Difference between revisions of "DownloadAndInstall"

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= Download and Install =
= Download and Install =


Before downloading can occur, you must have a registered account and logged in. Downloads are available almost immediate for the following editions:
Before downloading can occur, you must have registered and be logged in. Downloads are available almost immediate for the following editions:
* Book
* Book
* Educational  
* Educational (please [https://www.casetalk.com/about-us/contact-us register your school] domain name through our contact form)
* Evaluation
* Evaluation


Purchases require more time since our sales need to confirm the purchase order and grant permission to download the corporate and personal editions.
Purchases require more time since our sales need to confirm the purchase order and grant permission to download:
* Personal Edition
* Professional Edition
* Enterprise Edition


After the installers are downloaded, a license will be generated and emailed to your account.
== Windows Installation ==
 
== Full Installation ==
After downloading an installation file, you may simple run the program. The name is typically something like:
After downloading an installation file, you may simple run the program. The name is typically something like:
  <code>CaseTalk.Edition.Version.exe</code>
  <code>CaseTalk.Edition.Version.exe</code>
Line 16: Line 17:
This installation will create several folders with files on your computer. By default the folders created are:
This installation will create several folders with files on your computer. By default the folders created are:
  <code>C:\Program Files (x86)\BCP\CaseTalk
  <code>C:\Program Files (x86)\BCP\CaseTalk
  C:\Users\<username>\AppData\CaseTalk8
  C:\Users\<username>\AppData\CaseTalk12
  C:\Users\<username>\My Document\CaseTalk </code>
  C:\Users\<username>\My Document\CaseTalk </code>


== Portable App ==
== Failure to install ==
Various security systems may be in place preventing you to install new software. The first one to mention is the ability to browsers to mark the source of an installer to be from the internet. This requires a manual unlock.
 
After the installers are downloaded, a license will be generated by us and emailed to your account. Before running your installer, please unlock the file to make Windows allow you to run it, through the file property dialog.
[[File:casetalk_download_security.png|File Properties]]
 
[https://woshub.com/how-windows-determines-that-the-file-has-been-downloaded-from-the-internet/ Background information can be found in this article].
 
If this didn't work, a mechanism may be in place to prevent installers to run at all. Please read the section called '''Portable App'''.
 
== Java JRE ==
Some additional diagram features may require you to install Java or have access to a Java JRE. In the Free Downloads of CaseTalk.com you will find a zipped Java JRE. After CaseTalk installation, you should place the Java JRE in a subfolder under ''CaseTalk.exe''.
 
E.g.: <code>C:\Program Files (x86)\BCP\CaseTalk\Java</code>
 
'''You may check to see if CaseTalk has detected the JRE by navigating to the ''Help\About\System Info'' where it'll be listed. If not, please restart CaseTalk.'''
 
== PlantUML / Dot ==
The additional diagrams generated require Java, PlantUML, and the existence of GraphViz. The ''Help\About\System Info'' should report the versions of all three requirements.
* PlantUML is deployed with the installation, and may be updated manually if desired. The file in question is <code>C:\Program Files (x86)\BCP\CaseTalk\plantuml.jar</code>
* GraphViz may be downloaded from the free section on our website and should be unzipped into a folder next to ''casetalk.exe''.
* And remember to have Java JRE on your machine as mentioned earlier.
 
== Windows Azure ==
CaseTalk can be deployed to Windows Virtual Machines in Azure without any problem. For organizations lacking Windows clients, or due to high security levels don't allow custom software, this is a great opportunity.
 
All it requires is for you to open an Azure account, open a virtual machine, install Windows and CaseTalk.
 
== Max OSX using Virtual Machines ==
This is the preferred method of installation, since the WINE and BREW options seems to have deteriorated for CaseTalk. When installing in a virtual machine with Windows, all should work normally.
 
 
 
=== Mac OS (32 bit) Installation ===
Since CaseTalk software requires Windows to run, there's no real support for running it on other operating systems. However if you're willing to try, you may find the following talk useful. It describes the required steps to run Windows Software on OSX.
 
