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help:portable [2020/06/26 16:06]
richard [Updating a flash drive installation]
help:portable [2020/11/17 08:54] (current)
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 +====== 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.
 +
 +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. 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.
 +
 +
 +=====Set-up=====
 +
 +Use the steps below to set-up a 'flash drive' installation. 
 +
 +
 +The name of the download file for the flash drive installer is formatted like this((where '246' is the current version)):
 +
 +  mrt246z.exe
 +
 +  * Download the flash drive 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))
 +
 +  * Drag the 'MARC Report 246' folder to your flash drive, or wherever on your system you want to put it.
 +
 +  * For the purposes of illustration, let's say we dragged this folder to a flash drive named F:\, thus creating
 +
 +  F:\MARC Report 246
 +
 +  * Copy the MARC Report registration file(s) that we emailed to you into this folder (F:\MARC Report 246). If you have a MARC Global registration, copy it here also.
 +
 +
 +
 +
 +===== Test =====
 +
 +Launch MARC Report by double-clicking the executable named
 +
 +  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".
 +
 +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).
 +
 +When you are satisfied that everything is ship-shape, you may 
 +  - make a shortcut (right-click on marcreportZ.exe and select 'Send To ... Desktop')
 +  - move the shortcut to a convenient location 
 +  - use Windows 'Pin to Start menu' option by right-clicking the shortcut
 +  - use Windows 'Pin to Task bar' option by right-clicking the shortcut
 +  - any combination of the above
 +
 +
 +
 +=====Layout=====
 +
 +When the steps in the above example are complete, the resulting folder layout will be:
 +
 +{{:help:flashdrive_layout.jpg|}}
 +
 +
 +__Do not change any of the folder names or relative locations in this layout.__\\
 +\\
 +Also note the slight difference in the naming of the folder that contains the application
 +
 +  MARC Report 246
 +  
 +and the name of the folder that contains the user's options
 +
 +  MarcReport
 +  
 +__This difference is intentional and must be preserved__.
 +
 +
 +=====Notes=====
 +
 +==== File association ====
 +
 +
 +A problem specific to multiple MARC Report installations on the same computer is this: when you double-click on a file with the .mrc extension, which installation will open it? 
 +
 +The answer is: whichever installation last registered the .mrc file extension. 
 +
 +If .mrc is setup to open in the standard installation, follow these steps to associate .mrc with a flash drive installation:
 +  - Open the standard installation
 +  - Goto Options|Program Automation
 +  - Click on the "Unregister" button in the File Association box (bottom left in 246)
 +  - Close the options and close the program
 +  - Open the flash drive installation
 +  - Goto Options|Program Automation
 +  - Click on the "Register" button in the File Association box (bottom left in 246)
 +
 +Files ending in .mrc will now open in the flash drive installation when you double-click on them
 +
 +
 +==== Changing the program folder ====
 +
 +If you need to rename the top folder ('F:\MARC Report 246' in the example), or move the whole directory tree to another location, we recommend that you start over from scratch.
 +
 +If that's not feasible, these steps should work:
 +
 + __First__
 +
 +  - Delete the file named 'redirectIni.txt' in the 'F:\MARC Report 246' folder
 +  - Delete the file named 'marcreport.ini' in the 'F:\MARC Report 246\documents\MarcReport' folder
 +  - Delete any shortcuts and remove any 'Pin to ...' that you made
 +  - If you have customizations, backup the folder 'F:\MARC Report 246\documents\MarcReport'
 +  - Move the 'F:\MARC Report 246' folder where desired. 
 +  - Follow the steps in the 'Test' section above
 +
 +Note: these steps must be executed in the order given. 
 +
 +==== 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.
 +
 +__There is one file which must NEVER be copied, in either direction__:
 +
 +  marcreport.ini
 +  
 +because this file uses absolute pathnames.
 +
 +The first task is to identify the folder used for MARC Report options in each installation. 
 +
 +To do this, start the program and select 'Help|Tech Support Info'. Find the parameter named 'Options folder', and copy the path to your clipboard. Open a File Explorer window (Win+E) and paste the copied path into the top bar of Explorer. This will navigate to your MARC Report options.
 +
 +To copy MARC Review or MARC Global saved reviews from one installation to another
 +
 +Copy the files
 +  OutputOptions.dat
 +  SavedReviews.dat
 +  SavedReviews.dsc
 +to the same-named folder ('Options') in the destination installation. 
 +
 +Using the example layout in the snapshot above, the full-path of the options folder would be:\\
 +F:\MARC Report 246\documents\MarcReport\options
 +
 +If you have created any autoreviews, copy them also. This would be any file in the standard installation option folder that ends with the file extension 
 +  .aut
 +
 +That's it. Start the flash drive installation and you should now have all of your saved reviews.
 +
 +==== 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
 +
 +
 +----
 +
  
help/portable.txt · Last modified: 2020/11/17 08:54 (external edit)
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