Installation Guide: Using MySQL 5.1

This example installation guide steps you through the process of installing Database Edition of Baslogue^® using the latest version of MySQL 5.1 - a freely available open source database solution.  It assumes the following:

• You have a computer that you will dedicate as a server, and you will be installing both the Database and the Baslogue^® Server components onto this computer (i.e. you are installing the Windows version of MySQL).  The name of this computer in our guide will be "btserver".  In this example, our server is running Windows XP Professional 32-bit with SP3.  Any version of Windows more recent than Windows XP should also work, including the Windows Server versions.
    
  Should you want to use a non-Windows version of MySQL (e.g. a Linux version), then install and configure the MySQL database on a separate machine according to the documentation that comes with that version, including creating an empty database, then proceed with Step 3 below on a Windows machine.

  

• You have a broadband internet connection to your server so that you can download and install MySQL and the necessary Baslogue^® Server programs.
    
• You have one or more computers that you will be using as "Client" computers, which you will be installing the Baslogue^® Client onto. 

You may wish to print this page and have it handy to refer to during the installation process.

The actions that you have to perform are prefixed with ACTION: below.

This guide includes the following steps:

• Step 1 - Download and Install MySQL 5.1 Database Server and Tools
   
• Step 2 - Create A New Database
   
• Step 3 - Install The Baslogue Server
   
• Step 4 - Configure The Baslogue Server
   
• Step 5 - Install The Baslogue Client On The First Client Computer
   
• Step 6 - Install The Baslogue Client On Other Client Computers

 

Step 1 - Download and Install MySQL 5.1 Database Server and Tools

First we need to download and install the MySQL Database Server.  Then we will download and install the GUI Tools which will assist us in creating a new database.

ACTION:  Log on to the btserver computer as a user with Administrator rights.

ACTION:  Launch Internet Explorer and load the following website.

    http://dev.mysql.com/downloads/mysql/5.1.html#win32

Note: We are installing to a 32-bit version of Windows, so we want one of the x86 downloads.  If you are installing to a 64-bit version of Windows, choose the appropriate x64 download.  The "Essentials" package contains everything that we need for Baslogue^®, so we are using that package in this installation guide.

ACTION:  Next to the entry for "Windows Essentials (x86)" click on the "Pick a mirror" link.

ACTION:  On the "Select a Mirror" page click on the link at the bottom of the page which says "No thanks, just take me to the downloads!".

ACTION:  Choose a mirror that is close to you and click on the HTTP or FTP link next to it to download the file.  Select "Run" (or "Save" to your harddrive and launch the Setup).

You should now see the following dialog:
 

  

ACTION:  Click on "Next >" to continue

You will now see the Setup Type dialog.  A Typical install will be fine for our requirements.

NOTE: If you want to change the location of where the data files will be stored, select "Custom", then click on "MySQL Server Datafiles", then click the "Change" button and select a new folder.
 

  

ACTION:  Leave as "Typical" selection and click on "Next >" to continue

You will now see the Ready to Install dialog.
 

  

ACTION:  Click on "Install" to continue.

The installation will now proceed, this may take a minute.  During installation you may see the following dialog:
 

  

ACTION:  Click on "Next >" to continue, and again.

You will now see the following dialog.  It is up to you whether you want to Register MySQL.  We will skip this step for this installation guide.
 

  

ACTION:  Uncheck the option "Register the MySQL Server now" and leave the option checked to "Configure the MySQL Server now".  Click on "Finish" to continue.

You should now get the following dialog:
 

  

ACTION:  Click on "Next >" to continue

You should now get the following dialog:
 

  

ACTION:  Select "Detailed Configuration" and click on "Next >" to continue

You should now get the following dialog.  Because we will be running the MySQL database and the Baslogue^® Server on the same machine, the "Server Machine" is the best choice for us
 

  

ACTION:  Select "Server Machine" and click on "Next >" to continue

You should now get the following dialog.  The default of "Multifunctional Database" will be fine for our needs.
 

  

ACTION:  Leave as "Multifunctional Database" and click on "Next >" to continue

You should now get the following dialog.  Leave as default settings.
 

