cms 2 SY Setup-Windows7 on WS ™ (generous discounts on multiple purchase)

Slide#: 1 © GPS Financial Services 2010-2011Revised 05/27/2011

cms2SY Setup-Windows7 on WS ™

(generous discounts on multiple purchase)

cms2SY Setup-Windows7 on WS ™

(generous discounts on multiple purchase)

Cougar Mountain Software

Professional Version


cms2SY Setup-Windows7 on WS™ by CMS to the MAX


Procedure to setup Windows 7 to run Cougar Mtn Professional 2010/11. Log-in with administrator rights (required to run client.exe)

2. Map the Cougar directory on the server (the M: drive is most often used for CMS)

3. Editing the config.nt (per the description below)

4. Rename and existing cmswin\Backup directories <optional> then run the Client.exe in the \cmswin or \cmsfund directory(if this is an single user install, install the software normally)

5. In the folder that the program makes, change the icon that runs Cougar to run in a separate memory space (its under the advanced tab)

6. If you wish to auto launch your company code, add dc MAX to the command linee.g. M:\cmswin\cmsmain.exe dc MAX where MAX is your primary company code(dc is in lower case and MAX is in upper case with you company code)

7. Turn off the UAC in the Control Panel under Users

8. Change the date settings in Regional Settings

9. Edit the _default.pif in the C:\Windows directory

10. Set the screen resolution as low as possible (800x600 is best for CMS)

11. Shorten any long printer names

12. Reboot your PC for the changes to take effect


cms2SY Setup-Windows7 on WS™ 2. Mapping the Cougar Directory


Mapping the Cougar directory on the server in Windows 7

From the desktop or Start Menu, right-click on the My Computer icon and select Map Network Drive from the menu.

Select M under the Drive: drop down menu. Choose browse, select your network folder.




Right click Computer, select map network drive…




Select Drive as M, under Folder select your server. Click ok, Reconnect at

Login & then finish.


cms2SY Setup-Windows7 on WS™ 3. Editing config.nt


Procedure to edit config.nt in Windows 7 Click on Start

Type in NOTEPAD on the run line

Right click on notepad & run as administrator

Click Yes on the screen to allow modification to your system

Click on File, Open and enter c:\windows\system32\config.nt

Go to the bottom of the file

Change Files=40 to Files=250

Click on File, Save, Exit

This won’t take effect until you reboot your PC but you can wait until the other steps have been completed




Enter in below NOTEPAD




Right Click and then Run as administrator




Click on Yes




Browse/search or enter the File name, open & enter

c:\windows\system32\config.nt




Scroll to the end of the file




Change to files=250No spaces, then Save and Exit


cms2SY Setup-Windows7 on WS™ 4. Run Client.exe


4. Procedure to run Client.exe Select Browse and navigate to the M network drive or the drive to which you

mapped on the server, you can also use the search function from inside the Cougar program directory.

Open the CMSWIN (CMSFUND for FUND) folder and double-click the CLIENT.EXE file.

The Cougar Mountain Installation window will appear and should reflect the installation directory as C:\CMSWIN. Follow the on-screen instructions.




Launch the Client.exe and follow the on screen prompts




Click Run




Click on Next




Normally, use the default directory C:\CMSWIN, then click next, sometimes you can

use c:\CMSWINws to differentiate from the “real” program directory name, then click on

Next




Normally, the default setting is Yes. This will copy all

replaced files into the directory shown. It’s an advanced procedure to rename the existing directory before proceeding, than Install




Wait for this to finish




Click on Run




Click on Finish


cms2SY Setup-Windows7 on WS™ 5. Run Icon in a Separate Memory Space


5. Run Icon in a Separate Memory Space Right-click on the Cougar Mountain software icon on your desktop and

select Properties. Or, select Start, point to All Programs, point to Cougar Mountain Software, and right-click on the program icon to select Properties.

On the Shortcut tab, select the Advanced button.

In the Advanced Properties window, check the Run in separate memory space check box.

Select OK to save the settings and close the window. You have completed this task.

.




Right click Cougar Mountain icon, select properties




Select Advanced from the Shortcut tab




Check Run in separate memory space, then click

OK


cms2SY Setup-Windows7 on WS™ 6. Auto-Launch a company code


6. Auto-Launching a company code Right-click on the Cougar Mountain software icon on your desktop and

select Properties. Or, select Start, point to All Programs, point to Cougar Mountain Software, and right-click on the program icon to select Properties.

In the shortcut tab, find the “target” box.