The original and full documentation on installing and running software using  Wine on OSX can be found here: [https://www.davidbaumgold.com/tutorials/wine-mac/#part-3:-install-wine-using-homebrew Windows on OSX]
 
It requires the following steps to be executed in a terminal window:
 
# Install BREW
ruby -e "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/master/install)"
brew doctor
sudo xcodebuild -license
# Install WINE
brew cask install xquartz
brew install wine
# Install CaseTalk
wine your_downloaded_casetalk_setup_file.exe
# Run CaseTalk
cd ~/.wine/drive_c/Program\ Files/BCP\ Software/CaseTalk/
wine casetalk.exe
 
=== Mac OS (64 bit) Installation ===
Although an experimental 64 bit version of Wine is available through:
 
brew install --cask wine-stable
 
The CaseTalk application is still 32 bit. There's currently no way to run it using Wine on 64 bit OSX versions.
 
=== Mac M1 ===
The Mac with its new cpu M1 has improved a lots since it came out. It requires a Windows 10/11 ARM Edition (or a regular Windows with updates(!) ). After that it works without any issues.
 
=== Add URL support ===
If Parallels is installed, the casetalk.app could be created on your OSX. By tweaking this file, you are able to run URI's starting the '''casetalk://''' protocol. These are used by bookmarks in CaseTalk.
 
Open de CaseTalk.App Content and edit the Contents\info.plist file in a text editor. And find the following lines:
 
  <key>CFBundleExecutable</key>
  <string>WinAppHelper</string>
  <key>CFBundleName</key>
  <string>CaseTalk Modeler</string>
  <key>CFBundleGetInfoString</key>
  <string>18.0, \\Mac\Home\Projects\DelphiProjects\CaseTalk.XE\develop\apps\CaseTalk\build\CaseTalk.exe</string>
  <key>CFBundleIconFile</key>
  <string>WinAppHelper.icns</string>
  <key>CFBundleIdentifier</key>
  <string>com.parallels.winapp.ad96a8be265d953550244d5966da3c9b.136a4b24cdcb49398a0a87eb945e894
  </string>
 
After those insert the following, save and close the files. Start "CaseTalk.App" once, after which all CaseTalk-URIs will also work from OSX.
 
  <key>CFBundleURLTypes</key>
  <array>
    <dict>
      <key>CFBundleURLName</key>
      <string>CaseTalk Helper</string>
      <key>CFBundleURLSchemes</key>
      <array>
        <string>casetalk</string>
      </array>
    </dict>
  </array>
 
== Linux Installation ==
Like above CaseTalk requires Windows to run, but may be run on WINE. The steps required are installing WINE, download the CaseTalk installation file, and have WINE run that.
 
= Portable App =
When a full blown installation is not required or unwanted, a more simple installation is available. This may be the case where you want you software to run from a USB Stick to be flexible on different workspaces. Or another more common use, is the deployment from a file server with a network share.
When a full blown installation is not required or unwanted, a more simple installation is available. This may be the case where you want you software to run from a USB Stick to be flexible on different workspaces. Or another more common use, is the deployment from a file server with a network share.


For this to work, you can download the software without installer (if available) which is a regular zip of 7zip file. You can extract the archive to any folder you like, and immediately start the software from the folder. This will be one of the following:
For this to work, you can download the software without installer (if available) which is a regular zip of [https://7-zip.org/ 7zip] file. You can extract the archive to any folder you like, and immediately start the software from the folder. This will be one of the following:
  <code> <Extraction Path>\{app}\CaseTalk.exe
  <code> <Extraction Path>\{app}\CaseTalk.exe
   <Extraction Path>\app\CaseTalk.exe </code>
   <Extraction Path>\app\CaseTalk.exe </code>
Line 29: Line 134:
  <code> innoextract.exe -e -d <target folder> CaseTalk.Edition.Version.exe </code>
  <code> innoextract.exe -e -d <target folder> CaseTalk.Edition.Version.exe </code>


