 Symphony Notes
  
 Note 101
 Release 1
  
  
                 Symphony Installation
  
 I.  Introduction
  
  
 The Symphony Install Program
  
 Before you can work with Symphony or call it up on your computer
 you must run the Symphony Install program.  Installation consists
 of telling Symphony the specific computer system and peripheral
 devices that you'll be using to run the program.
  
 A driver set specifies each piece of hardware and peripheral
 device in your computer setup.  The driver set is created by the
 Install Program.  Everything you need for installation is included
 on two disks supplied with the Symphony package: the Install
 Program Disk and the Install Library Disk.
  
 When installing Symphony you move through a series of menus and
 select the drivers for your particular computer setup.  Each menu
 displays a list of equipment (monitors, printers, etc.).  You
 simply indicate which piece on the list you have.  Some drivers
 are required, others are optional.
  
 When the installation is finished you have the option of seeing a
 list of the selections you made.  You can make any changes you
 like before you exit the Install program. You can also call up the
 completed driver set at any point in the future and make changes
 to it. This is necessary, for example, if you change from a
 two-diskette computer to a hard-disk computer. 
  
 You can also create more than one driver set at any time.  You do
 this, for example, if you want to run Symphony on two different
 machines, perhaps on a hard-disk computer at the office and a
 two-diskette computer at home.
  
 Note:  The Symphony Installation procedure is straight-forward.
        People will most frequently have questions about the
        selection of individual drivers from the menus.  If this is
        the case, refer directly to the appropriate driver sections
        below.
  
  
 Installing Symphony, Copying DOS, & Making Backups
  
 Copying DOS (the computer's operating system) and making
 backup copies of the Symphony disks are not part of running
 the Symphony Install program.  They are, however, the three
 steps you must take before using Symphony, and it's a good
 idea to do them all at the same time.  The procedures for
 these operations differ for a two-diskette and hard-disk
 computer.  Check the Symphony Introduction Manual if you
 have questions about these procedures.
  
 This note assumes that the following steps for each kind of
 system have been performed:
  
   two-diskette computer:
  
      -DOS has been copied onto the Symphony Program disk.
  
      -You have made backup copies of the six Symphony
       disks.
  
   hard-disk computer:
  
      -The six Symphony disks have been copied onto the
       hard disk in either the root directory or a subdirectory.
  
      (If you have other programs on the hard disk in
       addition to Symphony, it's a good idea to copy the
       Symphony disks in their own subdirectory rather than
       in the root directory.)
  
  
 Preparing for Installation
  
 Before running the Install Program you should have a                            list of your hardware and peripherals.
  
        Turn to page 30 of the Symphony: Introduction
        Manual.  You'll see a chart with blank spaces in
        which to record the pieces of your hardware setup.
        When filling in the chart, be sure to write down the
        model numbers as well as the brand names of the
        printer and graphics printer or plotter.  (This is
        handy for future reference as well as for the
        installation process.)
  
  two-diskette system:
  
      -the original Symphony Program Disk
  
      -the backup copies of the Install Program Disk, the
       Install Library Disk, and the PrintGraph Disk
  
  hard-disk computer:
  
      -Since all the data from the individual disks is on
       the hard disk, you do not need the disks themselves
       to install Symphony.
  
  
 Installation Procedure Overview

 The Install program begins with a number of screens that
 explain what you are about to do.  You then select the
 specific drivers for your hardware and peripherals from a
 series of menus.  Some drivers are required and some are
 optional.
  
   * If a driver is required, you will see a menu containing a
     numbered list of equipment.  Make a selection by typing a
     number from the list and then pressing RETURN.
  
   * If a driver is optional, you will see an introductory screen
     that explains the function of the driver.  The program asks if
     you want to select this kind of driver.  To indicate that you
     want to select a driver, type a Y and then press RETURN; the
     next screen displays a menu.  If you don't want to select a
     driver, press SPACE; you'll move on to the next driver menu.
     Select a driver in the same way as outlined above.
  
   * Confirming your selection.  After selecting a driver, the menu
     is displayed again; the selection you made is marked by an
     asterisk.  You must either confirm your selection by pressing
     RETURN or make a new selection by typing another number from
     the list and then pressing RETURN.
  
