HELIOS PCShare 3.0 User manual
4 Installation
4.1 System requirements
The following list gives details about the hard- and software you need for creating a successfully working PCShare 3 network:
Network
UNIX host

Note: For installing PCShare, you have to be able to log in as "root" on your host.

Client PC
Printer
4.2 General remarks
About this chapter
This chapter describes the steps that are indispensable for a standard installation, and gives short explanations if necessary. Please remember that all activities you have to perform are marked by an "instruction" arrow in the left margin. For a quick installation, you may proceed directly from one instruction to the other and skip the explanations in between.
The disk we provide
Our PCShare 3 software is delivered on an ISO-9660
CD-ROM. For convenience, the CD-ROM also includes a script which allows you to copy each of the products to a standard installation tape. The procedure is described in 4.4 "The UNIX installation procedure" below.
The server
installation program(s)
The installation is carried out by two separated programs. The first program ("install.sh") must be started from the CD-ROM. It lets you select the product you want to install and copies all related files and the product specific installation program to the local disk of your UNIX computer. Then, the product specific installation program (here: "install") is started automatically by the "install.sh" program and guides you through the installation procedure. If required, "install" can be started again at any time from the local disk.
Updates
HELIOS issues PCShare updates every now and then to enhance the product. These updates are distributed via the HELIOS web server www.helios.de, and they are included on every HELIOS CD-ROM. The installation procedure for software updates is described in 4.7 "Installing updates using the HELIOS Update Installer".
4.3 Preparing the installation
4.3.1 Have your activation key at hand?
You cannot start the PCShare software without a software activation key (kind of password). The key has to be entered during the installation procedure on your host computer. In case you have no activation key at hand, please follow the instructions given in paragraphs License information and What you have to do in "Welcome to PCShare 3" at the beginning of this manual.

Note: If you do not enter any Activation Key the HELIOS product you have installed will run in a 3 hour demo mode only.

Under certain conditions, HELIOS issues so-called demo licenses. If you are entitled to get a demo license, you will receive an activation key for demonstration purposes that expires after a given period of time.

Important: The old PCShare 2.5 key will not activate program version 3!

4.3.2 Preparing the UNIX host
The UNIX host must be provided with a fully installed and fully configured operating system. You must be able to log in as superuser ("root"), in order to allow the installation program to create subdirectories and make the required system modifications.

Important: Before starting the installation, you should create a backup copy of the system disk of your host computer.

Notes about installing
other HELIOS products
If you want to install additional HELIOS products, e.g.
EtherShare and EtherShare OPI, we strongly recommend to install the programs on the server in a fixed order, namely the order that is suggested by the installation menu on your current product CD-ROM. The following order is valid for the HELIOS products as delivered on CD-ROM 016:
4.3.3 Preparing upgrade installations
You can install the PCShare 3 server software on top of an existing 2.5 version without major precautions. There is only one thing you should do:
Make sure that all clients are logged-off and issue the UNIX command
# $PCDIR/stop-pcshare
to stop any PCShare activities.
Installing EtherShare after PCShare
Make sure to stop PCShare prior to the EtherShare 2.6 installation if EtherShare volumes are shared with PCShare 3 on the same server. Otherwise the PCShare 3 clients will encounter loss of write access to the shared volumes. Only after successful installation of EtherShare 2.6, PCShare server processes can be started again.
If you have changed any of the UNIX script files in the "$PCDIR" directory for your old PCShare installation, you should make a copy of these files to integrate your changes into the new scripts.
In case you implemented your own scripts or adjusted some of PCShare's, please verify these scripts immediately in order to assure proper operation of your scripts.
4.4 The UNIX installation procedure
First, we will describe the installation from CD-ROM. Instructions on how to install PCShare from a tape are given in Installation from tape at the end of this chapter.
During the installation, you are guided by menu-driven programs. Most questions in these programs have a default answer which is given in brackets. You can accept this default by simply pressing ENTER or type an alternative answer. If there is nothing within the brackets, the system will expect an entry from you.