=== USB Stick ===
== Deployment ==
A USB Stick is commonly writeable which means CaseTalk will attempt to load and save all configuration files locally. Project files however are a different story and can be saved anywhere. Configuration files are stored in the unarchived folder:
Deploying the portable apps for a larger user base, the license key can be stored in the casetalk.key file and saved into the {appdata} folder. This way the users do not have to go through the hassle of manually registering their installment.
<code> <Extraction Path>\{appdata}\ </code>


=== Fileshare ===
== Removable Media ==
Fileshare are typically used to easily deploy new files without the need to install the full package on every workstation. However this may require some pre-configuration since not all users should write their personal configuration files on the same fileshare.
Removable media is commonly writeable which means CaseTalk will attempt to load and save all configuration files locally. Project files however are a different story and can be saved anywhere. Configuration files are stored in the unarchived folder:
<code> <Extraction Path>\{userappdata}\ </code>


* Place the license key file next to the executable.
== Fileshare ==
* Make sure CaseTalk does not attempt to save configuration files on the fileshare, you should remove (or make readonly) the folder <Extraction Path>\{appdata}
Fileshares are typically used to easily deploy new files without the need to install the full package on every workstation. Since CaseTalk 8.15 the Portable App behaviour has been enhanced to support such installations.


Optionally you may prevent the automatic online version update checks, by tweaking casetalk.ini on the fileshare:
Simply extract the non-installer zip file and copy the entire folder structure as is to the fileshare. Make sure all required configuration files are prepared appropriately in "{userappdata}". As soon as CaseTalk Modeler, -Viewer or -Manager is started, they'll pick up any defaults from that folder and store it in the user roaming profile folder for further storage and updates.


<code>[Application]
AllowUpdateCheck=False </code>


== Other ===
If you want even a more specific way of deployment, you can force CaseTalk to run as a portable app by starting it with an additional commandline parameter:
If you want even a more specific way of deployment, you can force CaseTalk to run as a portable app by starting it with an additional commandline parameter:
  <code>CaseTalk.exe /portable</code>
  <code>CaseTalk.exe /portable</code>
The main window title will start with: <code>"CaseTalk - Portable"</code>
Or force (aka simulate) it to act as a portable app running from a readonly share:
<code>CaseTalk.exe /portable:shared</code>
The main window title will start with: <code>"CaseTalk - Shared Portable"</code>
Once installed on a fileshare, installing updates while users are actively using the existing installation can be a pain. Folder and File locks might be in place, preventing network administrators to update the software.
The following is a guideline on how to set it up in a way that allows updating without a hassle. In this example the first version is "9.0.0" and later on it'll be updated to "9.1.0":
=== First installation ===
# Create a fileshare "casetalk"
# Create a subfolder with the version number, for example, "9.0.0"
# Unzip the available casetalk archive into the "casetalk\9.0.0" folder
# Create the relevant shortcuts in "casetalk" pointing the executables in "casetalk\9.0.0\..."
=== Updating the installation ===
# Copy the "casetalk\9.0.0" folder to a new folder "casetalk\9.1.0"
# Unzip the "9.1.0" into the newly created folder
# Edit the "casetalk\9.0.0\...\lock.example.txt" so users get notified to use "9.1.0" instead
# Rename this text file to "lock.txt". Users who start the old version will receive a notification instead.
# Change the previously made shortcuts to point to the new executables in "casetalk\9.1.0\..."

Latest revision as of 12:40, 4 September 2024

Download and Install

Before downloading can occur, you must have registered and be logged in. Downloads are available almost immediate for the following editions:

Purchases require more time since our sales need to confirm the purchase order and grant permission to download:

  • Personal Edition
  • Professional Edition
  • Enterprise Edition

Windows Installation

After downloading an installation file, you may simple run the program. The name is typically something like:

CaseTalk.Edition.Version.exe

This installation will create several folders with files on your computer. By default the folders created are:

C:\Program Files (x86)\BCP\CaseTalk
C:\Users\<username>\AppData\CaseTalk12 
C:\Users\<username>\My Document\CaseTalk 

Failure to install

Various security systems may be in place preventing you to install new software. The first one to mention is the ability to browsers to mark the source of an installer to be from the internet. This requires a manual unlock.

