COMPASS® for Windows Installation Guides for Windows® 95, 98, 2000, and NT

(Revised January 2007)

This guide covers installation instructions for the following situations:

See also: Technical specifications and minimum requirements for workstations


Installation Guide for Networked Computers

Introduction

This guide is intended for administrators familiar with installing applications in Microsoft NT Server 4.0 and Novell NetWare 3.1x and above networking environments.

Please Note: If your campus is planning on testing 50 or more students simultaneously, please contact ACT Technical Support at 800-645-1992 prior to testing so that a verification process can be completed to ensure campus readiness for this level of capacity.

Installation Overview

Installing COMPASS version 3.2 includes the following steps:

Before you proceed with the installation, please make sure that each workstation meets the COMPASS minimum hardware requirements and Technical Specifications, and take a moment to read the Preparing for Installation section included in this guide.

All COMPASS program files are installed on the server from the installation CD. The COMPASS installation program will ask you to select the destination for the program files and the student records. Keep in mind that as each student logs on to COMPASS, a student record is created. Be sure to choose a volume with ample space when specifying the directory location of these files.

Once the server part of the installation is complete, installation and configuration of each client is accomplished by logging into the server from the individual workstations and running the "Wsetup.exe" program to install the resource files needed to run COMPASS. This process will be detailed in the "Setting Up Workstations" section of this guide.

Step 1: Preparing for Installation

Please take a moment to read the following notes before installing:

  • Make sure all workstations meet the minimum hardware requirements and are working properly.
  • Set display to at least 256 colors (32,000 colors or higher for NT workstations) with 800 x 600 resolution.
  • Close all applications prior to installing COMPASS.
  • If you currently have COMPASS Windows® Version 3.1 installed, make a BACKUP COPY of the entire program (at the very least we recommend you backup the ReadWrit folder) before proceeding.

A Standard Installation (COMPASS with ESL sound files) uses 350 MB of hard disk space. More hard disk space will be needed as the student records grow in size (approximately 5KB per student record).

Step 2: Installing COMPASS version 3.2

There are several types of COMPASS network installs. They include:

Please read the description of each type of installation before proceeding to install the program.

New Install: Network

This type of install is for new users as well as those who do not plan on bringing over their COMPASS Windows® Version 3.1 system setups and/or data into Version 3.2.

You have the option of installing the program with or without sound. The sound files are large files, so if you do not plan on using the ESL tests or Mouse Instructions it is best to choose not to install the sound files. If you are planning on administering ESL tests and/or utilizing the Mouse Instructions, then you must install the program with the sound files.

NOTE:  If you decide not to install the ESL sound files, they can always be installed later.
  1. From a workstation attached to your network, log on to the server as supervisor or equivalent.
  2. COMPASS requires that you map a drive letter to the COMPASS directory located on your network prior to installation. DO NOT map root directly to the COMPASS directory/folder. You may map root to a parent directory/folder. Also, make sure there are no spaces in the path name. An example of an acceptable drive mapping is:

Q:\MyServer\COMPASS

  1. Insert the COMPASS disc in the workstation's CD-ROM drive.
  2. Click the Start button and select Run.
  3. Browse to your CD-ROM drive and double-click on the setup.exe file. Click OK.
  4. Read the Welcome screen and click Next to continue.
  5. Read the Software License Agreement. If you agree, click Yes to continue.
  6. At the "Choose Destination Location" screen, please note the Destination Folder. By default it will be C:\COMPASS. To install the program to your network, click on Browse.
  7. If necessary, browse to the mapped drive letter and subdirectories where you want to install the program. Click OK.
  8. You will notice that the Destination Folder has changed. >It should have the mapped drive and folder where you want to install the program. Click Next to continue if this is correct; otherwise, repeat step 9.
  9. At the Setup Type screen, select the type of install you would like. Select either COMPASS with Sound or COMPASS without Sound. Click Next to continue.
  10. Click Next at the Select Program Folder screen.
  11. The Start Copying Files screen will provide a summary of your installation. If the summary is correct, click Next to continue.
  12. The program will begin to copy files from the CD to your network. When it has completed copying the files the Setup Complete screen will appear. Read this screen and click Finish to complete the installation.
  13. At this point you should proceed to Step 3: Assigning Rights.