Important: Please note that if you quit the installation before having finished the complete procedure, you will have to start with step 1 again when you install PCShare anew. Do not skip any steps you think you have already taken.

Important: The following installation example describes the steps that are to be taken on an IBM RS/6000 computer under AIX 4. Slight deviations may occur - depending on your system type and configuration.

To start the installation, log in as "root" on your host.
For upgraders only: Please follow the instructions given in 4.3.3 "Preparing upgrade installations" before proceeding.
Then place the CD-ROM in the CD drive of your UNIX computer and enter the mount and install commands which may be different for different UNIX systems. The correct commands for your specific computer are stated in the booklet we have enclosed with our CD-ROM.
Example for an IBM/RS 6000 computer under AIX 4:
mount -r -v cdrfs /dev/cd0 /cdrom
cd /cdrom
sh install.sh
As soon as you have entered the last command, the Networking Products Installer CD-ROM menu will appear (Fig. 1).
Fig. 1: The "Networking Products Installer CD-ROM" menu
HELIOS Software GmbH
Networking Products Installer CD-ROM
-------------------------------------
The machine ID of this computer is "00001703-61"
1) EtherShare
2) PCShare
3) EtherShare OPI
4) PDF Handshake
5) Print Preview
6) Install Updates
7) Display readme.txt
8) Quit
* Your choice? [2]

Select PCShare by entering the number of the respective menu item (here: 2) and press ENTER.
Read the information about update installations that is displayed now, and type yes to continue.
Select the version you want to install. (This prompt is skipped automatically, if there is only one program version available on that CD-ROM.)
Available product versions:
-
* Select a version? []
The program will then display a list of the currently available disk space. This list can help you find an adequate directory for PCShare.
Select the directory you want to install PCShare in (the default directory is /usr/local/pcshare) and then start the installation procedure.
* Select a directory to install the product in?
[/usr/local/pcshare]
* Ok to start installation? [y]
The installation program ("install.sh") now stops PCShare, in case an older version is running on the server, removes old updates - if there are any - and copies the PCShare program files to the directory you have selected.
At this stage, you can induce the installation program to automatically start the HELIOS Update Installer and install all updates that are available on the CD-ROM. If there are no updates, this step is skipped. Otherwise, you will see a prompt similar to the following:
The following updates are available for the newly installed product:
u0201: lpd did dump core on alpha accepting-
u0204: new sfdisc library, required for-
.
.
u0226: PCShare dumps core, locking support for-
u0227: pcadmin does not run under Compaq Tru64 5.0
* Do you want to install these ? [y]
If you decide to install the updates now (which is convenient and thus recommended), the Update Installer will start and perform the installation automatically. Else, you can start the Update Installer manually at a later date and install the updates you want to use.
After update installation, the script will call the product specific installation program for PCShare.
Calling product installation script
/usr/local/pcshare/install
Fig. 2: The "PCShare Installation Menu"
PCShare Installation Menu
-------------------------
The machine ID of this computer is "00001703-61"
1) Install programs and configuration files
2) Enter activation key to license HELIOS programs
3) Configure automatic IP number assignment
4) Create a demo user
5) Install PCShare 2.5 client compatibility
6) Display README file
7) Quit
* Your choice ? [1]

The PCShare
installation menu
The product specific installation menu is shown in Fig. 2. Items 1 to 5 of this menu deal with the installation. Display README file should be selected if you want to check the latest information which has not made it into the manual yet.

Important: Items 1-2 must always be carried out, even if you are upgrading from an earlier version.

Select item Install programs and configuration files from the PCShare Installation Menu.
The "install" program automatically creates a suitable shell script to start the PCShare server programs. The script includes a command to set the UNIX environment variable "$PCDIR" to the PCShare home directory (by default
/usr/local/pcshare).

Important: If the PCShare software is not installed in the default directory (/usr/local/pcshare) the environment variable "$PCDIR" must point to the actual PCShare installation directory. If not, tools like "swho" or "pcadmin" will fail, or at least not work properly.

