SURPASS

CENTRIVA SERVER

Installation and
Configuration Guide
December 2009

Information in this document is subject to change without notice and does not represent a commitment on the part of The
Humphress Group. The software described in this document is furnished under either a license agreement or a nondisclosure
agreement. The software may be used or copied only in accordance with the terms of the agreement. It is against the law to
copy the software on any medium except as specifically allowed in the license or nondisclosure agreement. No part of this
manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and
recording, for any purpose without the express written permission of The Humphress Group. Surpass, Surpass Centriva,
Surpass Central, Surpass Safari, Surpass Web Safari, Surpass Copycat, Surpass Shuttle, Surpass Toolbox, Surpass Pimport,
Surpass Support, and SurpassSupport.com are all trademarks of The Humphress Group.

Copyright © 2000-2009 The Humphress Group, Orlando, Florida. All rights reserved.
Printed in the United States of America.
 Contents I

Table of Contents
Chapter 1 Surpass Centriva Server 1
Chapter 2 Server Installation and Setup 2
Chapter 3 Client Setup 3
Chapter 4 Safari Web Server Setup 5
Chapter 5 Surpass Support 6

© 2000-2009 Surpass Software / The Humphress Group

 Surpass Centriva Server 1

1. Surpass Centriva Server

Surpass Centriva Server is a robust n-tier database server which enables Surpass applications to
operate in client/server mode. There are a number of advantages to using Centriva Server on your
system:

· System resources are managed much more effectively, better balancing the processing load
between client applications and server.
· File access and sharing permissions for individual users and user groups are not necessary.
· Client/server connections can be made over any LAN, WAN, or Internet connection (best results
with broadband-level or higher connection speeds).
· Any sudden break in client/server connection will not adversely affect the Surpass database.

Centriva Server does not require any third party data server package (e.g. SQL, Oracle), nor does it
require any special expertise for installation. Before you begin setting up Centriva Server you'll need:

· Microsoft Windows 2000/2003/2008 Server Edition.

· Administrative access to the server console, and basic familiarity with Windows server functions
and usage.
· An existing Surpass database. In other words, Surpass Central is installed on the server,
licensed, and fully operational.

© 2000-2009 Surpass Software / The Humphress Group

 2 Centriva Server Installation and Configuration Guide

2. Server Installation and Setup

Password Protection

To prevent unauthorized installations, the Surpass Centriva installation file is password-protected.

As a Centriva Server administrator you should have already received the installation password, but if
for whatever reason you have not, please contact Surpass Support at 888-313-7678 or
help@surpasssupport.com.

First Time Installation

1. Download the latest Surpass Centriva Server installation file, available from
www.surpasssupport.com.

2. Run the Centriva Server installation file. Follow through the steps as you would for a normal
Windows-based installation. The installer will copy files into the folder of your choice, install
Centriva Server as a Windows service which is set to start automatically, and allow you to start
the service immediately after installation.

3. Centriva is set up to use inbound TCP ports 12005 and 12006 for database connections and
admin connections, respectively. You'll need to ensure that your server can accept incoming
connections on those ports, and that traffic on those ports is routed to your server as necessary.

Upgrade from Pre-5.60 Version of Centriva Server

The current installation method for Centriva Server was introduced in version 5.60. For Centriva
installations upgrading from releases prior to version 5.60, you should run the installer as described
above. However, it is important that you install the upgrade in the same folder as your previous
installation. Due to the new installation method, the Centriva Server installer CANNOT automatically
detect this folder.

If you fail manually specify the previous folder, then the installation will run fine and create a new
Centriva Server configuration. However, all of your client workstations would need be reconfigured
to connect to the new configuration. You can avoid that unnecessary work by simply installing to
your previously existing Centriva folder!

Access Administrative Controls of Centriva Server

Once Centriva Server is up and running, you can use srvadmin.exe to access administrative
functions of Centriva Server. Srvadmin.exe is located in the same folder where you installed
Centriva Server (default location is C:\Surpass\Centriva Server\).

Run srvadmin.exe, then go to File > Login to Server. The default administrator user is 'Admin',
password 'DBAdmin' (case sensitive). You might be interested in the information on the Status and
Server tabs. Note that on the Server tab you can authorize or block IP addresses or ranges.

On the Users tab, you'll probably notice that all of the "users" are actually the Surpass applications.
The password for each "user" is the Centriva Server password needed by each application to
connect to the server. The default password for each of these is 'surpass' but the passwords may be
changed here if you like. You may also change the password for the Admin account, which is used
to access Centriva Server through srvadmin.exe. Do not delete any of the pre-configured user
accounts, as that would prevent Surpass applications from connecting to the server.

You should NOT make any changes on the Databases, Database Users, Procedures, or Procedure
Users tab without specific directions from a Surpass Support technician.

© 2000-2009 Surpass Software / The Humphress Group

 Server Installation and Setup 3

3. Client Setup
You can either use the graphical user interface or command-line parameters to specify the connection
information that Surpass applications will use to connect to the Centriva server.

