Responsive Time Logger® works on any Windows® network, Citrix, Windows Terminal Server or any file-share or shared computer. You can test how well Responsive Time Logger works on your network by downloading the FREE Trial (Demo) version. and installing it on your network using network and workstation installation directions below. Please contact us if you have any questions about network and workstation installation and setup.

 

First-Time Setup Instructions

SINGLE USER
NETWORK (Multi-User Installations)
WORKSTATION

SINGLE USER

Overview

You can install Responsive Time Logger-5 (RTL-5) on any Windows computer (XP, Vista or Windows 7), or on a Mac running a Windows virtual machine.

Simply download the latest Setup program and run it. RTL-5 will start by default after the installation has finished. You'll first see the Login Window. Type a User Name for yourself and click OK to begin using RTL-5.

There are many Global settings that apply to you (and all users if you should ever add more at a later date) under Tools->Global Options. Additionally, there are a many User settings under User Tools->User Options. As a single user you should familiarize yourself with the settings under both Global Options and User Options. And, with all the billable time you'll record and invoices you'll submit, you can look forward to growing your business and needing additional licenses. Then the difference between Global and User Options will become clear. Grow as much as you can. RTL-5 will be right there, ready to grow with you!

Running the SINGLE USER Setup

  1. Download and run, or run, the Setup program from a Windows computer running XP, Vista or Windows 7, logged in as an Administrator with full rights.
  2. After the Setup program starts, read any introductory screens and accept the License Agreement.
  3. On the Select Installation Type screen, select SINGLE and click Next.
  4. On the Select Additional Tasks screen, check or uncheck the desired box or boxes and click Next.
  5. On the Ready to Install screen, review your selections and then click Install when ready.
  6. Setup will complete the installation and RTL-5 start by default when you click Finish.
  7. When RTL-5 first starts you'll see the Login window. Type a User Name and click OK.
  8. Next, on the Welcome screen, you'll choose to either Start Your Free Trial, or Buy A License, or Owners: Start Your Licensed Version.
  9. Follow the steps and then enter either your Free Trial Startup Key, or your License Key.
  10. On the "Time Records Database Selection" screen, choose to either Start Fresh, or perform either the Complete or Step-by-Step Conversion..
    • Start Fresh: Provide a file name for the new Time Records Database file, such as "MyCompany Time Records" (where "MyCompany" is replaced with the appropriate name) and click Open. NOTE: You can always Start Fresh and then perform either a Complete Conversion or Step-by-Step Conversion later using menu option File->Convert...
    • Complete Conversion: If you have RTL-V4.x installed in a folder on this computer, or, you have a backup of the entire folder (typically a "....\Timelog" folder) from a Windows XP installation, select "Convert from a V4.x Installation" and follow the directions.
    • Step-by-Step Conversion: If you do not have an actual RTL-V4.x installed somewhere, but only have backup data or copies of your essential files, you can convert each of these 4 sets of data individually:
      1. Time Records: Choose "Open/Convert an Existing Time Records Database" or File->Open (which will automatically sense and perform a conversion if necessary).
      2. Descriptors: This is your lists of Clients, Projects, Subprojects, etc. From the Main Window, select Edit->Edit Descriptors..., then click "Switch/Convert" and select the ...\Timelog\Support\Descript.mdb file from RTL-V4.x. Note that if you do not have this file, you can re-create it after converting your Time Records Database File with the command Advanced->Synchronize Clients/Users/Descriptors.
      3. Clients: This is the Address information for your Clients. From the Main Window, select Edit->Edit Client Information..., then click "Switch/Convert" and select the ...\Timelog\Support\Clients.mdb file from RTL-V4.x. Note that this file is only necessary if you generated invoices using RTL's Invoice Template system.
      4. Accounts Receivable (Invoices/Payments): From the Main Window, select Invoices->Accounts Receivable , then click "Switch/Convert" and select the ...\Timelog\Support\Invoices.mdb file from RTL-V4.x. . Note that this file is only necessary if you generated and posted invoices using RTL's Invoice Template system.

NETWORK (Multi-User Installations)

Overview

TIP: You can try out RTL-5 for multiple users in Free Trial mode. Please contact Technical Support for a Free Trial Multi-User Startup Key.

IMPORTANT: Run the NETWORK installation first, before running a WORKSTATION installation.

