MasterFile DocumentationInstallation and upgradingInstallation MasterFileInstalling MasterFile - Windows Standalone Users

Installing MasterFile - Windows Standalone Users

These instructions apply to standalone MasterFile users who do not connect to a server.

  1. Download the installation file and double click it to launch the installer.
  2. The Welcome to MasterFile and Notes screen is displayed.
  3. Click Next.

1. Installing Notes

Enter your proper name for Notes ID creation; for example John Doe.

You can change the Notes installation and data directory if you prefer; however, we recommend you use the defaults (C: \Program Files (x86)\IBM\Notes\ for the program directory and C: \Program Files (x86)\IBM\Notes\Data for the Notes data directory).

  • Click NEXT.

Notes installs as shown.

2. Installing MasterFile

The MasterFile installation process starts and the Welcome to MasterFile screen is shown next.  

On the Select Components screen choose MasterFile or MasterFile Personal Edition and leave the other options unchecked as shown.

You can change the default MasterFile installation directories if you prefer; however, we recommend you use the default.

The Installation settings are summarized next.

  • If everything looks correct, click OK and then NEXT; otherwise, click OK and then PREVIOUS to go back.
  • If you are a licensed user, or received an optional 30-day evaluation serial number from us, open it in NotePad. Copy it and then using Ctrl-v (or right click and Paste) paste it into the Serial Number field below. You can also skip this step and enter your serial number at a later time in MasterFile.
  • Click NEXT and installation continues.
  • Click FINISH on the final screen to end.

Installation is now complete.

  • Click the Notes icon on the desktop to finish setup.