Software: thankQ 3.1.5o Created on: 24-Feb-12 Last ...users.on.net/~derekgreenfield/thankQ - Client...

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Software: ThankQ Solutions Pty Ltd 1403, Level 14 275 Alfred St North Sydney NSW 2060 Ph: +612 8904 9755 Fax: +612 8904 9766 thankQ 3.1.5o Created on: 24-Feb-12 Last Modified: 08-May-12

Transcript of Software: thankQ 3.1.5o Created on: 24-Feb-12 Last ...users.on.net/~derekgreenfield/thankQ - Client...

Page 1: Software: thankQ 3.1.5o Created on: 24-Feb-12 Last ...users.on.net/~derekgreenfield/thankQ - Client Installation Guide - 3.2.0.0.pdfStep 4: Setting Folder Permissions If a machine

Software: ThankQ Solutions Pty Ltd

1403, Level 14

275 Alfred St

North Sydney NSW 2060

Ph: +612 8904 9755

Fax: +612 8904 9766

thankQ 3.1.5o

Created on:

24-Feb-12

Last Modified:

08-May-12

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thankQ Knowledge Base Client Installation Guide

Modified: 11th March 2009 Page 2

Installation Guide

The following document outlines the procedure for installing thankQ onto a client machine. Follow the

instructions to install, configure and test all components.

Step 1: Installation of the Admit4 Kit

To install the Admit_4_3_13 kit onto your machine:

1. In the Client folder (\\<servername>\ADMiT\ESIT\tq3Server\Client), double click on the

ADMIT_4_3_13.kit folder.

2. Double click on the Setup icon, to install the program.

3. The ADMiT Setup welcome screen will appear. Click the Ok button to proceed.

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4. By default the Admit kit, will be installed to the directory path (C:\Program Files\Admit). Click the

Install button.

5. If running Office 2003, check both the Outlook Toolbar and Word Toolbar boxes, otherwise

leave unchecked, and click the Continue button.

6. On the Choose Program Group screen, click the Continue button to proceed.

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7. A confirmation dialog box will appear to indicate the successful installation of the Admit kit.

Step 2: Installation of the Admit5 Kit

To install the ADMiT_5 kit onto your machine, please follow the instructions as below.

1. In the Client folder, double click on the ADMiT_5.kit folder.

2. Double click on the Setup icon, to install the program.

NOTE: Please remember that if you are installing ADMiT for the first time on your PC then you

must install the ADMiT4 kit using the link

\\<server>\ADMiT\ESIT\tq3Server\Client\ADMiT_4_3_13.Kit\setup.exe before installing

ADMiT5.

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3. The following screen will appear and please wait until you see the next screen in step 3.

4. The ADMiT Setup welcome screen will appear. Click the OK button to proceed.

5. By default, the ADMiT kit will be installed to C:\Program Files\ADMiT directory. Click the

Install button.

6. On the Choose Program Group screen, click the Continue button to proceed.

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7. ADMiT will display the installation progress on ADMiT Setup screen.

8. A confirmation dialog box will finally appear to indicate the successful installation of the

ADMiT kit.

Step 3: Installation of the ThankQ Client Kit

To install the thankQ application on your machine:

1. In the Client folder, find the Application that has a name in the format tq3.2.X.X.exe and double

click it. This will run an installer to install the client on the computer.

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2.

Step 4: Setting Folder Permissions

If a machine will be used by more than one user it is necessary to set permissions on the C:\Admit folder

to allow all users to use thankQ

1. Double-click on My Computer or open Windows Explorer and navigate to the C:\Admit folder.

2. Right click the Admit folder and select Sharing and Security.

3. Ensure that the Share this Folder is selected.

4. Click the Permissions button.

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5. Ensure that the group Everyone is included and that Full control is ticked. Click Add to add

Everyone if the group is not already selected. Click Ok when done.

6. Click the Security tab. Ensure that the Group Everyone is included and that Everyone has Full

Control.

7. Click the Advanced button. Ensure that for the group Everyone, Apply to is set to This folder,

subfolders and files. Also ensure that the Inherit from parent check box it ticked. Click Ok to

accept any changes.

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Step 5: Configuring Microsoft Word and Outlook to work with ThankQ

To configure Word 2007 or later to work with the ThankQ application on your machine:

1. Browse to C:\ADMiT\ESIT\tq3\Outlook\OutlookAddIn2007

2. Run setup.exe. This will install the .Net Framework 4.0 if it’s not installed already installed, as well

as Visual Studio Tool for Microsoft Office. After that it will install the AddIn. When prompted

choose Install.

3. Browse to C:\ADMiT\ESIT\tq3\Word\WordAddIn2007

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4. Run setup.exe. This will install the add-in for Word, when prompted, choose Install.

Step 6: Configuring the Barcode Fonts within ThankQ

To configure the Barcode fonts within ThankQ on your machine:

1. Browse to the folder C:\admit\ESIT\tq3\fonts.

2. Select all CarolinaBar fonts, right click on them and choose Install.

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Step 7: Installation of the Credit Card Encryption Components

To install the components required in order for credit cards to be encrypted in accordance with PCI

compliance:

1. Browse to C:\ADMiT\ESIT\tq3\_bin\Install_Components\CryptoSys_Install

2. Run Setup.exe

3. The CryptoSys Setup welcome screen will appear. Click the Ok button to proceed.

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4. By default the CryptoSys kit, will be installed to the directory path (C:\Program Files\Project1).

Click the Install button.

5. On the Choose Program Group screen, click the Continue button to proceed.

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6. A confirmation dialog box will appear to indicate the successful installation of the CryptoSys kit.

Step 8: Configuring a ThankQ shortcut on the Desktop

In order to create a ThankQ shortcut on the desktop:

1. Browse to the tq3 folder (C:\ADMiT\ESIT\tq3). Right click on the ADMiT.exe and select Create

Shortcut from the menu.

2. Right click on the shortcut (ADMiT.exe – Shortcut) and choose Cut.

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3. Browse to the Desktop folder for all users (C:\Documents and Settings\All Users\Desktop Windows

XP; or C:\Users\Public\Desktop Windows Vista, Windows 7).

4. In the Desktop folder, right click on the empty part of the screen, and select Paste from the menu.

Rename the shortcut to ThankQ. A ThankQ shortcut is now available to all users on their desktops.

Step 9: Testing the installed ThankQ application

Now that the installation process has been completed, it is important to test that the ThankQ application is

functioning correctly.

To test that the application has been installed correctly and is fully functional:

1. Run the thankQ application, via the shortcut on the desktop.

2. On the logon screen of the application, enter your username and password, and select from either

the thankQ 3 or ThankQ 3 **Training** databases, and click the Ok button.

3. This should open the ThankQ application and allow you to commence using it.

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