You can install Responsive Time Logger-5 (RTL-5) on any type of server, file share or shared drive (now referred to simply as "server") that is accessible to each Windows Workstation connecting to it. RTL-5 works on VPNs hosted over gigabit WANs, but does not work well over typical VPNs at slower rates. It works on the Windows Server platform family, Windows Terminal Servers, on Citrix and most home or small office networks. It will also work on a shared folder on a computer connected to a router, and you can even use RTL-5 on that computer (along with other Workstation users) as long as you set up drive mappings to the Program, Data and Backup locations that are the same as on the Workstations. You can even purchase a single-user license and install RTL-5 on your network using the NETWORK installation and just install one Workstation.

Here are the basic steps:

  1. [Done once] First you designate or create three locations (folders) for the Program, Data and Backup (we suggest a physically separate drive) on the server(s) and ensure that, A) each User/Workstation will have access to these three locations and B) that the path will be the same for each User/Workstation.
  2. [Done once] Next, sign into a Workstation with full Administrator rights to each of the above three locations and run the Setup program selecting the NETWORK installation type, specifying each of the desired Program, Data and Backup locations, such as T:\Shared\Apps\Timelog5\... for mapped drives, or \\Server1\Apps\Timelog5\... for UNC paths.
  3. [Done for each User/Workstation] Then, at each Workstation with full Administrator rights to that Workstation, run the Setup program which will ask you for the Program location on the server and the User Name for that Workstation. [Ask us about our silent command line Workstation installer, if you need one.]

Note that the NETWORK installation does not actually install a program, create registry keys or register files. It simply puts the program files into the Program folder and shared data files into the Data folder. A backup will get created and put into the Backup location each time a Workstation user starts RTL-5. You have control over the backups (limits, location, etc.) under Tools->Global Options->Safety and Tools->Global Options->Folders.

There are many Global settings that apply to all users under Tools->Global Options. Additionally, we strongly suggest that you assign passwords to all users. This will make it so that each user will see only their own time and expense records when he/she signs into RTL-5 from their Workstation. You'll also create a Administrator password for viewing all time and expense records and a Global Options password that is required to change Global Options.

Preparation - Before Running Setup

Set up the server(s) such that A) each User/Workstation has the necessary rights to the folders for Program, Data and Backup and, that B) the path to each folder is the same for each User/Workstation. For simple file sharing or some servers, you might need to set up the same drive mapping on each Workstation, too.

  • Program - designate or create the folder where the program files are stored. This can be read-only for all users.

    TIP: We suggest that you put a copy of the Setup program in this folder.

    For example: T:\Shared\Apps\Timelog5\Program for mapped drives, or \\Server1\Apps\Timelog5\Program for UNC paths.
  • Data - designate or create the folder where common and user data files are located. This can be read/write for all users for all sub-folders, though you can restrict some folders to read-only (contact Technical Support for details and suggestions).

    For example: T:\Shared\Apps\Timelog5\Data for mapped drives, or \\Server1\Apps\Timelog5\Data for UNC paths.
  • Backup - designate or create the folder where RTL stores automatic backups. This should be read/write for all users for all sub-folders since when they run RTL-5 it will both create a backup and delete old obsolete backups.

    For example: X:\Backup\Timelog5 for mapped drives, or \\BackupServer\Timelog5 for UNC paths.

Running the NETWORK Setup

  1. For simplicity, we suggest that you run the Setup program from a Workstation logged in as an Administrator with full rights to the three locations on the server(s) you have prepared above.

    Note that you could also run the Setup program right on the server, but you MUST use either the drive mappings or UNC path to the same folders that the Workstations will use and you cannot use the local drive (C:) path.

    These paths are stored in ...\[Program-folder]\instance.ini. Since each Workstation uses those paths to run RTL-5, they must be available to and accesible by each Workstation. If necessary, and authorized, you can make changes to instance.ini after the NETWORK installation has completed, or at any time in the future.
  2. Start the Setup program and read any introductory screens and accept the License Agreement.
  3. On the Select Installation Type screen, select NETWORK and click Next.
  4. On the Select Program Installation Location screen, click Browse to designate a mapped drive location or click Network to designate a UNC path. This is the Program location you prepared above and click Next.
  5. On the Select Network Shared Data Location screen, click Browse to designate a mapped drive location or click Network to designate a UNC path. This is the Data location you prepared above and click Next.
  6. On the Select Physically Separate Backup Location screen, click Browse to designate a mapped drive location or click Network to designate a UNC path. This is the Backup location you prepared above and click Next.

