Pervasive PSQL v9.6 - README - General Release

Note The Installation Notes section contains important information to help you install successfully. Please read this section before attempting to install Pervasive PSQL v9.6 or alter your existing configuration.

Installation Notes

After reading these notes, see the portable document format (PDF) book Getting Started with Pervasive PSQL for installation steps.

Compatibility with Other Releases

This release supports the use of older clients from the previous releases Pervasive PSQL v9, and Pervasive PSQL v9 SP1, and Pervasive PSQL v9 Service Pack 2 with the Pervasive PSQL v9.6 Server.

Pervasive recommends that you use client requesters that are the same version as the database engine. If you choose, you may use a client requester that is an older version than the database engine with which it interacts. In some situations, depending on the type of SDK access method used by your application, an older version requester will not work with the database engine. Your application will be unable to communicate with the database engine. For those situations, you must use client requesters that are the same version as the database engine.

Client requesters that are a newer version than the database engine may or may not function correctly. Pervasive does not guarantee that newer versions of client requesters will function correctly with older versions of the engine. Therefore, Pervasive recommends that you avoid the use of newer version client requesters with an older engine.

Using Other Data Management Products

This release supports Pervasive AuditMaster v6.3, DataExchange v2.8, and Backup Agent v1.1.

Pervasive PSQL v9.6 will not install in an environment where AuditMaster v6.2, DataExchange v2.7, or Backup Agent v1.0 are installed. The steps below explain how to upgrade Pervasive.SQL V8.x to Pervasive PSQL v9.6 in an environment with prior versions of other Pervasive data management products.

Before upgrading, ensure that no user or application is using the database engine. Any changes to your data files are not captured, audited, or put into continuous operations during the upgrade process. For DataExchange, disable any replication schedules and ensure that no replication sessions are running during the upgrade.


Step	Action
1.	Modify the Registry and add a key that will allow the upgrade. For AuditMaster, add this key: [HKEY_LOCAL_MACHINE\SOFTWARE\Pervasive Software\Products\AuditMaster Server\v9_upgrade] For DataExchange, add this key: [HKEY_LOCAL_MACHINE\SOFTWARE\Pervasive Software\Products\Pervasive.SQL Replication\v9_upgrade] For Backup Agent, add this key: [HKEY_LOCAL_MACHINE\SOFTWARE\Pervasive Software\Products\Backup Agent\v9_upgrade] Note: Each product requires its own key. For example, if you are using all three products, add all three keys. If you prefer not to edit the Registry manually, contact Pervasive Support and request a Registry update file (.reg file). The Support representative will advise you on using the file. See www.pervasive.com/company/contact/index.asp for contact information.
2.	Upgrade Pervasive.SQL V8.x to Pervasive PSQL v9.6. See Getting Started with Pervasive PSQL (Server Edition).
3.	Update AuditMaster v6.2 to Pervasive AuditMaster v6.3 Update DataExchange v2.7 to DataExchange v2.8 Update Backup Agent v1.0 to Backup Agent v1.1 These updates are available for download from the Pervasive web site at http://www.pervasive.com/support/updates/

Server and Client Installs

The Pervasive PSQL Server and Client installations are separate in Pervasive PSQL v9.6. You can no longer install clients from a server installation unless you add the client install manually to your installed Pervasive PSQL v9.6 server installation.

Instead, use the separate Client installation program provided on the installation media or on the download Web page.

To add the client install image to a server install

Install the Pervasive PSQL v9.6 Server.

Make a directory named CLIENTS in the folder to which you installed Pervasive PSQL v9.6. For example, if you installed to the default location, this would be C:\PVSW\CLIENTS.

Copy the contents of the client install folder to the location specified in step 2.

Grant share access to the C:\PVSW\CLIENTS directory so that users can access the setup.exe program located there.

You must have Administrator rights to install this product.

If you are installing a downloaded version of Pervasive PSQL, do not place the setup files in a location that is listed in the PATH environment variables, as this can cause issues with file copying during install. Place the setup files in a location such as the Windows TEMP directory.

