Windows 2000 Program Installation Guide

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1 Windows 2000 Program Installation Guide For the Accounting Office

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3 Table of Contents I. Verify Hardware and Optimize Work Station 3 II. Download Software 8 III. Install Software 11 IV. Activate Software 18 V. Update Software 19 VI. Download and Install Reports 23 VII. Install Payroll Forms and Tax Tables 28 VIII. Download and Install Template File 32 IX. Download Manuals and Guides 37 2

4 I. Verify Hardware and Optimize Work Station Free Space Your computer free space must be greater than 3.0 GB. 1. Double click on My Computer to open. 2. Highlight C Drive. 3. Make sure that the Free Space: left is greater than 3.0 GB. 3

If you do not see the free space, then right click on C Drive and click on Properties to find the Free Space. 4. Close My Computer. Operating System and RAM 1.

5 If you do not see the free space, then right click on C Drive and click on Properties to find the Free Space. 4. Close My Computer. Operating System and RAM 1. If the Properties dialog is not already open, right click on the My Computer icon that will be located on your Desktop and select Properties. 2. If you do not see the Operating System information, then click on Start/Settings/Control Panel/System. 3. On the General tab, you need to make sure you are running Windows 2000 or Windows XP (either Home or Pro). These instructions apply to Windows See the Windows XP Program Installation Guide for Windows XP. Note: It doesn t matter what operating system the server is running. 4

Virtual Memory To verify your virtual memory: 1.

6 Also on the General tab, you need to make sure you have 512 MB or more of RAM (256 will work but is not recommended). Virtual Memory To verify your virtual memory: 1. Click on Advanced tab. 2. In the Performance section, click Settings. 5

7 3. In the Virtual Memory section, click on Change. 4. Click on Drive C:. 5. Initial size (MB): needs to be Maximum size (MB): needs to be Click Set. 8. Click OK. 9. Click OK. 10. Click OK. 6

You do not need to have the latest version of Java. To install Java: 1. Open your browser. 2.

8 Installing Java For any computer that is going to be 1) sending files back and forth to Dillner s, 2) updating the program or 3) sending files to Support, the computer must have installed and be running Java. You do not need to have the latest version of Java. To install Java: 1. Open your browser. 2. In address box, type 3. Click on Verify Installation and then carefully follow the instructions on screen to download. 7

9 II. Download Software 1. Go to your website and log into your Virtual Office. The information would have been sent to you via from Dillner s. 2. Log in using the User Name and Password supplied. 3. Click on Software News & Updates (under Bulletin Board). 8

10 You will see the following screen. 4. Scroll down to Initial Installation Files. 5. Click on either PBM Full Install or FCAS Full Install. 9

6. In the File Download Security Warning box, click Save. 7. If you are installing to a network, then you need to save it to a common folder location so that all work stations can get to it. 8.

11 6. In the File Download Security Warning box, click Save. 7. If you are installing to a network, then you need to save it to a common folder location so that all work stations can get to it. 8. Make a note of where you saved the file. 9. Close the File Download dialog box. 10. While you are still in Software News and Updates page, scroll down to Your Program Information. Copy the information just as you see it. Punctuation and capitalization are important. FCAS/PBM Licensed to: Serial Number: Code: 10

12 III. Install Software 1. Using Windows Explorer, locate the full install file you just downloaded and double click it with your mouse. 2. Click OK. 3. Click Setup. 4. Click Next. 11

13 5. If you are on a network and you want everyone to share the files, it must be saved to a folder on your network. You can simply change the drive letter from C to a drive letter on your network as shown in the illustration above. 12

When the Confirm Installation dialog appears: 7. Click Next. 8.

14 If you are installing to your local computer and will NOT be sharing data files, leave the default folder as in the illustration below. 6. Click Next. When the Confirm Installation dialog appears: 7. Click Next. 8. Allow the installation process to complete. 9. When finished, click Close. 10. Close Windows Explorer. 13

15 14

We have found these desktop shortcuts created by Microsoft to be unstable, therefore you need to replace it with a manually created desktop shortcut. 1.

