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Oracle® Crystal Ball, Fusion Edition Installation and Licensing Guide Release 11.1.1.1.00

August 2008

 

Crystal Ball Installation and Licensing Guide, Release 11.1.1.1.00 11.1.1.1.00

Copyright © 1988, 2008, Oracle. All rights reserved. Primary Author: Contributor:

Barbara Gentry

David Blankinship, Eric Wainwright

The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected  by copyright, patent, and other intellectual intellectual and industrial property laws. Reverse engineering, engineering, disassembly, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If the Programs are delivered to the United States St ates Government or anyone licensing or using the Programs on  behalf of the United States Government, the the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth for th in FAR 52.227-19 52.227-19,, Commercial Computer Software--Restricted Rights (June 1987). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's licensee' s responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose c hoose to purchase any products or services from a third party, the relationship is directly between you and the third party. party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. party.

 

Contents 1

Welc Welcom ome e 1.1 1.2

2

3

4

Conventions used in this manual .................... .............................. .................... .................... .................... .................... .................... ..................... ............. .. 1-1 Additional resources .................... .............................. .................... .................... .................... .................... ..................... .................... .................... .................... ............. .... 1-2

Before Before you begin begin 2.1 2.2 2.2.1

System requirements .................... .............................. .................... .................... .................... .................... .................... .................... ..................... .................... ............. .... 2-1 Microsoft .NET Framework 2.0, 3.0, and 3.5.......... 3.5 .................... .................... .................... .................... .................... .................... ............... ..... 2-2 About Microsoft .NET Framework ................... ............................. .................... .................... .................... ..................... .................... ............. .... 2-2

2.2.2 2.3 2.4 2.4.1 2.4.2

Installing Microsoft .NET Framework 2.0......................... 2.0................................... .................... ................... ................... .................. ........ Some notes about Microsoft Windows Vista .................... .............................. .................... ................... .................... .................... .............. ..... For users of earlier versions of Crystal Ball ................... ............................. .................... .................... ................... ................... .................. ........ Migrating your models ..................... ............................... .................... .................... .................... ..................... .................... .................... ..................... ............ Another compatibility issue .................... .............................. .................... ..................... .................... ................... .................... .................... ............... .....

2-3 2-3 2-4 2-4 2-5

Installing Installing and Licensing Licensing Crystal Crystal Ball 3.1 3.2 3.3 3.3.1 3.4

Guidelines for installing and licensing Crystal Ball ................... ............................. ..................... ..................... .................... ............ .. Installing Crystal Ball .................. ............................. ..................... .................... .................... .................... .................... ................... .................... .................... .............. ..... Licensing Crystal Ball......... Ball ................... .................... .................... .................... .................... .................... ..................... .................... .................... .................... ............. .... Activating a license.............................................................................................................. Installing and licensing Crystal Ball with a script.......... script.................... .................... .................... .................... ..................... ................ .....

3-1 3-1 3-4 3-4 3-5

3.5

Automatically licensing Crystal Ball after installation.......................... installation.................................... .................... .................... ............ .. 3-6

Notes and Troubleshoot Troubleshooting ing 4.1 4.2 4.3 4.3.1 4.3.2 4.4 4.4.1 4.4.2 4.4.3 4.4.4 4.4.5 4.4.6

Finishing up .................... .............................. ................... .................... .................... .................... ..................... .................... .................... .................... .................... ................... ......... Uninstalling Crystal Ball.......... Ball .................... .................... .................... .................... .................... .................... .................... .................... .................... .................. ........ Starting Crystal Ball.......... Ball .................... ................... .................... .................... .................... .................... .................... .................... .................... .................... ................ ....... The Welcome Screen .................... ............................. .................... ..................... .................... .................... .................... ..................... ..................... ................ ...... Starting automatically with Excel................. Excel............................ .................... ................... .................... .................... .................... ................... ......... Troubleshooting ................... .............................. .................... ................... ..................... ..................... .................... .................... .................... ..................... .................... ........... .. Disabled add-ins message ..................... ............................... .................... .................... ..................... ..................... .................... .................... ................ ...... Antivirus warning appears during installation ................... ............................. ..................... ..................... .................... ............ .. System clock message appears .................... ............................. .................... ..................... .................... .................... ................... .................... ...........