Upgrade from DOS Version 2.5

In order to upgrade from DOS Version 2.5, you must first install COMPASS Windows® Version 3.2 to a directory separate from your DOS Version 2.5 directory. Follow the installation instructions for a "New Install.

After Version 3.2 has been successfully installed, you can convert your 2.5 units and system and student data using the conversion utilities. Once the data has been converted it can be imported into your COMPASS 3.2 Version. Instructions for converting can be found by running COMPASS Version 3.2, clicking on Help in the top right corner, selecting Browse Online Help and going to Chapter 3 in the Software Manual.

Upgrade from 3.1: Network

To upgrade your COMPASS from Version 3.1 to 3.2 (including Updates 1, 2, and 3), you must install 3.2 into the same directory where COMPASS Version 3.1 resides. The installation program will update all 3.1 system files and will leave all customized information, including student data, intact.

  1. Before beginning, make note of the exact drive letter and path name where your COMPASS Version 3.1 resides and make a BACKUP COPY of the entire program (at the very least we recommend you backup the ReadWrit folder) that you can store somewhere safe.
  2. From a workstation attached to your network, log on to the server as supervisor or equivalent.
  3. Insert the COMPASS 3.2 Disc in the workstation's CD-ROM drive.
  4. Click the Start button and select Run.
  5. Browse to your CD-ROM drive and double-click on the setup.exe file. Then click OK.
  6. Read the Welcome screen and click Next to continue.
  7. Read the Software License Agreement. If you agree, click Yes to continue.
  8. At the Choose Destination Location screen, please note the Destination Folder. By default it will be C:\COMPASS. To install the program over Version 3.1 you will need to click on Browse.
  9. Browse to the mapped drive letter and subdirectories where Version 3.1 is installed. You should browse to the root folder (the root folder is where the program folders such as Bin, ReadOnly, and ReadWrit are located). Click OK.
  10. You will notice that the Destination Folder has changed. It should now display the mapped drive and folder where COMPASS Version 3.1 is installed. Click Next to continue.
  11. At the Setup Type screen select COMPASS Upgrade from 3.1 and click Next to continue.
  12. Click Next at the Select Program Folder screen.
  13. The Start Copying Files screen will provide a summary of your installation. If the summary is correct, click Next to continue.
  14. The program will begin to copy files from the CD to your network.
  15. Once the program has finished copying files, the Setup Complete screen will appear. Read this screen and click Finish to complete the installation. At this point, you should proceed to Step 3: Assigning Rights.

Step 3: Assigning Rights

To maintain the highest level of security possible, we recommend you create two groups of users. The Administrators group consists of the staff members who will be making changes to the COMPASS program (creating administration modes, deleting sessions, editing student demographic data, exporting research data, etc.). The Students and Proctors group consists of students who will be taking tests and/or the proctors who will be setting up tests for the students.

The tables below outline the appropriate rights that need to be assigned to each directory to enable users to run COMPASS from a network server.

Once you have finished assigning rights, please proceed to Step 4: Setting up the Workstations. Make sure you follow the instructions in this section, because the workstations require more than just a shortcut to the COMPASS executable in order to run the program.

NetWare 3.1x (or Higher) Directory Rights

Make sure that all files including those in the subdirectories are flagged shareable.

Default Folders Administrators Students & Proctors
COMPASS Read & File Scan Read & File Scan
COMPASS/Assist Read & File Scan Read & File Scan
COMPASS/AWL Read & File Scan Read & File Scan
COMPASS/Backup  R, W, C, E, M, F  Read & File Scan
COMPASS/Bin Read & File Scan Read & File Scan
COMPASS/Export R, W, C, E, M, F   Read & File Scan
COMPASS/ReadOnly Read & File Scan Read & File Scan
COMPASS/ReadWrit R, W, C, E, M, F   R, W, C, M, F
COMPASS/SSR R, W, C, E, M, F  R, W, C, E, M, F 
COMPASS/Temp R, W, C, E, M, F   R, W, C, E, M, F 

Windows NT® 4.0 Rights (NTFS)

Make sure that all rights encompass the sub-folders.

