Installing OfficeMate/ExamWRITER 12.0 for new

Installing OfficeMate/ExamWRITER 12.0 for new

Installing OfficeMate/ExamWRITER

12.0 for New Users

In this document:

Downloading OfficeMate/ExamWRITER 12.0, 1

Installing OfficeMate Server, 2

Installing OfficeMate/ExamWRITER, 8

Installing Service Pack 9, 13

Activating OfficeMate/ExamWRITER, 17

Opening OfficeMate, 17

NOTES

Before you install and activate OfficeMate/ExamWRITER, review the Hardware & System Specifications located at

www.officemate.net/pdfs/system specifications.pdf

.

Ensure that you have the latest Windows updates and security patches installed on the server and each workstation and that your Windows security settings are properly applied.

For more information on Windows security settings, read this knowledge base article at

www.officemate.net/omkb/ article.aspx?id=10859

.

Downloading

OfficeMate/

ExamWRITER

12.0

1.

Create a folder called OfficeMate Updates on your network where it can be accessed by all of the workstations.

2.

Download and save the installation files. The links to the downloads can be found in the email that you received regarding downloading and installing the software.

3.

Copy the installation files from the network to each computer.

NOTE

Eyefinity strongly advises you to run the installation files from a local disk on each computer. Running the installation files directly from the network on multiple computers simultaneously may result in errors.

®

Installing OfficeMate/ExamWRITER 12.0 for New Users

1

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate Server

Installing OfficeMate

Server

NOTES

• OfficeMate Server only needs to be installed on a server or a stand-alone workstation and does not need to be installed on more than one computer in the practice.

• Eyefinity recommends turning firewalls off during installation to minimize network issues. Review the network requirements at

www.officemate.net/officemate_sys_req.aspx#network

for a list of default ports.

1.

Close all applications on all computers and restart the server.

2.

If you are installing OfficeMate/ExamWRITER in a networked environment, ensure that you are logged into the network as a user with full local administrative access rights.

3.

Disable all antivirus and screen saver programs that are running on your server.

4.

Disable the User Account Control (UAC) feature to eliminate User Account

Control error messages while using OfficeMate/ExamWRITER.

a.

Click Start.

b.

Select Control Panel.

c.

Click User Accounts.

d.

Click the Change User Account Control settings link. e.

Move the slider down to Never notify. f.

Click OK. g.

Close the Control Panel.

5.

Navigate to the OfficeMate Updates folder on your local hard drive. If your download folder has a different name, navigate to that folder.

6.

Double-click OMServer_12.0.2.exe.

The OfficeMate Server Install wizard opens and verifies that your server meets the hardware and system requirements.

7.

Click Next to proceed.

2

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate Server

8.

Select the option that best describes how you will use OfficeMate/

ExamWRITER on this computer.

New Server. Select this option if this is a new installation (OfficeMate

Server nor OfficeMate/ExamWRITER has been installed on this computer before). Other computers will access the OfficeMate data on this computer.

Upgrade SQL-Based OfficeMate. Select this option if you are upgrading an existing OfficeMate Server or OfficeMate/ExamWRITER that uses a

SQL database. Other computers will access the OfficeMate/

ExamWRITER data on this computer.

Upgrade Access-Based OfficeMate. Select this option if you are upgrading an existing OfficeMate/ExamWRITER program that uses an

Access database. Other computers will access the OfficeMate/

ExamWRITER data on this computer.

NOTE

To determine if your existing OfficeMate/ExamWRITER installation uses a SQL database or an Access database, open

OfficeMate or ExamWRITER, click Help, and select About. The

Database field displays the database type.

Installing OfficeMate/ExamWRITER 12.0 for New Users

3

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate Server

9.

If prompted, select a location in which to install SQL Express and click Next.

NOTE

The default location is C:\. If you want to install SQL Express in a different location, click Browse, navigate to the folder on the server, and click OK.

4

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate Server

10.

Select a location in which to install the OfficeMate/ExamWRITER programs and click Next.

NOTE

The default location is C:\OfficeMate. If you want to install the

OfficeMate/ExamWRITER programs in a different location, click

Browse, navigate to the folder on the server, and click OK.

Installing OfficeMate/ExamWRITER 12.0 for New Users

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Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate Server

11.

Select the location in which you want to save the OfficeMate/ExamWRITER data and click Next.

