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help:flashdrive [2021/12/29 16:21]
127.0.0.1 external edit
help:flashdrive [2024/01/19 17:16] (current)
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 ====== Portable Installation ====== ====== Portable Installation ======
  
-In version 246, we added support for an installation that does not use the windows installer or write to the Windows registry. In this scenario, MARC Report can be installed __anywhere__ on your computer, such as on a flash drive, a second hard drive, etc.((Note: installing MARC Report on a network share is not supported and is a violation of the license agreement)) The only requirement is that you (i.e. your windows login) has read/write/create/execute permission on the installation folder.+In version 246, we added support for an installation that does not use the windows installer or write to the Windows registry. In this scenario, MARC Report can be installed __anywhere__ on your computer, such as on a USB stick, a second hard drive, etc. The only requirement is that you (i.e. your windows login) has read/write/create/execute permission on the installation folder.
  
-The download for this type of installation is available to customers with a MARC Global license, or a site license. Send us an email to request the link for the 'portable installer'.  +Before using this installation you should make sure that the standard installation does not work. reason __not__ to use this type of installation is that it will make program updates somewhat more complicated. The reason for this complication is that subsequent versions will not be able to determine where an existing portable version, or any user customizations to it, are located. If user is not heavily customizing the program, then this issue is not a problem--just install the new portable version, make whatever  changes are needed on the program's Options form, and start using it (and after a bit of testing, delete the previous portable installation). 
- +
-Before using this installation you should make sure that the standard installation does not work. One good reason __not__ to use this type of installation is that it will make program updates more complicated. The reason for this complication is that subsequent versions will not be able to determine where an existing portable version, or any user customizations to it, are located. If the user is not heavily customizing the program, then this is not a problem--just install the new portable version, make a few changes on the options form, and after a bit of testing, delete the previous portable installation. On the other hand, if there are customizations (like cataloging sets, MARC Reviews, editing templates, xml stylesheets, etc.all of these will have to be manually copied from the old install to the new install.+
  
 +On the other hand, if any customizations beyond the options form have been made--like edit macros, cataloging sets, RDA relationships, MARC Global/Marc Reviews, editing templates, xml stylesheets, etc.--the files that record these decisions((all of these should be located in the "options" folder)) will need to be manually copied from the old install to the new install.
  
 =====Set-up===== =====Set-up=====
  
-Use the steps below to set-up a 'flash drive' installation.  +Use the steps below to set-up a portable installation. 
  
-The name of the download file for the flash drive installer is formatted like this((where '246' is the current version)):+The name of the download file for the portable installer is formatted like this((where '246' is the current version)):
  
   mrt246z.exe   mrt246z.exe
  
-  * Download the flash drive installer and save it to your desktop. +  * Download the portable installer and save it to your desktop. 
  
   * Double-click on the downloaded file. This will create a folder named 'MARC Report 246' on your desktop((where '246' is the current version))   * Double-click on the downloaded file. This will create a folder named 'MARC Report 246' on your desktop((where '246' is the current version))
  
-  * Drag the 'MARC Report 246' folder to your flash drive, or wherever on your system you want to put it.+  * Drag the 'MARC Report 246' folder to wherever on your system you want to install MARC Report.
  
-  * For the purposes of illustration, let's say we dragged this folder to a flash drive named F:\, thus creating+  * For the purposes of illustration, let's say we dragged this folder to a USB stick named F:\, thus creating
  
   F:\MARC Report 246   F:\MARC Report 246
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   marcreportZ.exe   marcreportZ.exe
      
-When the program starts, goto the Help menu and select the 'Tech Support info' option. Check that the paths displayed here match the location of your flash drive folder. Check that the 'Flash drive install' parameter is "yes".+When the program starts, goto the Help menu and select the 'Tech Support info' option. Check that the paths displayed here match the location of your flash drive folder. Check that the 'Flash drive install' parameter on this screen is "yes".
  
 This check is extra important when adding a flash drive install to a system that already contains a standard installation of MARC Report. (For more details on the folder layout, see the next section). This check is extra important when adding a flash drive install to a system that already contains a standard installation of MARC Report. (For more details on the folder layout, see the next section).
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 Note: these steps must be executed in the order given.  Note: these steps must be executed in the order given. 
  
-==== Updating a flash drive installation ====+==== Flash drive letter ==== 
 + 
 +If you are using a flash drive and launching the program from a shortcut, and the drive letter of the flash drive changes, the above steps will fail whenever the drive letter of the flash drive does not match the one in your shortcut.  
 + 
 +To resolve this problem, assign a constant drive letter to your flash drive. It does not matter what the drive letter is--what matters is that it does not change, or conflict with another assignment.  
 + 
 +Its not hard to do this, but it does require Admin rights on the computer that you are plugging the flash drive into. Your IT people should know the steps to do this (but if not, search the web for 'static flash drive letter'). 
 + 
 +==== Error message ==== 
 + 
 +It might be possible that, while testing a flash drive install, an .ini could be created with invalid folder parameters; subsequent launches will not correct this kind of problem.  
 + 
 +If you get the message  
 + 
 +  MARC Report is not installed or registered correctly. 
 +   
 +go back thru the steps above carefully. Once you are sure everything is in order, before starting the program again, find the file called  
 + 
 +  marcreport.ini  
 +   
 +located in F:\MARC Report 246\documents\MarcReport (using the example layout above).  
 + 
 +Delete this file, then start the program 
 + 
 +===== Updating a flash drive installation =====
  
 In general, there is no problem with copying customizations from one version to another as long as the files are copied into the same-named folders in the other installation. In general, there is no problem with copying customizations from one version to another as long as the files are copied into the same-named folders in the other installation.
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 That's it. Start the flash drive installation and you should now have all of your saved reviews. That's it. Start the flash drive installation and you should now have all of your saved reviews.
  
-==== Flash drive letter ==== +NBSupport for [[help:import_export|importing/exporting complete MARC Report configuration]] was added in version 256.
- +
-If you are using a flash drive and launching the program from a shortcut, and the drive letter of the flash drive changes, the above steps will fail whenever the drive letter of the flash drive does not match the one in your shortcut +
- +
-To resolve this problem, assign a constant drive letter to your flash drive. It does not matter what the drive letter is--what matters is that it does not change, or conflict with another assignment.  +
- +
-Its not hard to do this, but it does require Admin rights on the computer that you are plugging the flash drive into. Your IT people should know the steps to do this (but if not, search the web for 'static flash drive letter'). +
- +
- +
-==== Error message ==== +
- +
-It might be possible that, while testing flash drive install, an .ini could be created with invalid folder parameters; subsequent launches will not correct this kind of problem.  +
- +
-If you get the message  +
- +
-  MARC Report is not installed or registered correctly. +
-   +
-go back thru the steps above carefully. Once you are sure everything is in order, before starting the program again, find the file called  +
- +
-  marcreport.ini  +
-   +
-located in F:\MARC Report 246\documents\MarcReport (using the example layout above) +
- +
-Delete this file, then start the program +
  
-----+Thus, a simpler way to update a portable installation would be:  
 +  Start your existing portable version 
 +  Export your complete configuration 
 +  Install the new portable version 
 +  Start up the new version 
 +  - Import the previously exported configuration. 
  
  
help/flashdrive.txt · Last modified: 2024/01/19 17:16 (external edit)
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