Default Folders Administrators Students & Proctors
COMPASS Change Change
COMPASS/Assist Read Read
COMPASS/AWL Read Read
COMPASS/Backup  Change Read
COMPASS/Bin Read Read
COMPASS/Export Change Read
COMPASS/ReadOnly Read Read
COMPASS/ReadWrit Change Add & Read
COMPASS/SSR Change Change
COMPASS/Temp Change Change

Windows NT® 4.0 Rights (Share Level)

If you are unable to set up your rights and permissions through NTFS, then you will need to set them up at the Share Level. Unfortunately, setting up your permission through the share will prevent you from setting up two separate groups of users. Make sure that all rights encompass the sub-folders.

Default Folders ALL Users
COMPASS Change
COMPASS/Assist Read
COMPASS/AWL Read
COMPASS/Backup  Change
COMPASS/Bin Read
COMPASS/Export Change
COMPASS/ReadOnly Read
COMPASS/ReadWrit Change
COMPASS/SSR Change
COMPASS/Temp Change

Step 4: Workstation Setup

You must perform the following steps on every workstation that will be accessing COMPASS.

  1. Log on to the workstation.
  2. Set the screen area to 800 x 600 and the font size to small. Both these settings are required in order for the COMPASS users to be able to see the screen properly.
  3. Open Windows® Explorer and browse to the mapped drive where you have COMPASS installed. It is important that you are browsing to the same drive letter for all of your workstations. If any of your workstations are mapped to a different drive letter, the program will consistently lose its database connection.
  4. Browse to the Compass\Bin directory.
  5. Find the wsetup.exe file and double-click to run it.
  6. Follow the instructions on the screen.
  7. An icon will be installed in your Start\Program menu.
  8. Reboot the workstation.
  9. Test your COMPASS installation by clicking Start, then selecting "Programs," then "COMPASS," and then "COMPASS v.3.2."
  10. Repeat steps 3 through 9 for each workstation that will be running COMPASS.

Step 5: Getting Started for New Users

When you initially run the program, you will be prompted for a username and password. You will need to request initial username and password information from your campus COMPASS project director.

It is very important that you change this password prior to allowing students to access the program since the director has access to all parts of COMPASS. You may change a password at any time as described in Chapter 7 of the online Software Manual.

This online Software Manual is available in all parts of COMPASS. All of the secrets and tips in the manual may be read by students unless access is carefully restricted through the appropriate use of passwords. You can access both the online manual and reference manual by clicking on "Help" in the top right corner of the screen.

Enhanced Distributed Installation

Description/Explanation:

This installation option is designed for schools and institutions with particular network situations, such as high traffic or slow performance networks or for networks operating over a longer distance, including some wide area network situations. It generally will not increase speed in systems operating with earlier computers (486 or low-end Pentium models).

If you are a COMPASS Version 3.1 user and have experienced slow printing times with the 3.1 release, we recommend you first try upgrading to 3.2. This new version has significantly improved performance times. If you upgrade to 3.2 (including Updates 1, 2, and 3) and notice little or no difference in the processing and printing speed between 3.1 and 3.2, then you might want to consider setting up a Distributed Install.

The Distributed Install actually divides the program, putting part on the local workstations and part on the network. This requires the program to be installed locally to each workstation. Each local installation points to a master student database residing on the network.

The advantage to this type of setup is a faster processing of requests, since the bulk of the program remains local.

Several disadvantages of the Version 3.1 Distributed Install approach have been overcome in the Version 3.2 Enhanced Distributed Install mode.

  • In Version 3.2 it is no longer necessary to maintain units on each individual workstation because units are now maintained at one centralized location.
  • Changes to the system setup (adding new tests, changing placement messages, etc.) performed from the network install do NOT need to be manually copied to each local installation.

Instructions to Set Up an Enhanced Distributed Install

The best way to set up a distributed install is to have your technical support personnel follow the directions for a network install for COMPASS Version 3.2. The program residing on the network will be known as your "master installation." Once the Version 3.2 program has been successfully installed and updated as needed, your technician can proceed with the following steps.

