SoftPro Installation Guide UPGRADING TO STANDARD EDITION VERSION 12.0 MICROSOFT JET DATABASE ENGINE 4800 FALLS OF NEUSE ROAD, SUITE 400 / RALEIGH, NC 27609 phone: 800 848 0143 / fax: 919 755 8350 / e mail: SALES@SOFTPROCORP.COM web: WWW.SOFTPROCORP.COM Revision: 1016091800
SOFTPRO STANDARD EDITION 12.0 INSTALLATION GUIDE OCTOBER 2009 Copyright 1987-2009 by SoftPro, Raleigh, North Carolina. No part of this publication may be reproduced in any form without prior written permission of SoftPro. For additional information, contact SoftPro, 4800 Falls of Neuse Road, Raleigh, NC 27609, or contact your authorized dealer. Windows is a registered trademark of Microsoft Corporation in the United States and other countries. WordPerfect is a registered trademark of WordPerfect Corporation within the United States. MS-DOS and MS Word are registered trademarks of Microsoft Corporation. Crystal Reports is a registered trademark of Seagate Corporation. HP LaserJet II, III, 4, and 5 and are trademarks of Hewlett-Packard Company. PowerMerge is a registered trademark of Greatland Corporation. RealEC is a registered trademark of RealEC Technologies, Inc. All other brand and product names are trademarks or registered trademarks of their respective companies. IMPORTANT NOTICE - READ CAREFULLY Use of this software and related materials is provided under the terms of the SoftPro Software License Agreement. By accepting the License, you acknowledge that the materials and programs furnished are the exclusive property of SoftPro. You do not become the owner of the program, but have the right to use it only as outlined in the SoftPro Software License Agreement. All SoftPro software products are designed to ASSIST in maintaining data and/or producing documents and reports based upon information provided by the user and logic, rules, and principles that are incorporated within the program(s). Accordingly, the documents and/or reports produced may or may not be valid, adequate, or sufficient under various circumstances at the time of production. UNDER NO CIRCUMSTANCES SHOULD ANY DOCUMENTS AND/OR REPORTS PRODUCED BE USED FOR ANY PURPOSE UNTIL THEY HAVE BEEN REVIEWED FOR VALIDITY, ADEQUACY AND SUFFICIENCY, AND REVISED WHERE APPROPRIATE, BY A COMPETENT PROFESSIONAL.
1 Table of Contents System Requirements... 2 Upgrading SoftPro Standard... 3 Up grading From Previous SoftPro Versions... 4 Upgrading from SoftPro for Windows Version 4.0 or 5.0... 4 Upgrading from SoftPro for Windows Version 6.1.3... 4 Upgrading from SoftPro for Windows Standard Version 8.0, 8.5.1, or 8.5.2... 4 Upgrading from SoftPro for Windows Standard Version 9.0, 9.0.1, 10.0 or 10.0.1:... 4 Up grade for a Standalone Computer... 5 Determining the Current Installation of SoftPro... 5 Installing Standard Edition... 6 Up grade for a Peer to Peer Network...13 Determining the Current Installation of SoftPro in a Peer to Peer Network...13 Determining the Name of a Computer...14 Determining the Drive Location...14 Upgrade for a Peer to Peer Network, Network Server Installation...15 Peer to Peer Server Application Upgrade Installation...19 Upgrading the ProForm Database...24 Upgrading the SoftPro Applications on Network Client Machines...25 Up grade for a Dedicated Network Server...30 Determining the Current Installation of SoftPro in a Dedicated Server Network...30 Determining the Name of a Computer...31 Determining the Drive Location...31 Upgrade for a Dedicated Server Network, Network Server Installation...32 Upgrade the SoftPro Applications on Network Client Machines...36 Upgrading the ProForm Database...41 TransactionPoint by SoftPro Installation...42 Troubleshooting... 43 Configuring Windows Vista and Windows 7...43 SoftPro Technical Support...44
