IMPORTANT - PLEASE READ CAREFULLY :

SQL-RD Prerequisites:

SQL-RD requires the following to be present on your PC for some or all its functions to work as designed:

1.	The latest Microsoft .NET Framework 1.1
2.	Microsoft MDAC 2.7 or higher.
3.	Windows NT 4 SP 6a, Windows 2000, Windows XP or Windows 2003 Operating System with all the latest updates and service packs applied.
4.	Microsoft Outlook 2000 SP3 or above (Outlook XP, Outlook 2003, etc) if you want to integrate with Outlook and/or Exchange server. If you are using Outlook or Office 2000, the service pack is important, both for security and functionality.  You must install SP 3.  When installing, always select the option to install “Collaboration Data Objects”.
5.	If you are using Microsoft Exchange server 5.5, then you must apply SP 4 or above. (Only if you want to integrate with the Exchange server).
6.	If you wish to export to Word (DOC) or Rich Text Format (RTF) format, you must install Microsoft Office 2000 or above with all the latest updates and service packs applied. 

You can obtain all of the above by visiting the Microsoft Website at http://www.microsoft.com.

7.	If you are using SMTP, you need to know your mailbox security credentials, and your server must allow relaying.
8.	If you use the NT service then you must ensure the following:
a.	The NT service user has rights to the mailbox to be used (if you are emailing reports)
b.	The above user has rights to network files and folders (if you are reading reports across the network and if you are exporting to network folders)
c.	The above user has rights to the FTP location (if you are exporting to FTP)
d.	The above user must have “Log on as service” rights on the local PC
e.	The above user must have “Act as part of the operating system” rights on the local PC.
f.	The above user must be a local administrator (or a member of the local administrators group) of the PC.
9.	If you will be using SQL-RD to print reports, you must install Adobe Acrobat Reader 6.0.1 or higher. This must be individually installed against every potential user of SQL-RD on the PC. .
10.	Some reports written using MS SQL Server Reporting Service (SSRS) and security rights to these report.

Use of Terminal Services, XP Remote Control and Net Meeting

Can I use TS and related remote control software?

You must not install the software using TS and other related remote control software. This is because a TS session assumes the security, system locale and other system settings for the session owner.  These are determined by windows security policies, group policies etc. which are set up by your administrator when TS is installed.  These policies may result in you not having the rights to do certain things where you would normally have full rights.  If certain security conditions are not right,  Windows prevents SQL-RD and its associated components and dll's from installing and running correctly.  If you have been using TS to control the PC or Server, we recommend that you restart the PC first, then take control using VNC, PcAnywhere, Dameware etc. before installing SQL-RD. 

Can I use TS and related software after I have installed SQL-RD?

Yes and No. Here's why: 

The SQL-RD Editor:  The Editor (or GUI) will run with no issues in a TS session.  If you are not using any scheduling (e.g. you are firing off schedules by command line from another application, or you are using SQL-RD for ad-hoc reporting), then you can use TS with SQL-RD. Problems occur if you are using either of the SQL-RD schedulers.

The Background Scheduling Application:  If you are using the background scheduling application, then here's what we recommend:

•	Install SQL-RD whilst physically at the PC or using a non TS remote control tool.
•	When you have completed installation, the background scheduling application will start automatically.
•	Go to Options - Scheduling and check the option "Do not check and restart the scheduler on editor startup".  This will ensure that only this scheduler is ever loaded.  If this option is left unchecked, every TS session will load the scheduler again and you will see spurious results e.g. reports being sent more than once, etc.
•	As this is an application, you cannot log off the PC or Server, so simply lock it when you have finished.

With the above in place, you may now use TS to administer your schedules using the Editor.

The Windows (NT) Service: If you are using the Windows (NT) service, then you must not use TS to take remote control of the PC or Server for any reason at all, and you must stop all others from doing so.  This is because the NT service is heavily reliant on Windows security, group policies etc. These are different for different users using TS and the resulting "confusion" causes the service to behave in an unpredictable manner.  If your schedules stop being run, or they are run at the wrong times, this is a definite indication that TS has interfered with the NT service settings.  To resolve this issue, 

•	Take control of the Server or PC using a different software, or, whilst physically at the PC, restart the PC.  
•	Go to Options, uninstall the service by selecting "None" and reinstall it.  

The scheduler should begin to work as expected.

If you really must have TS used on the Server or PC, then consider moving SQL-RD to another desktop PC that is not accessed for general use by other users (a dedicated PC) and control it using VNC, PcAnywhere etc.

How can I administer SQL-RD without taking remote control of the PC?

SQL-RD installs using a local file system as its default database.  You can migrate the data to an ODBC compliant database e.g. SQL, Oracle, etc.  To do this, go to Tools - System Tools - System - Migrate and follow the on-screen instructions.

To administer schedules in this system using another installation of SQL-RD, 
•	Go to your second installation of SQL-RD.  
•	Make sure you set scheduling to "None".  
•	Create a system DSN to point to the database you wish to administer.  
•	Go to Tools - System Tools - System - Switch and switch to the database you want using the DSN you have just created.  

All your schedules will show up, and changes you make will be written directly to the database and will be picked up by the scheduler.

Note:  This will not show you information in the Options screen for the main scheduler.
 The information in "options" pertains to your local installation only.

Can I take complete control of just SQL-RD (including Options and other settings) from another PC?

Yes.  Use SQL-RD's remote administration tool by going to Tools - Remote Administration.