Installing MasterFile - Windows Standalone Users
These instructions apply to standalone MasterFile users who do not connect to a server.
- Download the installation file and double click it to launch the installer.
- The Welcome to MasterFile and Notes screen is displayed.
- Click Next.
![](https://media.screensteps.com/image_assets/assets/003/260/126/original/c44fe5c6-fe22-4a02-98fb-b6a13b7a30e4.png)
Enter your proper name for your Notes ID, 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.
![](https://media.screensteps.com/image_assets/assets/003/260/134/original/60de21e1-6de9-4d02-8065-b5ff149a768a.png)
Files are copied and Notes installs.
![](https://media.screensteps.com/image_assets/assets/003/260/142/original/59b66701-97ae-4ac0-ac61-8d4ef336841b.png)
The MasterFile installation process starts and the Welcome to MasterFile screen is shown next.
![](https://media.screensteps.com/image_assets/assets/003/260/130/original/0067480e-262d-4c99-85f1-7a49a50cdb5d.png)
On the Select Components screen choose MasterFile or MasterFile Personal Edition and leave the other options unchecked as shown.
![](https://media.screensteps.com/image_assets/assets/003/260/132/original/8ddb28f4-3c86-42cd-a004-0ae6fded0ef9.png)
You can change the default MasterFile installation directories if you prefer; however, we recommend you use the default.
![](https://media.screensteps.com/image_assets/assets/003/260/124/original/54bdd705-ddab-41f7-83a7-b7915b3af1f5.png)
The Installation settings are summarized next.
- If everything looks correct, click OK and then Next; otherwise, click OK and then Previous to go back.
![](https://media.screensteps.com/image_assets/assets/003/260/140/original/44a73def-ee8e-46bb-b615-ac421cdffb21.png)
- Enter your email on the screen below.
- If you received a serial number from us, open it in NotePad and copy the entire string. Use Ctrl-v (or right click and Paste) to paste it into the Serial Number field. You can also skip this step and enter your serial number at a later time in MasterFile.
![](https://media.screensteps.com/image_assets/assets/003/260/128/original/af2b1350-c604-4d6a-a043-f290233402b9.png)
- Click Next and installation continues.
- Click Finish on the final screen to end.
Installation is now complete.
- Start Notes. Notes will complete its initialization and display this screen.
- Click OK.
![](https://media.screensteps.com/image_assets/assets/003/260/138/original/a9b88e54-f4f6-4663-aedc-c057af72ad1e.png)
The Notes workspace is displayed with two or more square icons like this and is ready to use.
![](https://media.screensteps.com/image_assets/assets/003/260/136/original/28600999-62e3-4d8f-afda-540e06d89fb0.png)
To start MasterFile, double click the Notes icon on the desktop or by selecting the Notes icon from the IBM group off the Start menu. The Workspace opens with your cases.
![](https://media.screensteps.com/image_assets/assets/003/803/450/original/90316004-ba92-473c-8f70-302ae65ebfb2.png)
You could also select the identically looking MasterFile icon from the MasterFile group, but that will open the Workspace and the MasterFile_Template each time. We recommend you use the Notes icon.