2 SYSTEM REQUIREMENTS This document is written for technical contacts of organizations that have licensed SoftPro Standard Edition 12.0. A technical contact is anyone responsible for providing technical support for this application and should be familiar with installing PC software, the Microsoft Windows operating system(s), and have experience troubleshooting applications. Please visit http://www.softprocorp.com/std12documentation.html for the most current documentation available for SoftPro Standard Edition 12.0. This document provides instructions for upgrade installations of SoftPro Standard Edition v12.0 on a Jet database for Windows XP, Vista, and 7. NOTE: Windows Vista and 7 users should read the section Configuring Windows Vista and Windows 7 for additional upgrade information. Operating System Available Disk Space Memory Windows XP Windows XP Professional SP3 on the server Windows XP Professional SP3 or Home on the client workstation Windows Vista Windows Vista Business on the server Windows Vista Business or Home on the client workstation Windows 7 Windows 7 on the server and client workstation 300 MB 1 GB allocated for the initial database implementation on the database server 512 MB 1 GB 512 MB 300 MB 266 MHz or higher Pentium-compatible CPU recommended. 1 GB allocated for the initial database implementation on the database server Microsoft Word and/or Corel WordPerfect required to take advantage of the word processor merge features of ProForm. (As of this writing, Microsoft Word 2000, 2002, 2003, 2007 and WordPerfect Versions 9, 10, and 11 have been tested and approved by SoftPro.) 512 MB NOTE: These are the minimum system requirements. Adding more memory will improve software performance, especially when working with multiple files or applications at once. Actual requirements vary based on your system configuration, the number of applications and features you choose to install, and the amount of data you accumulate over time. Additional hard disk space may be required if you are installing over a network. These specifications and system requirements are subject to change. Call SoftPro Sales at 800-848-0143 for solutions that meet your requirements.
3 UPGRADING SOFTPRO STANDARD This section provides procedures for upgrading from SoftPro Standard Edition 10.0.2, 11.0 or 11.1 to SoftPro Standard Edition 12.0. It also explains the upgrade path if you are using older versions of SoftPro Standard. IMPORTANT: Before proceeding with any installation, please backup all SoftPro data. A separate document named Software Upgrade Pre-Installation; Backing Up SoftPro Data is provided, which outlines how to locate and backup SoftPro data. Follow the appropriate procedure to upgrade from SoftPro Standard 10.0.2 or higher to SoftPro Standard 12.0: Upgrade for a Standalone Computer: A standalone upgrade is for a single computer that will not be used to share SoftPro information with another computer. In a standalone setup, all SoftPro information is stored on the computer s local disk. Upgrade for a Peer-to-Peer Network Client: A peer-to-peer network is a simple office network where each computer on the network is considered an equal (or peer ) to every other computer on the network. The easiest way to identify a peer-to-peer network is to answer the following question: Is every computer in the office used by someone as a workstation? If so, it is probably a peer-to-peer network. The installation disc is not used to install the applications on the Client Workstation. The installation of the software is achieved by accessing the setup files located on the machine acting as the server. Upgrade for a Dedicated Network Server: A dedicated server network is a network where a single computer has been designated as the computer that all other computers on the network will rely upon to manage the network s information and resources. This computer, usually isolated from the rest of the network in a separate room or closet, has been dedicated to serve the other computers on the network. A dedicated server computer will not be used as a workstation. Upgrade for a Network Client Workstation: A Network Client Workstation is one in which the computer is solely running the SoftPro applications and accesses all data from a computer that is acting as a server. The installation disc is not used to install the applications on the Client Workstation. The installation of the software is achieved by accessing the setup files located on the server. Upgrade for a Terminal Server Configuration: In a Terminal Server Configuration, there is typically one machine that is set up to act as an Application Server. The applications are run remotely through a Remote Desktop program. The computer acting as a Terminal Server can be either a client to a server for the SoftPro data, or act as a standalone where the data and applications reside on one machine.