   * Help screens.  Each driver menu offers one or more Help
     screens.  Should you choose to see a Help screen, you'll
     return to the menu when you're done.
  
  
  
 Installing Symphony
  
 Starting the Install Program
  
 The procedure for starting the Install program on a two-
 diskette computer is slightly different from that for a
 hard-disk computer.  The steps for each are given below.
 Be sure to read the section for your particular hardware
 setup.
  
  
 two-diskette computer
  
 1.  Be sure the A> is displayed on the monitor.  If it is
     not:
  
            Type:  A: RETURN
  
 2.  Insert the Install Program Disk in Drive A; close the
     door.
  
            Type:  install RETURN
  
 3.  After the Install Program is loaded into the computer's
     memory, you will see the Symphony Install title and copyright
     notice on the screen.
  
     Remove the Install Program Disk from Drive A and insert the
     Install Library Disk in Drive A.
  
            Press:  any key
  
 4.  The computer beeps and displays an introductory
     screen.  After reading the screen, press the spacebar
     to continue.
  
            Press:  SPACE
  
  
 hard-disk computer
  
 1.  Be sure the C> is displayed on the monitor, AND that
     you are in the directory into which you copied the
     Symphony disks.  (The Symphony disks should all be
     copied into one directory.)
  
       a.  If you do not have a C> on the monitor:
  
            Type:  C: RETURN
  
            (This puts you in the root directory.)
  
  
       b.  If Symphony is in a subdirectory, then:
  
            Type:   CD\subdirectory name  RETURN
  
 2. Start the Install program:
  
            Type:  install RETURN
  
 3.  The Install program title and copyright notice appear.  After
     the Install Program is loaded into the computer's memory, the
     computer beeps, the screen clears, and an introductory screen
     appears.
  
 4. Read the introductory material and then continue.
  
            Press:  SPACE
  
  
 Selecting Drivers
  
 The steps involved in selecting drivers are the same for
 both two-diskette and hard-disk computers.
  
  
 5. The Main Menu is displayed; it offers you five choices
    Since this is a first-time installation, you want
    option 1.
  
            Type:  1  RETURN
  
 6. Option 1 lists the steps necessary to create a driver
    set.  Read the screen and then continue.
  
            Press:  SPACE
  
 7. Do you wish to add single drivers to the master
    library?
  
    The Install Library contains drivers for all the
    hardware and peripherals supported by Lotus.  All
    your equipment should be in the library; hence, you
    will not have to add drivers to the library.
  
    However, new hardware and peripherals are constantly
    being produced.  In the future, new equipment designed
    to run Symphony may come with its own driver that the
    user will be able to add to the library.
  
            Press:  SPACE
  
 8. Naming the Driver Set--REQUIRED
  
    You have two options:
  
    -  press SPACE and the program will automatically name
       the driver set LOTUS (the default).
  
    -  create your own name for the driver set.
  
    If you are running the Install program for the first time,
    accept the the default name.  (The driver set has the file name
    extension .SET in addition to the name.  The program
    automatically adds the .SET extension; you don't need to type
    it in here.
  
            Press:  SPACE
  
 9. Selecting Text and Graph Display drivers--REQUIRED
  
    This required selection is a text and graph display
    driver combination.  It determines how text and
    graphics are displayed on your monitor.  The menu
    lists 14 selections spread over 5 screens.  Press
    SPACE to move forward through the screens, and ESCAPE
    to move backward.
  
    You need to know the following:
  
       *  monitor type:
  
          color or monochrome (black and white,
                               amber, or green)
  
       *  interface card:
  
          IBM Card: color or monochrome
          Hercules Card
          Plantronics Colorplus Card
  
       *  whether you want shared or toggle mode
  
          Notice that the menu sometimes lists the same
          monitor and interface card combination twice; the
          only difference is that one entry offers shared
          mode and the other toggle.
  
          In shared mode, text and graphs are displayed on
          the monitor simultaneously.  In toggle mode, text
          and graphics cannot be displayed on the monitor at
          the same time.  However, you can easily switch
          between viewing text and viewing one or more
          graphs with a single keystroke.
  
