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Here's how to install PDS Formation Office Version 8. Once you verify that your computer meets the system requirements, you can install Formation Office.
 

Single Install or Network Configuration

If your institution uses only one installation of a PDS product and you store your PDS data on that same computer, skip to the Installation Instructions section.

If you have one or more computers using data stored on a separate computer, you need to "point" those computers to the shared database using the instructions below.

 To set up a shared network database on a server
  1. On the computer (server) that you want to store your database, open Windows Explorer.
  2. Locate the computer in My Network Places, and note how its name displays. You need this when configuring workstations to access the shared data.
  3. Create a folder on the server's hard drive, and give it a name associated with the program. For example, "PDS Data".
  4. Right-click the folder, and select Sharing and Security.
  5. On the Sharing tab, select Share this folder. Note the Share name, as it's needed when configuring workstations to access the shared data.
  6. Click Permissions. In Permissions for Everyone, select all check boxes in the Allow column.
  7. Click OK on both dialog boxes.

In Windows Explorer, the folder displays with the "shared" attribute.

 
After these steps, your PDS program can be installed on the server as described in the Installation Instructions section below. When prompted for the data location, enter the network path to the server data directory. You can use either the server’s UNC name (\\server\share\file_path) or a drive letter (if you first mapped the data directory to a drive in Windows Explorer).

Useful Information

Once your program is installed, you can easily find out where it stores and retrieves its data. Right-click the desktop shortcut icon and select Properties. In the Target field, note the string D=”<path>.

For more information about Network Support, see Get Program Help

Installation Instructions

Note

If you're upgrading from PDS Formation Office Version 7, back up your program data.

  

 To download your PDS Office Version 8 program online

Note

In order to download PDS programs online, you must be enrolled in the Preferred Client Program.

  1. Go to the PDS Downloads page in the PDS Client Portal.
  2. Locate and click Formation Office 8 Full Install.
  3. Click Download, then save the file to your desktop.
  4. On your desktop, double-click the file FormationOffice8Setup.exe.
  5. In the Setup wizard, click Next.
  6. Read the License Agreement. If you accept the terms of the agreement, select I Accept the EULA Terms and click Next.
  7. Select the folders where you want to install the program and data files. The folder paths cannot exceed 60 characters in length.
  8. Click Next.
  9. After the installation is complete, click Finish.
  10. Return to your desktop. Double-click the icon to open the program and follow the on-screen instructions.

    Useful Information

    If you need help using the program, click the question mark icon in the upper right corner of the program or press the F1 key on your keyboard.

 To install your PDS Office Version 8 program from a CD
  1. Insert the installation CD in your computer's CD drive. The PDS Office Programs window displays.

    Useful Information

    If the installation window doesn't open automatically, locate the Setup.exe file on the CD, and double-click to start it.

  2. Click the link for the PDS Formation Office program.
  3. Under Install the Program on This Computer, click Setup.
  4. Click Next.
  5. Read the License Agreement. If you accept the terms of the agreement, select I Accept the EULA Terms and click Next.
  6. Select the folders where you want to install the program and data files. The folder paths cannot exceed 60 characters in length.
  7. Click Next.
  8. After the installation is complete, click Finish.
  9. Return to the menu of your choice, or exit the installer.
  10. Return to your desktop. Double-click the icon to open the program and follow the on-screen instructions.

    Useful Information

    If you need help using the program, click the question mark icon in the upper right corner of the program or press F1 on your keyboard.

 

Checking for Updates

After you install your program, check for the most recent version. On the File menu, click Check for Program Updates. Any time a new update is available, you can check for it here.

If you have multiple workstations, all computers must be upgraded at the same time.