Desktop and Professional Editions

Transcription

1 YOUR AUTOMATED EMPLOYEE Foxtrot Deployment Guide Desktop and Professional Editions Introduction This Deployment Guide is intended for administrators in charge of planning, implementing and maintaining the deployment of Foxtrot Technology in an organization. Note: This document should only be given to individuals who are authorized to access administrative areas of the Foxtrot Suite. This document contains default administrative passwords that may allow access to administrative functionality in Foxtrot Suite. 1

2 What is Foxtrot? Foxtrot is a robust automation tool that allows non-technical users to easily automate computer tasks, by taking inefficient manual data processes off of your hands and performing them for you flawlessly, in a fraction of the time. Foxtrot seamlessly works with drag-and-drop simplicity to automate tasks in web and Legacy applications, or in Windows applications like Excel and Outlook. No coding or programming required. A hero that accommodates multiples skill levels, Foxtrot empowers the non-technical knowledge worker to improve productivity today. Your Foxtrot works with: Windows desktop applications Web-based browser applications and websites Microsoft Excel spreadsheets Terminal emulators (AS400, IBM Mainframe, UNIX, etc) Databases / Datasets Files and folders FTP Servers 2

3 Foxtrot Technology is delivered in a package of products collectively called the Foxtrot Suite. The Foxtrot Suite includes the following products: Foxtrot Administrator - Allows you to manage your product key, licenses, security settings, and various global settings Foxtrot - Automates projects involving Windows desktop applications including terminal emulators, web-based browser application and websites, Microsoft Excel spreadsheets, file & folders, and FTP Foxtrot Legacy - Automates projects involving terminal emulators Foxtrot Extender Single-click automation of one-time, repetitive tasks deployed to a large group of users additional help For technical support or answers to questions relating to the product or deployment, please contact enablesoft Customer Success Team: Phone support@enablesoft.com Web Greenwood Blvd, Ste. 265 Lake Mary, FL

4 Getting Started Whether deploying Foxtrot Suite for the first time, or upgrading an existing installation, it is recommended to confirm you have the following to ensure the deployment goes smoothly. Latest Software Version To ensure you have the latest features, enhancements and bug fixes, be sure to obtain the latest version of Foxtrot Suite before beginning the deployment. To obtain the latest version and for more information, click on the Latest Version webpage. If you just need a little help getting started, review the Foxtrot Quick Start Guide. Product Key To complete the deployment, have your product key ready. Your product key will be ed upon purchase of Foxtrot Suite. The product key will be in the following format: XXXXX-XXXXX-XXXXX-XXXXX-XXXXX Please contact EnableSoft Support if you do not have a product key. 4

5 Minimum System Requirements Certain system requirements must be met in order for Foxtrot products to run correctly. Before installing the product on any servers or workstations, verify that each computer meets the requirements below: System Requirements (Recommended) 4.0 ghz processor 4 CPU cores or more 16GB RAM 500MB hard drive space display resolution or higher Dual monitors Internet Explorer 11 Local administrator rights Supported Operating Systems Windows 10 Windows 8.1 Windows 8 Windows 7 (32-bit and 64-bit) Windows Vista (Sp2 or higher) Windows xp pro (Sp3 or higher) Windows Server 2016 Windows Server 2012 Windows Server 2008 (Sp2 or higher) Windows Server 2003 (Sp2 or higher) System Requirements (Minimum) 1.8 ghz processor 2 Cpu cores or more 3GB ram Supported Browsers internet explorer 11 internet explorer 10 internet explorer 9 30mB hard drive space display resolution internet explorer 9 local read, write, execute, delete rights 5

6 Deploying Foxtrot Running the Installation 1. For the installation to complete successfully, you must be logged into the workstation with a Windows account that has local administrator rights 2. Download the Foxtrot Suite from 3. Run the installation on the machine in which the software and licenses will be installed 4. If not installed the installer will prompt to install.net and the Access Database Engine Click Next on the Welcome Screen 6

7 deploying foxtrot 5. Select a Setup Type. The Complete Setup Type is the recommended selection and will be selected by default, which will install all applications and help files. Alternatively, Custom can be selected to customize which Foxtrot Suite applications are to be installed. Click the Next button to continue If Complete was selected, skip to Step 7 6. If Complete was selected, skip to Step 7. Select the Foxtrot Suite applications to install, and click the Next button 7

8 depolying foxtrot 7. Select the destination folder in which the application as licenses will be installed. The recommended path will be selected by default. To change this location, click the Change button. Click Next to continue. 8. Once all the installation options have been chosen, the Ready to Install the Program screen will be displayed. Click Install to continue 8

9 deploying foxtrot 9. While the software is installing, the following screen will be displayed. Wait for the installation to complete. The progress bar may reach 100% then start over several times, this is normal 10. Once the installation has completed successfully, the following screen will be displayed. Click Finish to exit the installation 9

10 Activating Licenses To begin using Foxtrot, licenses must first be activated using the Foxtrot Administrator. The following provides instructions on how to activate licenses to a Local Machine. did foxtrot just crash? Windows may be preventing this program from launching. Find out why 1. Launch the Foxtrot Administrator Having Trouble Logging in? Verify that username and password you have entered is a valid admin account. If using the default admin account, try admin for the username and Foxtrot for the password. Still unsuccessful? We might not have the recommended permissions to access certain files. Help me fix this 2. You will be required to enter login credentials Use the following default Administrator account to access the Foxtrot Administrator: Username: admin Password: Foxtrot Note that the password is case sensitive. Click OK to log in. 10

11 Activating Licenses 3. Once the application is opened, click on the Licenses view ( ), followed by the Manage Licenses button ( ) 4. The following License Wizard screen will appear. Enter your Product Key and click Next to continue 11

12 Activating Licenses 5. Confirm the product key entered. If it appears incorrect, click the Change Product Key link and return to the previous step. If the product key appears correct, click Next to continue 6. When the following Add or Remove Licenses screen appears, select the Add Licenses option and click Next to continue 7. When the following Agreement screen appears, read the End-User Software License Agreement. Click the checkbox labeled I accept the terms and conditions to continue to the next screen. Optionally, click the Print terms and conditions to print a copy of the agreement for future reference. Clicking Next will enable you to activate your license 12

13 1. Activating Licenses 8. The final screen will display the number of licenses available to add. Click Next to activate your license 9. If successful, the Confirmation screen should be displayed. Click Close to exit the License Wizard 13

14 The Enhanced Import Wizard To import data into Foxtrot from a Microsoft Excel or Access file, the Enhanced Import Wizard must be activated. Note that the Enhanced Import Wizard can only be activated if the machine has Microsoft Office installed. Activating this feature is optional, however it is recommended. 1. Click on the Data Settings view and check the checkbox labeled Use Microsoft Office Automation for Enhance import as well as the option labeled Use this DSN to open Microsoft Access files. 2. Select MS Access Database as the default DSN 3. Click Save Changes ( ) along the top left 14

15 CONTACT ENABLESOFT Phone Web enablesoft.com 1025 Greenwood Blvd, Ste. 265 Lake Mary, FL