          Another difference between toggle and shared is
          that shared mode slows down the response of the
          computer slightly.
  
          If you spend a lot of time writing text or working on
          spreadsheets, then try toggle.  If you do a lot of work
          with graphs, try shared.
  
  
     Select the driver
  
     * Dual Display:
  
         If you use a monochrome monitor and monochrome
         card to display text AND a color or monochrome
         monitor to display graphs, select 5 from the menu.
  
     * IBM Portable:
  
         Select either 6 (toggle mode) or 7 (shared mode)
  
     * Compaq:
  
         Select either 8 (toggle mode) or 9 (shared mode)
  
     * IBM monitor (color or monochrome):
  
       1.  Find the entries on the list with your
           monitor AND interface card.
  
       2.  Choose shared or toggle mode.
  
     * If your monitor is not on the list:
  
       1. Find the entries on the list with your inter-
          face card and the IBM monitor comparable to
          yours (color or monochrome).
  
       2. Choose shared or toggle mode.
  
 10.  Do you want to select a text printer?
  
      This is optional.  If you want to be able to print
      copies of your work, you must indicate which printer
      you have.
  
      Type Y and press RETURN to see the menu and select a
      driver, or press SPACE to move on to the next driver
      selection.
  
      Selecting a Text Printer driver--OPTIONAL
  
      Choose one printer from a numbered list of 31
      printers; the list covers three screens.  Press SPACE
      to move forward through the screens, and ESCAPE to
      move backward.
  
      * If your printer is on the list:
  
        Notice that some manufacturers have more than one
        entry on the list.  This is why you should know
        the model number of your printer.  If you don't
        know it, check the printer itself or the printer
        manual.
  
      * If your printer is not on the list:
  
        You must choose one of the four generic selections.  They are:
  
          - Generic - forced auto-LF: printer has a backspace
            capability but the automatic line feed (also called
            forced line feed) cannot be disabled.
  
          - Generic - full capability: printer has a
            backspace capability and the automatic line
            feed can be disabled.
  
          - Generic - no backspace: printer does not have
            a backspace capability but the automatic line
            feed can be disabled.
  
          - Generic - no backspace, forced auto-LF:
            printer does not have a backspace capability
            and the automatic line feed cannot be
            disabled.
  
        Check your printer manual if you are unsure which
        of these generic selections describes your printer.
  
  
        Note:  In addition to standard text, Symphony can
               print international characters and special
               attributes (i.e., boldface and italics).
               However, not all printers can support these.
               In some cases Symphony can simulate special
               attributes and characters, but you may need
               to change some switches on the printer.  The
               last four Help screens that go with this
               driver menu detail the necessary switch
               settings for many of the brand-name printers
               on the list.  Your printer manual contains a
               diagram or list of the factory-set switch
               settings.
  
               You can check the printer settings before or
               after you start to work with Symphony.  In
               either case, changing the printer switch
               settings does not affect the driver selection.
  
  
 11.  Do you want to select a graphics printer or plotter?
  
      This is optional.  If you want to be able to print
      graphs you must indicate which printer or plotter you
      have.  Even if the printer you just selected from the
      printer menu prints graphs, you must also select it
      here.
  
      Type Y and press RETURN to see the menu and select a
      driver, or press SPACE to move on to the next driver
      selection.
  
      Selecting a Graphics Printer driver--OPTIONAL
  
      The program offers a numbered list of 53 types of
      printers spread over three screens.  Again, press
      SPACE to move forward through the screens, and ESCAPE
      to move backward.
  
      *  Notice that many of the same printers and plotters in the
         list are available with different densities (some offer
         four).  Density refers to the dots in dot-matrix print
         (the actual number, or density, of dots used to create the
         image).  A higher density produces a sharper graph, but it
         also takes longer to print.  The IBM Color Printer offers
         three grades of resolution: low is equivalent to density
         1, medium to density 2, and high to density 3. 
  
      *  You can select as many drivers here as you want,
         but four is the recommended maximum because of
         file size limitations.
  