GUI Client Setup

Open Surpass Central, then at the Log In screen, click the Options button. For Database, choose
[Select Different Database] from the drop-down menu. For Connection, choose Remote - Centriva
Server. For the Path, use the IP address of the server. The Centriva password is 'surpass' (case-
sensitive) unless you changed it as described in step 5 of the server setup instructions. You should
be able to choose the Database from the drop-down menu. Now click OK, and you're ready to log
in!

The last used database location/connection settings are stored in the Windows registry of each
local computer, so you should only need to do this once on each client system.

Command Line Setup

In some cases it is easier for a system administrator to simply update the shortcut properties that
clients use to run Surpass Central. The following command line parameters are for specifying the
Centriva connection details from client workstations. They are valid for any Surpass Win32
application (i.e. Central, Shuttle, Copycat, etc.).

/p:"[IP address]"
This parameter allows you to specify the IP address of the Centriva server. Quotation marks are
optional. The default is the last path used by any Surpass application run from this computer.

/port:[port number]
This parameter allows you to specify the TCP port number used by the Centriva Server for
database connections. The default is the last port used for connection to Centriva from this
workstation, or 12005 if no prior Centriva connection has been established from this computer.

/db:"[database name]"
This parameter allows you to specify the name of the database on the Centriva Server. Quotation
marks are optional except when spaces appear in the name. The default is the last database
name used for connection by any Surpass application or "SURPASS" if no prior Centriva
connection has been established from this computer.

/spw:"[password]"
This parameter allows you to specify the password connection to the Centriva Server. Quotation
marks are optional except when spaces appear in the password. The default is the last password
used for connection by any Surpass application or "surpass" if no prior Centriva connection has
been established from this computer.

/loc:"[Surpass location code]"

For multi-location, centralized Surpass databases, this parameter allows you to specify the
location used by the client application. The default is the last home location code used by any
Surpass application from the local workstation, or the first location code in alphabetical order if no
Surpass applications have been run from this computer. For a list of all location codes used in
your Surpass database, go in Surpass Central to the Setup/Locations screen.

© 2000-2009 Surpass Software / The Humphress Group

4 Centriva Server Installation and Configuration Guide

CLIENT COMMAND LINE EXAMPLES

A sample command line for Surpass Central might look like this:

F:\Apps\Surpass\central.exe /p:10.10.10.10 /port:22222 /db:MYLIBRARY

/spw:mypass

Or, if you left the port, database name, and password as the defaults, then your command line
might look like this:

\\APPSERVER\Surpass\central.exe /p:10.10.10.10

© 2000-2009 Surpass Software / The Humphress Group

 Client Setup 5

4. Safari Web Server Setup

When Centriva is used in combination with the web server edition of Surpass Safari, it is possible to
use either a local path or a remote Centriva connection to connect Safari to the Surpass database.
Smaller databases (single location or fewer than 50,000 volumes) usually see better performance with
a local path connection to the database, while larger databases (multiple locations or greater than
50,000 volumes) usually get better performance using the Centriva connection. If you are unsure, our
advice is to first try running Safari using local file access, but if performance is unsatisfactory, then to
try using a Centriva connection.

Using a Centriva connection to Safari Web does give a couple of advantages. First, it would allow you
to host your web server on a remote host or domain. Second, it would not require a LAN-level
connection. A T1 or even broadband connection would usually be a sufficient link between your web
server and Centriva server.

To set up Safari Web to connect to the Surpass database through Centriva server, open the
database.ini file (or other corresponding .ini file). Add a # symbol before the Path= line that specifies
the local file path to the Surpass database. Then remove the # signs before the following lines, and
change the settings as necessary:

#Path=[server IP address here]

#Port=12005
#Name=MYLIBRARY
#PW=surpass

Save the changes to the .ini file, then load Safari's info page. The page should load successfully and
should report the correct IP address (as the path), port, and database name for Centriva Server.

For further information about setting up Safari Web Edition, please consult the Surpass Safari Web
Edition Installation and Configuration Guide, or contact Surpass Support.

© 2000-2009 Surpass Software / The Humphress Group

 6 Centriva Server Installation and Configuration Guide

5. Surpass Support
Many Surpass users believe that the best feature of Surpass software isn't in the box – it's on the other end of
the phone! The Surpass Support team is standing by, ready to answer any of your questions and to help you
work through any problem you might encounter using any Surpass software applications. As a Surpass
Support subscriber, you will be entitled to he following:

· No-hold, toll-free (US) Surpass Support hotline for assistance with questions regarding Surpass
software products. If you have ever used telephone support from other software vendors, we think you will
be pleasantly surprised. There is never a long hold time when waiting to speak with one of our support
representatives. If we cannot answer your call immediately, we take a message and call you right back –
nearly always within 30 minutes, and usually even more quickly.

· Fast-response email. Subscribers may have their questions answered by sending email to
help@SurpassSupport.com. During business hours, most emails are answered within minutes.

