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win-en [2022/03/25 18:19] (current) – [General] smitt48
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 +====== Installing Rocrail on Windows ======
  
 + \\
 +[[https://wiki.rocrail.net/rocrail-snapshot/|{{:install:usbstick.png?160}}]]
 + \\
 +
 +
 +===== Introduction =====
 +Rocrail is provided for Windows as a ZIP file with - among others - the following advantages:
 +
 +  * No installation((The terms installation, install etc. will be used in the following anyway, because they are well known in the Windows environment)) in the classical sense - just unzip and start.
 +  * Unpacking to (almost) any place on the computer.
 +  * No active((Windows itself enters recently used documents etc. into the registry. This may still cause entries in the registry that refer to Rocrail)) Modification of the Windows registry - safe trial and error and trackless deletion possible.
 +  * All files in one place.
 +  * Installation on a suitable USB stick or portable drive. This allows convenient editing at the workplace and system operation at a remote location (e.g. basement, club home) without having to copy or synchronize files.
 +  * Easy copying of the entire installation to a USB stick or other portable drive to take with you, e.g. to friends or a Rocrail meeting for presentation, discussion, analysis and getting help.
 +  * Moving an installation to a new computer, to another drive etc. is easy and can be done with a few clicks.
 + 
 + \\
 +===== Supported Windows versions =====
 +Rocrail runs on Windows versions starting with Windows XP.
 +  * Windows XP, Vista are no longer supported in the forum! Installation may be possible, however, it is not recommended to use these versions.
 +  * Windows 7, 8, 8.1 are limited supported((No test systems are available for these versions. For problems that exist exclusively under these versions and that cannot be reproduced under Windows 10, it is very likely that no solutions can be offered)).
 +  * **Windows 10**.
 +  * **Windows 11**.
 +The following chapters refer to the current Windows 10 and 11.
 +
 + \\
 +===== General =====
 +The following two points must be observed:
 +  - Special characters, such as umlauts, should generally be avoided. This is valid for Windows user names, folder names of the Rocrail installation and superordinate folders, as well as file names of e.g. locomotive pictures etc. \\ If the Windows user name contains umlauts, the correct installation may fail! \\ \\ By __removing__ the checkmark for UTF-8 in the **[[:rocrailini-gen-en#utf-8|Rocrail Settings General]]** and the **[[:rocgui-gen-en#utf-8|Rocview Settings General]]** special characters are partly supported under Windows((This does not apply to Windows user names! Special characters can also lead to unpredictable effects in other cases; it is therefore advisable not to use them at all.)). \\ \\
 +  - If third party anti-virus, anti-malware or firewall programs are used, it is entirely the user's responsibility to configure them in such a way that they do not hinder the proper installation and functioning of Rocrail and its components! \\ In case of doubt, such programmes are to be deactivated. \\ \\ As of Windows 10, such additional programmes are generally considered unnecessary in a private environment.
 +
 +
 + \\
 +===== 1. Installation =====
 +This chapter describes how to download and install Rocrail for the first time.
 +
 +If switching from an existing old installation created with setup.exe to the ZIP installer, there is a separate guide available, see **[[:win-changetozip-en|Change to ZIP installer under Windows]]**
 +
 + \\
 +==== 1.1 Download ====
 +The daily updated ZIP file can be downloaded from the **[[https://wiki.rocrail.net/rocrail-snapshot/|Rocrail Daily Builds]]** page. \\ On the left side below **Rocrail ZIP** click on either ''Rocrail-WIN64.zip'' (for a 64bit system) or ''Rocrail-WIN32.zip'' (for an older 32bit system).
 +
 +Depending on the browser used, a left click will either save the file in a central download directory or open a dialogue box to specify the desired location. Alternatively, by right-clicking and selecting **Save target as...** any desired location can be specified. Remember or write down the storage location.
 +
 + \\
 +==== 1.2 Installing ====
 +=== 1.2.1 Preparing the unpacking ===
 +Locate the downloaded ZIP file in the file system at the previously noted location - here it was saved on the desktop. 
 +|< >|
 +| {{:win:zip-file-int.png}} |
 +| ZIP file |
 +
 +Open the context menu of the file (right click on the file) and select the item **Extract All...**.
 +
 +> **Note:** The following steps are described using the unpacker included in Windows. If third-party software for unpacking has been installed, it is the user's responsibility to perform equivalent operations with that software.
 +
 +|< >|
 +| {{:win:extract-en.png}} |
 +| Context Menu |
 +
 +The following dialogue opens:
 +| {{:win:extract2-en.png}} |
 +| Dialogue //Extract Compressed (Zipped) Folders// |
 +This dialogue shows the current location of the file in the field below ''Files will be extracted to this folder:''.