  

ACTION:  Click on "Next >" to continue

You should now get the following dialog.

Note:  Choose whatever setting you feel is appropriate.  The Baslogue^® Server will create one database connection for each Baslogue^® Client connection that it receives.  We recommend that if you manually set the Concurrent Connections count that you set it to twice the number of Baslogue^® Client licenses that you will be purchasing.

In our installation guide here, we will set it up as "Online Transaction Processing" so that we can handle many connections.
 

  

ACTION:  Select "Online Transaction Processing" and Click on "Next >" to continue

You should now get the following dialog.  You should leave the Port Number as 3306.  Baslogue^® does not support connection to MySQL via any other port.  Click the "Add firewall exception for this port".  This allows you to administer the MySQL Server from another machine.
 

  

ACTION:  Select "Add firewall exception for this port" and Click on "Next >" to continue

You should now get the following dialog.  Baslogue^® is compatible with UTF8 Unicode, so select this option.
 

  

ACTION:  Make sure "Best Support for Multilingualism" is selected and click on "Next >" to continue

You should now get the following dialog.  Accept the defaults
 

  

ACTION:  Click on "Next >" to continue

You should now get the following dialog.
 

  

ACTION:  Set the "root" password as desired.  If you want to access the database from another machine using MySQL client tools then you may also want to check the "Enable root access from remote machines" checkbox.  Click on "Next >" to continue.

Finally, we have reached the following dialog:
 

  

ACTION:  Click on "Execute" to continue.  This may take a few seconds - please wait for the process to complete.

When complete, you should see the following dialog:
 

  

ACTION:  Click on "Finish" to exit

Now that we have installed the MySQL Server, we need to install the GUI Tools so that we can administer the server.

ACTION:  Launch Internet Explorer and load the following website:

    http://dev.mysql.com/downloads/gui-tools/5.0.html

ACTION:  Scroll down to the section called "Windows Downloads" and next to the entry for "Windows (x86)" click on the "Pick a mirror" link.  (Use this link for 64-bit Windows as well)

ACTION:  On the "Select a Mirror" page click on the link at the bottom of the page which says "No thanks, just take me to the downloads!".

ACTION:  Choose a mirror that is close to you and click on the HTTP or FTP link next to it to download the file.  Select "Run" (or "Save" to your harddrive and launch the Setup).

You should now see the following dialog:
 

  

ACTION:  Click on "Next >" to continue

You will now see the License Agreement dialog

ACTION:  Review the license agreement, and if you agree then click on "I accept the terms in the license agreement" then click on "Next >" to continue.  Click "Cancel" to abort the installation if you do not agree with the license agreement.

You will now see the Destination Folder dialog.  We will install to the default location.

ACTION:  Click on "Next >" to install to the default location.

You will now see the Setup Type dialog.  We will take the default type of "Complete".

ACTION:  Click on "Next >" to continue with a Complete install.

You will now see the Ready to Install dialog.

ACTION:  Click "Install" to begin the installation.

The installation should only take a few seconds.  When you are finished you should see the following dialog:
 

  

ACTION:  Click "Finish" to close this setup.

You have now completed the installation of the MySQL 5.1 Database Server.

(Go Back to the Index)

 

Step 2 - Create a New Database

You should still be logged on to the btserver computer using the same user as above.

ACTION:  Go to the Windows Start menu and launch "MySQL | MySQL Administrator"

You should see a login screen like the following.  We can enter "localhost" as the Server Host because we are on the same machine as the database.  We could also enter "btserver" here as well.  We also need to enter the user as "root" using the password we created in the previous step when installing the MySQL Server.
 

  

ACTION:  Enter the appropriate values for Server Host, Username and Password, then click "OK" to continue

You should now see the following screen:
 

  

ACTION:  Click on "Catalogs" in the list view, then right-click on "information_schema" in the sub list view, then click on "Create New Schema" - see below:
 

  

You should now see a dialog like this.  We will call our new database/schema "baslogue".
 

