Corvid v6 Install Instructions PDF

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Exsys® Corvid Install Instructions (Read Completely Before Installing)

System Requirements Microsoft Windows 7, Windows 8, XP Microsoft Internet Explorer ver. 5 or higher 150 MB Free Disk Space Minimum Screen Resolution: 1024 x 768 with standard fonts or 1152 x 864 with large fonts

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Installing Exsys Corvid requires several steps to also install the other underlying software that Corvid uses. When you first start Corvid, it will lead you through this process . Starting with Exsys Corvid v6, a “CorvidProjects” folder approach is used to organize and edit your Corvid expert system projects. This is different from earlier versions up v5.3 where projects could be kept in any location, or Corvid v5.4 where projects had to be built in Tomcat’s webapps folder. The new approach is much easier to install and use.

Installing Exsys Corvid Make sure you are logged in as Administrator and have system administrator privileges. You will not be able to successfully complete the install without Administrator level privileges. To install Exsys Corvid, double click on the “Setup” program icon. This will start the install program. This is a typical MS Windows install that will ask you to accept the license, enter a name and organization.

Also starting with Corvid v6, the Corvid install process installs Exsys Corvid, Apache Tomcat and Corvid servlet programs. This greatly simplifies the earlier process where there needed to be separate downloads for Apache Tomcat and the servlets needed to be copied manually.

Moving to Corvid v6 from Earlier Versions of Corvid If you are moving to Corvid v6 from an earlier version of Corvid 1.

If you installed Apache Tomcat locally:

- IMPORTANT: Make a backup copy of the current Tomcat folder (This will have

It will by default install Corvid to:

Corvid system files you need later) - Uninstall your current Apache Tomcat 2.

Follow the Corvid v6 install instructions.

3.

Open the Corvid v6 Project Manager and move any systems you built with the earlier version into the CorvidProject folder.

Program Files\Exsys\Corvid or (depending on your version on Windows) Program Files (x86)\Exsys\Corvid It is strongly recommended that you use this default location for the install.

Corvid v5.4 implemented changes in where systems were located and how they were run. This was due to changes in Java the prevented applets from running the way they had done previously. This required installing Apache Tomcat and building systems in the Tomcat webapps folder. This is no longer required in Corvid v6, and while Tomcat is still used, the interactions with Tomcat are handled automatically and invisibly.

Exsys Corvid Installation!

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When the install is done, you will see the Install completed window.

If You Purchased Exsys Corvid: (Only do this if you have already purchased a Corvid license) If you have purchased an Exsys Corvid license:

Just click “Finish” and Exsys Corvid will automatically start for the license activation and configuration. First you will see the Exsys Corvid splash screen. This will go to the next screen in a few seconds, or click on it to make it change immediately.

1. Click the “Send Info” button. 2. Accept the License terms. 3. Fill out the Registration form and send it to [email protected] 4. Once Exsys verifies the purchase, an Activation Code will be emailed to you. Activation Codes are generated during normal business hours, so there may be some delay. 5. While you are waiting for your Activation Code to be sent back to you, you can continue configuring and using Corvid by clicking the “Continue without Activation” button.

Evaluating Corvid If you are evaluating Corvid or have not purchased a license, just click the “Continue without Activation” button. Corvid will run for 30 days and allow systems to be built of up to 150 nodes. This is a reasonably small system, but allows running the Corvid tutorials and building many types of sample systems.

Academic Use in a Class If your professor has given you a “Pre-approved Activation Code”, make sure you are online, enter the code in the Activation Code edit box and click the “Register” button. This will convert your copy of Corvid to run for 120 days and allow 250 node systems.

The next screen is the License Activation screen. By default, Corvid installs set to run for 30 days and allow only systems of 150 nodes. These settings are changed by entering an Activation Code.

If you are just using the 30 day / 150 node “Demo” version for the class, just click the “Continue without Activation” button.

Configuring Exsys Corvid When Corvid first starts, it displays the Configure screen for setting up your CorvidProjects folder, Java, Apache Tomcat and the Exsys Servlets. This is a simple 4 step process. Corvid helps you with each step and checks that it was successfully done. All of the configuration steps do not need to be done at this time though that is recommended. However, you will not be able to run and test the Corvid systems you build until all 4 configuration steps are completed. The Configuration steps need to be done in order. The bar at the top of the window reminds you what step you need to do.