At the end add dc MAX (MAX is your company code that you want auto-launched).

Click OK and you are finished..




Right click Cougar Mountain icon, select properties




Under “target” add dc MAX (where MAX is the desired company code to be auto launched).

Remember to make dc lowercase and the MAX uppercase. Click OK.




Right click Cougar Mountain icon, select Send> Pin to Start Menu and or Send to Desktop


cms2SY Setup-Windows7 on WS™ 7. Turning UAC Off


Procedure to turn off UAC in Windows 7 Select the Start Menu

Go to Control Panel

Select User Accounts and Family Safety

Select User Accounts

Select Change User Account Control Setting

Bring the slide bar all the way down to “Never Notify Me”




Select Control Panel




Select User Accounts and Family Safety




Select User Accounts




Select Change User Account Control Settings




Click Ok

Slide bar all the way down


cms2SY Setup-Windows7 on WS™ 8. Changing the Date Settings


Changing the date settings in Regional Settings in Windows 7 Open the Start Menu


Select Clock, Language and Region

Select Region and Time

Make sure you are in the Formats Tab, verify the short date is in MM/dd/yyyy format. If it is not, click the drop down and change it.

Also change the long date to be MMMM/dd/yyyy




Select Clock, Language and Region




Select Region and Language




Make sure Short date is set to MM/dd/yyyy

Make sure Long date is set to MMMM/dd/yyyy


cms2SY Setup-Windows7 on WS™ 9. Editing _Default.PIF


First Activating Administrator Account using an Elevated Command Prompt (there are other techniques, this is just the easiest one) NOTE: This option can be used in all editions of Windows7,

1. Open a elevated command prompt by clicking on Run entering CMD and the hold the shift and control key down while hitting <Enter>

2. To Enable the Hidden Built-in Administrator AccountA) In the elevated command prompt, copy and paste the command below and press <Enter>.

net user administrator /active:yes

3. Close the elevated command prompt by typing exit & <Enter>

4. Log off, and you will now see the built-in Administrator account log on icon added (enabled) NOTE: It is very advisable to put a password on the Administrator active




To Prepare to modify the _Default.pif

Before you can follow the “normal” procedure used under Windows NT, 2000, or XP, you must give yourself permission to modify the _default.pif file. To do this, make sure that you are logged into Windows 7 with an administrative account.

In the search field in the Start Menu, type CMD, but instead of pressing Enter, press Ctrl-Shift-Enter to open a command prompt in administrative mode. When the command window opens, enter the following commands:

cd /D %systemroot%takeown /A /F %systemroot%\_default.pificacls %systemroot%\_default.pif /grant Users:F




Procedure to edit _Default.PIF in Windows 7 Click on Start

Go to my computer

In the C:\Windows find the file _Default.PIF . (In some systems, the file extension might not be visible.)

Right-click on the file or file icon and select Properties from the menu.

Select the Memory tab.

In the Conventional memory section Total drop-down list box, select 600. 7. Check that all the other drop-down list boxes have the highest available value selected. 8. Check the Uses HMA check box in the Extended (XMS) memory section. 9. Click OK to save your settings and close the window.


cms2SY Setup-Windows7 on WS™ 9. Edit the _default.pif

cms2SY Setup-Windows7 on WS™ 9. Edit the _default.pif

Change the “Total” drop down box to 600. Also make sure “Uses HMA” is checked under the Extended (XMS) memory


cms2SY Setup-Windows7 on WS™ 10. Reboot your PC

cms2SY Setup-Windows7 on WS™ 10. Reboot your PC

Reboot your PC, so that all the

changes can take effect.


How Can I Get the CMStotheMax tm & Cougar-Magic tm Products?

GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com)

13337 South Street #352

Cerritos, CA 90703

714 228-5444 Phone

800 531-2944 Fax

email us at: [email protected]


Cougar-Magic.com Products


cms2SY Setup-Windows7 on WS™ Troubleshooting

cms2SY Setup-Windows7 on WS™ Troubleshooting

Troubleshooting Problems editing Config.nt (not using Notepad in administrator

mode)

Client.exe not loading completely (not logged in with administrative privileges)

Auto launch isn’t working properly (capitalization is key, dc is lowercase and your company code is in upper case)

Computer running slow (UAC not set properly)

Printing problems (check for too long of printer names)

Screen too small (change screen settings in Control Panel> Display

cms 2 SY Setup-Windows7 on WS ™ (generous discounts on multiple purchase)

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