  

ACTION:  Enter "baslogue" as the Schema Name and click on "OK" to continue

We have created the Baslogue database.  Now we need to create a dedicated MySQL user which will have full access to this database, so that we don't have to connect as the "root" user

ACTION:  Click on "User Administration" in the list view

ACTION:  Click on the "Add new user" button

We are now ready to define our user settings.  We are creating a user called "baslogue".  See below for an example.

ACTION:  On the User Information tab fill out the details as appropriate.
 

  

ACTION:  Click on "Schema Privileges" tab

ACTION:  Click on the "baslogue" entry under "Schemata", and then assign all privileges to this user by clicking on the "<<" button - see below
 

  

ACTION:  Click on "Apply changes"

ACTION:  Close MySQL Administrator by selecting "File | Close" or by using the close button at the top right of the window.

(Go Back to the Index)

 

Step 3 - Install the Baslogue Server

You should still be logged on to the btserver computer using the same user as above.

ACTION:  Launch Internet Explorer and navigate to the following web page:

    http://www.baslogue.com/download.html

ACTION:  Click on "Download - Baslogue Server Setup" and select "Run" (or "Save" to your harddrive and launch the Setup)

You should see the following dialog (the version number may be different to what is shown below):
 

  

ACTION:  Click on "Next >" to continue

You will now see the License Agreement dialog

ACTION:  Review the license agreement, and if you agree then click on "I accept the agreement" then click on "Next >" to continue.  Click "Cancel" to abort the installation if you do not agree with the license agreement.

You will now see the Select Destination Location dialog.  We will install to the default location.

ACTION:  Click on "Next >" to install to the default location.

You will now see the Select Start Menu Folder dialog.  We will install to the default folder.

ACTION:  Click on "Next >" to install to the default Start Menu Folder.

You will now see the Select Additional Tasks dialog.  We will create a desktop icon.

ACTION:  Select the checkbox "Create a desktop icon", then click "Next >".

You will now see the Ready to Install dialog.  We will create a desktop icon.

ACTION:  Click "Install" to begin the installation.

The installation will only take a few seconds.  When you are finished you should see the following dialog:
 

  

The checkbox "Launch Baslogue Administration Wizard" should already be checked.

ACTION:  Click "Finish" to close this setup, and to launch the Baslogue Administration Wizard.

(Go Back to the Index)

 

Step 4 - Configure the Baslogue Server

The Baslogue Administration Wizard should have been already started at the end of the previous step.  You may need to minimise other windows to find the wizard.  If it is not running, start it from the Windows Start Menu at "Baslogue (Database Edition) | Baslogue Administration Wizard". 

You should see a dialog like this:
 

  

ACTION:  Click on "Next >" to continue

You will now see the Database Connection dialog.  You will need the Server Name that you noted down earlier, plus the name of the database that you created earlier.

ACTION:  Select MySQL and enter in the Server Name, Database Name, User Name and Password

In this example our Server Name is "localhost", Database Name is "baslogue" (the one we created earlier), User Name is "baslogue" (the one we created earlier) and the Password is the password we gave to the user when we created it.
 

  

ACTION:  Click on "Next >" to continue.  Note: It may take a few seconds to proceed to the next screen while a connection to the database is established.

Assuming a successful connection is made to the database, you should now be on the Run Database Script screen.  This screen is where all of the database tables are created, and the Standard Report Layouts are imported.

ACTION:  Click on "Run Script" to set up the database. 

This should only take a few seconds.  The screen should now look like this:
 

  

ACTION:  Click on "Next >" to continue. 

You will now see the Licensing screen.
 

  

ACTION:  If you have already purchased a license, enter your license details here exactly as they are given in your license email.  It is recommended that you copy and paste the information from the email - there are "paste" buttons next to each Serial Number which allows you to paste the entire Serial Number in one go.  If you have not yet purchased a license, click on "Enter license details later".

ACTION:  Click on "Next >" to continue. 

You will now see the Configure Windows Service screen.
 

  

Because we are connecting to a MySQL database as a specific MySQL user, we can always use the Local System account - even if the database is on a different computer.  See the online help for Configuring the Windows Service for more information.

