Installing on One Computer

This installation is intended for users who will be installing the program on a stand alone computer or will not be sharing data with other networked computers. This allows a single user to access the database. You must have at least 125 MB of free hard drive space for the data and program files.

Note – If you are installing the first copy of AgentOffice, with intent of sharing AgentOffice data between networked computers, we recommend your first install be “Single User”. Then subsequent installs you will need to follow the instructions under Installing on a Network.

To install on one computer

1. Before you begin, restart your computer. When your computer restarts, shut down any programs that are running. Use Windows Task Manager to shut down programs that run in the background. Refer to your Windows documentation for help on using Task Manager. Warning: Do not shut down Windows Explorer (may appear as “Explorer” in the Task Manager).
2. the installation CD into the CD-ROM drive. The installation wizard should appear automatically. If it does not, on the Start menu, click Run. In the window that appears, type D:\Launch.exe (where D is the letter of your CD-ROM drive) and click OK.
   
   If you have downloaded AgentOffice, locate the downloaded file on your computer or network and double click the file.
   
   
3. Click the Install tab. Then click the Install AgentOffice option.
4. On the Agent Setup screen that appears, enter your serial number and installation code in the fields provided and click Next. These numbers can be found with the installation CD or in an e-mail you may have received from AgentOffice.
5. On the Welcome screen, click Next.
6. On the Software License Agreement screen, read the agreement and click Yes.
7. On Installation Options screen, click the Single User button.
8. On the Program Destination screen, click Next.
9. On the Setup Type screen, select the type of data you want install and click Next. If you plan to begin using the program right away, we recommend you select Blank Data.
   • Blank Data – No sample data (contacts, listings, and so on) is installed with the program. If you are familiar with the program or you do not want to practice with the program, we suggest you select this option.
   • Demo Data – Sample data (contacts, listings, sales, launched plans and activities) is installed with the program. If you are a new user or you want to practice using the program before you enter your own data, we suggest you select this option.
   Warning: If you select Demo Data, you must delete the demo data before you enter your own data. See Deleting Demo Data for more information and instructions.
10. On the Select Program Group screen, click Next.
11. On the Start Copying Files screen, your current settings for the Target Directory (the directory where the software will be installed) and the Program Folder (the folder where the software icons will be located) is listed on the screen. If these locations are correct, click Next. To change one or both of these locations, click Back to reach the screen with the options you want to change. Then, return to this screen when you are done and click Next. The >Setup Status screen displays the progress of the installation.
12. On the New Registration screen, if you want to register the program now via the Web, click Yes. To register the program later, click No. (You must register the program to receive an unlock code for the program and to receive technical support.)
    • If you click Yes you are redirected to a page on the AgentOffice Registration Web site where you can enter your registration information. Follow the instructions on the Web site to register the program.
    • If you click No, you will be able to access the AgentOffice Registration Web site on the unregistered screen which appears when you first launch the AgentOffice program.
13. On the Installation Not Completed screen, click OK to restart your computer and complete the install.

Installing on a Network

1. To begin, install the program on the network computer where the database will be saved using the installing on one computer setup instructions. This can be any networked computer as long as other computers on the network have access to it. You may want your network technician to assist you during this process.
   
2. Provide access (called sharing) to the location where you installed the program for the computers on the network that will use the program.
   • Microsoft Windows XP, Microsoft Windows 2000 and Microsoft Windows Vista users may see different (but similar) options and commands than those in the instructions below. Information about the different options is provided when possible.
   To set up sharing
   1. On the Start menu, click Run. In the screen that appears, type explorer and click OK.
   2. Find the location of the drive where you installed the program in Step 1.
   3. Right-click on the folder where the program resides and click Sharing. (If Sharing is not an option, click Properties. Then, in the screen that appears, click the Sharing tab.)
   4. Select the Share As or Share this folder option. Do not change the name that appears next to the Shared As option or in the Share name field.
   5. You must now set the permissions for the folder to full (read, write, and execute access). The process for this varies by operating system so you should contact your network technician for help setting up permissions for the folder.
   
   
3. Next, on each computer on the network that will use the program, you must map the network drive where the database is saved. Perform the following steps on each computer that will use the program. (Not recommended to use UNC network paths) To map a network drive
   1. On your Desktop, double-click on Network Neighborhood (or My Network Places).
   2. Double-click on the name of the computer where you installed the program in Step 1.
   3. Right-click on the shared folder and click Map Network Drive.
   4. In the screen that appears, make sure the network location you are mapping is the shared folder, and the Reconnect at Logon check box is selected and click Finish or OK.
   
   
4. Before you install the program you should restart your computer. After your computer restarts, shut down any programs that are running. You may have to use Windows Task Manager to shut down some programs that run in the background. Refer to your Windows documentation for help on using Task Manager. Warning: Do not shut down Windows Explorer (may appear as “Explorer” in the Task Manager).
5. Insert the installation CD into the CD-ROM drive. The installation wizard should appear automatically. If it does not, on the Start menu, click Run. In the window that appears, type D:\Launch.exe (where D is the letter of your CD-ROM drive) and click OK. If you have downloaded AgentOffice, locate the downloaded file on your computer or network and double click the file.
6. Click the Install tab. Then click the Install AgentOffice option.
7. On the Agent Setup screen that appears, enter your serial number and installation code in the fields provided and click Next. These numbers can be found with the installation CD or in an e-mail you may have received from AgentOffice.
8. On the welcome screen, click Next.
9. On the Software License Agreement screen, read the agreement and click Yes.
10. On Installation Options screen, click the Multi User button.
11. Choose the Program Files Destination, choose the Program Files destination and click Next. (Default Program Files Destination recommended.)
12. On the Data Files Installation Options screen, click the Data files are already installed button. (The data files were installed when you installed the program in Step 1 of these instructions.)
13. On the Choose Directory Where the Data Files Reside screen, click Browse. ` Select the location where the program was installed on the network, double-click on the “data” folder and click OK.
14. Click Next in the Choose Directory Where the Data Files Reside screen.
15. On the Select Program Group screen, click Next.
16. On the Start Copying Files screen, click Next.
17. This screen shows your current settings for the Program Files Directory (the directory where the software will be installed), Data Files Directory and the Program Folder (the folder where the software icons will be located). If you want to change any of these locations, click Back to reach the screen with the options you want to change. Return to this screen when you are done and click Next.
18. On the Setup Status screen, the progress of the install displays.
    
    
19. On the New Registration screen, if you want to register the program now via the Web, click Yes. To register the program later, click No. (You must register the program to receive an unlock code for the program and to receive technical support.)
    Note – AgentOffice registration must only be performed once. If you have already registered the product, you can select No to the registration. The database has the registration information and the install is connecting with the already registered AgentOffice product.
    • If you click Yes you are redirected to a page on the AgentOffice Registration Web site where you can enter your registration information. Follow the instructions on the Web site to register the program.
    • If you click No, you will be able to access the AgentOffice Registration Web site on the unregistered screen which appears when you first launch the AgentOffice program.
    
    
20. On the Installation Not Completed screen, click OK to complete the install.
21. Repeat the steps above on each network computer that will use the program.
    

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