4-1 4-1 4-2 4-2 4-2 4-3 4-4 4-4 4-4

Running Crystal Ball from the Start menu.................... menu.............................. ..................... .................... ................... .................... ............ 4-4 Checking the README file.......................... file.................................... .................... .................... .................... ..................... .................... ................... .......... 4-4 Viewing the installation log file.............. file........................ .................... .................... .................... .................... .................... .................... ............... ..... 4-5  

iii

 

4.5

iv iv  

Contacting us.......... us ..................... .................... .................... ..................... .................... .................... .................... ..................... ..................... .................... .................... ............... ..... 4-5

 

1 Welcome

1

Welcome to the Oracle© Crystal Ball, Fusion Edition product suite for forecasting and risk analysis. This guide describes how to install and license Crystal Ball products. See pa page ge 44-55 for contact information to help you optimize your experience with these powerful analysis tools.

1.1 Conven Conventio tions ns used used in this this manu manual al The following text conventions are used in this document: Convention

Meaning

boldface

Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.

italic

Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.

 monospace

Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

This manual uses the following additional conventions: ■

Text separated by > symbols means that you select menu options in the sequence shown, starting from the left. The following example means that you select the Exit option from the File menu: 1.



Steps with attached icons mean that you can click the icon instead of manually selecting the menu options in the text. For example: 2.







Select File > Exit.

Select Define > Define Assumption.

Sometimes you have to press two or more keys at the same time. For example, Ctrl-c means that you hold down the Ctrl key and type c. Capitalization Capitalization is important; Ctrl-c and Ctrl-C are two different key sequences. A key sequence without hyphens means you type the t he sequence in the order shown  but not simultaneously simultaneously.. For example, example, Ctrl-q N means that you press press the Ctrl key and type q simultaneously, simultaneously, and then type N. This version of Crystal Ball runs on Microsoft Office 2007 as well as Office 2003 and earlier versions. The default instructions are for Office 2003. Where Office 2007 instructions are different, a note describes the difference. For more information about using Crystal Ball with Office 2007, see Appendix B in the Crystal Ball Getting Started Guide. Guide.  

Welcome   1-1

 

Additional resources

1. 1.22 Addi Additi tion onal al resou resourc rces es Oracle offers technical support, training, and additional resources to increase the effectiveness effectivene ss with which you can use our products. For more information about all of these resources, see our Web Web site at: http://www.oracle.com/crystalball

1-2

Crystal Ball Installation and Licensing Guide  Guide 

 

2 Before you begin

2

This chapter contains important information to read before you set up Crystal Ball on your system. Be sure you have completed all appropriate steps before you begin the installation process described in the next chapter, "Installing and Licensing Crystal Ball."

2.1 2.1 Syst System em requ requir irem emen ents ts The computer where you are installing Crystal Ball products should meet these system s ystem requirements: ■

Microsoft Windows Windows 2000 Professional with Service Pack 3, Windows XP Home Edition with Service Pack 2 or 3, Windows XP Professional Professional with Service Pack 2 or 3, or Windows Vista (tested on Windows Vista Business, Home Premium, Home Basic, and Enterprise editions)



Microsoft Excel 2000, 2002 (XP), 2003, or 2007; also Excel 2007 with Service Pack 1



Microsoft Internet Explorer 6.0 or later



Microsoft .NET Framework 2.0 (or 3.0 or 3.5 with Windows XP versions or Vista)



Personal computer with Pentium-equivalent Pentium-equivalent microprocessor microprocessor (800 MHz or faster)



At least 512 MB of RAM



Free hard disk space for Microsoft .NET Framework if not already installed (280 MB for 32-bit machines and 610 MB for 64-bit machines) machines) plus 80 MB for Crystal Ball. (Note: Eachspace of these twoinstallation.) components requires approximately twice the given amount of disk during



CD-ROM drive



Vi Video deo graphics adapter and monitor with at least 1024x768 resolution



Adobe Acrobat Reader 6.0 or later This version of Crystal Ball is supported on non-English versions of Microsoft Windows with Microsoft Office in the same language. However, However, localized (translated) versions of Crysta Cry stall Ball Ball 11.1.1.1.00 are not available at this time. Notes:

Those who wish to use Crystal Ball with Windows Vista Vista and/or Excel 2007 must download and install the English version of Crystal Ball 7.3.xx or 11.1.x 7.3. 11.1.x.

 

Before you begin   2-1

 

Microsoft .NET Framework 2.0, 3.0, and 3.5

 If you are using this version on an English operating system with non-English regional settings, we recommend that you install the Microsoft Multilingual User Interface (MUI) Pack for your version of Microsoft Office. (These are called Language Packs for Microsoft Office 2007.) If you don't install the Microsoft MUI Pack, Excel will appear with the regional formatting and Crystal Ball will appear with English formatting. For more information about the MUI Pack, visit http://www.microsoft.com   and search for MUI Pack  and

Important!

on the Microsoft Web site. If you are using Crystal Ball on a non-English version of Excel 2007 and you save a Crystal Ball model in .xls format to one of the Excel 2007 formats (.xlsx, .xlsb, or .xlsm), a warning message appears. This message explains that the scripts in the workbook are an unsupported feature. Please ignore this message. Your Crystal Ball data will be saved. For best results, Crystal Ball should s hould be open when the model is saved.