The default Port Number of 9000 should be OK in most instances.  If you know that you have another service that is listening on this port, then you can choose another port number and enter it in here.

ACTION:  Click on "Next >" to accept the default values.  Note: It may take a few seconds to proceed to the next screen while the service is installed and configured.

ACTION:  Click on "Exit this Wizard" and then "Exit" to close the Baslogue Administration Wizard.

Congratulations!  The Baslogue Server and Database is now successfully installed and running!

(Go Back to the Index)

 

Step 5 - Install the Baslogue Client on the First Client Computer

ACTION:  Log in to the client computer using a Windows user that is an Administrator on that computer.

ACTION:  Launch Internet Explorer and navigate to the following web page:

    http://www.baslogue.com/download.html

ACTION:  Click on "Download - Baslogue Client Setup" and select "Save" and save the setup file to a location on your local network for later use.  Now navigate to the saved setup via Windows Explorer or My Computer and launch it by double-clicking the setup.

You should see the following dialog (the version number may be different to what is shown below):
 

  

ACTION:  Click on "Next >" to continue

You will now see the License Agreement dialog

ACTION:  Review the license agreement, and if you agree then click on "I accept the agreement" then click on "Next >" to continue.  Click "Cancel" to abort the installation if you do not agree with the license agreement.

You will now see the Select Destination Location dialog.  We will install to the default location.

ACTION:  Click on "Next >" to install to the default location.

You will now see the Select Start Menu Folder dialog.  We will install to the default folder.

ACTION:  Click on "Next >" to install to the default Start Menu Folder.

You will now see the Select Additional Tasks dialog.  We will create a desktop icon.

ACTION:  Select the checkbox "Create a desktop icon", then click "Next >".

You will now see the Ready to Install dialog.  We will create a desktop icon.

ACTION:  Click "Install" to begin the installation.

The installation will only take a few seconds.  When you are finished you should see the following dialog:
 

  

The checkbox "Launch Baslogue Client" should already be checked.

ACTION:  Click "Finish" to close this setup, and to launch the Baslogue^® Client.

The Baslogue^® Client should now be started.  You may need to minimise other windows to find the welcome screen.  If it is not running, start it from the Windows Start Menu at "Baslogue (Database Edition) | Baslogue". 

You should see a dialog like this:
 

  

ACTION:  Click on "Next >" to continue

You will now see the Connection Information dialog.  This is where we tell the Baslogue^® Client how to connect to the Baslogue^® Server that we installed in previous steps.  Enter the name of the computer where the Baslogue^® Server is install, and the Port Number that the Baslogue^® Server is listening on.  In our example above, the name of our server is "btserver" and we kept the default Port Number of "9000".
 

  

ACTION:  Enter the Server Name and leave the default Port Number as-is, then click on "Next >" to continue.  Note: It may take a few seconds to proceed to the next screen while a connection to the server is established.

What to do if you cannot connect to the Server?

• Double-check that the Baslogue^® Server is running on the server computer by going into Windows Control Panel | Services and checking that the service named "Baslogue - Application Server" is running.
   
• Make sure that the client computer can find the server computer by opening a Command Prompt on the client computer and "pinging" the server computer - type "ping {server}", e.g. "ping btserver".  If you get 4 "reply" messages then you are OK.
   
• Check if you have a firewall running on the server - e.g. Windows Firewall.  Go into "Control Panel | Windows Firewall".  If it is on, you will need to open up Port Number 9000 to allow incoming connections from clients.  For further details, refer to the page on Opening a port in Windows Firewall.
   

If you have made a successful connection to the Baslogue^® Server, you will see one of two things.  If you have skipped entering license information when configuring the server, you will get the following dialog:
 

  

This means that a successful connection has been made to the Baslogue^® Server, but that the license information is invalid.  If this is what you get, then this is as far as you can go until you purchase a license for the Database Edition of Baslogue^®.  But having come this far means that you have confirmed that you have all of the hardware and software required to run the Database Edition of Baslogue^®.