Setting up accounting files.
Setting up /usr/local/pcshare/public/dev.
Adding pcansi terminfo/termcap entry.
Arranging for PCShare to start automatically after the next reboot.
To install a shared volume, we recommend that you choose the local partition from the following list with the biggest available free space. Then use that partition's mount point (the rightmost column) as the answer to the following question.
Filesystem ...
* Directory for shared volume ? [/pcshare]
* Ok to create /pcshare ? [y]
...
The crontab entry to periodically clean up PCShare log files does not exist. This entry will make sure that the server.acct and printer.acct files will not grow without bounds.
* Ok to create the crontab entry ? [y]
Please note that Ok to create the crontab entry ? may fail on hosts on which "root" privileges have been manipulated. In case of failure, please refer to the crontab manual pages.
Select item Enter activation key to license HELIOS programs from the PCShare Installation Menu (Fig. 3)
Fig. 3: The "PCShare Installation Menu"
PCShare Installation Menu
-------------------------
The machine ID of this computer is "00001703-61"
1) Install programs and configuration files
2) Enter activation key to license HELIOS programs
3) Configure automatic IP number assignment
4) Create a demo user
5) Install PCShare 2.5 client compatibility
6) Display README file
7) Quit
* Your choice ? [2]
.
Press RETURN and then select item 1 or 2 - depending on whether you want to install a new base license or expand an existing license - from the PCShare License Menu (Fig. 4) below.
Fig. 4: The "PCShare License Menu"
PCShare License Menu
--------------------
The machine ID (host ID) of this computer is "00001703-61"
1) Enter a PCShare base license
2) Enter a user expansion license
3) Display licenses
4) Delete a license
5) Return to main menu
* Your choice ? [2]

Enter your 8-digit software serial number.
* Software serial number (8 digits, q to quit)? []
Enter an expiration date if you have a demo license.
If you have a full license, leave the next field blank.
* Expiration date (eg.1-Oct-1991,q to quit)? []
Enter the number of users allowed to work with this license.
* Number of users (units, one or more decimal
digits, q to quit) ? [20]
Enter the checksum that is stated on your "Activation Key Reply" form.
* Checksum (eg. abcd-defg-hjkl-mnop, q to quit) ? []
License is valid and has been entered into the
license database.

Important: If you get any error messages instead of the License is valid ... prompt, you may check your entry again and repeat the licensing procedure if necessary.
Make sure you have used the correct key reply form values.

When all procedures to enter the Activation Key fail, contact your HELIOS distributor, or - if you received the key from HELIOS directly - HELIOS.

You have successfully licensed your PCShare copy and may now choose from the PCShare License Menu either item 3 to display all license information again, or item 5 to return to the PCShare Installation Menu (Fig. 5).
Back to the PCShare installation Menu, choose 3 to configure automatic IP number assignment.
Fig. 5: The "PCShare Installation Menu"
PCShare Installation Menu
-------------------------
The machine ID of this computer is "00001703-61"
1) Install programs and configuration files
2) Enter activation key to license HELIOS programs
3) Configure automatic IP number assignment
4) Create a demo user
5) Install PCShare 2.5 client compatibility
6) Display README file
7) Quit
* Your choice ? [3]

See 5.2 "Navigation within the PCShare Admin" for instructions on how to navigate within the following Interface Configuration dialog.
The Interface Configuration dialog (Fig. 6) appears:
Fig. 6: The Interface Configuration dialog

Proceed to item 4 in the PCShare Installation Menu and create a demo user to allow Windows users to log on to the server without further configuration (Fig. 7).
Fig. 7: The "PCShare Installation Menu"
PCShare Installation Menu
-------------------------
The machine ID of this computer is "00001703-61"
1) Install programs and configuration files
2) Enter activation key to license HELIOS programs
3) Configure automatic IP number assignment
4) Create a demo user
5) Install PCShare 2.5 client compatibility
6) Display README file
7) Quit
* Your choice ? [4]

* Ok to add a demo user named "pcuser" and a demo group "pcusers" ? [y]
Select a home directory for the demo user as shown below.
Please select the home directory for the demo user.
Filesystem...
* Home directory for user pcuser ? [/pcuser]
Created group "pcusers" for PC users.