2.2 Microsoft Microsoft .NET Framework Framework 2.0, 3.0, and 3.5 3.5 The Microsoft .NET Framework is technology from Microsoft for developing secure and advanced Windows applications. Microsoft Microsoft .NET Framework 2.0 (or 3.0 or 3.5 for Windows Windo ws XP or Vista) must be installed on your computer before you can install and license this version of Crystal Ball. Crystal Ball must be locked to one of these supported versions of Microsoft .NET Framework to run properly. properly. For more information, see "Using the Application Application Manager" on on page 4-2 4-2..

2.2.1 About Micr Microsoft osoft .NET Frame Framework  work  If you are using Microsoft Windows 2000 Professional, you must have Windows 2000 Service Pack 3 installed before you can install Microsoft .NET Framework 2.0 and this version of Crystal Ball. Supported versions of Microsoft Windows XP (listed on pa page ge 2-1 2-1) require Windows XP Service Pack 2. Note:

If a supported version of .NET Framework is not installed, an appropriate version of Microsoft .NET Framework is installed when you install Crystal Ball. To see if .NET Framework Fr amework 2.0, 3.0, or 3.5 is installed on your computer: 1.

Open the Windows Control Panel.

2.

Click the Add or Remove Programs icon.

3.

Look for Microsoft .NET Framework 2.0, 3.0, or 3.5 in the list. Important! You must have version 2.0 (or 3.0 or 3.5, if you are using a version of Windows Windo ws XP or Vista). If you have another version installed instead, contact Crystal Ball Technical Support for further information (see pa page ge 4-5 4-5 for contact information). Be sure “Use Microsoft .NET Framework 2.0, 3.0, or 3.5 (Recommended)” is selected in the Crystal Ball Application Manager (Figure ( Figure 4–1  4–1  on pa page ge 44-22).

2-2

Crystal Ball Installation and Licensing Guide  Guide 

 

Some notes about Microsoft Windows Vista

You can have more than one version of Microsoft .NET Framework, as long as one of them is a supported version. Note:

If you have Microsoft Windows Windows Vista, Microsoft .NET Framework 3.0 or 3.5 is automatically installed. Microsoft .NET Framework 2.0 is included as a part of Microsoft .NET Framework 3.0 on Windows Windows XP and Vista. Also, Microsoft .NET Framework 2.0 and 3.0 are included as a part of .NET Framework 3.5 on Windows XP and Vista. 4.

If a supported version of Microsoft .NET Framework is not installed, follow the steps in the next section to install it. Note: If you are installing Crystal Ball on a non-English operating system, you should install the .NET Framework Language Pack for your particular language and version of .NET Framework if you want to view any .NET-level error messages in that language. For more information, search on http://www.microsoft.com  .

2.2.2 Instal Installing ling Micr Microsoft osoft .NET F Framew ramework ork 2. 2.00 You can install Microsoft .NET Framework 2.0 from Microsoft’s Web site. It can also be downloaded automatically during installation. To install from Microsoft’s Web site: 1.

Open http://www.microsoft.com  .

2.

Click the Downloads and Trials link, currently in the navigation bar at the right side of the window.

3.

Choose Download Center.

4.

Search for .NET Framework 2.0.

5.

Locate this product in the search results and click the link: .NET Framework Version 2.0 Redistributable Package (x86). Note: When this Guide was prepared, the link appeared directly on the Microsoft Download Center page in a section titled Popular Downloads and could be downloaded without searching.

6.

Double-click the downloaded file dotnetfx.exe to install .NET Framework 2.0.

2.3 Some notes about Microsoft Microsoft Windows Windows Vista Vista Files installed in the Windows Windows Vista Program Files folder are opened as read-only files in Excel, even though that property is not set. If you want to modify the Crystal Ball Examples files, save them under another name before attempting to run a simulation on them. If you are using Windows Vista, Vista, familiarize yourself with the locations of folders mentioned in this Guide, such as My Documents and Application Data. For example, My Documents is under C:\Users instead of C:\Documents and Settings as in earlier versions of Windows.  

Before you begin   2-3

 

For users of earlier versions of Crystal Ball

The legacy WinHlp32 viewer for online help files is not shipped with Windows Vista, so 32-bit help files in WinHelp format with extension .hlp (such as the CB Predictor help) cannot be opened. For information from Microsoft about downloading a viewer, viewer, see: http://support.microsoft.com/kb/917607

Note that if you are using CB Predictor with Windows Vista, a complete description of each dialog is included in the online CB Predictor User Manual. Manual.