NOTE

The default location is C:\OfficeMate\DATA, but your data may reside in another location. Click Browse, navigate to the folder on the server, and click OK. The location you choose must be shared with full access so other computers on the network can access the OfficeMate/ExamWRITER data.

6

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate Server

12.

Review the OfficeMate/ExamWRITER SQL setup information and click Next.

The OfficeMate SQL Install wizard configures and installs Microsoft SQL

Server 2008 Express and, if necessary, converts your data from Access to

SQL. This may take several minutes or a few hours.

13.

If a window opens and asks you to specify the location of the OMServer.exe to continue, click OK.

14.

When the installation is complete, click Finish.

Installing OfficeMate/ExamWRITER 12.0 for New Users

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Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER

15.

After OfficeMate Server is installed, continue by installing OfficeMate/

ExamWRITER on your workstations. For more information go to

“Installing

OfficeMate/ExamWRITER” on page 8

.

NOTE

The OfficeMate/ExamWRITER software is not required to be installed on a dedicated server. Install the OfficeMate/

ExamWRITER software on the server only if you plan to also use the server as a workstation.

Installing OfficeMate/

ExamWRITER

For more information on sharing data files, see the “Sharing

Folders” document at www.officemate.ne

t .

For more information on mapping network drives, see the “Mapping

Network Drives” document at www.officemate.ne

t .

NOTES

If you are installing OfficeMate/ExamWRITER on a server (so that it can also be used as a workstation) or on an individual workstation (with no server networked to it), you must first install

OfficeMate Server. You must install OfficeMate Server on your server prior to installing the OfficeMate/ExamWRITER on any of your workstations; otherwise, you will receive errors and

OfficeMate/ExamWRITER will not be able to properly connect to the sever. For more information about installing OfficeMate Server, go to

“Installing OfficeMate Server” on page 2

.

Eyefinity recommends turning firewalls off during installation to minimize network issues. Review the network requirements at

www.officemate.net/officemate_sys_req.aspx#network

for a list of default ports.

You can install OfficeMate/ExamWRITER on multiple computers simultaneously.

Copy the installation files from your network to a local drive on each computer. It is not recommended that you run the installation off the network. This note does not apply to users who run

OfficeMate/ExamWRITER through Terminal Server.

1.

Close all applications on all computers and restart each computer.

2.

If you are installing OfficeMate/ExamWRITER in a networked environment, ensure that you are logged into the network as a user with full local administrative access rights.

3.

Disable all antivirus and screen saver programs that are running on your computer(s).

8

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER

4.

Disable the User Account Control (UAC) feature on all computers to eliminate User Account Control error messages while using OfficeMate/

ExamWRITER.

a.

Click Start.

b.

Select Control Panel.

c.

Click User Accounts.

d.

Click the Change User Account Control settings link. e.

Move the slider down to Never notify. f.

Click OK. g.

Close the Control Panel.

NOTE

Complete steps 5–13 on each computer from which you plan to run

OfficeMate/ExamWRITER.

5.

Navigate to your OfficeMate Updates folder. If your download folder has a different name, navigate to that folder.

6.

Double-click OMSuite_12.0.2.exe.

The InstallShield wizard begins and verifies that your computer meets the hardware and system requirements.

7.

Click Next.

Installing OfficeMate/ExamWRITER 12.0 for New Users

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Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER

8.

Read the warning message to prevent installation errors and click Next.

9.

Click Yes to accept the License Agreement.

10

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER

10.

Select all of the OfficeMate Suite components and click Next.

11.

Check the setup information and click Next.

Installing OfficeMate/ExamWRITER 12.0 for New Users

11

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER

12.

If you selected a local disk drive, a dialog box asks you to confirm that this computer is the OfficeMate server:

Click Yes if this computer is the server and you want to install

OfficeMate/ExamWRITER here because you also want to use the server as a workstation.

 Click No if this computer is not the server and to go back and select the network disk on which your OfficeMate/ExamWRITER data resides.

The installation begins. Depending on the programs that you are installing and the speed of your computers, the installation time will vary.

13.

When the installation completes, click Finish.

Your computer reboots.

14.

If your workstation is running a 64-bit operating system, copy the 3D-Eye

Draw folder from the C:\Program Files (x86) folder and paste it in the

C:\Program Files folder.

12

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing Service Pack 9

15.

