Chintaro SQL Installation Guide (Citrix Version)

The Chintaro SQL (Citrix) Installation Guide is designed to provide step by step instructions for installation of the Chintaro application (SQL Server database) at your Organisation.

Requirements for Chintaro

• Microsoft Access. Even though the Chintaro database will be on SQL Server, the Chintaro code (client) requires the full version of Microsoft Access 2007 or greater to be installed on each Client PC. Before you move to SQLx, you MUST ensure that you have a full version of MSAccess installed on each machine that will run Chintaro. Chintaro SQLx will not work with Access Runtime.
  
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• SQL Server 2012 or greater. You will need to install SQL Server 2012 or greater (including 2014 and 2017). We also support SQL Express (free version of SQL Server). 
• SQL Server Native Client 11.0 ODBC Drivers. You will need to install SQL Server Native Client 11.0 ODBC Drivers on each PC that will run Chintaro.
• The following files:
  • A backup of a Demo Database for setup. Chintaro Support will send this to you.
  • ChintaroSQLx.accdb code database. Link provided in the instructions.
  • Data folder. Chintaro Support will send this to you.
  • INI file. Attached to the bottom of this solution.
  • Multiple scripts for updating. Link provided in the instructions.
  • 1x Security Script. Attached to the bottom of this solution.
  • 1x Complaints Script. Attached at the bottom of this solution.
  • Chintaro Shortcut and Icon. Attached to the bottom of this solution.

TABLE OF CONTENTS

• Requirements for Chintaro
• STEP 1: Install MS Access
• STEP 2: Create and restore the database in SSMS
• STEP 3: Run the scripts on the database
• STEP 4: Configure the data folder and the INI file
• STEP 5: Install the code database and configure the shortcut
• STEP 6: Install SQL Server Native Client 11.0 ODBC Drivers
• STEP 7: Log into Chintaro to find the INI and resolve any SQL errors
• STEP 8: Adjust Trust Center and Trusted Locations in Microsoft Access
• STEP 9: Check Data folder from Setup Templates screen
• STEP 10. Setup on remaining users PCs
• STEP 11. Configure Chintaro and setup users

STEP 1: Install MS Access

Ensure that Microsoft Access 2007 or greater has been installed on each users PC. Before you move to SQLx, you MUST ensure that you have a full version of MSAccess installed on each machine that will run Chintaro. Chintaro SQLx will not work with Access Runtime.

STEP 2: Create and restore the database in SSMS

Using SQL Server Management Studio, create a database called CHINTARO (the default name - you can use another if you wish to have multiple Chintaro environments). Restore the backup provided to you by Chintaro Support into the database you just created.  This solution assumes that you know how to do this using SQL Server Management Studio. 

STEP 3: Run the scripts on the database

Open SSMS and run the scrips within the zip file in order.  Download the Chintaro SQLx code database and scripts from here.

There will be errors. This is expected and is nothing to worry about. Once this has been done, download the script from the bottom of this solution (SecurityTables.sql), and run it in SSMS as well.

STEP 4: Configure the data folder and the INI file

As well as your SQL Server database, Chintaro needs a shared network location to store some files.  These files include all of the templates and inspection files used by Chintaro. Create a shared folder on your Server with a name, such as \\Servername\CHINTARO or z:\CHINTARO. NOTE: The mapped drive can be any letter. In the zip file you have been provided from Chintaro Support, there is a folder named ‘Data’. Copy this folder to your Shared Drive to create \\Servername\CHINTARO\Data.

NOTE: Ensure that all users have FULL permissions to this folder. The contents of the data folder will appear as below:

Make sure the shortcut is using the Chintaro icon by selecting the Change Icon button and navigating to the "C:\CHINTARO\CHINTARO.ico" file. Adjust the Target line to reflect the location of MS Access and the location of chintaroSQLx.accdb in the C:\Chintaro folder. It should look something like this: 

STEP 7: Log into Chintaro to find the INI and resolve any SQL errors

To start Chintaro, simply double click on the house shortcut on your desktop. If you have set up the system correctly, you will see the following log on prompt to locate the INI file:

To locate your INI file Click OK and navigate to your \\SERVER\Chintaro\Data folder to locate the ChintaroINI.XML file. Double click on the ChintaroINI.XML file. The message will disappear, and Chintaro will present you with the log on screen.

If you get any form of ODBC Error after about one minute of waiting, Chintaro has failed to make contact with the database in SQL Server.

Click OK and the following message will pop up....

Click Cancel and then Access will close.

To resolve this error you will need to check the following:

• Do you have the Native Client 11.0 Drivers installed?
• Is the connection string correct in the CHINTAROINI.XML file?
• Does this Windows user have appropriate rights in the SQL Server? (they must be set to dbOwner)

If you find the issue and want to try again, just log back in to Chintaro. If the issue persists, please contact our team at support@chintaro.com.au.

STEP 8: Adjust Trust Center and Trusted Locations in Microsoft Access

To run Chintaro, macros need to be enabled in Access. These are set in the Access Trust Center. Before running Chintaro, the Microsoft Access Trust Center Settings on each PC have to be adjusted in order to allow Chintaro to run properly.

NOTE: If you are using Access Runtime, you do not need to change the Trust Center Settings. For how to do this, please see this link: Adjusting the Trust Center and Trusted Location settings in Access

If you do not adjust the Trust Center and Trusted locations in Access, you will see these errors every time that you log into Chintaro:

STEP 9: Check Data folder from Setup Templates screen

You must check that the Data folder can be seen in Chintaro. You can do this by opening System Maintenance > Set Up Word Merges. To do this, drop the Template Name box down. If you do not see a list of templates, you will need to log out of Chintaro and go back and change the ChintaroINI.xml file to point to the correct Data folder location (Step 3 & 4). If you change the data folder, you will need to reapply the code database (ChintaroSQLx.accdb) to the C:\Chintaro folder of the user's PC.

STEP 10. Setup on remaining users PCs

Close Chintaro and copy the Shortcut File to the desktop folder so that the Chintaro shortcut is visible to the user on their desktop.

Copy the CHINTARO folder from the C:\Chintaro folder that you have set up, to all other users C:\Drive.

For each machine that uses Chintaro, you will need to: 

• Launch ChintaroSQLx from the shortcut and locate the ChintaroINI.XML file
• Log in to Chintaro (Step 7)
• Adjust Trust Center and Trusted Locations (Step 8)
• Check the Data folder (Step 9)
• Log out of Chintaro

STEP 11. Configure Chintaro and setup users

As you have logged into Chintaro with the System Administrator credentials, you will now need to add a username and password for each user so that they can also log into Chintaro. Instructions for adding new users can be found here: 

Add a new Chintaro user to the system.

NOTE: All usernames and passwords are case sensitive so be sure that you don’t have ‘Caps Lock’ on or you may receive an error.

NOTE: As you click your cursor in any field, you will get a clue as to what effect this has on the behaviour of the system. EG:

Enter the following information in the appropriate field:

NOTE: The State/Country field is very important – this field will determine how some screens look and which screens you have available

As you have logged into Chintaro with the System Administrator credentials, you will now need to add a username and password for each user so that they can also log into Chintaro. Instructions for adding new users can be found here: 

Add a new Chintaro user to the system.

NOTE: All usernames and passwords are case sensitive so be sure that you don’t have ‘Caps Lock’ on or you may receive an error.

If you require further assistance from Chintaro Support

Please raise a ticket with Chintaro Support by emailing support@chintaro.com.au if you would like further assistance.