Additional Network Workstation Windows XP Installation Guide
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Table of Contents I. Verify Hardware and Optimize Work Station 3 II. Download Software 10 III. Install Software 13 2
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. Right click on the My Computer icon that will be located on your Desktop or in the Start menu. 2. Select Properties. 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 XP. See the Additional Network Workstation Windows 2000 FCAS-PBM Installation Guide for the workstation in Windows 2000. Note: It doesn t matter what operating system the server is running. 4
4. 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
3. Click on Advanced tab. 6
4. Click on the Virtual memory Change button. 7
5. Select Custom size if it is not already selected. 6. Initial size (MB): needs to be 2000. 7. Maximum size (MB): needs to be 2000. 8. Click Set. 9. Click OK until you have closed these dialogs. 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 www.java.com/en/download/installed.jsp. 3. Click on Verify Installation and then carefully follow the instructions on screen to download. 9
II. Download Software 1. Go to your website and log into your Virtual Office. The information would have been sent to you via email from Dillner s. 2. Log in using the User Name and Password supplied. 3. Click on Software News & Updates (under Bulletin Board). 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. 11
6. In the File Download Security Warning box, click Save. 7. Make a note of where you saved the file. 8. Close the File Download dialog box. 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. 13
5. Since you are on a network, you will need to use the browse button to locate the folder on your network where the program has already been installed. When the Confirm Installation dialog appears: 6. Click Next. 7. Allow the installation process to complete. 8. When finished, click Close. 9. Close Windows Explorer. 14
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
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
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. 13. Log in using any existing user name and password. 14. Click OK. 17