4 Upgrading From Previous SoftPro Versions Upgrading to SoftPro Standard Version 12.0 will involve several installations depending on the version you are currently running. If you are running Version 10.0.2, 11.0 or 11.1, you can upgrade straight to Version 12.0. If you are running a version other than Version 10.0.2, 11.0 or 11.1, follow the instructions below. Previous version must be installed in the order provided to upgrade your databases properly. IMPORTANT: All SoftPro programs should be opened prior to installing the next version in order for the related databases to upgrade. Upgrading from SoftPro for Windows Version 4.0 or 5.0 Install the following versions in this order: 1. SoftPro for Windows Version 6.1.3 2. SoftPro for Windows Standard Version 8.0 3. SoftPro for Windows Standard Version 8.5.3 4. SoftPro Standard Version 11.0 5. SoftPro Standard Version 12.0 Upgrading from SoftPro for Windows Version 6.1.3 Install the following versions in this order: 1. SoftPro for Windows Standard Version 8.0 2. SoftPro for Windows Standard Version 8.5.3 3. SoftPro Standard Version 11.0 4. SoftPro Standard Version 12.0 Upgrading from SoftPro for Windows Standard Version 8.0, 8.5.1, or 8.5.2 Install the following versions in this order: 1. SoftPro for Windows Standard Version 8.5.3 2. SoftPro Standard Version 11.0 3. SoftPro Standard Version 12.0 Upgrading from SoftPro for Windows Standard Version 9.0, 9.0.1, 10.0 or 10.0.1: Install the following versions in this order: 1. SoftPro for Windows Version 10.0.2 2. SoftPro for Windows Version 12.0 Call the SoftPro Solution Center at 800-848-0143 to schedule an appointment so our staff can help you upgrade.
5 Upgrade for a Standalone Computer Before proceeding with any installation, please backup all SoftPro data. A separate document named Software Upgrade Pre-Installation; Backing Up SoftPro Data is provided, which outlines how to locate and backup SoftPro data. A standalone upgrade is for a single computer that will not be used to share SoftPro information with another computer. In a standalone setup, all SoftPro information is stored on the computer s local disk. Determining the Current Installation of SoftPro 1. At a machine that is actively using ProForm, open ProForm. 2. If the startup dialog window appears, click Cancel. 3. Navigate to Tools > Preferences. 4. Copy the directory path from the On-Line Files Directory field on the following line: NOTE: In some configurations, the path entered may be C:\Program Files\SoftPro\Data. In this case do not include Data in the path, instead enter C:\Program Files\SoftPro on the line above. This would be the installation destination directory. The path may have a reference to a UNC path such as \\MyMachine\C\softpro\Data. Again, do not include Data in the path and enter \\MyMachine\C\SoftPro on the line above. 5. Exit out of ProForm Preferences. 6. Close ProForm.
6 Installing Standard Edition 1. Close all programs. 2. Insert the Standard Edition DVD into the DVD-ROM drive, if it is not already inserted. 3. Click Install SoftPro Standard [Standalone Installation] on the Welcome screen. 4. Click Run on the File Download - Security Warning dialog box.
7 5. Click Run on the Internet Explorer Security Warning dialog box. 6. If necessary, a prompt to install.net Framework 3.5 SP1 will appear. Read the licensing agreement and click Accept to continue with the installation.
8 7. Click Install when prompted to install Crystal Reports XI Release 2. 8. Click Yes at the prompt to reboot the system. 9. Upon rebooting, the Crystal Reports installation will automatically begin.
9 10. Upon the Crystal Reports installation completing, the SoftPro Standard - Standalone Setup Wizard will start. Click Next on the Setup Wizard 11. Please read and accept the License Agreement. Click Next to continue.
10 12. Enter the path to the Destination Folder as noted in Step 4 above under Determine the Current Installation Location of SoftPro 13. Click Next. 14. Click Install.