16 Change Desktop Shortcut You should now have a new desktop shortcut on your desktop that you will need to delete. Microsoft automatically made the initial desktop shortcut. We have found these desktop shortcuts created by Microsoft to be unstable, therefore you need to replace it with a manually created desktop shortcut. 1. Right click on the Full Contact Accounting or Professional Business Manager desktop shortcut. 2. Select Delete. Create a new desktop shortcut. 1. Right click on the Start button. 2. Click on Explore. 3. Go to the network folder and find the location where you saved FCAS or PBM. 4. Double click on the folder. 15

17 5. Click on the View menu and select Details. 6. Locate the ContactAccountingMulti.exe file for FCAS or Professional Business Manager.exe for PBM. 7. Right click and select Send To Desktop (create shortcut). 8. Click Close. 16

In the drop-down menu for Provider, select Access. 12. Click OK.

18 9. Open the program by double clicking on the new desktop shortcut. 10. Connection Properties will open as shown below. 11. In the drop-down menu for Provider, select Access. 12. Click OK. New User: 1. Type in user for User and pbm for Password. 2. Click OK. 17

19 3. Type user for User and User Properties. 4. Type pbm for Password and Confirm Password. 5. Click OK. 18

IV. Activate Software 1. With the program open, click on File/Admin/Enter Activation Code. Fill in the boxes with information from above Step 10 under II. Download Software.

20 IV. Activate Software 1. With the program open, click on File/Admin/Enter Activation Code. Fill in the boxes with information from above Step 10 under II. Download Software. The Company Name is case sensitive. The Code must be entered in all caps with five characters per box. 2. Close the program and then reopen for the activation to become effective. 19

Explorer. 2. Go to Help/Check for Updates.

21 IV. Update Software 1. Make sure your computer is connected to the Internet and that the default browser is Microsoft Internet Explorer. 2. Go to Help/Check for Updates. (Some other browsers will work, but Mozilla Foxfire does not work for this function.) In a second or two, your browser should open. Note: Your program will automatically close as the program cannot be running during the updating process. 3. Click on Download and Update Now. 20

which will look like one of two Security Warning dialogs below.

22 Note: : The first time you perform this operation from a workstation, the screen you will see will probably look like the one below with a Security Warning to download Persits Software which will look like one of two Security Warning dialogs below. Be sure to check the box Always trust content from this publisher so that you will not be asked this again and click Run or Yes.. 21

23 4. Click Download to update your software. Note: In the future when you update the program, everyone in the office must have the program closed. The program that is downloading the update will automatically be closed. 22

24 Once the download is complete, you will see the following screen. 5. It is important to minimize the browser and to close and reopen the program. If the update has been successful, you can close your browser. Note: You will be doing this in the future to update your program, so it is a good habit to get into testing the update before closing the browser because the browser page gives you information on how to repair your download if it is not complete. You might get a break in the Internet connection and the download could possibly have been damaged. 23

Open Professional Business Manager sample company file by double clicking on Professional Business Manager in

25 VI. Download and Install Reports Make sure you are connected to the Internet. 1. Open Professional Business Manager by clicking on the shortcut that you created on your desktop. 2. Open Professional Business Manager sample company file by double clicking on Professional Business Manager in the workspace. 3. Click on Help/Check for Report Updates. Your browser will come up and look as follows: 2. Click on the link below Get All Reports. 24

26 You will get the following screen. 3. Click Download to install report files. 4. You will get a Download Progress Transferring screen. 5. You will get a screen that explains installing the reports into your program not shown here as instructions are listed below. 6. When the download is complete, you can close the browser. Any reports that were Updated are complete and you do not need to do anything more. 25

In the program, click on Reports/Report List.

27 Installing New Reports That Were Downloaded 1. New reports that were downloaded need to be installed. In the program, click on Reports/Report List. You will get a screen that looks like this. 2. Click on the Insert Row icon. 3. Click on Load Package. 26

28 You will see a screen with all the reports that need to be installed. 4. Click on Shift+arrow keys to highlight all reports in the box. 5. Click Open. Now all reports will be in your available Report List box. 27

29 6. To put any report in this box into a report group, highlight the report or reports and click OK. 7. Once you have added the reports, this is what your report group will look like. (This is just a sample group). 28

Checkwriting) or plan to print 1096 or 1099 forms. 1. In the program, select Help/Check for Updates.

30 VII. Install Payroll Forms and Tax Tables Payroll Forms You will need to install Payroll Forms if you are using the payroll feature (After-the-Fact or Payroll Checkwriting) or plan to print 1096 or 1099 forms. 1. In the program, select Help/Check for Updates. 4. Scroll down to Payroll Forms. 5. Click on the link to download the forms. 29

You will get a screen that looks like this. 4. Click on Download to download the forms. You will get a screen that looks like this showing the progress of the download.