  1. If you have loaded any units onto your master installation please export the units back to the master disk before proceeding. Failure to remove the units could result in the units being lost.
  2. Using Windows® Explorer, copy the entire COMPASS folder down from the network to the hard drive of the first workstation.
  3. Once it has been copied down, run the local copy by browsing to the Bin directory and double-clicking on the COMPASS executable (compass.exe).
  4. Make sure that the program is pointing to the student database on the network. You can verify the path of the database by going to Help and selecting "About COMPASS". If it is not pointing to your network database, you can establish it by going to "File," and then "Open Database." Browse (via a mapped drive) to your network ReadWrit\Student directory.
  5. Make sure that the program is pointing to the System database on the network. You can verify the path of the database by going to Help and selecting "About COMPASS". If it is not pointing to your network database, you can establish it by going to "Tools," "Database," and then "Select System Database." Browse (via a mapped drive) to your network ReadWrit\System directory.
  6. Follow steps 2 through 5 for your remaining workstations.

Instructions to move from a Version 3.1 Distributed Install to the Version 3.2 Enhanced Distributed install.

The following steps need to be completed on each workstation.

  1. Export all units from each workstation onto the COMPASS master disk.
  2. Upgrade to Version 3.2 using the Installation CD and follow the network installation instructions for version 3.2.
  3. On each workstation, make sure that the program is pointing to the student database on the network. You can verify the path of the database by going to Help and selecting "About COMPASS". If it is not pointing to your network database, you can establish it by going to "File," and then "Open Database." Browse (via a mapped drive) to your network ReadWrit\Student directory.
  4. On each workstation, make sure that the program is pointing to the System database on the network. You can verify the path of the database by going to Help and selecting "About COMPASS". If it is not pointing to your network database, you can establish it by going to "Tools," "Database," and then "Select System Database." Browse (via a mapped drive) to your network ReadWrit\System directory.
  5. Follow steps 2 through 4 for your remaining workstations.

Instructions to upgrade to Version 3.2 from a Version 3.1 Distributed Install (without moving to the Enhanced Distributed Install)

If you are currently using the Distributed Install as described in Version 3.1, it is not a requirement to switch to the Enhanced Distributed Install in Version 3.2. Simply follow the steps outlined for the Standalone Computers in Section C below. These steps must be included on each of the workstations. For assistance, please call, COMPASS Technical Support at 800-645-1992.

It is important to note that if you select not to apply the Enhanced Distributed Install for Version 3.2, the performance improvements still exist with the Distributed Install. However, the key disadvantages remain as well.

The disadvantages include:

  • Units have to be maintained on each individual workstation instead of at one centralized location
  • Changes to the system setup (adding new tests, changing placement messages, etc.) have to be performed from the network install and then copied down to each workstation.

Installation Guide for Standalone Computers

Introduction

This guide is designed to help you get COMPASS Version 3.2 running as quickly as possible. It is intended for administrators familiar with installing applications in Microsoft Windows® environments.

Installation Overview

Installing COMPASS includes the following steps:

Before you proceed with the installation, please make sure that each workstation meets the COMPASS minimum hardware requirements and Technical Specifications and take a moment to read the Preparing for Installation section included in this guide.

Step 1: Preparing for Installation

Please take a moment to read the following notes before installing:

  • Make sure all workstations meet the minimum hardware requirements and are working properly.
  • Set display to at least 256 colors with 800 x 600 resolution.
  • Set the font size to small.
  • Close all applications prior to installing COMPASS.
  • If you currently have COMPASS Version 3.1 installed, make a BACKUP COPY of the entire program (at the very least we recommend you backup the ReadWrit folder) before proceeding.

Prior to installing COMPASS, you must decide how you will be running the program and where you want the COMPASS files to reside.

A Standard Installation (COMPASS and ESL sound files) uses at least 350MB of hard disk space. More hard disk space will be needed as the student records grow in size (approximately 5KB per student record).

Step 2: Installing COMPASS version 3.2

There are several different types of COMPASS network installations. They include:

Please read the description of each type of installation before proceeding.

New Install

This type of install is for new users as well as those who do not plan to bring over their COMPASS Version 3.1 data into Version 3.2. You have the option of installing the program with or without sound. The sound files are large files, so if you do not plan on using the ESL tests or mouse instructions, it is best to choose not to install the sound files. If you are planning on administering ESL tests and/or utilizing the mouse instructions, then you must install the program with the sound files.