You cannot install Pervasive PSQL from a terminal server session. You must be on the console of the server to install.

You need Internet Explorer 5.01 or later to install the product because of a requirement from Windows Installer.

A local security policy, “Sharing and security model for local accounts,” in certain Windows versions can adversely affect network logins. Under the default policy, all network logins to local accounts are authenticated as Guest, no matter what credentials were supplied. This causes your authorization for databases using Mixed or Database mode not to match your OS credentials and can prevent data access you intended to authorize. To resolve this condition, ensure that your policy for “Sharing and security model for local accounts” is set to Classic, which authenticates users as themselves.

The default security settings on certain Windows platforms can prevent Internet Explorer from running scripts within HTML. You may notice this if you attempt to use the Pervasive PSQL registration page that appears at the end of installation. If Internet Explorer issues a warning, click the warning message then click “Allow Blocked Content.”

Windows Vista

Windows Vista checks all installation executables to verify the authenticity of the executable. The Pervasive PSQL installation program is now digitally signed. As a result, when you install Pervasive PSQL the Vista execution authentication shows that the executable is from Pervasive Software.

Types of Users

Windows Vista uses two main types of user accounts: standard users and administrators. The permissions differ for these two types of users.

If a standard user needs to perform a task that requires additional privileges, Vista prompts (run as administrator) for an administrator password. Vista includes a built-in administrator, admin, whose account is disabled by default.

The following behavioral differences with Pervasive PSQL occur if you are logged on as a standard user instead of an administrator:

Vista prompts for an administrator password if you attempt to install Pervasive PSQL.

Pervasive System Analyzer (PSA) allows you only to test the active installation and to view Pervasive modules. A standard user cannot use PSA to archive, restore, or delete archives or components.

Communications Protocols

Security and File Permissions

Dbnames.cfg and pvsw.log can be written to by all users; neither file is virtualized on Vista. Pervasive PSQL databases are accessible to all user regardless of who creates the database. Vista still allows you to create system DSNs and user DSNs. User DSNs are not accessible by all users.

The database engine files w3dbsmgr and ntdbsmgr are added to the firewall access list. The installation of Windows Vista enables the firewall by default. With the firewall enabled, users cannot access the database engine unless certain engine files are added to the firewall access list.

Configuration Settings

The registry configuration settings allow full access to all users. Pervasive PSQL configuration settings are persistent for all user types on Vista.

Running Workgroup Engine or Cache Engine As a Service

If a user starts the Workgroup Engine or Cache Engine in a Terminal Services environment or by switching users through fast-user switching, other users on the system cannot access that engine nor can they start their own copy of the engine.

Status code 3032 results if a second user attempts to access another user's engine through the transactional interface: "Unable to connect to local engine. Possibly an engine has been started by another user on this machine in a non-elevated mode. Other users will not be able to connect to that engine."

If it is desirable to have multiple users accessing a local engine, then start that engine as a service. Ensure that you are logged on as an administrator, then complete the following steps.

Determine which engine you want to run as a service: Workgroup or Cache. You cannot run them both concurrently.

Stop the current engine: right-click on the tray icon then click stop.

Open a DOS prompt and change directory to c:\pvsw\bin.

Perform step 5 or step 6 based on the engine you want to run as a service.

Type the following command to create a service for the Workgroup Engine:

psc create "psqlWGE" "Pervasive PSQL Workgroup Engine" own auto "c:\pvsw\bin\w3dbsmgr.exe service srde"

Type the following command to create a service for the Cache Engine:

psc create "psqlCE" "Pervasive PSQL Cache Engine" own auto "c:\pvsw\bin\w3dbsmgr.exe service btrv"

Type one of the following commands to start the engine service:

psc start "psqlWGE"

psc start "psqlCE”

See also “psc” in the chapter “Command Line Interface Utilities” in Pervasive PSQL User’s Guide.