 +
 +=== 1.2.2 Creating the Rocrail folder ===
 +Check the box next to ''Show extracted files when complete'' if this option is not already checked. \\ 
 +Instead of the displayed folder the folder where Rocrail should be installed has to be selected. First click on the button **Browse...**.
 +
 + \\
 +^ Important: ^
 +| The folder can be created (almost) anywhere on the PC. However, __it must not be created in protected areas of Windows!__ This includes the Program Files folder and the system folders of Windows. |
 +^ It is recommended to create the folder ''Rocrail'' in ''C:\Users\<Username>\Documents''((<Username> is a placeholder for the own individual Windows user name)). ^
 + \\
 +
 +After clicking on **Browse...** Windows opens the dialogue //Select a destination//:
 +| {{:win:mkdir-en.png}} |
 +| Select a destination |
 +As shown in the figure, the **Documents** folder should now be opened. Then a new folder is created by clicking on the button **New Folder**. It should be named ''Rocrail''. Finally the folder is set as destination by clicking on the button **Select folder**.
 +
 +Windows will then return to the //Extract Compressed (Zipped) Folders// dialogue, which should now look like shown in the following section.
 +
 +=== 1.2.3 Unpacking ===
 +| {{:win:extract3-en.png}} |
 +| Dialogue //Extract Compressed (Zipped) Folders// with destination folder \\ ''C:\Users\<Username>\Documents\Rocrail'' |
 +
 +Click on **Extract**. \\
 +The files are now extracted. This process may take a while, depending on the operating system settings, Windows Defender and computer performance. In the meantime, Windows will show the progress:
 +|< >|
 +| {{:win:progress-en.png}} |
 +| Progress graphic in the view //More details// |
 +
 +When the extraction is complete, Windows displays the contents of the newly created folder as the result:
 +| {{:win:result-en.png}} |
 +| Typical result after extraction. \\ The exact folder content may change from time to time as Rocrail evolves. | 
 +
 +This completes the installation as such. Finally, a shortcut has to be created on the desktop.
 +
 + \\
 +==== 1.3 Creating a desktop shortcut====
 +If the extraction of the files was done with the above settings, the folder Rocrail was opened automatically((If not: start the Windows-Explorer (e.g. with the key combination <Windows+e>), navigate to the folder ''Documents'' and open the folder ''Rocrail'')):  
 +
 +| {{:win:desktoplink-en.png}} |
 +| File desktoplink.cmd in Rocrail folder |
 +A double click on the file ''desktoplink.cmd''((The file extension ".cmd" is not displayed depending on the Windows settings. It is recommended to configure Windows to display file extensions. \\ Refer to this section: **[[faq-en#i_cannot_find_the_rocrailini_planxml_rocviewcmd_and_or_trace_files|FAQ]]**)) in this folder creates a valid shortcut ''Rocview'' on the desktop. Handle Windows Defender messages as described in [[#windows_defender|in the following chapter]].\\
 +
 +|< >|
 +| {{:win:desktoplink2-int.png}} |
 +| Rocview desktop icon |
 +
 + \\
 +^ It is mandatory to start Rocrail using this shortcut! ^
 + \\
 +
 +> **Note:** If the desktop shortcut cannot be created on the system with this procedure, the shortcut created in the ''Rocrail'' folder with the name ''Rocview'' (indicated by the icon shown above) must be copied manually to the desktop.
 +
 +> **Tip:** The shortcut can be pinned to the taskbar or to "Start", for example, if required.
 +
 + \\
 +===== 2. Windows Defender =====
 +When creating the shortcut, the first start of Rocview and the first start of the Rocrail server, warnings of the Windows Defender can be displayed. This also applies after updates. The warnings should be handled as follows:
 +|< >|
 +| {{win:win-defender-en.png?400}} | {{win:win-defender2-en.png?400}} |
 +| Click on "**More Information**". \\ The dialogue changes as shown on the right | In the second step, click on the button "**Run anyway**". |
 +
 +
 + \\
 +===== 3. Updating the Rocrail installation =====
 +| Important: To update a very old (older than approx. May 2020) installation that was created with a setup file (rocrail-xxx-win32.exe or rocrail-xxx-win64.exe), follow these instructions __once__: **[[:win-changetozip-en|Change to ZIP Installer on Windows]]**. |
 +Rocrail is constantly evolving and should always be kept up to date. For regular, for example monthly updates, complete updates are recommended, see the following section.
 +
 +In some cases it is useful to follow the current development with more frequent updates, for example once or twice a week or even daily. Such updates can be limited to essential parts of the program, see section [[#quick_update|Quick update]].
 +
 +> **Note:** Quit Rocrail completely before each update!
 +
 + \\
 +==== 3.1. Complete update ====
 +  * Download a current ZIP file ([[#download|Chapter 1.1]]). 