    TIP: We suggest that you set your Backup location to be a physically separate hard drive from the Data location. If you have an external backup system in place and are100% sure that it is as effective or more effective than the one built into RTL-5, then you can turn off automatic backups under Tools->Global Options->Safety.
  7. On the Ready to Install screen, review your selections and then click Install when ready, then Finish when completed.

WORKSTATION

Overview

TIP: You can try out RTL-5 for multiple users in Free Trial mode. Please contact Technical Support for a Free Trial Multi-User Startup Key.

IMPORTANT: Run the NETWORK installation first, before running a WORKSTATION installation.

You can install Responsive Time Logger-5 (RTL-5) on any Windows Workstation (running XP, Vista, Windows 7), or on a Mac running a Windows virtual machine, that is connected to a server or file-share over a network containing the Program and Data folders created by a NETWORK installation. RTL-5 works on VPNs hosted over gigabit WANs, but does not work well over typical VPNs at slower rates. The Workstation can be under Windows Terminal Servers. It can also be networked to a shared folder on a computer connected to a router, or most home or small office networks.

Here is the basic process:

  1. At the Workstation (or remoted into it) logged in as a user with full Administrator rights to that Workstation, run the Setup program which will ask you for the Program location on the server (already created using the NETWORK installation) and the RTL-5 User Name for this Workstation.
  2. Note that there are two options for a Workstation installation. Option 1: Obtain the program from the server and run it connected to the data on the server. Option 2: Obtain the program locally from the Workstation and run it connected to the data on the server.
  3. Note that first Workstation installation may have additional steps to perform.

Ask us about our silent command line Workstation installer, if you need one.

The WORKSTATION installation will install RTL-5 on that workstation. The user will have a shortcut on their computer that will start RTL-5 with their designated RTL-5 User Name. Note that the RTL-5 User Name is put in the Person field by default on time and expense records and the RTL-5 User Name is separate from the Windows User Name - though they can be the same.

There are many Global settings that apply to all users under Tools->Global Options. The Workstation user may or may not have authorization to make changes to Global Options, depending upon whether or not passwords have been set up. The Workstation user will have access to the User Options under Tools->User Options.

Preparation - Before Running Setup

First, before running a Workstation installation, you must know the Program location where RTL-5 was installed on the server using the NETWORK installation. The file Timelog5.exe is in the Program location (folder) on the server. If you do not know where it is located, ask your Network Administrator, or consult with whomever performed the NETWORK installation.

Before running a Workstation installation, it is important to understand and determine whether to use Option 1 or Option 2.

  • Option 1 - Obtain the program from the Server and run it with the shared data. The program file resides on the server and is loaded into memory on the Workstation when RTL-5 starts and then it connects to the shared data on the server. This is the best choice because most RTL-5 updates only need to be applied once on the NETWORK location. Only switch to Option 2 if you need to speed up how fast RTL-5 starts.
  • Option 2 - Obtain the program locally from the Workstation and run it with the shared data. Since the program file resides on the local disk, it loads and starts faster, and then connects to the shared data on the server. Use Option 2 if you need to improve the speed at which a RTL-5 Workstation starts. The main issue with Option 2 is that each update to RTL-5 will need to be done on each Workstation, too.

NOTES:

1) Option 1 and Option 2 should run at about the same speed after they have been started.

2) There are additional steps that must be perform on the first Workstation installation.

Running the WORKSTATION Setup

  1. Start the Setup program at the Workstation (or remoted into it) logged in as a network user with full Administrator rights to that Workstation. We suggest that you have a freshly downloaded copy of the Setup in the NETWORK Program folder on the server.
  2. Read any introductory screens and accept the License Agreement.
  3. On the Select Installation Type screen, select WORKSTATION and click Next.
  4. On the Locate Responsive Time Logger 5 on the Network Server screen, click Browse to designate a mapped drive location or click Network to designate a UNC path. This is the Program location already prepared by a NETWORK installation on the server, and click Next.
  5. On the Specify the RTL-5 User Name screen, type the RTL-5 User Name in the User Name field for the person who will be using this Workstation and click Next.
  6. On the Select Components screen, select either the OPTION 1 or OPTION 2 radio buttons and click Next.
  7. On the Select Components screen, check (or uncheck) the available shortcut options and click Next.
  8. On the Ready to Install screen, review your selections and then click Install when ready, then Finish when completed, with the checkbox to start RTL-5 checked.
  9. If this is the first workstation installation, continue to the appropriate First WORKSTATION Setup, below, for either New Installation or Upgrade.