Once you have purchased a license, you will need to log on to the server computer and run the Baslogue^® Administration Wizard and select Modify License Information and enter your license details.  Then you can come back to the client computer and re-run the Baslogue Client by going to the Windows Menu at "Baslogue (Database Edition) | Baslogue".  This should display the Welcome Dialog again (as above), and then take you directly to the following dialog.

If you have already entered your license information during initial installation of the Baslogue^® Server, you should now be at the following dialog:
 

  

ACTION:  Click on "Next >" to continue

You will now see the Display Options dialog.  Follow the instructions on this dialog.  You can come back to this dialog at a later time by selecting "Setup | Display Options" from the main menu in Baslogue^®.
 

  

ACTION:  Make your selections as desired, and click on "OK" to continue

You will now see the Setting Up Users dialog.  This is an information screen only, explaining that the Windows User that you are currently logged on as has been made the Super User.  This can be changed later by selecting "Setup | User Security" from the main menu in Baslogue^®.
 

  

ACTION:  Click on "Next >" to continue

You will now see the Getting Started... dialog.  This gives you the opportunity to review some documentation about how to perform the most common tasks in Baslogue^®.  Click on any of the links provided to read further. 
 

  

ACTION:  When you are done reading the documentation provided, click on "OK" to continue

You will now be at the main screen of Baslogue^® ready to start using it.

Congratulations!  You have finished the installation of the Baslogue^® Client on the first client computer!

(Go Back to the Index)

 

 
ACTION:  Log in to the next client computer using a Windows user that is an Administrator on that computer.

ACTION:  Navigate to the Client Setup file that you saved in Step 5 via Windows Explorer or My Computer and launch it by double-clicking the setup.

You should see the following dialog (the version number may be different to what is shown below):
 

  

ACTION:  Click on "Next >" to continue

You will now see the License Agreement dialog

ACTION:  Review the license agreement, and if you agree then click on "I accept the agreement" then click on "Next >" to continue.  Click "Cancel" to abort the installation if you do not agree with the license agreement.

You will now see the Select Destination Location dialog.  We will install to the default location.

ACTION:  Click on "Next >" to install to the default location.

You will now see the Select Start Menu Folder dialog.  We will install to the default folder.

ACTION:  Click on "Next >" to install to the default Start Menu Folder.

You will now see the Select Additional Tasks dialog.  We will create a desktop icon.

ACTION:  Select the checkbox "Create a desktop icon", then click "Next >".

You will now see the Ready to Install dialog.  We will create a desktop icon.

ACTION:  Click "Install" to begin the installation.

The installation will only take a few seconds.  When you are finished you should see the following dialog:
 

  

The checkbox "Launch Baslogue Client" should already be checked.

ACTION:  Click "Finish" to close this setup, and to launch the Baslogue^® Client.

The Baslogue^® Client should now be started.  You may need to minimise other windows to find the welcome screen.  If it is not running, start it from the Windows Start Menu at "Baslogue (Database Edition) | Baslogue". 

You should see a dialog like this:
 

  

ACTION:  Click on "Next >" to continue

You will now see the Connection Information dialog.  This is where we tell the Baslogue^® Client how to connect to the Baslogue^® Server that we installed in previous steps.  Enter the name of the computer where the Baslogue^® Server is install, and the Port Number that the Baslogue^® Server is listening on.  In our example above, the name of our server is "btserver" and we kept the default Port Number of "9000".
 

  

ACTION:  Enter the Server Name and leave the default Port Number as-is, then click on "Next >" to continue.  Note: It may take a few seconds to proceed to the next screen while a connection to the server is established.

You will now see the Getting Started... dialog.  This gives you the opportunity to review some documentation about how to perform the most common tasks in Baslogue^®.  Click on any of the links provided to read further. 
 

  

ACTION:  When you are done reading the documentation provided, click on "OK" to continue

You will now be at the main screen of Baslogue^® ready to start using it.

Congratulations!  You have finished the installation of the Baslogue^® Client! 

(Go Back to the Index)

 

Return to the Baslogue^® main page.
Return to the Home Page.