11 15. SoftPro Standard Standalone has successfully installed. Click Finish to exist the Setup Wizard. The next phase of this upgrade is updating the ProForm database. Use the following instructions to complete this phase of the process. 1. Select to Start > Programs > ProForm. 2. Upon launching ProForm, the following dialog box displays. 3. Click Yes. The following message displays:
12 4. Click OK to continue. A message displays asking if you wish to proceed. 5. Click OK to begin the database upgrade. When the upgrade is successful, the following message displays: 6. Click OK. The upgrade is almost complete. In order for ProForm to utilize the new Good Faith Estimate features, please follow the Configuring ProForm for New GFE instructions on setting up ProForm for the new GFE. In the event that you are using any of the following programs, please contact SoftPro Support for assisting in configuring these programs for your system. ProClear PositivePay eproremit SoftPro Administrator Data Collector Please refer to the TransactionPoint by SoftPro Installation instructions for information on upgrading TransactionPoint.
13 Upgrade for a Peer to Peer Network IMPORTANT: Before proceeding with any installation, please backup all SoftPro data. A separate document named Software Upgrade Pre-Installation; Backing Up SoftPro Data is provided, which outlines how to locate and backup SoftPro data. A peer-to-peer network is a simple office network where each computer on the network is considered an equal (or peer ) to every other computer on the network. The easiest way to identify a peer-to-peer network is to answer the following question: Is every computer in the office used by someone as a workstation? If so, it is probably a peer-to-peer network. NOTE: The installation disc should only be used to install the upgrade on the machine that is acting as the server for SoftPro. The installation disc is not used to install the applications on the Client Workstation. The installation of the software is achieved by accessing the setup files located on the server. Determining the Current Installation of SoftPro in a Peer to Peer Network 1. At a machine that is actively using ProForm, select Tools > Preferences. 2. Locate the On-Line Files Directory path. 3. Copy the path on the following line: NOTE: In some configurations, the path may end with \Data. To determine the actual location, exclude Data. In the example above, the actual destination location that SoftPro should be installed to is \\server\softpro. In some configurations, the path may begin with a map drive letter such as F:\ or Z:\. In this case it is necessary to determine where this drive is mapped to. In other configurations, the path may have a reference to a UNC path such as \\server\softpro\p1win.mdb. In this case, the destination location is the SoftPro directory on a machine named Server. Because the installation needs to be performed on the machine that is acting as a server, it is necessary to determine which machine is acting as the server. Below is a guide to determine which machine is acting as the SoftPro server based upon the information obtained in Step 4. If the path is begins with C:\, the machine that was checked in Step 1 above is the machine acting as the SoftPro Server.
14 If the path begins with \\ machine name \, it is necessary to find the machine that has the name as noted in Step 4 above. This can be determined by using these steps to locate the machine as referenced in Step 4. Determining the Name of a Computer 1. Select Start > Run. The Run dialog box displays. 2. Enter sysdm.cpl in the Open field. 3. Click OK. The System Properties dialog box displays. 4. Click the Computer Name tab. 5. Next to Full computer name is the name of the computer. Compare this to what was noted earlier in Step 4. If it is the same, then the machine you are currently at is the machine acting as the SoftPro Server. The installation will be performed at this machine. If it is not, repeat Steps 1 through 6 on additional machines to locate the machine acting as the server. Determining the Drive Location If the path begins with a drive letter other than C:\ (for example, F:\ or Z:\) it will be necessary to determine to what drive location the drive letter is mapped to. The following steps explain how to determine the drive location. 1. On the desktop, right-click on My Computer and select Map Network Drive. NOTE: If the My Computer icon is not on the desktop, open Windows Explorer and right-click My Computer and select Map Network Drive. 2. On the Map Network Drive dialog box, select the drive letter as noted in Step 4 above. 3. Make note of the machine name that follows \\. In this example, the name is Spro-dxpey. 4. Click Cancel.