1. Select a CorvidProjects Folder Exsys Corvid v6 and higher organize all of your Corvid expert system projects in a “CorvidProjects” folder. If you were using a version of Corvid prior to v6, it will also help you move your older systems into the new CorvidProjects folder.

Exsys Corvid Installation!

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Selecting an Existing CorvidProjects Folder Instead of creating a new CorvidProjects folder you can select an existing one. This is done when: 1. A CorvidProjects folder was moved to the PC from another PC running Corvid. 2. The location of the CorvidProjects folder was moved to a different location. Click the “Select Existing CorvidProjects Folder” button and browse to select the CorvidProjects folder you want to use. In this case, select the actual “CorvidProjects” folder - not the folder that holds it.

The “CorvidProjects” folder is just a normal folder and can be located anywhere on your PC that you prefer and can write to. Some typical locations are the root directory of your hard disk, your Documents folder, a folder in your User folder. While it can be put in your “Program Files” or “Program Files(x86)” folder this is not recommended since generally it will require a higher level login (e.g. Administrator) to write files in this area. The location of the CorvidProjects folder can be moved later if you change your mind, so don’t worry too much about the location you select.

It is legal to have multiple CorvidProject folders and switch between them. This can be used to organize groups of systems, clients, etc. However, if you only have a few Corvid systems, it is generally better to keep them all in the same CorvidProjects folder.

2. Install Java The Exsys Corvid Runtime programs are based on Java. Many PCs already have Java installed. Corvid will check to see if your PC has Java installed. If it finds it, it will move on to step #3 and this section on installing Java can be skipped. If it does not find Java, it will tell you.

Unless you have moved a CorvidProjects folder from another PC or moved an existing folder, click the “Create CorvidProjects” Folder button. This will open a window for selecting a FOLDER. The CorvidProjects folder will be created in the folder selected. Do NOT create a new folder named “CorvidProjects” Corvid will do that automatically. Just select the folder you would like the CorvidProjects folder to be created in.

***If you need to install Java, click the “Install Java” button. This will open a browser window and go to the java.com site to download Java. You need to be online for this step.

Once you select the location for the CorvidProjects folder, the first step in the Configuration window will change to green and you can move on to the next step.

Exsys Corvid Installation!

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Click the “Free Java Download” button. (Note, this screen changes frequently, so it may not look like the illustration, but should have a “Free Java Download” button somewhere)

After a few install screens, you should get to the “Successful Install” screen.

Java determines your operating system and displays the window to download the version of Java correct for your PC. Click the “Agree and Start Free Download” button. Select that you want to RUN the install and follow the install instructions.

Java then opens a test URL to make sure Java is working in your browser. You should click the “Agree and Continue” button. You will also have to click the “Enable” button to allow your browser to use Java.

Accept the Java download defaults for where to install it. The one exception is the “Ask” Add-on. This is not needed by Corvid. If you want to add it, it will not cause any problem for Corvid, but it is not required and can be unselected if you choose.

At this point, your browser will ask you if you want to allow a Java Applet to run. (For some reason, currently, this is called the Java Uninstall Applet” which seems like an odd name since it does not uninstall Java)

Click the “Run” button.

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You should see the “Congratulations” screen indicating that Java was successfully installed.

Click the “OK- Install Apache Tomcat” button. This will open the Tomcat Install program.

The Tomcat license will be displayed, followed by several screens with install and configuration options.

Close the Browser window and return to the Exsys Corvid Configuration window.

3. Install Apache Tomcat The next step is to install Apache Tomcat. The Tomcat install is included in the Exsys Corvid setup and can be directly installed without being online. Click the “Install Tomcat” button. Just click “Next” without making any changes to settings, options selected or locations. You will get to the Install window.

The most important thing to remember when installing Apache Tomcat locally for Corvid to use is DO NOT CHANGE THE DEFAULTS. Corvid will remind you of this.

Click “Install” and wait awhile while it does the install.

