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.
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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.
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Files are copied and Notes installs.
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The MasterFile installation process starts and the Welcome to MasterFile screen is shown next.
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On the Select Components screen choose MasterFile or MasterFile Personal Edition and leave the other options unchecked as shown.
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You can change the default MasterFile installation directories if you prefer; however, we recommend you use the default.
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The Installation settings are summarized next.
- If everything looks correct, click OK and then Next; otherwise, click OK and then Previous to go back.
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- 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.
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- 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.
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The Notes workspace is displayed with two or more square icons like this and is ready to use.
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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.
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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.