSage 5.5 Package (January 2007) - Show Me

Run the program FactSage55.exe located on the FactSage 5.5 Update CD (the program normally loads itself when the disk is placed in the CD drive). Click on Open ReadMe.htm for details on what is updated in FactSage 5.5 and other information.

The FactSage 5.5 Update program enables you to upgrade FactSage 5.0 (or 5.1, 5.2, etc.) software, documentation and databases to FactSage 5.5.

You can upgrade a FactSage Standalone Version (the PC has a dongle) or a Network Server Version (the server PC has a password). In the case of a network it is only necessary to upgrade the server PC - do not upgrade the Network Client Versions.

To install the Full FactSage 5.5 Package click on Install/Refresh 5.5 Update (The Databases Only Update option is used to save time if you have already loaded the 5.5 Full Package and you are adding a new database. In such a case we will send you a new file Profiles.ini with instructions.)

You must locate on the PC the FactSage directory (folder) that you wish to update - click on 'Browse' (see below) if necessary. If you have more than one FactSage installation on your PC, for example a standalone and a client installation, make sure you select the correct directory, i.e. in this case select the standalone directory. Click on 'OK' when ready. Approximately 3000 files will be copied.

If necessary click on 'Browse' to locate the FactSage folder.

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3. Dongles and Drivers

In order to activate a Standalone version of FactSage, a dongle (also known as a hardware lock or security key) must be attached to the to the printer port or USB port of the PC. It is also necessary to install the latest MemoHASP drivers (i.e. files that activate the dongle) - this is especially true with PCs running under Windows XP where the drivers installed in the original FactSage 5.0 package must be refreshed with more recent ones.

We have used MemoHASP dongles supplied by Aladdin Knowledge Systems for over 10 years. FactSage supports two types of dongles:

• a robust white parallel port device (6cm x 4cm x 1.5 cm) that is attached to the printer port
• a small dark colored USB device (5 cm x 1.5 cm x 0.75 cm) that is inserted into a USB port

Apart from the fact that the USB device has a red light that glows when installed correctly, we have not detected any differences between the two devices. Should you experience difficulties first make sure that the dongle is firmly attached to the PC.

(Windows XP requires minimum 4.99. Windows Vista requires minimum 4.102.)

After connecting the dongle to the PC make sure that you have installed the latest MemoHASP drivers (i.e. files that activate the dongle). Run FactSage 5.5 and in the FactSage main menu at the top left click on 'Tools > MemoHASP .. > Display driver status' and make sure the Version installed is 4.99 (or higher) for Windows XP, or 4.102 (or higher) for Windows Vista.

To install (or refresh) the drivers, run FactSage 5.5 click on 'Tools > MemoHASP .. > Install drivers ..' If your PC runs under Windows NT (2000, XP) it may be necessary to first log on as the 'Administrator' - make sure that you have full administrator privileges.

With Windows XP failure to install Drivers 4.99 (or more recent) may result in error messages of the type:

• "Failed to Start Alladin Device Driver - Failed to start a service in the Service Control Manager Database ...."
• "User has no access to registry - 0x2010000 0x0 0x0"
• ... etc.

With Windows Vista failure to install Drivers 4.102 (or more recent) may result in similar error messages.

Download Drivers:

FactSage 5.5 is supplied with Drivers 4.102. You can also download the latest MemoHASP drivers from the internet - click on HASP Device Driver Downloads

Download the file HASP4_driver_cmdline.zip. Decompress it and copy the contents to the \MemoHASP sub-directory of your FactSage directory (this replaces Hinstall.exe, etc.). Then run FactSage and click on 'Tools > MemoHASP ... > Install drivers ...'

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4. Common Problems - Windows XP, Windows Vista, Network, Databases

The most common problems installing and running FactSage are often associated with the following topics:

• 1. Windows XP, Windows Vista
  
  When FactSage is installed for the first time on a PC that runs under Windows XP (or other NT-based systems) problems that arise are generally related to the 'Administrator Privileges' and/or the drivers for the dongle (MemoHASP security key).

  To install FactSage on a PC you must have full administrator privileges (for company PCs controlled and maintained by the IT personnel, this may be difficult to obtain). For a stand-alone version to access the dongle it is necessary to install the latest drivers after the FactSage 5.5 update has been installed - see Dongles and Drivers. With Windows XP failure to install Drivers 4.99 (or more recent) may result in error messages of the type:

  • "Failed to Start Alladin Device Driver - Failed to start a service in the Service Control Manager Database ...."
  • "User has no access to registry - 0x2010000 0x0 0x0"

  With Windows Vista failure to install Drivers 4.102 (or more recent) may result in similar error messages.

After successful installation the Administrator can run FactSage however a Regular User may not be able to access FactSage and its folder, or may see error messages such as
• Run-time error '75': Path/File access error.

In such a case the Administrator must give the Regular User permission to access and change files in the FactSage directory.

Run FactSage 5.5 (or more recent) and click on the menu bar 'Tools > Windows XP > Permit regular users access to FactSage ...' and FactSage will try to permit regular users access to the FactSage folder and its sub-folders.

If this does not work then ask an XP expert for help. For example access to the FactSage directory can be controlled via the CACLS command.

• 2. Installing FactSage 5.0 and the FactSage Updates on the Network
  
  Problems often occur when the FactSage installation or Update CD is given to the Network Manager who is unfamiliar with FactSage software and databases. In such a case we recommend that the Network Manager works with someone who has already installed FactSage as a standalone version, and successfully accessed the various modules and databases.

  IT specialists may take short cuts when installing new software. Making virtual copies of the FactSage Installation CD in order to speed up installations on FactSage Client PCs is a common error and can lead to a great loss in time and energy. There are no short cuts for installing FactSage 5.0 on a Client PC - the installation CD must be physically installed in a local disk drive of the Client PC.

  For University installations, if the Network Manager is a graduate student it is important that the Professor keeps track of the original installation package, updates and dongles as well as, of course, the graduate student.

• 3. New Databases
  
  It may be necessary to work with the Network Manager especially when installing new databases. For large installations, Network Managers routinely backup all network files. Manually copying directories and files to the FactSage directories from backups can create problems and cause FactSage to go into SetUp (i.e. demonstration) mode.

  There is a 'learning curve' on how to use the FactSage databases. After the new databases have been installed, you should consult the information (in the FactSage Main Menu click on 'Documentation') which decribes all the databases, how to select phases, suppress duplicates, etc. At the bottom of the Documentation is the section List of database files stored in \FACTDATA that explains how to include/exclude databases in a calculation.

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