First WORKSTATION Startup - New Installation (not upgrading from V4.x)

  1. On the Login Screen, enter the RTL-5 User Name of a user who will be using RTL-5 and click OK.
  2. On the Welcome screen, either Start Your Free Trial, or Buy A License, or Owners: Start Your Licensed Version.
  3. Follow the steps and then enter either your Free Trial Startup Key, or your License Key.
  4. On the "Time Records Database Selection" screen, click "Create a New (empty) Time Records Database"
  5. Provide a file name for the new Time Records Database file, such as "MyCompany Time Records" (where "MyCompany" is replaced with the appropriate name) and click Open.
  6. In order to make it so that all additional Workstation users immediately open this Time Records Database file, choose Tools->Global Options->Safety and check the box for "Restrict all users to one Time Records database file shown below" and click the Browse button and select the file you just created and click Open.
  7. If you wish to have all of the RTL-5 User Names available on subsequent Workstation installs, then click on the Other tab and add the additional usernames on this window. If you wish to add the rest of the Workstation User Names all at once, instead of one-at-a-time on this screen, please contact Technical Support.
  8. You can now perform the steps under Running the WORKSTATION Setup for all additional Workstations.

First WORKSTATION Startup - Upgrading from V4.x

  1. On the Login Screen, enter a RTL-5 User Name of a user who will be using RTL-5 and click OK.
    NOTE: If possible, this should be the User Name of an existing user under RTL V4.x. Otherwise, you may end up with an additional user, which is not a problem because you can easily delete extra User Names at a later time.
  2. On the Welcome screen, either Start Your Free Trial, or Buy A License, or Owners: Start Your Licensed Version.
    NOTE: Existing RTL V4.x users receive a discount towards purchasing a RTL-V5 license. Contact Technical Support if you have not yet received a discount or coupon code.
  3. Follow the steps and then enter either your Free Trial Startup Key, or your License Key.
  4. On the "Time Records Database Selection" screen, choose to Start Fresh or perform either the Complete or Step-by-Step Conversion... NOTE: You can always Start Fresh and then perform either a Complete Conversion or Step-by-Step Conversion later using menu option
    • Start Fresh: Provide a file name for the new Time Records Database file, such as "MyCompany Time Records" (where "MyCompany" is replaced with the appropriate name) and click Open.
    • Complete Conversion: If you have a shared Network RTL-V4.x installed in a folder on a different server or the same server (typically a "....\Timelog" folder), select "Convert from a V4.x Installation" and follow the directions.
    • Step-by-Step Conversion: If you do not have an actual RTL-V4.x installed somewhere, but only have backup data or copies of your essential files, you can convert each of these 4 sets of data individually:
      1. Time Records: Choose "Open/Convert an Existing Time Records Database" or File->Open (which will automatically sense and perform a conversion if necessary).
      2. Descriptors: This is your lists of Clients, Projects, Subprojects, etc. From the Main Window, select Edit->Edit Descriptors..., then click "Switch/Convert" and select the ...\Timelog\Support\Descript.mdb file from RTL-V4.x. Note that if you do not have this file, you can re-create it after converting your Time Records Database File with the command Advanced->Synchronize Clients/Users/Descriptors.
      3. Clients: This is the Address information for your Clients. From the Main Window, select Edit->Edit Client Information..., then click "Switch/Convert" and select the ...\Timelog\Support\Clients.mdb file from RTL-V4.x. Note that this file is only necessary if you generated invoices using RTL's Invoice Template system.
      4. Accounts Receivable (Invoices/Payments): From the Main Window, select Invoices->Accounts Receivable , then click "Switch/Convert" and select the ...\Timelog\Support\Invoices.mdb file from RTL-V4.x. . Note that this file is only necessary if you generated and posted invoices using RTL's Invoice Template system.
  5. In order to make it so that all additional Workstation users immediately open this Time Records Database file, choose Tools->Global Options->Safety and check the box for "Restrict all users to one Time Records database file shown below" and click the Browse button and select the file you just created and click Open.
  6. If you performed a Complete Conversion, then after you close RTL-5 on the first Workstation, you should have access to the existing RTL User Names on subsequent Workstation installs. Otherwise, if wish to have all of the RTL-5 User Names available on subsequent Workstation installs, then click on the Other tab and add the additional usernames on this window. If you wish to add the rest of the Workstation User Names all at once, instead of one-at-a-time on this screen, please contact Technical Support.
  7. You can now perform the steps under Running the WORKSTATION Setup for all additional Workstations.

END OF First-Time Setup Instructions

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