15 5. Use the steps outlined in Determining the Name of a Computer to locate the machine that is acting as the SoftPro server. Once the SoftPro Server is located, follow the steps outline in the Upgrade for a Peer-to-Peer Network, Network Server Installation section below to install a network server setup. Upgrade for a Peer to Peer Network, Network Server Installation The following operation needs to be performed at the computer acting as the SoftPro Server. This machine can be determined in the section, Determining the Current Installation of SoftPro in a Peer-to- Peer Network. 1. Exit all programs. 2. Insert the Standard Edition DVD into the DVD-ROM drive, if it is not already inserted. 3. Click Install SoftPro Standard [Server Installation] on the Welcome screen.
16 4. Click Run on the File Download - Security Warning dialog box. 5. Click Run on the Internet Explorer Security Warning dialog box.
17 6. Click Next on the Setup Wizard. 7. Please read and accept the License Agreement. Click Next to continue.
18 8. Enter the path to the Destination Folder as noted in Step 3 above under Determine the Current Installation of SoftPro in a Peer-to-Peer Network. 9. Click Next. 10. Click Install. 11. SoftPro Standard Network Server has successfully installed. Click Finish to exist the Setup Wizard.
19 The SoftPro application upgrade is not finished at this time. Follow the steps in the Peer-to-Peer Server Application Upgrade Installation section below to upgrade the SoftPro applications on the server and all client machines. The installation disc is not needed to perform these installations. Peer to Peer Server Application Upgrade Installation 1. Select to Start > Run. 2. Enter the path of the installation destination folder that was entered in Step 8 in the Upgrade for a Peer-to-Peer Network, Network Server Installation section, followed with \setup\1\. For example: 3. Click OK. 4. Double-click on the file named Setup.exe. With Windows Vista or Windows 7, Right-click on the file named Setup.exe and Run as Administrator. 5. Please read the License Agreement and click Accept to continue.
20 6. Click Install. Please wait while Setup installs the SoftPro Standard components.
21 7. Click Yes to reboot the system. 8. The Wizard resumes. Click Next.
22 9. Please read and accept the License Agreement. Click Next to continue. 10. Click Next to accept the default installation path or click Change to change this path and click Next to continue.
23 11. Click Install. 12. SoftPro Standard Client has successfully installed. Click Finish to exist the Setup Wizard. The steps in the next section outline upgrading the ProForm database and installing the SoftPro Client on any additional machines.
24 Upgrading the ProForm Database 1. Select to Start > Programs > ProForm. The following dialog box displays. 2. Click Yes to proceed. The following dialog box displays. 3. Click OK. The following message displays. 4. Click OK to begin the database upgrade. When the upgrade is successful, the following message displays. 5. Click OK.
25 Upgrading the SoftPro Applications on Network Client Machines The following steps outline the process to upgrade the remaining SoftPro client machines. 1. Select Start > Run. 2. Enter the path of the installation destination folder that was entered in Step 8 in the Upgrade for a Peer-to-Peer Network, Network Server Installation section, followed with \setup\1\. For example: 3. Click OK. 4. Double-click on the file named Setup.exe. For Windows Vista and Windows 7 operating systems, right-click on the file named Setup.exe and select Run as Administrator. 5. Please read the License Agreement and click Accept to continue.
26 6. Click Install. Please wait while Setup installs the SoftPro Standard components.
27 7. Click Yes to reboot the system. 8. The Wizard resumes. Click Next.
28 9. Please read and accept the License Agreement. Click Next to continue. 10. Click Next to accept the default installation path or click Change to change this path and click Next to continue.
29 11. Click Install. 12. SoftPro Standard Client has successfully installed. Click Finish to exist the Setup Wizard. The upgrade is almost complete. In order for ProForm to utilize the new Good Faith Estimate features, please follow the Configuring ProForm for New GFE instructions on setting up ProForm for the new GFE. In the event that you are using any of the following programs, please contact SoftPro Support at 800-848-0143 for assisting in configuring these programs for your system. ProClear PositivePay eproremit SoftPro Administrator Data Collector Please refer to the TransactionPoint by SoftPro Installation instructions for information on upgrading TransactionPoint.