 +  * Prepare unpacking ([[#preparing_the_unpacking|Section 1.2.1]]).
 +  * Remove the checkmark at ''Show extracted files when complete'' (optional).
 +  * Click on the **Browse** button.
 +
 +Dialogue // Select a destination// opens:
 +| {{:win:chdir-en.png}} |
 +| Dialogue // Select a destination// |
 +In this dialogue the folder where Rocrail was installed has to be selected. Normally this is the folder ''Rocrail'' under ''Documents''. \\
 +The folder is selected as shown in the figure and the **Select Folder** button is clicked.
 +
 +  * Continue with the [[#unpacking|Unpacking]] section.
 +
 +After all files have been extracted, Windows will ask how to handle existing files: 
 +|< >|
 +| {{:win:replace-en.png}} |
 +| Dialogue // Replace or skip files// |
 +In this dialogue, click on **Replace the files in the destination**. \\
 +The update is now complete. 
 +
 + \\
 +==== 3.2 Quick Update ====
 +  * Download a current ZIP file ([[#download|Chapter 1.1]]).
 +  * Open the downloaded ZIP file by double-clicking it.
 +
 +Prepare the ''bin'' folder for extraction by right clicking on it and selecting **Extract All...**.
 +| {{:win:binextract-en.png}} |
 +| Extracting the ''bin'' folder located in the ZIP file |
 +
 +> **Attention:** The right click must be done to the right of the text ''bin'', not on the text and not on the folder symbol, otherwise a different context menu will be shown. The folder __must not__ have been activated beforehand (e.g. by a left click), otherwise the context menu with **Extract All...** is not available either.
 +
 +The dialogue //Extract Compressed (Zipped) Folders// opens.
 +
 +  * The check mark at ''Show extracted files when complete'' can be removed (optional).
 +  * Click on the **Browse** button.
 +
 +Find the folder ''Rocrail'' into which the installation has been unpacked (in the example of this page: ''C:\Users\<Username>\Documents\Rocrail''). Open the folder with a double click. Mark the contained folder ''bin'' as shown in the following figure and click on the button **Select folder**.
 +
 +| {{:win:binextract2-en.png}} |
 +| Selecting folder ''bin''
 +
 +Windows jumps back to the dialogue //Extract Compressed (Zipped) Folders//, in which ''C:\Users\<Username>\Documents\Rocrail\bin'' should now be displayed as the target.
 +
 +  * Click on the **Extract** button.
 +  * Confirm overwriting existing files as described in the [[#complete_update|Complete Update]] section.
 +
 + \\
 +===== 4. Moving an Installation =====
 +Rocrail ZIP installations can be moved easily by moving the folder where Rocrail has been unzipped to the desired location. In the example on this page Rocrail was unpacked into the folder ''Rocrail'' under ''Documents''.
 +
 +> **Tip:** It is just as easy to copy a Rocrail ZIP installation e.g. to a mobile data medium (hard disk, USB stick, etc.) for backup or for use at another location.
 +
 +> **Notes:** It is essential that all files and data belonging to Rocrail are stored in the Rocrail folder. This applies for example to workspaces, loco pictures, self created SVG theme folders etc. \\ Subsequently inserted absolute paths((During the first installation all paths are relative, e.g. the path for the image directory. This is indicated as ''images'' and not as an absolute path like ''E:\Rocrail\images'')) (recognisable by the fact that they start with a drive letter, such as ''C:\Users\...'') must usually be adjusted after moving/copying, as these references are lost / become invalid.
 +
 + 
 +==== 4.1 Moving to another location on the same computer ====
 +  - Move the folder ''Rocrail'' from ''Documents'' to the desired location on the computer, for example a second internal drive.
 +  - After moving, run the file ''desktoplink.cmd'' again.
 +
 +> **Note:** An existing shortcut on the desktop is updated by executing ''desktoplink.cmd'' and is therefore valid. If the old shortcut was pinned to the taskbar and/or to "Start", these pinned shortcuts must be renewed, because they are not updated: Right-click on the pinned shortcuts and select **Remove from taskbar** or **Remove from Start.** Then, if necessary, pin the new desktop shortcut back to the taskbar and/or "Start".  
 +
 +
 +==== 4.2 Moving to another computer ====
 +Moving the ZIP installation to another computer is done in the same way as described above.
 +
 +> **Note:** However, a 64bit installation only runs on a 64bit machine! Rocrail 32bit can be used on both a 32bit and a 64bit machine.
 +
 +When connecting hardware, e.g. command stations, it must be ensured that the connection settings (e.g. COM ports, IP addresses, etc.) are adapted to the new conditions. Adjustments may also be necessary within the command station or hardware in general, if for example the IP address of the Rocrail server has to be entered there.