Uninstalling the Product and the Service

If you run the Workgroup Engine or Cache Engine as a service but later decide to uninstall the engine, remember to delete the service after you uninstall the product.

This applies whether you use a Pervasive PSQL utility, third-party utility, or the operating system to set up the Workgroup Engine or Cache Engine as a service. Since the Pervasive PSQL installation program did not install the service, the Pervasive PSQL uninstall program is unaware of its existence.

You can delete a service through the operating system Service Manager or with a third-party utility.

New Features and Enhancements

Environments Supported

Server Engine

Feature	Description
Windows Vista support	The Pervasive PSQL Server, Workgroup, and Client products can be installed and used under Windows Vista.
Java Runtime Environment (JRE) 6 installed with Pervasive PSQL	The JRE 6, which is Vista compatible, is installed with the Pervasive PSQL products

Windows Vista Business, Ultimate, and Enterprise, 32-bit and 64-bit Editions

Windows 2003 R2 Server 64-bit Edition

Windows 2003 Server 64-bit Edition (SP 1)

Windows 2003 R2 Server, Small Business Server, and Failover Cluster

Windows 2003 R2 Server Terminal Services

Windows 2003 Server, Small Business Server, and Failover Cluster (SP 1)

Windows 2003 Server Terminal Services (SP 1)

Windows 2000 Advanced Server, Server, and Server and Terminal Services (SP 4)

Windows 2000 Failover Cluster (SP 4)

Citrix MetaFrame Presentation Server, Version 4.0

Workgroup Engine

Windows Vista, all versions of both 32-bit and 64-bit Editions, except for Starter Edition

Windows 2003 R2 Server 64-bit Edition

Windows 2003 Server 64-bit Edition (SP 1)

Windows 2003 R2 Server and Small Business Server

Windows 2003 Server and Small Business Server (SP 1)

Windows 2000 Advanced Server, Professional Server, Server, and Small Business Server (SP 4)

Windows XP Professional 64-bit Edition (SP 2)

Windows XP Professional and Home Edition (SP2)

Window XP Embedded (SP1), and Embedded for Point of Service, assembled from components to be functionally equivalent to Windows XP Professional

Clients

Windows Vista, all versions of both 32-bit and 64-bit Editions

Windows 2003 R2 Server 64-bit Edition

Windows 2003 Server 64-bit Edition (SP 1)

Windows 2003 R2 Server, Small Business Server, and Terminal Services

Windows 2003 Server, Small Business Server, and Terminal Services (SP 1)

Windows 2000 Advanced Server, Server and Professional (SP 4)

Windows 2000 Advanced Server and Server with Terminal Services (SP 4)

Windows XP Professional 64-bit Edition (SP 2)

Windows XP Professional and Home Edition (SP 2)

Window XP Embedded (SP1), and Embedded for Point of Service, assembled from components to be functionally equivalent to Windows XP Professional

Known Issues

Windows Vista

The Java Runtime Environment (JRE) 5 contains areas of incompatibility with Windows Vista. For example, the JDBC driver does not read and write date, time and timestamp data correctly and the Aero interface may switch into the XP interface.

No workaround is required. Pervasive PSQL installs Java Runtime Environment (JRE) 6, which is Vista compatible.

The following utilities require administrator rights to execute: psregsvr and btisc.

Workaround: Execute these utilities only if you have administrator rights.

Windows Vista does not support Winhelp (.hlp) files. You cannot access the online help for the following utilities: Monitor, Maintenance, Export Wizard, and ODBC Setup in Microsoft ODBC Administrator.

Workaround: Download the Winhelp program from the Microsoft Download Center.

To run DOS applications under Vista, you must use the btrbox requester. To enable btrbox, copy btrvdd.dll from the PVSW\bin directory to the Windows\system32 directory.

The following message is logged to pvsw.log:

3032: EstablishSessionWithEngine(). Failed to initialize shared memory to local engine. OS rc=2.

Workaround: To allow multiple users access to a Workgroup Engine or Cache Engine in a Terminal Services environment or through fast-user switching, start that engine as a service instead of as an executable. See Running Workgroup Engine or Cache Engine As a Service.