The test user "pcuser" has now been created. This user has no password at present. This user should be deleted as soon as you have created real users.
PCShare 2.5 compatibility
If one or more of your network clients are running DOS or Windows 3.x, you additionally need to install the files which provide compatibility to PCShare 2.5 clients.
From the PCShare Installation Menu choose item 5.
* Your choice ? [5]
public/
public/netware/
public/netware/lsl.com
public/netware/netx.com
public/netware/ipxodi.com
public/netware/netbios.exe
public/odidos/
public/odidos/pcn2l.com
public/odidos/skfddi.ins
public/odidos/sktok.ins
public/odidos/3c507.ins
public/odidos/3c505.ins
...
public/pcinst.exe
public/pclogin.exe
public/pcprint.exe
public/pcrestor.bat
public/printsrv.exe
public/profile.exe
public/setenv.exe
public/tar.exe
public/unix.exe
public/unix.pif
PCShare 2.5 client compatibility

Note: If you install PCShare 2.5 client compatibility, please refer to the "ps20-eng.pdf" and "ps25-ad.pdf" manuals on your HELIOS installation CD-ROM for more details.

Unless you opt for manual network configuration, the PCShare base system is now fully installed and ready for testing. Press ENTER to reach the PCShare Installation Menu again and choose 6 to check the information given in the README file, then item 7 to quit the "install" program.
As soon as you quit the PCShare Installation Menu the following line appears:
Starting the PCShare server.
Then, the Networking Products Installer CD-ROM appears again and lets you select another software product to install or quit the installation process by entering 8 or just q (for "quit").
Fig. 8: The "Networking Products Installer CD-ROM" menu
Networking Products Installer CD-ROM
-------------------------------------
The machine ID of this computer is "00001703-61"
1) EtherShare
2) PCShare
3) EtherShare OPI
4) PDF Handshake
5) Print Preview
6) Install Updates
7) Display readme.txt
8) Quit
* Your choice? [] q

Important: If you are planning to install other HELIOS products please stick to the given order of installation as explained in Notes about installing other HELIOS products in 4.3 "Preparing the installation".