30 Upgrade for a Dedicated Network Server IMPORTANT: Before proceeding with any installation, please backup all SoftPro data. A separate document named Software Upgrade Pre-Installation; Backing Up SoftPro Data is provided, which outlines how to locate and backup SoftPro data. A dedicated server network is a network where a single computer has been designated as the computer that all other computers on the network will rely upon to manage the network s information and resources. This computer, usually isolated from the rest of the network in a separate room or closet, has been dedicated to serve the other computers on the network. A dedicated server computer will not be used as a workstation. NOTE: The installation disc should only be used to install the upgrade on the machine that is acting as the server for SoftPro. The installation disc is not used to install the applications on the Client Workstation. The installation of the software is achieved by accessing the setup files located on the server. Determining the Current Installation of SoftPro in a Dedicated Server Network 1. At a machine that is actively using ProForm, select Start > Run. The Run dialog box displays. 2. Enter odbcad32 in the Open field and click OK. 3. Select the entry PfPx and click Configure. 4. Copy the Database path on the following line: NOTE: To determine the actual location, exclude Setup\1\..\..PfPx.MDB. In the example above, the actual destination location that SoftPro should be installed to is C:\program files\softpro. In most Dedicated Server configurations, the path may begin with a map drive letter such as F:\ or Z:\. In this case, it is necessary to determine where this drive is mapped to. In other configurations, the path may have a reference to a UNC path such as \\server\softpro\p1win.mdb. In this case, the destination location is the SoftPro directory on a machine named Server. Because the installation needs to be performed on the machine that is acting as a server, it is necessary to determine which machine is acting as the server Below is a guide to determine which machine is acting as the SoftPro server based upon the information attained in Step 4.
31 If the path begins with \\ machine name \, it is necessary to find the machine that has the name as noted in Step 4 above. This can be determined by using these steps to locate the machine as referenced in Step 4. Determining the Name of a Computer 1. Select Start > Run. The Run dialog box displays. 2. Enter sysdm.cpl in the Open field. 3. Click OK. 4. The System Properties dialog box displays. 5. Click the Computer Name tab. 6. Next to Full Computer Name is the name of the computer. Compare this to what was noted earlier in Step 4. If it is the same, then the machine you are currently at is the machine acting as the SoftPro Server. The installation will be performed at this machine. If it is not, repeat Steps 1 through 6 on additional machines to locate the machine acting as the server. Determining the Drive Location If the path begins with a drive letter other than C:\ (for example, F:\ or Z:\) it will be necessary to determine to what drive location the drive letter is mapped to. The following steps explain how to determine the drive location. 1. On the desktop, right-click on My Computer and select Map Network Drive. NOTE: If the My Computer icon is not on the desktop, open Windows Explorer and right-click My Computer and select Map Network Drive. 2. On the Map Network Drive dialog box, select the drive letter as noted in Step 4 above. 3. Make note of the machine name that follows \\. In this example, the name is Spro-dxpey.
32 4. Click Cancel. 5. Use the steps outlined in Determining the Name of a Computer to locate the machine that is acting as the SoftPro server. Once the SoftPro Server is located, follow the steps outline in the Upgrade for a Dedicated Server Network, Network Server Installation section below to install a network server setup. Upgrade for a Dedicated Server Network, Network Server Installation The following operation needs to be performed at the computer acting as the SoftPro Server. This machine can be determined in the section, Determining the Current Installation of SoftPro in a Peer-to- Peer Network. 1. Exit all programs. 2. Insert the Standard Edition DVD into the DVD-ROM drive, if it is not already inserted. 3. Click Install SoftPro Standard [Server Installation] on the Welcome screen.
33 4. Click Run on the File Download - Security Warning dialog box. 5. Click Run on the Internet Explorer Security Warning dialog box.
34 6. Click Next on the Setup Wizard 7. Please read and accept the License Agreement. Click Next to continue.
35 8. Enter the path to the Destination Folder as noted in Step 4 above under Determine the Current Installation of SoftPro in a Dedicated Server Network. 9. Click Next. 10. Click Install. 11. SoftPro Standard Network Server has successfully installed. Click Finish to exist the Setup Wizard. The SoftPro application upgrade is not finished at this time. Follow the steps in the next section below to upgrade the SoftPro applications on all client machines. The installation disc is not needed to perform these installations.