After the installers are downloaded, a license will be generated by us and emailed to your account. Before running your installer, please unlock the file to make Windows allow you to run it, through the file property dialog. File Properties

Background information can be found in this article.

If this didn't work, a mechanism may be in place to prevent installers to run at all. Please read the section called Portable App.

Java JRE

Some additional diagram features may require you to install Java or have access to a Java JRE. In the Free Downloads of CaseTalk.com you will find a zipped Java JRE. After CaseTalk installation, you should place the Java JRE in a subfolder under CaseTalk.exe.

E.g.: C:\Program Files (x86)\BCP\CaseTalk\Java

You may check to see if CaseTalk has detected the JRE by navigating to the Help\About\System Info where it'll be listed. If not, please restart CaseTalk.

PlantUML / Dot

The additional diagrams generated require Java, PlantUML, and the existence of GraphViz. The Help\About\System Info should report the versions of all three requirements.

  • PlantUML is deployed with the installation, and may be updated manually if desired. The file in question is C:\Program Files (x86)\BCP\CaseTalk\plantuml.jar
  • GraphViz may be downloaded from the free section on our website and should be unzipped into a folder next to casetalk.exe.
  • And remember to have Java JRE on your machine as mentioned earlier.

Windows Azure

CaseTalk can be deployed to Windows Virtual Machines in Azure without any problem. For organizations lacking Windows clients, or due to high security levels don't allow custom software, this is a great opportunity.

All it requires is for you to open an Azure account, open a virtual machine, install Windows and CaseTalk.

Max OSX using Virtual Machines

This is the preferred method of installation, since the WINE and BREW options seems to have deteriorated for CaseTalk. When installing in a virtual machine with Windows, all should work normally.


Mac OS (32 bit) Installation

Since CaseTalk software requires Windows to run, there's no real support for running it on other operating systems. However if you're willing to try, you may find the following talk useful. It describes the required steps to run Windows Software on OSX.

The original and full documentation on installing and running software using Wine on OSX can be found here: Windows on OSX

It requires the following steps to be executed in a terminal window:

# Install BREW

ruby -e "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/master/install)"
brew doctor
sudo xcodebuild -license

# Install WINE

brew cask install xquartz
brew install wine

# Install CaseTalk

wine your_downloaded_casetalk_setup_file.exe

# Run CaseTalk

cd ~/.wine/drive_c/Program\ Files/BCP\ Software/CaseTalk/
wine casetalk.exe

Mac OS (64 bit) Installation

Although an experimental 64 bit version of Wine is available through:

brew install --cask wine-stable

The CaseTalk application is still 32 bit. There's currently no way to run it using Wine on 64 bit OSX versions.

Mac M1

The Mac with its new cpu M1 has improved a lots since it came out. It requires a Windows 10/11 ARM Edition (or a regular Windows with updates(!) ). After that it works without any issues.

Add URL support

If Parallels is installed, the casetalk.app could be created on your OSX. By tweaking this file, you are able to run URI's starting the casetalk:// protocol. These are used by bookmarks in CaseTalk.

Open de CaseTalk.App Content and edit the Contents\info.plist file in a text editor. And find the following lines:

 <key>CFBundleExecutable</key>
 <string>WinAppHelper</string>
 <key>CFBundleName</key>
 <string>CaseTalk Modeler</string>
 <key>CFBundleGetInfoString</key>
 <string>18.0, \\Mac\Home\Projects\DelphiProjects\CaseTalk.XE\develop\apps\CaseTalk\build\CaseTalk.exe</string>
 <key>CFBundleIconFile</key>
 <string>WinAppHelper.icns</string>
 <key>CFBundleIdentifier</key>
 <string>com.parallels.winapp.ad96a8be265d953550244d5966da3c9b.136a4b24cdcb49398a0a87eb945e894
 </string>

After those insert the following, save and close the files. Start "CaseTalk.App" once, after which all CaseTalk-URIs will also work from OSX.

