... install under Vista or Win7?

[fred]

Here's the information necessary to install De Novo CaseMgr under Vista & Windows 7.. There is an issue that prevents CaseMgr from saving a "De Novo CaseMgr.txt" file which it must write to the root of the local C: drive during the initial setup of the software on each machine. iThe work-around for this issue is to open the compatibilty tab in the Properties Window (you get to this by right-clicking the shortcut and choosing "Properties"). It'll look like the attached window.

[attachment=0]Properties.png[/attachment]

Check that "Run this program as an administrator" checkbox and then log in, remove the entry in the Installations option of the Administration (again) and log out. This time when you log in, and again give the 'machine description', it should save the text file properly.

Here's the full explanation of the process...

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First, an overview of the program:
There's a shared 'casemgrdata' folder normally on a server drive (or your C; drive in single-station installations. It needs read-write access for all users.
Locally there's a 'De Novo CaseMgr' program folder, installed by default in the Program Files folder. A sub-folder named 'cache' is constantly being written to, with both temp and permanent files. The local user needs to have read-write access here too.

The Vista/Win7 problem is related to two issues:
1. CaseMgr regularly saves some local files to a folder (cache) inside the De Novo CaseMgr program folder. This is, by default, prohibited by Vista permissions.
2. CaseMgr saves an identifying 'De Novo CaseMgr.txt' file to the root of the local C: drive during the initial link to the CaseMgrDATA folder, and uses it to mark this machine as a licensed installation. This is also prohibited by Vista permissions defaults.

Here are the work-arounds...
1. There are two choices for item 1 above. You can install (or move) the De Novo CaseMgr program folder to a different location which is not governed by the tight restrictions of the Windows special folder at C:\Program Files\
For example, you could move the De Novo CaseMgr program folder from C:\Program Files\De Novo CaseMgr to C:\De Novo CaseMgr, or to C:\Users\Public\De Novo CaseMgr. We recommend this option.
Another alternative is to have an Administrative User (under Windows) right-click the shortcut on the desktop and choose "Properties" from the Right Mouse menu. Then click the Compatibility tab, and finally, click the "Run this program as an administrator" checkbox (you may first have to click the 'Show settings for all users' button if it appears). This allows the program to run normally even in the Program Files folder.

2. During just the initial setup of CaseMgr on the Vista machine, you MUST run the installation as an Administrator to allow the program to save the 'De Novo CaseMgr.txt' file to the root of the C: drive, so click the 'Run this program as an administrator' checkbox as described above. This can be unchecked after the file is saved if the De Novo CaseMgr is NOT installed in the default Programs Folder location.
Note that this procedure is necessary even if you are logged into a Windows Administrative account. Under Vista, even administrative users are not treated as such in this case without checking that critical little checkbox.