CMS Single-User Installation

This is a reserved area designed to assist those who have purchased Church Management Solutions products.

If you are not on a network, and would like to install CMS as a single user, simply insert the CMS Installation CD in your CD drive.  The setup should begin automatically.

 Choose to install the CMS Product.

 If  you are installing CMS on a Network, click the link to print up the Network Installation Instructions before continuing.

 If you are installing CMS on a single, stand alone computer, click Next.

Click the button People Products if you wish to install/reinstall the following modules:

· CMS Membership

· CMS Contribution

· CMS Attendance

· CMS Outreach

 Click the button at Fund Accounting if you wish to install/reinstall the following the following modules:

· CMS Ledger & Payables

· CMS Payroll

 If you will be installing both products, you can install one product at a time.

The installation wizard will ask if you wish to scan for a previous installation, answer Yes.

 You must verify the location for your CMS System.

 The Default Location for your CMS People Products is C:\CMS4WIN.

 The Default Location for your CMS Fund Accounting System  is C:\FIN4WIN.

 Click Next.

If installing the CMS People Products, you can customize the Membership Status tables in CMS for your church denomination.

 Select the appropriate denomination and click Next.

If installing CMS Fund Accounting Products, you can choose to install a Generic or Catholic Chart of Accounts. 

 If you would prefer to enter your own chart of accounts, or if you have purchased a Chart of Accounts, choose Blank Chart of Accounts and click Next.

Confirm your installation settings and click Next.

The installation wizard will proceed to install your CMS.  After a few moments, you will be asked if you would like to add the CMS icon to your desktop.  Answer Yes.

 Next, you can choose to print installation instructions for a New Installation (for new clients) or for a Re-Installation (for existing clients with new computers).  Choose the appropriate instructions and click Next.

 A set of instructions will display on your screen.  Print these instructions.  Click Finish.  Double click the CMS icon on your Windows Desktop. Use  the Password CMS and click OK to enter the CMS System.

 

CMS  Other Data Installation

Along with the enclosed CD, additional disks may have included in this package. Please use the following instructions to install the disk(s) for your CMS system. 

Backed Up, Converted Data, or Chart of Accounts Installation
(For either CMS or CMS Fund Accounting)

  1. Start CMS or CMS Fund Accounting. Choose Restore from the File menu.
  2. Choose the Simple Restore option.
  3. Insert the CD in your CD drive.
  4. Enter the appropriate CD drive letter. Click OK. A message will display stating that a backup (B4REST.ZIP) of the current data will first be made and saved on the hard drive. Click OK to begin the backup. Once the backup is complete, the restore process will proceed.
  5. Exit CMS or CMS Fund Accounting and then start it again for changes to take effect.

This concludes the installation of backed up, converted data, or chart of accounts for your CMS system.

 

CMS Access For An Additional Computer (Workstation)

CMS Fund Accounting Workstation

Installs and configures a network workstation computer to access a shared CMS Fund Accounting System over a network.

CMS People Products Workstation

Installs and configures a network workstation computer to access a shared CMS System over a network.

 

CMS Re-Installation Information

The CMS products are installed on the hard disk drive. The Corel/Paradox Database and Crystal Reports programs are installed in the Windows Programs folder. The CMS program and data locations are described below.

CMS Membership - Contribution - Attendance - Outreach

Programs and data are normally installed in folder named CMS4WIN. Archive copies for prior years are in folders named CMS2001 for 2001 data, CMS2002 for 2002 data, etc.

CMS Fund Accounting (Finance & Payables, Payroll)

Programs and data are normally installed in a folder named FIN4WIN. Archive copies of Finance and Payables and Payroll are in folders named FIN2001 or FIN2002 for clients whose fiscal year is the calendar year. For clients that have a fiscal year that begins and ends in different calendar years, archived copies are in folders named FIN00-01, FIN01-02 and calendar year Payroll data is archived into folders named PAY2001, PAY2002, etc.

General procedures for different installations are described below. Step by step procedures vary depending on the Windows operating system, the computer hardware, and the CMS products to be installed or moved. Note: Network mapping and network access rights must be established before beginning installation of CMS on a server network. Setting the same relative path for all workstations simplifies maintenance.

1. Adding a Workstation to a Server Installation of CMS
  • Insert the CD and it will normally autoload.
  • Choose either the CMS Fund Accounting Workstation or CMS Windows Workstation product.
  • The installation process will determine the network location of the CMS product.
  • Follow the installation prompts and the installation will create an Icon to start the product.
2. Installation on a new or on another standalone computer
  • Insert the CD and it will normally autoload.
  • Choose either the CMS or the CMS Fund Accounting product.
  • Follow the installation prompts and the installation will create an Icon to start the product.
  • Start the program and Restore a Backup of the data.
3. Installation on a new peer to peer server
  • Insert the CD and it will normally autoload.
  • Choose either the CMS or the CMS Fund Accounting product.
  • Follow the installation prompts and the installation will create an Icon to start the product.
  • Start the program and Restore a Backup of the data.
4. Installation on a new dedicated server
  • Insert the CD on one of the workstations and it will normally autoload.
  • Choose either the CMS or the CMS Fund Accounting product.
  • The installation will default to install on Drive C. Browse to change the location to the network drive.
  • Follow the installation prompts and the installation will create an Icon to start the product.
  • Start the program and Restore a Backup of the data.
5. Moving Archived Copies to a new computer
  • Copy and move as many of the Archive folders as you wish to the new computer.
  • Create a copy of the CMS Icon by using Copy and Paste.
  • Rename the copy of the CMS Icon and select properties to change the last part of the Target line to point to the desired folder.
  • Please have the CD available and contact us if you have any questions about installing CMS on another computer or re-installing CMS on an existing computer.

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