NOTE: If you decide not to install the ESL sound files, they can always be installed later.
  1. Insert the COMPASS Disc in the workstation's CD-ROM drive.
  2. Click the Start button and select Run.
  3. Browse to your CD-ROM drive and double-click on the setup.exe file. Then click OK.
  4. Read the Welcome screen and click Next to continue.
  5. Read the Software License Agreement. If you agree, click Yes to continue.
  6. At the Choose Destination Location screen, please note the Destination Folder. By default it will be C:\COMPASS. If you would like to install the program to a different location, click Browse. Otherwise click Next to continue.
NOTE: If you decide to install the program to a different directory, make certain you do not select a directory with a space anywhere in its name or else the program will not run properly).
  1. At the Setup Type screen, select the type of install you would like. Select either "COMPASS with Sound" or "COMPASS without Sound." Click Next to continue.
  2. Click Next at the Select Program Folder screen.
  3. The Start Copying Files screen will provide a summary of your installation. If the summary is correct, click Next to continue.
  4. The program will begin to copy files from the CD to your hard drive. When it has completed copying the files, the "Setup Complete" screen will appear. Read this screen and click Finish to complete the installation.
  5. Browse to the Compass\Bin directory.
  6. Find the wsetup.exe file and double-click to run it.
  7. Follow the instructions on the screen.
  8. Reboot your computer and proceed to Step 3: Getting Started for New Users.

Upgrade from DOS Version 2.5

In order to upgrade from 2.5, you must first install COMPASS Version 3.2 to a directory separate from your Version 2.5 directory. Follow the installation instructions for a New Install.

After the program has been successfully installed, you can convert your 2.5 units, system data, and student data using the conversion utilities.

Once the data has been converted, it can be imported into your COMPASS 3.2 version. Instructions for converting can be found by running the COMPASS program, clicking on "Help" in the top right corner, selecting "Browse Online Help" and going to Chapter 3.

Upgrade from 3.1: Standalone

To upgrade your COMPASS from Version 3.1 to 3.2, you simply install the new version into the same directory where the current install resides. The installation program will update all 3.1 system files while leaving all customized sections of the program, including student data, intact.

Before beginning, make note of the exact drive letter and pathname where your COMPASS version 3.1 resides and make a BACKUP COPY of the entire program (at the very least we recommend you backup the ReadWrit folder) that you can store somewhere safe.

  1. Insert the COMPASS v3.2 Disc in the workstation's CD-ROM drive.
  2. Click the Start button and select Run.
  3. Browse to your CD-ROM drive and double-click on the setup.exe file. Then click OK.
  4. Read the Welcome screen and click Next to continue.
  5. Read the Software License Agreement. If you agree, click Yes to continue.
  6. At the Choose Destination Location screen please note the Destination Folder. By default it will be C:\COMPASS. To install the program over your current version 3.1 install, you will need to click on Browse.
  7. Browse to the location where Version 3.1 is installed. You should be browsing to the root folder (the root folder is where the program folders such as Bin, ReadOnly, and ReadWrit are stored). Click OK.
  8. You will notice that the Destination Folder has changed. It should now display the location of Version 3.1. Click Next to continue.
  9. At the Setup Type screen, select COMPASS Upgrade from 3.1 and click Next to continue.
  10. Click Next at the Select Program Folder screen.
  11. The Start Copying Files screen will provide a summary of your installation. If the summary is correct, click Next to continue.
  12. The program will begin to copy files from the CD to your hard drive.
  13. Once the program has finished copying files, the Setup Complete screen will appear. Read this screen and click Finish to complete the installation.
  14. Reboot your computer and proceed to Step 3: Getting Started for New Users below.

Step 3: Getting Started for New Users

To run the program, go to Start, Programs, COMPASS, COMPASS v. 3.2.

When you initially run the program you will be prompted for a username and password. You will need to request initial username and password information from your campus COMPASS project director.

It is very important that you change this password prior to allowing students to access the program since the director account has access to all parts of COMPASS. You may change a password at any time as described in Chapter 7 of the COMPASS for Windows® Software Manual.

This online Software Manual is available in all parts of COMPASS. All of the secrets and tips in the Software Manual may be read by students unless their access is carefully restricted through the appropriate use of passwords. You can access both the online Software Manual and Reference Manual by clicking on Help in the top right corner of the screen.

Additional Help

If you require assistance with COMPASS installation, launch, technical issues, or have other questions, use the Contact Us page to locate the appropriate COMPASS resource.