CB Predictor Note:

2.4 For users users of earlier earlier versions versions of Crystal Crystal Ball Ball Important! When you install this version of Crystal Ball on the ssame ame computer where a released version of Crystal Ball 7.x 7. x or 11.x 11.x is installed, it will automatically be replaced by this version without prompting.

If you have modified Crystal Ball example models and saved them under the same name, they will be replaced by unmodified models. Be sure s ure to rename them before you install this version of Crystal Ball.

2.4.1 2.4 .1 Mig Migrat rating ing yo your ur mo model delss If you load a model built in Crystal Ball 4.x 4. x or 2000.x 2000.x (5.  (5.xx), this version of Crystal Ball will convert it the first time it is loaded and run. If you open a workbook created in Crystal Ball 2000. 2000.xx (5.  (5.xx) in Excel 2007 with Crystal Ball loaded and either load the Crystal Ball data (for example, with the Define > Select... command) or attempt to save the workbook, the data is converted to the current Crystal Ball  Ball   format. To To preserve the Crystal Ball data in 5.x 5.x format, avoid opening the workbook in Excel 2007.

Note:

Every effort will be made to convert data into an equivalent form. Where this is not possible, an error message appears stating that data in the specified worksheet could not be converted. An error log is written to the same folder where the model is stored. The log is named worksheet name.xls.CB.txt. name.xls.CB.txt. The log file can be opened in a text editor for review revi ew.. The following are some potential causes of incompatibility: ■





Models are protected and must be unprotecte unprotected d with a Crystal Ball Developer Kit macro: CB.WorksheetProtection( CB.WorksheetProtection(ByVal ByVal aPassword As String, ByVal aTurnOn As Boolean). Instead, you could be sure the worksheet is unprotected with Tools Tools > Protection > Unprotect Sheet before you load it into Crystal Ball or run a simulation. Forecasts can no longer be defined in the same cell as assumptions and decision variables and will be discarded when converting data. Some distributions have different input parameters or are otherwise changed: the Beta distribution Scale parameter is changed to the t he Minimum and Maximum parameters, the Hypergeometric distribution Probability parameter is changed to the Success parameter, and the Extreme distribution is split into the Minimum Extreme and Maximum Extreme distributions.

2-4

Crystal Ball Installation and Licensing Guide  Guide 

 

For users of earlier versions of Crystal Ball





Some Developer Kit calls or constants are obsolete, have changed data types, or are not implemented for this release. Some Crystal Ball spreadsheet functions are not implemented for this release.

In addition, models might not run because they reference CB.xla or CB7.xla instead of cbdevkit.xla in VBA. To correct this, in the Visual Basic editor, choose Tools > References. Referenc es. Then, change the reference to cbdevkit.xla (in the main Crystal Ball installation folder —by default, C:\Program Files\Oracle\Crystal Ball) and uncheck the reference to CB.xla. If you still want to use the model in an earlier version of Crystal Ball, save it in this version of Crystal Ball with a different name and check the reference refere nce to CB.xla before you load it back into the earlier version. Note: Be aware also that models created or saved in this version of Crystal Ball cannot be opened and used in versions of Crystal Ball earlier than Crystal Ball 7.0.

If you are using Crystal Ball with Excel 2007 and share files with users of earlier versions of Excel, there can be other file compatibility issues. You must remember to save files in .xls format for use with Excel 2003 and earlier. earlier. For more information about potential areas of incompatibility and work-arounds, see the Crystal Ball Migration Guide installed with Crystal Ball, B all, cbmigration.html.

2.4.2 2.4 .2 Ano Anothe therr compa compatib tibili ility ty issu issuee If you have Crystal Ball with Extreme speed, this feature is activated by default. Certain models created in earlier versions of Crystal Ball might not run in Extreme speed. If so, a warning message appears with information about the problem. You You can downshift into Normal speed and continue with the simulation. s imulation. For details, see the Manual . Extreme Speed appendix of the latest Crystal Ball User Manual.

 

Before you begin   2-5

 

3 Installing and Licensing Crystal Ball

3

This chapter describes how to install and license Crystal Ball. The process is greatly simplified from Crystal Ball versions earlier than 11. 11.xx.

3.1 Guidelines Guidelines for for installi installing ng and licensing licensing Crystal Crystal Ba Ballll Follow these steps to install and license Crystal Ball. The basic process is the same whether you are installing Crystal Ball with a permanent, textbook, classroom, or evaluation license. If special instructions apply, you will be directed to appropriate instructions for the type of installation and license you are activating: 1.