Installation from tape
The files MKTAPE.SH and README.TXT on our CD-ROM give a full description of how to make a PCShare tape. When installing PCShare from tape you have to be logged-in as "root" and enter the following commands:
cd /usr/local
mkdir pcshare
cd pcshare
umask 0
insert tape here
tar xvf /dev/<device>
where <device> is:
rmt0 for IBM RS/6000 machines
rmt0h for Compaq Alpha machines
tape for SGI MIPS machines
rmt/0 for System V.4 machines (e.g. Sun computers
under Solaris 2.x)
Please do not forget the command "umask 0". It influences the permissions which are set for the PCShare program modules and directories. Incorrect permissions can cause serious malfunction of the PCShare system. Finally, you have to start the product specific installation program manually - using "$PCDIR/install" - and then follow the instructions given in paragraph The PCShare installation menu.
4.5 Verifying the UNIX installation
Changes made by the installation
All PCShare programs are contained in the PCShare home directory "$PCDIR" specified during the installation (default "/usr/local/pcshare"), and in several sub-directories. For example, "$PCDIR" contains PCShare system and utility programs, "$PCDIR/etc" contains sub-programs of the "install" program and example configuration templates, and "$PCDIR/conf" contains PCShare configuration files.
After installing printers, the PCShare Admin adds new entries to the UNIX file "/etc/printcap".
Checking the process list
The first thing to do after starting PCShare for the first time is to check the process list with the "ps" command.
Enter the "ps" command ("ps -ef", "ps -e", or "ps ax" - depending on your UNIX system) to prompt a listing of all the processes currently running on your server (the following example shows a listing on AIX 4.1).
lux$ ps -ax
PID TTY TIME CMD
1 - 11:49 init
19882 - 0:52 cron
774 - 9:22 kproc
.
.
18202 console 0:01 ksh
.
.
6885 - 0:00 pcshare
.
.
If the PCShare process is missing, something is wrong. You should then inspect the system message file which will contain an error message from the program in question. The system messages file can be viewed platform-independent from within the PCShare Admin (compare 5.10.3 "System Messages"). The PCShare server spawns an additional process for each user login, so you may see the entry more than once if someone is already logged-in. See also the discussion of the process list in the description of the swho command in 7.1 "File server utility programs".
4.6 Uninstalling PCShare
4.6.1 Deleting the PCShare UNIX software
Two steps are necessary to delete the PCShare UNIX software:
First, stop the PCShare process.
cd /usr/local/pcshare
./stop-pcshare
Then, use the PCShare Admin to delete all printers which are registered for use with PCShare. Delete all jobs and spool directories under UNIX. Additionally, delete all PCShare volume directories under UNIX.
After this, you can delete the PCShare software itself by entering a command similar to the following:
./etc/uninstall
cd ..
rm -r pcshare
Replace "/usr/local/pcshare" in the above command with your "$PCDIR" path if you did not use the default directory.
4.7 Installing updates using the HELIOS Update Installer
If PCShare is already running on your server you can use the PCShare Admin to get information about the current update level of the PCShare modules. Log in as "root" or a member of the "SysAdm" group and open the Statistics window and then Program Versions. This window lists all modules of PCShare and the respective update level. For example, the entry "pcshare 3.0.0u200" indicates that the HELIOS update u0200 is already installed.
The Program Versions window, however, is sorted by module names and does not display updates in the way the HELIOS Update Installer does. Thus, it is more reliable to insert the HELIOS CD-ROM and use the Update Installer (options List Updates and List History) for precise information about the update level on your server. The Update Installer is described below.
Availability of updates
New HELIOS updates are available on every new distribution CD-ROM and can also be downloaded from our web server. If you receive a new CD-ROM and want to add the updates on this CD-ROM to your PCShare installation you should check the /updates directory for the update program files and the "/support/techinfo" directory for detailed descriptions of the updates.
The HELIOS Update
Installer
For update installations, we strongly recommend to use our update installer. The tool is able to find and install all updates that are required for a particular product and to check interdependencies of certain updates. The installer is easy to handle and can also be used to retrieve information about updates or to uninstall a particular update, if required.
To start the Update Installer, mount the CD-ROM, open the Networking Products Installer CD-ROM menu as described in 4.4 "The UNIX installation procedure", and select item 6 Install Updates.
Fig. 9: The "Networking Products Installer CD-ROM" menu
Networking Products Installer CD-ROM
-------------------------------------
The machine ID of this computer is "00001703-61"
1) EtherShare
2) PCShare
3) EtherShare OPI
4) PDF Handshake
5) Print Preview
6) Install Updates
7) Display readme.txt
8) Quit
* Your choice? [6]

Navigation within the Update Installer
The items in the main menu can be selected by typing the first letter. Typing s, e.g., will highlight the Setup item.
For detailed information on how to navigate within the HELIOS Update Installer read the instructions under Key shortcuts in 5.2 "Navigation within the PCShare Admin". Operating the Update Installer is the same as operating the PCShare Admin.
The ESC key always lets you return to the start-up window and the main menu which is shown in Fig. 10.
The Update Installer offers eight different options in its main menu (Fig. 10):
Fig. 10: Menu of the Update Installer

Precautions
Note that the Update Installer does not automatically stop PCShare, because this is usually not required. However, to avoid problems, we recommend to stop all printer queues before starting to install updates and to stop and restart PCShare (commands stop-pcshare and start-pcshare, respectively), some time after update installation to make the newly installed modules available. You must stop PCShare before you select the installer's Commit Updates option. Otherwise, serious problems can arise.

Important: We recommend to install the program and updates on the server in a fixed order, namely the order that is suggested by the installation menu on your current product CD-ROM. The following order is valid for the HELIOS products as delivered on CD-ROM 016:

- install EtherShare 2.6 first
- install PCShare 3 second
- install extensions or add-ons (EtherShare OPI,
PDF Handshake, Print Preview) third

Skip those modules which are not installed.

