Installing AudBase Server

Insert the AudBase CD in the CD-ROM drive.

Browse to your computer's CD drive using Windows Explorer or My Computer. Open the AudBase Server folder.

Double-click on the Setup_SVR file.
An install dialog appears.

Click Yes indicating you want to install AudBase.
A wizard opens to guide you through the installation.

Insert the AudBase CD in the CD-ROM drive.

Browse to your computer's CD drive.

Double-click the AudBase Server Install file.
An install dialog appears.

Click Yes indicating you want to install AudBase.
A wizard opens to guide you through the installation.

Note: In order for AudBase Server to run properly, it is necessary for the folder with all AudBase files to have Read/Write access for itself. In addition the folder with the datafile must also be Read/Write accessible for AudBase Server. AudBase Server will also setup a series of folders in the ....\Application Data folder on Windows or the ....\Library folder on Mac. These folders include a 4D folder and an OTBEC folder which contain the respective licenses. IMPORTANT: The desired default directory for AudBase application data on Windows is the 'System Drive\Documents and Settings\All Users\Application Data\' and on Mac is the "System Drive\Library\Application Support\" common user folder. If the common user folder is locked AudBase will try to make use of the current system user's folder. This is not optimal because the licenses and other common documents may not be available to all system users who use AudBase. The best solution is to give AudBase server and standalone installations access to the common user Application Data or Application Support folder. 4D Client installations since they do not require local machine licenses will make use of the current system user's folders.

Browse to the AudBase Server. folder

Double-click on the AudBase Server executible file.

When a dialog prompts you to find the AudBase data file, do one of the following:

If this is your first time working with AudBase, we highly recommend that you use the Example Data file. Find it in the AudBase root directory in the Example Data folder. You may create a new data file at anytime in the future by simply moving the current data file or renaming it. You will get the Find Datafile dialog again and can click on the New button.

If you wish to create a new data file, click New, choose a name for the new file and click OK.

If you wish to use an existing data file, browse to the file and click OK.

Using 4D Write

Some of AudBase's features, such as generating reminder letters, are enabled by a built-in word processing program called 4D Write. The 4D Write license is included in standalone versions of AudBase. In a client/server environment, if you wish to use 4D Write you can purchase a license from 4D.

Run 4D Server.

With the server running, select Help > Update Licenses.

A dialog appears, enter the expansion number and click OK.

Configuring the client machine

The AudBase Client installer programs run just like the server installer programs do (see Installing AudBase Server). The AudBase Client software must be installed on each client machine that is connecting to the server. You can install the AudBase client on as many machines as you like, but the number that can be connected to the server simultaneously depend on the number of licenses you have. Install the AudBase Client folder in the ....\Program Files directory on Windows or the ....\Applications directory on a Mac.

Double-click on the AudBase Client executible file and a dialog will prompt you to select a server to connect to. Since this is the first time you are using the client no servers will be listed under the Recent tab.

If the server you wish to connect to is on the same network subnode, then AudBase Client should automatically detect the server and display its name on the TCP/IP tab. Just double-click the server name.

If the server is not visible you must tell AudBase Client where the server is this first time. After you have logged into it once the server's name will be added to the Recent tab and you will be ableto select it just by double-clicking on it.

Go to the Custom tab

Type in a nickname for the server which will be used in the Recent list to identify it (e.g. MyAudBase).

Enter the IP address for the server computer and click OK. The login dialog should appear. Enter in your user name and password

Connecting to an encrypted server

If the server you are connecting to is encrypted (see Encrypted connections in a client/server environmentE, a caret (^) needs to precede the server's name.

This indicates that the server is encrypted and the client will know to choose the proper protocol to login. E

ncrypted servers located on your network subnode will automatically display the caret in their nicknames.

Next to Name, type in a nickname for the server you are looking for, including an asterisk, such as ^MyAudBase.

Enter the IP address for the computer running the server.

Click New.

When the server appears in the list, double-click the server name.