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ProSeries Frequently Asked Questions

How do I install and update ProSeries software from the CD?

Products Affected:

• ProSeries
• ProSeries Express Edition
• ProSeries Basic Edition
• ProSeries/Client Organizer

You can install new products or update existing products from the ProSeries CD.

To install ProSeries software from the ProSeries CD:

1. Close all open applications and temporarily disable any virus-protection utilities on your computer.
2. Insert the ProSeries CD into the appropriate drive. (Do not remove the CD from the drive until the installation is completed.)
3. When the installation dialog box appears, select Install ProSeries.
   If the dialog box does not appear automatically:
   1. Go to the Windows taskbar, click Start, then choose Run.
   2. Type X:\CDSETUP in the Run dialog box (where X represents the letter for the drive containing the ProSeries CD).
   3. Click OK.
4. In the Welcome dialog box, review the information and click Next.
5. In the Software License Agreement dialog box, read the software license agreement, then click I accept the terms of the license agreement if you agree to accept all the terms of the software license agreement, then click Next. (Click I do not accept the terms of the license agreement to discontinue the installation.)
6. In the Select an Installation Type dialog box, select Stand Alone, then click Next. (This dialog box will only display during your initial installation.)
   
   Network Users: If you are installing ProSeries to a network, please see the Network Installation Guide shipped with your order. If you are installing the ProSeries Express Edition to a network, please see the last section of the ProSeries Express Edition Quick Reference Guide shipped with your order. (There is no network version for the ProSeries Basic Edition.)
   
   
7. In the Select Destination Directory dialog box, click Next to accept the default destination. (If you are installing to a different drive or directory, click the Browse button and select the drive or directory.)
• ProSeries Default = C:\ProWin06
• ProSeries Express Edition Default = C:\ExpWin06
• ProSeries Basic Edition Default = C:\BasWin06
8. In the Tax Year 2006 Product Selections dialog box, select all the products that you plan to use and click Next.
9. In the Installation Note dialog box, review the list of products that will be installed later, then click OK.
10. Select Accept or Decline in the Email Alert Registration dialog box and click Next.
11. Read the E-mail Alert Selection on Multiple Computers dialog box and click OK.
12. In the Install Details dialog box, review your selections and the Available Space information.
13. Click Next to continue or Back to change your selections.
14. When the Information dialog box displays, click Yes to proceed with your ProSeries setup or No to setup ProSeries at another time.
15. If a Restart Windows message appears, restart your computer to update the Windows system files before you use ProSeries.
16. After installing your ProSeries tax software, remember to enable your virus-protection software.

To update ProSeries software from the ProSeries CD:

1. Close all open applications and temporarily disable any virus-protection utilities on your computer.
2. Insert the ProSeries CD into the appropriate drive. (Do not remove the CD from the drive until the installation is completed.)
3. When the installation dialog box appears, click Install ProSeries.
   If the dialog box does not appear automatically:
   1. Go to the Windows taskbar, click Start, then choose Run.
   2. Type X:\CDSETUP in the Run dialog box (where X represents the letter for the drive containing the ProSeries CD).
   3. Click OK.
4. In the Welcome dialog box, review the information and click Next.
   • If the Updates Available dialog box appears, click Update to update all the previously-installed products and install all the products listed in the dialog box that weren't installed previously because they weren't available.
   • If the All Products Are Up-To-Date dialog box appears, click Exit or Select Add’l Products if you want to select additional products. In the Install Detail dialog box, review the list of products, then click Next.
5. In the Software License Agreement dialog box, read the software license agreement, then click I accept the terms of the license agreement if you agree to accept all the terms of the software license agreement, then click Next. (Click I do not accept the terms of the license agreement to discontinue the installation.)
6. If the version of the User's Guide that's on the ProSeries CD is more recent than the version of the guide that’s installed on your system, the User’s Guide will be updated. When the Setup Complete dialog box appears, click Finish.
7. If a Restart Windows message appears, restart your computer to update the Windows system files before you use ProSeries.
8. After installing your ProSeries tax software, remember to enable your virus-protection software.

Additional Information

• ProSeries User Guides and Network Installation Guides

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