Preparing to Install Pervasive DataExchange

Preparation Needed for Pervasive DataExchange Installation

This chapter contains the following topics:

DataExchange Installation Overview

DataExchange Installation Checklists

DataExchange Installation Overview

This section provides an overview to the components that make up Pervasive DataExchange and information on the files included in the different types of installation.

DataExchange Components

Pervasive DataExchange consists of the following product components:

Replication Event Handler

Replication Engine

Notification Agent

Utilities

Documentation

See Overview of How Pervasive DataExchange Works for a discussion of the replication event handler, replication engine, and notification agent.

Utilities

Pervasive DataExchange includes several utilities designed to help you control and manage the replication process. The following table lists the main utilities. All of the utilities are discussed in Pervasive DataExchange User’s Guide. Refer to “Using the DataExchange Utilities and Services,” in that guide.

Table 2-1

Summary of Main Pervasive DataExchange Utilities

Utility Name	Description
Deployment Wizard	Sets up a two-machine replication network between a primary site and a backup site. See Replication Deployment.
Manager	Sets up replication schedules and user access.
Monitoring tool	Monitors data replication, configures replication sessions, and sets logging options.
Activation tool	Enable a database to participate in replication and establish the database as belonging to a site on the replication network.
Deactivation tool	Removes a database from the list of those available for replication. If you want to delete a replicated database from physical storage, you must deactivate it first.

Documentation

The installation of Pervasive DataExchange includes the documentation in HTMLHelp and PDF format. The documentation consists of the following:

This book—Getting Started with Pervasive DataExchange (Real-Time Backup Edition)—helps you to get Pervasive DataExchange installed and setup. This book is also provided in hardcopy.

Pervasive DataExchange User’s Guide—provides conceptual information and tasks to help you use the DataExchange products. The User’s Guide covers both the Real-Time Backup Edition and the Data Synchronization Edition. You may order a hardcopy version of this manual through Pervasive Software Sales.

Getting Started with Pervasive DataExchange (Data Synchronization Edition)—provided as an additional reference in case you want to learn more about the Data Synchronization Edition. You may order a hardcopy version of this manual through Pervasive Software Sales.

DataExchange Installation Checklists

This section provides you with checklists and other information to prepare you for installation.

Quick Checklist

Each of the following items is described in more detail in the topics that follow.

o	You have observed the appropriate precautions before installing Pervasive DataExchange.

o	Your system hardware and software meets the minimum requirements to install Pervasive DataExchange.

Tip The hardware and software requirements are listed on the Pervasive Software web site.

o	You have full administrator-level rights on the machine where you plan to install the product.

o	You have a license (unless you want an evaluation version).

o	You have checked any special configuration issues, such as installing into a clustered environment.

o	At the end of the installation, you have access to the Readme file for important, late-breaking information.

Precautions

The Pervasive PSQL database engine must be stopped and restarted during the installation of Pervasive DataExchange. If your business requirements prohibit stopping the database engine during certain hours, install DataExchange during an acceptable period.

Back up any important files on the target hard drive, including data files, before you begin the installation.

Ensure Adequate Permissions

To install DataExchange, you must have full administrator-level rights on the machine.

Activation License

See DataExchange Licensing for a discussion of the activation license.

The DataExchangeReadme File

Pervasive Software strongly recommends that you read the information contained in the Readme file. This file contains important product news that could not be included in the product documentation but may be essential to your installation and use of the product release.

The Readme file is located at the root on the installation CD.