Project: HELiOS

HELiOS Spooler: Installation

Before installing the HELiOS Spooler, please note the following:

• The HELiOS Spooler must not be installed on the same system as the HELiOS Desktop. This may cause trouble with the Office interface, as both the HELiOS Desktop and the HELiOS Spooler install adjustments to Word and Excel.
• Before carrying out a new installation it makes sense to set up a Windows user account on the system on which you want to run the Spooler. Further information can be found in the notes on Service registration for the installation.
• Besides, it is not recommended to use the system on which the HELiOS Spooler was installed as a normal workstation, because the HELiOS Spooler is usually supposed to be the only tool on the system to be used for print jobs.

The installation of the Spooler takes place via the HiCAD or HELiOS installation DVD. In the selection mask you can find the HELiOS Spooler button.

In the following dialogue window, click Next.

Enter a path for the HELiOS Spooler installation. Suggested will be the default path C:\Program Files\HELIOS Spooler. If you want to select a different path, click Change... and enter the desired directory. Then, click Next.

In the following window, specify the Service registration and Data directory.

In the Service registration area you specify the user account under which the Spooler is to run.

Normally, the HELiOS Spooler runs as a Windows Service in the background.

As a system service itself has no access to the list of installed printers, and also for safety reasons, a specific User accountwith the required read and access permissions in the domain must be created for Spooler operation. This takes place via the Windows user management (Start > Control Panel > User Accounts).

In this standard configuration the Spooler process will be started by the operating system in a special session which is not visible for the user. Therefore, the process will even continue running after the Spooler user has logged off from the computer.

When a User (the name is freely selectable) has been chosen to be run as Spooler, the User should have been created in the Windows system beforehand and entered, with a User name and a Password beneath Service registration.

Activate the Interactive start checkbox when you want to install the CAD Add SOLIDWORKS.

When this option has been selected, the Spooler will no longer be set up as a service, but will be started directly in the foreground via the Administration UI. During this type of operation, the Spooler process will appear in the form of a small text window in the window bar (Caution: When you log off from the Server, the Spooler process will also be ended here!).

Please note:

If the password of the HELiOS Spooler should change or expire, click the Start icon on the Windows task bar and select Control Panel > Administrative Tools > Services (or Local Services in other Windows versions). Right-click the HELiOS Spooler service and choose Properties. In the Properties dialogue window, open the Log On tab and enter the new password.

Services > ... > Log On

If the Start service upon installation checkbox was active, the Spooler service will not require a manual start after installation.

In the Data directory field you will find a suggested default path for the Spooler that you can change if desired.

Select the data directory. Activate the Create network share checkbox to enable the communication with the PrintClient. If the network share is not created during installation, it must be created manually afterwards. Since special settings will be required here, we recommend contacting our Consulting team.

On the right hand side of the window, beneath CAD Add-Ins, all CAD systems that could be found on the system, are offered for selection. If you want to print with the Spooler via one of these CAD systems, select the desired system.

Click Next.

The next window must be filled in if you are working with a MultiCAD interface. If this is not the case, you can leave it empty and click on Next. If you are working with a MultiCAD interface, the database connection of the system (ODBC) and the Vault Server should be specified.

If you have checkmarked the Activate DB connection checkbox, you will be asked for the login of the database user, which is the login of the (SQL) database system.

Under System data source you must then select the corresponding ODBC database connection.

The HELiOS User via which the Spooler will run is also selected here. It is important that this user has administration rights and is also assigned to the HELiOS Group "PDM Administrators" at this point. Otherwise you will receive an error message.

Activate Use Vault Server and enter the Address and Port of the Vault Server installed in the system for your MultiCAD operation.

In the following dialogue, click Install. After successful installation, click Finish.

Please note:

• If a service User account that differs from that for the original installation is set during an update (e.g. an update installation via the a HELiOS installation DVD), the updated service will be run with the changed user account. As printers are user-specific, the lists of available printers and their settings may change.
• Changes to the installation, e.g. a subsequent installing of a CAD add-in, can be performed via the Windows Control Panel (at "Programs and Features").
• If you want the Spooler to convert files into certain formats, the corresponding software must have been installed on the same Plot Server system.
• In Word and Excel, the HELiOS Plotmanagement Add-In must have been activated (via File > Options > Add-Ins).
• To automatically start the Spooler in the “interactive” configuration, the Helios.Spooler.exe file needs to be called from the installation directory with the option “--no-service” – either from the “Autostart” folder of the Spooler user, or via the Windows Task Scheduler. If you have any questions, please contact the ISD Consulting team.
• Please also read other relevant installation notes, in particular the information given on the system file Hel-fileconvert.ini. It is recommended here to set the "[FolderSection]" to "." to ensure that the Spooler can use different storage locations for conversions and exports, depending on the target format.

• You can also reconfigure the Database and Vault Server connections for a CAD application (HiCAD, AutoCAD, Inventor, SOLIDWORKS) interfaced with HELiOS via a Change installation.

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