Set the access privileges for folders that users will need to access: a.

Assign the Everyone group Full Control (Share) permissions to the following DATA directories:

Drive:\OfficeMate\DATA

b.

On each workstation, assign the local or domain users List & Execute,

Read, and Write (NTFS) permissions to the following directories:

Drive:\OfficeMate

Drive:\Program Files\3D-Eye Draw

C:\Windows\omate32.ini c.

On each workstation, assign the local or domain users Modify, List &

Execute, Read, and Write (NTFS) permissions to the following directories:

Drive:\OfficeMate\DATA

Installing

Service Pack

9

OfficeMate/ExamWRITER 12.0.3 Service Pack 9 (SP9) fixes known issues with the initial release of OfficeMate/ExamWRITER 12.0 and introduces several new features. Perform the following steps to install SP9 on each computer running

OfficeMate/ExamWRITER 12.0 in your practice:

1.

Close OfficeMate/ExamWRITER on every computer.

2.

Ensure that all of your workstations are connected to the Internet.

3.

On your server (or your main computer), navigate to your OfficeMate

Updates folder on your network. If your download folder has a different name, navigate to that folder.

4.

Double-click 12.0.3_SP9_Installer.exe.

The installer opens and begins running.

5.

Select the Server radio button.

Select this option if the other computers access the OfficeMate data on this computer and the OfficeMate/ExamWRITER software is also used on this

Installing OfficeMate/ExamWRITER 12.0 for New Users

13

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing Service Pack 9

computer. In short, select this option only for the server in your practice. You will only select this option during one installation (on the server).

6.

Click Next.

7.

Click OK when you receive the Database Updated Successfully message.

NOTE

If your database update is unsuccessful, contact Customer

Care at 800.942.5353.

14

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing Service Pack 9

8.

Click Finish when the installation is complete.

9.

On a workstation, navigate to your OfficeMate Updates folder on your network. If your download folder has a different name, navigate to that folder.

10.

Double-click 12.0.3_SP9_Installer.exe.

The installer opens and begins running.

11.

Select the Workstation radio button.

Select this option if the OfficeMate/ExamWRITER software is used on this computer and accesses the OfficeMate data residing on another computer through the network. In short, select this option for all the non-server workstations in your practice.

12.

Click Next.

Installing OfficeMate/ExamWRITER 12.0 for New Users

15

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing Service Pack 9

13.

Click OK when you receive the Database Updated Successfully message.

NOTE

If your database update is unsuccessful, contact Customer

Care at 800.942.5353.

14.

Click Finish when the installation is complete.

15.

Repeat steps 9–14 to install OfficeMate/ExamWRITER 12.0.3 SP9 on each

additional workstation in your office.

16

Installing OfficeMate/ExamWRITER 12.0 for New Users

Installing OfficeMate/ExamWRITER 12.0 for New Users

Activating OfficeMate/ExamWRITER

Activating

OfficeMate/

ExamWRITER

NOTE

You only need to activate OfficeMate/ExamWRITER on one computer. You do not need to activate OfficeMate/ExamWRITER on every computer on which it is installed.

You should receive an email from [email protected] that contains your activation file. You may need to check your spam folder for this email.

1.

Download your activation file by following the instructions in the email.

2.

Double-click the activation file on any one of your workstations.

The activation begins.

3.

Click OK.

Opening OfficeMate

1.

Open OfficeMate using one of the following methods:

Double-click the OfficeMate icon on your desktop.

Click Start, select Programs, select OfficeMate Software Solutions, and select OfficeMate.

NOTE

To view a comprehensive list of the new features and expanded functionality in OfficeMate/ExamWRITER, click Help on the main window toolbar and select What’s New?

The login window opens.

2.

Type admin in the User ID field and leave the Password field blank.

3.

Click OK.

OfficeMate/ExamWRITER prompts you to change your password.

4.

Leave the Old Password field blank.

5.

Type your new password in the New Password field and again in the

Confirm New Password field.

6.

Click OK.

7.

Select Administration from the list of OfficeMate applications and click OK.

8.

Begin by setting up resources (providers and staff) and security. For more information about setting up resources and security, refer to the “Getting

Started” chapter of the OfficeMate/ExamWRITER User’s Guide, which is available from the Help menu within OfficeMate/ExamWRITER.

Installing OfficeMate/ExamWRITER 12.0 for New Users

17

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