 12.  Do you want to select a modem?
  
      This is optional.  A modem is a peripheral device
      that enables computers to communicate with each other
      over telephone lines.
  
      Type Y and press RETURN to see the menu and select a
      driver, or press SPACE to move on to the next driver
      selection.
  
      *  If you have an acoustic coupler, you do not need
         to select a driver.
  
  
      Selecting a Modem driver--OPTIONAL
  
      The menu offers two choices.  Indicate which one you
      have.
  
  
 13.  Do you want to select an asynchronous communications
      port?
  
      This is optional.  If you have a modem (internal or
      external) or an acoustic coupler then you must select
      an asynchronous communications port driver.
  
      Type Y and press RETURN to see the menu and
      select a driver, or press SPACE to move on to the                               next driver selection.
  
      Selecting an Async Port driver--OPTIONAL
  
      The asynchronous communications port is a channel
      that carries the signal back and forth between the
      computer and the modem or acoustic coupler.
  
      You have two choices here.  Notice that they are
      identical except for one digit.  You must select:
  
                 COM1 or COM2
  
      The serial port in the rear (IBM) or on the side
      (Compaq) of the computer is used for asynchronous
      communications.
  
      Most computers have either one or two serial ports.
      You select a driver for the port to which your modem
      or coupler is connected.  If you have two ports, the
      choice is not always clear.  Try the following:
  
      1.  If you have an internal modem (i.e., the modem
          is on a board inside the computer), then select
          COM2.
  
      2.  If you have an external modem with one serial
          port, then select COM1.
  
      3.  If you have an external modem with two serial
          ports, then select COM2.
  
      If you are unsure how many ports you have or which you are
      using, check your computer documentation or ask the dealer or
      the individual in your organization who configured your
      hardware.  As unscientific as it may seem, you may simply
      have to select one of the two drivers and then see if it
      works.  If it doesn't, you must edit the driver set and
      select the other driver.
  
      (Editing the driver set is simple.  Run the Install
      Program as outlined in this note.  From the Main Menu
      select 4.  Change selections in a driver set.  Follow
      the on screen directions.)
  
  
 14.  Selecting a Collating driver--REQUIRED
  
      This driver determines whether number or letter
      entries come first when sorting a database.  For
      example, assume you are doing a database sort on a
      line of products, and that there are product codes
      that begin with both letters or numbers.  You will
      get either of the following depending on the driver
      you select here:
  
           numbers first        numbers last
           -------------        ------------
  
           231                  A763
           238                  AL701
           3946                 DL557
           632                  PNJ
           A763                 231
           AL701                238
           DL557                3946
           PNJ                  632
  
      Choose the driver that best suits your needs.  The
      Numbers First driver is the most conventional selection.
  
  
 Saving the Driver Set and Exiting the Install Program
  
 The procedure for saving the driver set and exiting the
 Install program on a two-diskette computer is slightly
 different from that for a hard-disk computer.  The steps
 for each are given below.  Be sure to read the section for
 your particular hardware setup.
  
  
 two-diskette computer
  
 15.  The driver selection process is complete.  The next step is
      to save the driver set on some of the Symphony disks.
      Indicate that you have a two-diskette computer.
  
            Type:  2  RETURN
  
 16.  The Install Library Disk is still in Drive A.  Insert
      the Symphony Program Disk in Drive B. Indicate which
      drive the Symphony Program disk is in.
  
            Type:  B:\  RETURN
  
 17.  Next you must save the driver set on the PrintGraph
      Disk.  Remove the Symphony Program Disk from Drive B
      and insert the PrintGraph Program Disk in that drive.
  
            Press:  SPACE
  
 18.  Now save the driver set on the Install Program Disk.
      Remove the PrintGraph Disk from Drive B and insert
      the Install Program Disk in that drive.
  
            Press:  SPACE
  
      This completes the process.  Return to the Main Menu.
  
            Press:  SPACE
  
 19.  The Main Menu is back on your screen.  (You have the
      option of looking at a list of the selections in the
      driver set you just created by selecting 2 from the
      menu.)  Option 5 exits you from the Install Program.
  