Setup
To install new updates, you should always open the General setup dialog first and check whether the update search path is correct (Fig. 11).
Fig. 11: The General Setup dialog window

If you have to replace the path entry use the BACKSPACE key to delete the old one. You can enter several search paths at a time, in case you have different updates repositories. E.g. in Fig. 11 we have defined two search paths. They are separated by a ":".
The HELIOS Update Server Setup dialog (Fig. 12) lets you specify a path (Download path) where the downloaded updates are saved. Additionally you are asked for the name of the HTTP Proxy server you want to use, and its port number. In the Serial Numbers section enter the code of each product for accessing the HELIOS Update Server. You will get this code if you purchased the SE001 "Internet Update Access" product.
Fig. 12: The HELIOS Update Server Setup dialog window

Express Update
The easiest way of installing updates is to use the Express Update option. In the Express Update window (Fig. 13), you only have to select the product you want to update. The correct Install path is detected automatically by the Update Installer. However, it is possible to overwrite the path entry. The installation will be performed automatically when you confirm with the Ok button.
Fig. 13: The Express Update dialog window

Custom Update
In contrast to the Express Update item you do not just select the mere product in the Custom Update dialog window, but each single update you want to install for that particular product (Fig. 14). The correct Install path is detected automatically by the Update Installer. However, it is possible to overwrite the path entry.
To obtain more information on the specific updates highlight an update in the Updates section and press ENTER. To mark an update for installation highlight it and use the following keys to select/unselect updates for installation or removal. See also the bottom line of the dialog (Fig. 14):
As soon as the installation has been completed, an Information box appears stating that all updates have been installed successfully.
Fig. 14: The Custom Update dialog window

Remove Updates
Some updates change the behavior of certain product modules. To uninstall updates you do not want to work with, use the Remove Updates option. The respective dialog window is shown in Fig. 15.
Note that there may be interdependencies between several updates. This means that certain updates cannot be removed as long as they are required by other updates that are still installed. You can display in the dialog window either all removable, or all not removable updates. Remember that updates you have already committed can no longer be removed.
Fig. 15: The Remove Update dialog window

Commit Updates
Commit Updates removes previous update versions. Note that "stop-pcshare" and "start-pcshare" should have been issued since updates were installed the last time. If in doubt, issue "stop-pcshare" and "start-pcshare" before committing updates.
In the Updates section of the Commit Updates dialog
(Fig. 16) select and mark the update you want to commit according to the instructions given in Custom Update. You can mark more than one update at a time. Then confirm your selection with Ok.
A warning message pops up informing you that after you have committed an update, there is no simple way, apart from reinstalling the product, to fall back to a previous version. As soon as the committal has been completed an Information box appears stating that the committal has been successful.
Please remember that you have to stop PCShare before committing any updates. Otherwise certain processes could be "killed".
Fig. 16: The Commit Updates dialog window

Download Updates
To download updates from the HELIOS Update Server via the Internet proceed as follows:
Select the Download Updates item and confirm the dialog box that first appears with Ok (Fig. 17).
A Download Status list, which appears upon confirmation of the preceding dialog, shows the progress of the update loading process (Fig. 18) and disappears automatically when the loading has been completed.
Fig. 17: The Download Updates dialog window
Fig. 18: The Download Status list

Then the Download from the HELIOS Update Server dialog appears (Fig. 19) and lets you select the HELIOS product you want to update and the architecture your host uses.
Fig. 19: The Download from the HELIOS Update Server dialog window

In the Update-Description section select and mark the update for download according to the instructions given in Custom Update. You can mark more than one updates at a time. Then confirm your selection with Ok.
As soon as the download has been completed an Information box appears stating the number of updates and the directory where they have been saved to.
List Updates
The List Updates window lists all updates that are related to a certain product and indicates the state of each update. This means, you can see e.g. whether an update is applied, already superseded, or not installed. If you select an update from the list and press ENTER the Update Installer will display the corresponding description (Fig. 20).
List History
The List History window (Fig. 21) reveals the product update history for the specified path.
Fig. 20: The List Updates dialog window
Fig. 21: The List History dialog window

© 2002 HELIOS Software GmbH