31 You will get a screen that looks like this. 4. Click on Download to download the forms. You will get a screen that looks like this showing the progress of the download. When the download is complete, you will get a screen that looks like this. 5. Click on Click here to Return to download the Tax Tables. The rest of the installation will be automatic when you run the program. 30

Tax Tables: These instructions only need to be followed if you are using the payroll part of the program (After-the-Fact or Payroll Checkwriting). 1.

32 Tax Tables: These instructions only need to be followed if you are using the payroll part of the program (After-the-Fact or Payroll Checkwriting). 1. In the program, select Help/Check for Updates. 2. Scroll down to Tax Tables. 3. Click on link to download. You will get a screen that looks like this. 4. Click on Download. 31

33 You will get a screen that looks like this showing the progress of the download. When the download is complete, you will get a screen that looks like this. 5. Click on Close This Window. 32

34 VIII. Download and Install Template File 1. Log into your Virtual Office. 2. Click on Files from Dillner s under the Bulletin Board. As time goes on, you will send files back and forth, and this is where you will get the files back. 3. If your Chart of Accounts schema is such that sales are 3xxx account codes, cost of sales are 4xxx, and expenses are 5xxx, then you get the 345 Template. If your Chart of Accounts schema is such that sales are 4xxx account codes, cost of sales are 8xxx, and expenses are 7xxx, then you get the 487 Template. 4. Click on the template file that is applicable to your office account schema. 33

5. For the first time you use this download method: A. Your system must have Java running. If you see a box with columns labeled Source and Destination immediately below this, your system is ok.

35 5. For the first time you use this download method: A. Your system must have Java running. If you see a box with columns labeled Source and Destination immediately below this, your system is ok. If you do not see that, then click on the word here in the box to test your system and install Java if necessary. Sometimes, reinstalling Java is necessary the first time you use this download method. B. Click Run at the following dialog: 34

36 Click on the link for the alternate download method in the instruction area if you are having trouble getting the Java method to work. If you see a box with columns labeled Source and Destination immediately below this, your system is ok. 6. The files will be downloaded to the Path indicated in the Download box. To change the download Path: For an individual file in the list: Highlight the file and click the Save As... button. For all files click the Save All As.. button. After setting paths as desired you must click the Download button to download the file(s). 7. To download, click Download. 35

37 8. In the program, click on File/Restore. 9. Browse to the folder that you downloaded the template client file. 10. Highlight the file and click Open. 36

38 11. Under Restore, click OK. 37

39 IX. Download Manuals and Guides Before you start training, converting or processing, there are a few manuals and guides to download and print. These manuals have information and steps that are not available in the Help screens. 1. Log into your Virtual Office. 2. Click on Software News & Updates (under Bulletin Board). 38

40 You will see the following screen. 3. Scroll down to Additional Resources. 39

41 4. Scroll down and click on Payroll Setup Manual. 40

42 5. In the File Download box, click Save. 6. Save the file to a location that you will remember or make note. 7. Close the File Download dialog box if it doesn t automatically close. 8. You will return to the Software News & Updates screen. Also download the following manuals (following the same instructions as just described). 41

Payroll Processing Manual Payroll Reference Manual Advantage to FCAS with Inventory & Fuel (if you are converting from Advantage ) Optional Printed Help Manual (There is a Help menu in the program or

43 Payroll Processing Manual Payroll Reference Manual Advantage to FCAS with Inventory & Fuel (if you are converting from Advantage ) Optional Printed Help Manual (There is a Help menu in the program or an Online Help. If you also want to have printed documentation, then print this manual.) Once all of the manuals are downloaded to your computer, you will be able to print them directly in your office. 9. Right click on Start. 10. Click on Explore. 11. Find the location you saved the manual files and double click on the first manual. 12. Adobe Acrobat Reader will bring the manual up on screen. (If you do not have Adobe Acrobat Reader you can download it for free at You can view the manual on screen or print the manuals for printed documentation (which is recommended). 42

Additional Network Workstation Windows XP Installation Guide

Additional Network Workstation Windows XP Installation Guide 1 Table of Contents I. Verify Hardware and Optimize Work Station 3 II. Download Software 10 III. Install Software 13 2 I. Verify Hardware and