            Type:   5
  
 20.  Confirm that you want to exit.
  
            Type:   Y  RETURN
  
 21.  You are back in DOS and there is a A> on the monitor.
      The installation is complete and you can now start
      using Symphony.
  
      Note:  Make a backup copy of the driver set on separate disk.
  
 hard-disk computer
  
 15.  The driver selection process is complete.  The next
      step is to save the driver set on the hard disk.
  
            Type: 1  RETURN
  
 16.  The Install program tells you the name of your driver set and
      the name of the directory in which it will be saved.  Be sure
      that the driver set is in the directory containing the
      Symphony program.  In this case, accept the automatic save.
  
            Press:  SPACE
  
 17.  Confirm that the driver set has been saved in the
      proper directory.
  
            Press:  SPACE
  
 18.  The Main Menu is back on your screen.  (You have the
      option of looking at a list of the selections in the
      driver set you just created by selecting 2 from the
      menu.)  Option 5 exits you from the Install Program.
  
            Type:   5
  
 19.  Confirm that you want to exit.
  
            Type:   Y  RETURN
  
 20.  You are back in DOS and there is a C> on the monitor.
      The installation is complete and you can now start
      using Symphony.
  
  
  
 III. Starting Symphony
  
 Once the Install procedure is complete, you are ready to
 work with the Symphony.  The steps for starting up the pro-
 gram follow.  Again, be sure to read the section pertaining
 to your hardware setup.
  
  
 two-diskette computer:
  
 The steps that follow assume that the computer is on, DOS
 is loaded into the computer's memory, and you entered the
 date and time at the DOS prompts when you first turned on
 the computer.
  
 1.  Insert the Symphony Program Disk in Drive A and close
     the door.
  
 2.  Insert the data diskette in Drive B and close the
     door.
  
 3.  With the A> on the monitor:
  
            Type:   symphony  RETURN
  
     If you created more than one driver set, or if you
     named the driver set anything other than LOTUS:
  
            Type:   symphony  drivername  RETURN
  
 4.  The Symphony logo and copyright notice appear on the
     screen.  It takes approximately 30 seconds for the
     Symphony program to be loaded into the computer's
     memory.  When this is done, the screen prompts you to
     press RETURN:
  
            Press:  RETURN
  
  
 hard-disk computer:
  
 The steps that follow assume that the computer is on, DOS
 is installed on the hard disk, all the Symphony disks have
 been copied onto the hard disk, the hard disk is Drive C,
 and you entered the date and time at the DOS prompts when
 you first turned on the computer.
  
 1.  Insert the Symphony Program Disk in Drive A and close
     the door.
  
     Note:  Even though Symphony is on the hard disk, you
            must have the Symphony Program Disk in Drive A
            whenever you start the program.  Once Symphony
            is up and running you can remove the Program
            Disk from the diskette drive.  Be sure to put a
            write-protect label on the Program Disk so that
            you don't write on it accidentally.
  
 2.  Be sure the C> is displayed on the monitor, AND that
     you are in the directory in which you copied the Symphony disks.
  
     a.  If you do not have a C> on the monitor:
  
            Type:   C:  RETURN
  
            (This puts you in the root directory.)

       b.  If Symphony is in a subdirectory, then:
  
            Type:   CD\subdirectory name  RETURN
  
 3.  With the C> on the monitor:
  
            Type:   symphony  RETURN
  
     If you created more than one driver set, or if you
     named the driver set anything other than LOTUS:
  
            Type:   symphony  drivername  RETURN
  
 4.  The Symphony logo and copyright notice appear on the
     screen.  It takes approximately 30 seconds for the
     Symphony program to be loaded into the computer's
     memory.  When this is done, the screen prompts you to
     press RETURN:
  
            Press:  RETURN
  
     Notes: 1.  Symphony's default settings are set for a
                two-diskette computer.  If you plan to keep
                data files on the hard disk then you should
                change the default File setting on both the
                Configuration Settings Sheet and the Print-
                Graph Settings Sheet.
  
            2.  It's a good idea to make a backup copy of
                your driver set on a floppy disk.
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