SurePrep FileRoom Configuration

Transcription

1 SurePrep FileRoom Configuration If you are experiencing technical issues, they are likely to be solved by addressing the following 5 items: 1. Ensure that the Program File folder path is set to C:\SurePrepLocalFiles 2. Enable Full Access to the SurePrep Download Folder 3. Enable Full Control of C:\Program Files (x86)\sureprepllc 4. Check.PBFX Settings for Windows 7 and 8 5. Verify Microsoft.Net *Note: This document does not apply to Citrix/Terminal Server users. If you use Citrix/Terminal Server and are experiencing technical issues please contact SurePrep Support and CC pmiele@sureprep.com 1) Ensure that the Program File folder path is set to C:\SurePrepLocalFiles Log in to the FileRoom and to the extreme right top of the window select Admin from the dropdown. Then go to the Account Setup tab > Download Files Setup and from the Program file section ensure that the browse path setup for program files is pointing to the C:\SurePrepLocalFiles If it is not set to your C drive, change the path to C:\SurePrepLocalFiles' To set the path to C:\SurePrepLocalFiles click on button and enter C:\SurePrepLocalFiles

2 Click to save the settings, else click to cancel.

3 2) Enable Full Access to the SurePrep Download Folder If your SurePrep Download Folder path is set to a network drive, each user in your office must have full read/write access to the network folder. Navigate to Admin > Account Setup tab > Download Files Setup. Here, if SurePrep Download Folder path is pointing to a network drive, every user in your office must have full access to this network drive. The following steps will ensure that every user has full access to the network download folder. o From the Windows Start menu, browse to the network path that you set as the SurePrep Download Folder. In our example the X: SurePrep Data.

4 o Right-click on your network folder (in our example we re using SurePrep Data) and select Properties. o In the Properties window go to the Security tab. Click on Edit then Add to add a group named Everyone under the Group or user names and click on the OK button.

5 o The added group name will appear in the Group or User names section. Now, select the group name Everyone and check the box for Full control from the Permissions for Everyone panel. Click OK to save the settings.

6 3) Enable Full control of C:\Program Files (x86)\sureprepllc To verify that all workstations have full control of C:\Program Files (x86)\sureprepllc: Browse to C:\Program Files (x86), right click on the SurePrepLLC folder then select Properties.

7 Click the Security tab, then select Users. You should see a check mark for Full control in the Allow column. If you do not see a check mark for Full control in the Allow column, click Edit.

8 Select Users, then check the box for Full control, then click Apply, then click OK.

9 4) Check PBFX Settings for Windows 7 and 8 If you are using Windows 7 or 8, ensure that the.pbfx file type is associated with SurePrep.PortableBinderFormat(PBF) rather than SurePrepBinderOLE For Windows 7: Click on the Open icon in the Options column to open the binder. When the.pbfx file downloads successfully, click on the caret as highlighted below and select the option Show in Folder.

10 In that folder select the binder.pbfx file and right-click on it. Select Properties. Here, you will have to change the default option that is selected to open the binder. To do so, click on the Change button.

11 In the Open with window you will find that the option for SurePrepBinderOLE is selected. To change the settings, click on Browse button. Browse to the path where your PBFX.exe is saved C:\Program Files (x86)\sureprepllc\pbfx and select the option as highlighted below, and click on Open button:

12 In the window that opens you will see that the default option to open the SPbinder has changed from SurePrepBinderOLE to SurePrep.PortableBinderFormat(PBF). Click on the OK button.

13 Click on Apply button to apply the changes.

14 Once the changes have been applied, click on OK button.

15 For Windows 8: Click on the Open icon in the Options column to open the binder. When the.pbfx file downloads successfully, click on the caret as highlighted below and select the option Show in Folder.

16 A window pops-up. Select the binder and right-click on it. Select the option Properties. Here, you will have to change the default option that is selected to open the binder. To do so, click on the Change button.

17 In the pop-up that appears, click on More option. You will be able to view additional options. Click on Look for another app on this PC.

18 In the Open With window that appears, select the SurePrep PortableBinderFormat(PBF) and click Open button.

19 5) Verify Microsoft.NET Framework SPbinder operates on the.net platform. Each workstation must be configured for the.net framework in order to use SPbinder. To verify that Microsoft.NET is installed: Click on Start > Settings > Control Panel

20 Click on Add or Remove Programs. Verify that Microsoft.NET Framework is installed. If.NET Framework is not installed, it can be downloaded directly from Microsoft at their Download Center: Note: Local Administrator login is required for the installation of.net 4.5.1