 <key>CFBundleURLTypes</key>
 <array>
   <dict>
     <key>CFBundleURLName</key>
     <string>CaseTalk Helper</string>
     <key>CFBundleURLSchemes</key>
     <array>
       <string>casetalk</string>
     </array>
   </dict>
 </array>

Linux Installation

Like above CaseTalk requires Windows to run, but may be run on WINE. The steps required are installing WINE, download the CaseTalk installation file, and have WINE run that.

Portable App

When a full blown installation is not required or unwanted, a more simple installation is available. This may be the case where you want you software to run from a USB Stick to be flexible on different workspaces. Or another more common use, is the deployment from a file server with a network share.

For this to work, you can download the software without installer (if available) which is a regular zip of 7zip file. You can extract the archive to any folder you like, and immediately start the software from the folder. This will be one of the following:

 <Extraction Path>\{app}\CaseTalk.exe
 <Extraction Path>\app\CaseTalk.exe 

If a no-installer is not available for download, you can manually extract the installer yourself. CaseTalk software installs are using InnoSetup. The required files and folders can be extracted using InnoExtract using the following commandline:

 innoextract.exe -e -d <target folder> CaseTalk.Edition.Version.exe 

Deployment

Deploying the portable apps for a larger user base, the license key can be stored in the casetalk.key file and saved into the {appdata} folder. This way the users do not have to go through the hassle of manually registering their installment.

Removable Media

Removable media is commonly writeable which means CaseTalk will attempt to load and save all configuration files locally. Project files however are a different story and can be saved anywhere. Configuration files are stored in the unarchived folder:

 <Extraction Path>\{userappdata}\ 

Fileshare

Fileshares are typically used to easily deploy new files without the need to install the full package on every workstation. Since CaseTalk 8.15 the Portable App behaviour has been enhanced to support such installations.

Simply extract the non-installer zip file and copy the entire folder structure as is to the fileshare. Make sure all required configuration files are prepared appropriately in "{userappdata}". As soon as CaseTalk Modeler, -Viewer or -Manager is started, they'll pick up any defaults from that folder and store it in the user roaming profile folder for further storage and updates.


If you want even a more specific way of deployment, you can force CaseTalk to run as a portable app by starting it with an additional commandline parameter:

CaseTalk.exe /portable

The main window title will start with: "CaseTalk - Portable"

Or force (aka simulate) it to act as a portable app running from a readonly share:

CaseTalk.exe /portable:shared

The main window title will start with: "CaseTalk - Shared Portable"

Once installed on a fileshare, installing updates while users are actively using the existing installation can be a pain. Folder and File locks might be in place, preventing network administrators to update the software.

The following is a guideline on how to set it up in a way that allows updating without a hassle. In this example the first version is "9.0.0" and later on it'll be updated to "9.1.0":

First installation

  1. Create a fileshare "casetalk"
  2. Create a subfolder with the version number, for example, "9.0.0"
  3. Unzip the available casetalk archive into the "casetalk\9.0.0" folder
  4. Create the relevant shortcuts in "casetalk" pointing the executables in "casetalk\9.0.0\..."

Updating the installation

  1. Copy the "casetalk\9.0.0" folder to a new folder "casetalk\9.1.0"
  2. Unzip the "9.1.0" into the newly created folder
  3. Edit the "casetalk\9.0.0\...\lock.example.txt" so users get notified to use "9.1.0" instead
  4. Rename this text file to "lock.txt". Users who start the old version will receive a notification instead.
  5. Change the previously made shortcuts to point to the new executables in "casetalk\9.1.0\..."