· Live online chat with support technicians. Use the live chat feature at SurpassSupport.com to chat
with Surpass Support representatives when you have questions or difficulty. This is a great option for live
support when your phone isn't beside your computer and you don't wish to email.

· Access to the Surpass Support Knowledgebase. The extensive, searchable Knowledgebase at

SurpassSupport.com, available to you 24 hours a day, contains a wealth of clear step-by-step, how-to
information to help answer your Surpass-related questions and solve most technical problems.

· Never out-of-date software. Your subscription includes rights to all updates of the licensed Surpass
products that are released during the subscription period. Updates to licensed Surpass products are
available to you on the Surpass Support web site. You will receive notification as soon as they are
released.

· Inside access to SurpassSupport.com. SurpassSupport.com is our private web site available

exclusively to Surpass Support subscribers. You will undoubtedly find it to be a most helpful resource. In
addition to the Wish List, Knowledgebase, software downloads, and online chat, SurpassSupport.com
contains many helpful articles, weekly tips, product documentation, the latest information about and
previews of Surpass software, and much more. Log in today!

· Access to the Surpass Wish List Message Board. Speak your mind at the Surpass Wish List,
available at SurpassSupport.com. We encourage you to share with us exactly what sort of new features,
improvements, or enhancements you would like to see in your Surpass applications. We take all user
suggestions very seriously. In fact, many of the useful features now found in Surpass software can be
attributed to feedback from Surpass users just like you.

· Data repair services. If your Surpass database becomes damaged due to system failure, sabotage, or
other causes, our experienced technicians will do everything possible to quickly repair and restore your
damaged files and to get your system working smoothly again.

· Membership in the Surpass user discussion group. All Surpass Support subscribers are eligible to
join the free Surpass user discussion email list on Topica. This is a lively group of your fellow Surpass
users and members of the Surpass team. Topics discussed range from specific questions about using
Surpass, to library staffing, to MARC cataloging, to just about anything else related to running a library.
Members are usually quick to answer questions, give their opinions, and share their valuable experience.

© 2000-2009 Surpass Software / The Humphress Group

 Surpass Support 7

Don't just take our word for it. Here's what Surpass Support subscribers say about
us...

"The first time I called customer service and got the 'we will call you back' message, I thought, "Yeah,
right." However, I received a call within five minutes and my problem was fixed quickly after that. The
Surpass team is wonderful, courteous, friendly, knowledgeable and helpful."
Laura Byrd
Williston, Florida

"The support provided [by Surpass] has truly been stupendous! The phone and email support is positive
and quick. We have provided positive references for the software to various other libraries that are
reviewing library automation packages."
Amy Dlouhy
Atlanta, Georgia

"I cannot tell you how great it is to know that not only do you listen to us and our suggestions, but you
provide solutions and responses SO FAST! Please know we all appreciate all the support you and your
wonderful staff give to us each and every time we call!! I am sure it is frustrating to get our calls, but you
and your staff are always so kind, and best of all, you don't treat us as if we don't know what we're talking
about. Again, thank you for always being there for us--it means a lot!"
Marcia Clevenger
Chesterton, Indiana

"[Surpass] does everything we ask of it and if we can't figure out how to do something [support] is always
readily available and willing to help. The updates and changes are based specifically on requests that
users submit."
Sandy Walters
Bowling Green, Kentucky

"I think the most important aspect of Surpass is the tech support. With Surpass Support, the response to
questions is immediate. Suggestions for changes and additions in the program are considered and usually
incorporated into Surpass. I really like that Surpass is willing grow and change with the growth in MARC
record use."
Cathy Hayes
Baytown, Texas

"The support, though rarely needed, is superb. Questions/problems are handled quickly and accurately
and down time is very minimal."
Beverly Stewart
Dalton, Georgia

"Thanks so much. I've never had anyone answer their email so fast and so well. [Support] has been
extremely helpful and patient"
Brian Agar
Ontario, Canada

"Surpass Support continues to be wonderful"

Sharon Lyskowinski
New Castle, Indiana

"The support is the best in the business, the price is quite reasonable, and programs do everything the
others do, only better!"
Jean Rademacher
Lansing, Michigan

© 2000-2009 Surpass Software / The Humphress Group

8 Centriva Server Installation and Configuration Guide

Subscribe to Surpass Support

Your first purchase of any Surpass product includes a free introductory subscription to Surpass Support.
After that, Surpass Support is available as an annual subscription. For more information, please contact:

Surpass Support
P.O. Box 2866
Orlando, FL 32802-2866

Phone: 407-909-1696
Toll-free: 888-313-7678 (inside the U.S. only)
Fax: 407-909-1815

Do you need help right now?

If you are a Surpass Support subscriber and you need help right now, please log in to
SurpassSupport.com, call the toll-free support hotline, or send us an email.

www.SurpassSupport.com

Surpass Support Hotline

888-313-7678
(407-909-1696 outside the U.S.)

Support via email at

help@SurpassSupport.com

© 2000-2009 Surpass Software / The Humphress Group