36 Upgrade the SoftPro Applications on Network Client Machines The following steps outline the process to upgrade the remaining SoftPro client machines. 1. Select Start > Run. 2. Enter the path of the installation destination folder that was entered in Step 4 in the Determining the Current Installation of SoftPro in a Dedicated Server Network section, followed with \setup\1\. For example: 3. Click OK 4. Double-click the file named setup.exe. For Windows Vista or Windows 7, Right-click on the file named setup.exe and select Run as Administrator. 5. Please read the License Agreement and click Accept to continue.
37 6. Click Install. Please wait while Setup installs the SoftPro Standard components.
38 7. Click Yes to reboot the system. 8. The Wizard resumes. Click Next.
39 9. Please read and accept the License Agreement. Click Next to continue. 10. Click Next to accept the default installation path or click Change to change this path and click Next to continue.
40 11. Click Install. 12. SoftPro Standard Client has successfully installed. Click Finish to exist the Setup Wizard. The upgrade is almost complete. In order for ProForm to utilize the new Good Faith Estimate features, please follow the Configuring ProForm for New GFE instructions on setting up ProForm for the new GFE. In the event that you are using any of the following programs, please contact SoftPro Support at 800-848-0143 for assisting in configuring these programs for your system. ProClear PositivePay eproremit SoftPro Administrator Data Collector Please refer to the TransactionPoint by SoftPro Installation instructions for information on upgrading TransactionPoint.
41 Upgrading the ProForm Database 1. Select to Start > Programs > ProForm. The following dialog box displays. 2. Click Yes to proceed. The following dialog box displays. 3. Click OK. The following message displays. 4. Click OK to begin the database upgrade. When the upgrade is successful, the following message displays. 5. Click OK.
42 TransactionPoint by SoftPro Installation The following steps outline the process to upgrade TransactionPoint to version 12.0. This will need to be performed on the machine that has TransactionPoint installed. 1. To verify that TransactionPoint is installed, check the system tray to see if the TransactionPoint icon is present. 2. Right-click the TransactionPoint icon and select Stop. 3. Insert the Standard Edition 12.0 DVD into the DVD-ROM drive. 4. Select Start > Run. 5. Click Browse. 6. Click My Computer. 7. Highlight the disk labeled Standard 12. 8. Click Open. 9. Double-click Tools. 10. Double-click TransactionPoint. 11. Right-click the file named tpwin.exe and select Copy. 12. Close the Tools folder. 13. Paste the tpwin.exe file in the SoftPro folder. This is typically located at C:\Program Files\SoftPro. 14. Click Yes when prompted to replace the existing file. 15. Right-click the TransactionPoint icon in the system tray and select Start.
43 TROUBLESHOOTING Configuring Windows Vista and Windows 7 The settings on the Windows Event Server may need to be modified. The Overwrite events as needed option in the Event Server should be selected. Use these instructions to verify this option is selected. 1. Select Start > Settings > Control Panel. 2. Double-click Administrative Tools. 3. Double-click Event Viewer. 4. Right-click on Application and select Properties.
44 5. Select Overwrite events as needed. 6. Click Apply. 7. Click OK. SoftPro Technical Support If you experience a problem for which you cannot find the resolution, please contact the SoftPro Solution Center at 800.848.0143. The Solution Center is open 8:00 A.M to 5:00 P.M. Monday Friday your local time. Platinum level support hours are from 8:00 A.M to 10:00 P.M. EST Monday Friday and from 11:00 A.M. to 2:00 P.M. EST on Saturday. You can extend technical support service by subscribing to SoftPro s Annual Maintenance Service program. Subscribing to Platinum Maintenance Service gives you access to technical support for longer hours Monday Saturday. For more information, call SoftPro Sales at 800.848.0143. You can e-mail SoftPro Sales at sales@softprocorp.com.