Floating point precision has changed with Windows Vista. This has nothing to do with Pervasive PSQL, but you may notice a change in the results from you application. Refer to the documentation for Windows Vista.

Documentation Notes

The documentation is provided in three different formats: JavaHelp, HTMLHelp, and portable document format (PDF).

The PDF files reside on the installation media and are not installed. In some instances, the Acrobat Reader plugin for browsers does not render the PDF documentation correctly. You may notice gaps on pages or pages that appear to be missing. We recommend that you view the PDFs with Adobe Reader, not in a browser. The Reader is free and available as a download from www.adobe.com.

The JavaHelp and HTMLHelp (CHM) formats are installed by default with the product. The JavaHelp is installed under the Bin\Plugins directory (by default, C:\PVSW\Bin\Plugins). The HTMLHelp is installed under Program Files\Common Files\Pervasive Software Shared\Doc.

The Java Runtime Environment (JRE) is required to use the Javahelp documentation. Ensure that the system variables on your operating system are correctly set to include the location of the JRE. Certain platforms may not include the location of the JRE bin directory in the PATH variable. Verify the specific location of the JRE on your operating system before adding the location to the PATH variable.

Technical Support

Pervasive Knowledge Base at http://www.pervasive.com/kb/

To open a support incident or report a product defect, see http://www.pervasive.com/support.

If you require something other than what Web-based support options provide, contact Pervasive Support by phone:

800.287.4383 option 3 (the Americas)

+800.1212.3434 (Toll free: Belgium, France, Germany,Italy, Luxembourg, The Netherlands, Spain, Sweden, Switzerland and the United Kingdom)

+32.70.23.37.61 (For any other European, Middle Eastern, African or Asian country, excluding Japan)

+81.3.3293.5300 (Japan)

+1.512.231.6000 (Latin, Central and South America, Australia and New Zealand)

For community technical support and discussions about Pervasive products in general:

Visit the DevTalk forum at http://www.pervasive.com/devtalk.

Visit http://www.pervasive.com/company/contact/index.asp for other contact information.

Visit the updates page at http://www.pervasive.com/support/updates

Useful Links

For a comprehensive list and details of Pervasive products, see

http://www.pervasive.com/products

Review information about application development at:

http://www.pervasive.com/developerzone

For Technical Papers, see:

http://www.pervasive.com/support/techpapers.asp

For Product Manual downloads, see:

http://www.pervasive.com/support/technical/online_manuals.asp

For viewing Product Manuals online, see:

http://www.pervasive.com/library

For information on our Support programs, see

http://www.pervasive.com/support/support_programs.asp

For information on updates and Service Packs, see:

http://www.pervasive.com/support/updates

Pervasive PSQL v9.6 - README
General Release - April 2007

Contents

General Information

Installation Notes

Compatibility with Other Releases

Using Other Data Management Products

Server and Client Installs

To add the client install image to a server install

Windows Vista

Types of Users

Communications Protocols

Security and File Permissions

Configuration Settings

Running Workgroup Engine or Cache Engine As a Service

Uninstalling the Product and the Service

New Features and Enhancements

Environments Supported

Server Engine

Workgroup Engine

Clients

Known Issues

Windows Vista

Documentation Notes

Technical Support

Useful Links

Disclaimer

Pervasive PSQL v9.6 - README General Release - April 2007

Contents

General Information

Installation Notes

Compatibility with Other Releases

Using Other Data Management Products

Server and Client Installs

To add the client install image to a server install

Windows Vista

Types of Users

Communications Protocols

Security and File Permissions

Configuration Settings

Running Workgroup Engine or Cache Engine As a Service

Uninstalling the Product and the Service

New Features and Enhancements

Environments Supported

Server Engine

Workgroup Engine

Clients

Known Issues

Windows Vista

Documentation Notes

Technical Support

Useful Links

Disclaimer

Pervasive PSQL v9.6 - README
General Release - April 2007