Confirm that you have the required required hardware and software, listed in "System requirements" require ments" on page 2-1 2-1..

2.

Read the information in "Before you begin" beginning on page 2-1 2-1,, and be sure the appropriate version of Microsoft .NET Framework is installed on your computer. computer.

3.

Be sure you have Crystal Ball installation files, either on CD or downloaded from the Web.

4.

When you ordered Crystal Ball or registered to download it, you should have received your username and serial number. The username is usually your email address. If you received a serial number by email, locate it and have it ready to enter either  by typing or copying copying and pasting directly directly from the email.

5. 6.

Follow the instructions in "Installing Crystal Ball" beginning on page 3-1 to 3-1  to install Crystal Ball. Follow the instructions in "Licensing Crystal Ball" on page 3-4 3-4 to  to activate a Crystal Ball license.

3.2 Instal Installin ling g Crysta Crystall Ball Ball Before you start to install Crystal Ball products, read through this Guide to familiarize yourself with the process. For easiest installation, be sure you are connected to the Internet with Internet Explorer and can access your email. To install Crystal Ball products: 1.

Log in to the computer that will run the Crystal Ball software.

2.

Insert the Crystal Ball installation CD into your CD-ROM drive. If you have downloaded Crystal Ball from the Internet, skip to step 3.

 

Installing and Licensing Crystal Ball   3-1

 

Installing Crystal Ball

The installer should load automatically. automatically. If it doesn’t, you can start it manually:  browse for the main Crystal Ball folder on the CD and run setup.html setup.html in that folder. When the Welcome To Crystal Ball screen appears, continue with step 4. 3.

If you are installing a downloaded version of Crystal Ball, click the file that you downloaded. The file will uncompress its compressed contents. Then, browse to the folder where you upzipped the file and double-click setup.html. setup.ht ml. When the W Welcome elcome To To Crystal Ball screen appears, continue continu e with ste step p 4.

Figure 3–1

Welcom Welcome eT To o Crystal Ball iinstallation nstallation screen 

In the Welcome To Crystal Ball screen, click Install Products. The Crystal Ball installer launches, as shown in Figure 3–2 3–2.. Figure 3–2

The Crystal Ball installation Welcome dialog 

Notice the notes that say any existing versions of Crystal Ball will be uninstalled and that Microsoft .NET Framework 2.0, 3.0, or 3.5 is required.

 

Installing and Licensing Crystal Ball   3-2

 

Installing Crystal Ball

If you don’t have an acceptable version of Microsoft .NET Framework, or if you’re not sure, click Next. The installer will look for the required Microsoft .NET Framework components. If they are not already installed, the installer will automatically download them. Note:

4.

Click Next to continue. The installer checks for previous versions of Crystal Ball and stand-alone CB Predictor.

5.

If you are prompted to uninstall a previous version of Crystal Ball or CB Predictor Predictor,, click Yes Yes both to uninstall and to confirm the uninstallation. If you are prompted to uninstall shared files, select No To All. When the uninstallation has successfully completed, click OK.

6.

When the Customer Information dialog appears, enter your name and organization (such as company or school) and click Next.

7.

The Setup Type dialog appears.

Figure 3–3

8.

The Setup Type dialog 

In the Setup Type dialog, select whether you want a Complete or Custom setup. Complete installs the Crystal Ball product package plus Adobe Acrobat PDF files of product documentation in the default installation folder folder.. ■



Custom lets you choose a different installation folder.

We strongly recommend that you choose Complete and install to the default installation folder.

Note:

When you click Next, the Ready To Install The Program dialog appears. 9.

Review the settings you have selected, then click Install. Product installation begins. Soon, the Setup Complete dialog appears.

3-3

Crystal Ball Installation and Licensing Guide  Guide 

 

Licensing Crystal Ball

Figure 3–4

The Setup Complete dialog 

10. Figure 3–4 shows 3–4 shows the dialog that appears if a license from a version of Crystal Ball

earlier than 11.1.1.0.00 is not found. Click Finish and skip to the next section, "Activating a license." 11. If you already have a license for an older version of Crystal Ball, a different Setup

Complete dialog appears with information about an earlier license type that was detected. Older versions of Crystal Ball use a different licensing scheme. The message indicates that you may not yet be licensed for this version of Crystal Ball. You You can use Crystal Ball for up to 30 days without a license. At that time, you must enter a username and serial number to continue. You can enter the username and serial number when you start Crystal Ball, or you can choose a command from the Help menu or Help group in Excel 2007. For more information, see the following section, "Licensing Crystal Ball." 12. Click Finish to close the Setup Complete dialog.