Tomcat is a very flexible and powerful server program with many options. When used for a true online server, the various options can be used to fine tune it to a specific use. However, for Corvid’s use the defaults will work and ARE EXPECTED. If they are changed, you will almost certainly have problems later when trying to run Corvid systems.

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When you get to the “Completing” window, leave the default “Run Apache Tomcat” and “Show Readme” selected and click “Finish”.

4. Install the Exsys Servlets The Configuration window should now have the first 3 install step green. The last step is to deploy the Exsys Servlets using Apache Tomcat. Click the “Deploy Servlets” button.

That will have installed Tomcat. You can close the “Readme” widow that will open. Return to the Exsys Corvid Configuration window. If you want to confirm that Tomcat was installed correctly, click the “Test Tomcat” button.

Corvid will determine where to install the servlets automatically, so there is nothing else to do. The install and deployment can take up to 60 seconds. The step #4 message will change to a blue “Wait” message. This will soon change to a green “Installed” message. If there is any problem Corvid will report it. Once the Servlet step changes to green, you can test the main Corvid servlet by clicking the “Test Servlet Runtime” button below the “Deploy” button. This will open a browser window with the massage that the Corvid Servlet is installed and running.

This will check that Tomcat is running and open a browser window with the specified local Tomcat URL. This browser window should display the Tomcat welcome screen. (If it does not, either Tomcat is not running or the local Tomcat URL is not correct. The Tomcat URL should virtually always be the: “http://localhost:8080” set automatically by Corvid. If the Tomcat install defaults were not changed, this will be the correct URL. Close the browser window and return to the Exsys Corvid Configuration window.

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Configuration Done

2.

In your “Program Files” or “Program Files (x86)” folder you will find a folder named “Apache Software Foundation”. Right click on this folder and select “Properties”.

3.

This will open the Properties window for the folder. On the “General” tab, click the “Readonly” attribute to make sure it is UNSELECTED.

4.

Go to the “Security” tab and click the “Edit” button. This will open another window for changing the security settings.

That should have made all the Configuration steps green. You can click “Done” and start using Exsys Corvid.

You can optionally change the browser to use when you run systems. By default this is set to Internet Explorer since that is always on any Windows machine. If you want to change this to some other browser such as Firefox, click the “Browse” button next to the Browser edit box and select the browser you wish to use.

Tomcat Security Settings Exsys Corvid needs to directly write files into the Apache Tomcat webapps folder to run systems. On some systems, default Windows security settings may block this, making it impossible to run Corvid systems during development. Generally this is not a problem with Windows XP, but is when using Windows 7 or 8. When a Corvid system is run using the local install of Tomcat, it checks to see if it can successfully write the files to Tomcat’s webapps folder. If it cannot, it will notify you by displaying a warning. If you see this, you should change the security settings. If you prefer to do this proactively, it can be done now. First check that Tomcat is correctly installed. Click the “Configuration” menu option under the “Window” menu. It should show that all configuration step have been complete. Click the Test Tomcat and Test Servlets buttons to verify the installation. If the install and configuration is complete, the issue is probably the Tomcat security settings. Fortunately it is easy to change the Tomcat security settings to fix this problem. 1.

If Tomcat is running, stop Tomcat with the “Monitor Tomcat” program.

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5. Click the “CREATOR OWNER” item in the top list to select it. This will let you change the settings below. Under “Allow”, click the “Full Control” checkbox. This will automatically check the boxes under it.

7. Select to apply the changes to the folder and subfolders. Click OK.

8.

Shutdown and restart your computer. Restart Tomcat and open Corvid.

Now Corvid should be able to write to the Tomcat folder and run systems.

6. Click the “Users” item in the top list to change its settings. Again, under “Allow”, click the “Full Control” checkbox. This will automatically check the boxes under it. Then Click “OK” to close the edit window and then click “OK” again to close the main Properties widow.

If you need technical support: email: [email protected] (Note: You will need to provide your Exsys Corvid serial number.) If you have any questions: Tel: +1(505)563.5987 Fax +1(505)563.5501 email: [email protected] Exsys Inc. 6565 Americas Parkway NE, Suite 200, Albuquerque, NM 87110 U.S.A. www.exsys.com

Exsys Corvid Installation!

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