Crystal Ball is ready to use.

3.3 3.3 Lice Licens nsin ing g Cryst Crystal al Ball Ball You can use Crystal Ball for 30 days without activating a license. During this time, Crystal Ball The runsCrystal with anBall evaluation features featureach es are available during evaluation. Welcomelicense. screen All appears time you start Crystal Ball and indicates how many days remain on the evaluation license before it expires. These conditions are also true for Crystal Ball textbook licenses, except they are valid for longer than 30 days, usually 140 days, and must be activated as described in the following section. Note:

You can click the Activate License button at any time to activate another kind of license, usually a license for a purchased version of Crystal Ball.

3.3.1 3.3 .1 Act Activa ivatin ting g a licens licensee When you intend to activate a license, follow these steps: 1.

Locate the username and serial number you received from Oracle and start Crystal Ball.  

Installing and Licensing Crystal Ball   3-4

 

Installing and licensing Crystal Ball with a script

2.

When the Crystal Ball Welcome Welcome screen appears, click Activate License. The Activate A License dialog appears, as shown in Figure 3–5. 3–5.

Figure 3–5

Activate A License dialog 

3.

Enter the username provided by Oracle into the Username box. This is usually the email address you provided when you downloaded Crystal Ball.

4.

Enter the serial number provided by Oracle into the Serial Number boxes. The easiest way to do this is to copy the serial number from an email and paste it into the box at the left. It will automatically paste correctly into the other boxes.

5.

Click OK.

If you enteredmessage the serialappears. numberWhen correctly correctly, license activated instantly and a the confirmation you, the click OK inisthe confirmation message, Crystal Ball Welcome screen reappears. reappears. You can click Use Crystal Ball to start st art using Crystal Ball, or click another link. The Crystal Ball Getting Started Guide describes Guide describes the other links. Notice that you can click View View Existing Licenses in the Activate A License dialog to review feature and expiration information for your license. Note: If you need to open the Activate A License dialog after you have either started Crystal Ball or activated your license, choose Help > Crystal Ball > Licensing in the Excel menubar.

For Excel 2007, choose Resources > Licensing in the Help group at the right end of the Crystal Ball ribbon.

3.4 Installing Installing and lilicensin censing g Crystal Crystal Ball Ball with with a script script

When installing Crystal Ball on a number of computers, it can be helpful to install and license using a script. If you have access to the Crystal Ball .msi installation file, you can use msiexec to run the installation by entering the following statement:

 msiexec /i "Crystal Ball.msi" CBUSERNAME=cbusername CBSERIALNUMBER=cbserialnumber

cbusername  and cbserialnumber  are the username and Crystal Ball serial number for the particular individual whose product is being installed and licensed.

If you only have access to the Crystal Ball setup.exe file, possibly through a download from the Web, Web, you can perform a silent installation and license at the ssame ame time with this statement: setup.exe /s /v"CBUSERNAME=\"cbusername\" CBSERIALNUMBER=cbserialnumber /qn"

3-5

Crystal Ball Installation and Licensing Guide  Guide 

 

Automatically licensing Crystal Ball after installation

3.5 Automatic Automatically ally licensi licensing ng Crystal Crystal Ball after after in installa stallation tion You can use command line code to call CBLicenseActivator.exe and activate a user name and serial number combination. combination. To do this: 1.

Choose Start > [All] Programs > Accessories and open a command prompt window.

2.

Use the cd command to browse to the Crystal Ball bin folder beneath the Crystal Ball installation folder. By default, this is C:\Program Files\Oracle\ Files\Oracle\Crystal Crystal Ball\bin.

3.

Enter the following at the prompt symbol: CBLicenseActivator.exe username  serialnumber 

where username username is  is the user name for the provided serial number. number. Note: Do not include the hyphens (dashes) in the serial number and do not add spaces within the number.

If the license is activated successfully, successfully, a message appears beneath tthe he command line. It indicates that the license was successfully activated and displays the username, serial number,, version, and other information contained in the license, including licensed number product features. If a failure occurs, an exception message appears and the exit code for the command line is set to a non-zero value.

 

Installing and Licensing Crystal Ball   3-6

 

4 Notes and Troubleshooting

4

This chapter describes basic Crystal Ball procedures procedures related to installation, licensing, and startup. It also discusses a few issues you might encounter and how to handle them.

4.1 4.1 Fini Finish shin ing g up Congratulations! You You have successfully installed and licensed Crystal Ball. For more information, visit the following Web site: http://www.oracle.com/crystalball

4.2 Uninst Uninstall alling ing Crysta Crystall Ball Ball If you already have a version of Crystal Ball earlier than Crystal Ball 7.0, you are prompted to uninstall it. If you are replacing a released version of Crystal Ball 7.x 7.x or 11.x 11.x, it is automatically uninstalled before this version of Crystal Ball is installed. However,, if you have a beta or other unreleased version of Crystal Ball or if you want However to uninstall without running the installer, installer, you can uninstall Crystal Ball manually. manually. You must also uninstall Crystal Ball manually if you are removing your current version of Crystal Ball and changing to an earlier version. Note:

To uninstall Crystal Ball manually: 1.

Log in to the machine that is running the Crystal Ball client software. You must have local administrator privileges.

2.

Select Start > Settings > Control Panel > Add or Remove Programs.

3.

Select any Crystal Ball products from the list of programs.

4.

Click Change/Remove.

5.

A confirmation dialog appears. Click Yes to proceed with the uninstallation of the Crystal Ball product.

6.

If you are prompted to remove shared files during the uninstallation proce process, ss, select No To All. Uninstallation continues.

7.

When the uninstallation completes, click OK.

 

Notes and Troubleshooting   4-1

 

Starting Crystal Ball

4.3 4.3 Start Startin ing g Cryst Crystal al Bal Balll To start Crystal Ball, you can choose Start > [All] Programs > Crystal Ball > Crystal Ball in the Windows taskbar.

4. 4.3. 3.11 Th Thee Wel Welco come me Scr Scree een n When you start Crystal Ball, the Welcome screen appears. For information about the application type settings, click the What’s This? hyperlink. Then, you can choose one of the informational hyperlinks in the middle to learn more about Crystal Ball. Finally, Finally, click one of the icons on the right side. Click Use Crystal Ball to close the Welcome screen and move immediately to Excel. If you are using a trial version or other time-limited version of Crystal Ball, you can see how many days remain before your license expires. If you already have a username and serial number for a permanent license but have not yet entered it, you can click a button to activate the license for your copy of Crystal Ball.

4.3.2 4.3 .2 Star Startin ting g autom automati atical cally ly with Exc Excel el 4.3.2.1 4.3.2 .1 Using the Application Application Manager Manager The installer no longer prompts for an automatic startup of Crystal Ball with Microsoft Excel. For best results, start Crystal Ball using the Windows Start menu. You can also set Crystal Ball to start st art automatically with Excel using the Crystal Ball Application Manager,, accessible through Start > [All] Programs > Crystal Ball > Application Manager Manager. Launch the Application Manager and be sure that the first setting, to automatically launch Crystal Ball with Excel, is checked. If others are using Crystal Ball on the same computer,, each of you can have separate startup settings. computer Figure 4–1

The CB Application Manager

The second setting lets you specify s pecify which version of Excel should start with Crystal Ball if more than one version is installed. The third setting lets you choose whether to use Microsoft .NET Framework 2.0, 3.0, or 3.5 with Crystal Ball if another version is also installed. You can choose “Don’t specify a version” to use a later version of .NET Framework, if available. However However,, if you have only Microsoft .NET Framework 2.0, 3.0, or 3.5 and an earlier version, you should choose “Use Microsoft .NET Framework 2.0, 3.0, or 3.5 (Recommended)” to ensure the appropriate version is used.

 

Notes and Troubleshooting   4-2

 

Troubleshooting

4.3.2.2 4.3.2 .2 Using the COM COM Add-Ins Add-Ins Manager Manager You can start Excel and then load or unload Crystal Ball using the COM Add-Ins Manager.. You Manager You can also use this Excel tool to set Crystal Ball to start whenever you start Excel. To use the COM Add-Ins Manager for these tasks, follow the instructions below for your version of Excel. 4.3 4.3.2. .2.2.1 2.1 For Exce Excell 200 2000, 0, 20 2002 02 (X (XP), P), aand nd 2003 2003 To load Crystal Ball within Excel: 1.

Follow these steps to display a list of available COM Add-ins: ■

On the View menu, point to Toolbars, and then click Customize.



Click the Commands tab.



In the Categories box, click Tools.





In the Commands box, select COM Add-Ins and drag it to a toolbar, toolbar, for example, the Excel menu bar. On the toolbar, click COM Add-Ins to see a list of available add-ins.

2.

In the COM Add-Ins dialog, check Crystal Ball.

3.

Click OK to close the dialog and open Crystal Ball within Excel.

To unload Crystal Ball from within Excel, follow step 1 and then uncheck Crystal Ball in step 2. 4. 4.3. 3.2. 2.2. 2.22

For For E Exc xcel el 2007 2007 To load Crystal Ball within Excel:

1.

Click the Office button:

2.

Click the Excel Options button, and then t hen click the Add-Ins link.

3.

In the Manage list at the bottom of the Add-Ins dialog, choose COM Add-Ins and click Go.

4.

In the COM Add-Ins dialog, check Crystal Ball.

5.

Click OK to close the dialog and open Crystal Ball within Excel. To unload Crystal Ball from within Excel, follow steps 1 through 3 and then uncheck Crystal Ball in step 4.

4.3.2.3 4.3.2 .3 Using the the Crystal Crystal Ball Ball Developer Developer Kit If you are familiar with VBA programming, you can use the Crystal Ball Developer Kit to load and unload Crystal Ball from within Excel. For more information, open the Crystal Ball Developer Kit User Manual and Manual and look up the calls listed in the “Opening and closing Crystal Ball” section of Chapter 2.

4. 4.44 Troub rouble lesh shoo ooti ting ng The following sections describe some error messages and other problems you might discover while you arethen installing orTechnical uninstalling Crystal Ball. question Check here first for help with troubleshooting, contact Technic al Support if your isn’t answered.

4-3

Crystal Ball Installation and Licensing Guide  Guide 

 

Troubleshooting

4.4.1 4.4 .1 Dis Disabl abled ed add-i add-ins ns mes message sage If Excel closes unexpectedly when you are trying to start Crystal Ball, it is possible that Excel has disabled the Crystal Ball add-in so that Crystal Ball will not start when you try again. If you think this happened, choose Start > [All] Programs > Crystal Ball > Application Manager.. Then, close the Application Manager Manager Manager. If Excel disabled Crystal Ball, a warning message might appear with a link to this section of the Crystal the Crystal Ball Installation and Licensing Guide. Guide. To re-enable Crystal Ball as an Excel add-in, follow these steps: ■



In Microsoft Excel 2003 : a.

Choose Help > About Microsoft Excel > Disabled Items.

b.

When the Disabled Items dialog appears, select crystal ball and click Enable.

In Microsoft Excel 2007: a.

Click the Office button.

b.

When the menu window appears, click Excel Options at the bottom of the window.

c.

In the Excel Options dialog, choose Add-Ins.

d.

In the Manage dropdown list at the bottom of the Add-Ins panel, choose Disabled Items and click Go.

e.

When the Disabled Items dialog appears, select crystal ball and click Enable.

4.4.2 Antiv Antivirus irus wa warning rning appear appearss duri during ng in installat stallation ion Crystal Ball uses the Microsoft installer, installer, msiexec.exe, during the installation process. According to knowledgebase articles available on Microsoft’s Web site, certain antivirus applications identify the Microsoft installer as a malicious script. If a message appears, warning that a malicious script is detected, you can choose to "allow this time only."

4.4.3 4.4 .3 Syst System em cl clock ock m messa essage ge app appear earss When to start Crystal you might error message Crystal Ball cannotyou runtry because the systemBall, clock has beensee set an back. This occurs that when the system clock is set to a time and date earlier than when Crystal Ball was last started. If you see this message, set your system clock to the current time and date and try again.

4.4.4 Runni Running ng Cry Crystal stal B Ball all ffrom rom tthe he Sta Start rt menu If you have more than one version of Excel on your computer and are having trouble starting Crystal Ball with the version of Excel you want to use, set the preferred preferred version with the Crystal Ball Application Manager. For instructions, see "Using the Application Manager" on page 4-2 4-2..

4.4.5 4.4 .5 Che Checki cking ng tthe he RE READM ADME E file file For information about other known issues and their solutions, click the links in README.htm, installed in the main Crystal Ball folder (by default, C:\Program Files\Oracle\Crystal Files\Oracle\C rystal Ball).

 

Notes and Troubleshooting   4-4

 

Contacting us

4.4.6 Viewi Viewing ng tthe he iinstall nstallation ation log file When you install Crystal Ball, a log of all of the settings and commands run during the installation of Crystal Ball is written to the %temp% folder of the computer with the file name cbmsiinstall.txt. If you have trouble installing Crystal Ball or receive Microsoft errors when using Crystal Ball, send this file to Crystal Ball Technical Support when you request assistance. To To open the file, choose Start > Run and enter the following into the Open dialog: %temp%/cbmsiinstall.txt

The log file opens in Notepad. You can save it to the Desktop or My Documents to make it easier to attach to your email.

4.5 4.5 Cont Contac acti ting ng us We hope that you enjoy working with Crystal Ball and wish to thank you for using our products! If you have questions or concerns about the Crystal Ball products, please visit our Web site for up-to-date news and contact information: http://www.oracle.com/crystalball

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Crystal Ball Installation and Licensing Guide  Guide 

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