Adesso Upgrade Instructions

for American Electric Power

1

Uninstalling Adesso v4

2

Step 1: Synchronize

3

Before you remove Adesso, synchronize all of your applications to ensure that the most current data is on the server. Once you have successfully synced, proceed to Step 2.

Step 2: Go to Control Panel Go to the control panel by clicking on the “Start” button and then selecting “Control Panel.”

4 Click the start button and then select Control Panel.

If you have Windows Vista or Windows 7, your Start button might look like this.

Step 3: Go to Programs

Select the proper place to uninstall depending on which version of Windows you use.

5

Windows 7 users, click here.

Windows Vista users, click here.

Windows XP users, click here.

Step 4: Remove/Uninstall Adesso

Highlight Adesso Platform and select either “Remove” or “Uninstall” depending on your version of Windows.

6

Windows 7 users, click here.

Windows Vista users, click here.

Windows XP users, click here.

Step 4: Remove/Uninstall Adesso You will receive a message asking you to confirm that you want to remove the application. Click “Yes.” Select whether or not to save the user’s settings (it doesn’t matter either way). When complete, select “Finish.”

7

Installing Adesso v5

8

9

Step 1: Go To SyncAdmin Once your account manager has registered you in the system, you will receive an automated email with your login details and a link. *Please check your spam box if you do not receive this email in your inbox*

This is the email address provided to us by your account manager

This password is automatically generated

Click on this link to go to the Adesso Management Portal (SyncAdmin)

Note: You can always access SyncAdmin by going to: http://digitalformz.net/SyncAdmin/

9

Step 2: Log In To SyncAdmin Once at the SyncAdmin login page, use your email address and the auto-generated password to log in.

10

Step 3: Change Password Click on “Change Password” in the pane to the left.

11

Step 3: Change Password • Enter your current password in the first box. • Enter your new password in the second and third boxes, and then click “Change Password.”

12

Step 4: Download Adesso • Click on “Download Products” in the pane to the left. • Installation files will appear as shown below. • You will need to download Adesso Client 5.0 for PC and Crystal Reports Runtime.

13

Step 4: Download Adesso • Click on “Adesso Client 5.0 for PC.” • Depending on your browser settings, you will be prompted with the option to Run or Save (eg, Google Chrome does not have the option to “Run”).

14

Step 4: Download Adesso • Select “Run” to go ahead and run the installation file. • If you are not given the option to “Run” or would prefer to save the file to your PC, click “Save.” Remember the location of the installation file.

15

Step 5: Install Adesso Version 5 • If you did not select “Run,” then navigate to where you saved the AdessoWin (v5).exe file and open it. • If you receive a message verifying that you want to run the file, click “Run.” • InstallShield will automatically begin.

16

Step 5: Install Adesso Version 5 • Read through the Adesso License Agreement, and then click Yes to proceed. • The setup wizard will automatically choose a location for the Adesso folder on your computer, or you can click “Browse…” to save the folder somewhere else.

17

Click here if you would like to choose a location for the Adesso folder.

Step 5: Install Adesso Version 5 • Click Next. • Adesso Setup will begin. • Uncheck the box to launch Adesso, and click “Finish.” • Return to SyncAdmin.

18

Uncheck this box.

Step 6: Exit SyncAdmin • Once you have successfully installed Adesso v5 and Crystal Reports, you may close out of SyncAdmin. • The section that follows will take you through your first Adesso session.

19

20

Subscribing to Applications

Step 1: Open Adesso You can open Adesso one of two ways: 1) Go to StartAll ProgramsAdesso SystemsAdesso Platform. 2) Find the Adesso icon on your desktop.

21

Step 2: Validation of License • During your first Adesso session, you will be presented with the following screen (or something similar). • Enter your email address and your chosen password. • Make sure the Server Address is set to digitalformz.net. • DO NOT click “Validate” yet. You will need to complete Step 3 first.

22

digitalformz.net

Step 3: Enter Your Proxy Settings • After Entering your E-mail, Password, and Server Address, click on the “Connection Settings” button. • Follow the instructions shown below for updating your proxy settings. • Additional ways to verify your server license are included in the Adesso User Guide.

23

digitalformz.net

Check this box. Once you have done this, HTTP proxy should default to be selected.

Enter “proxyeast” as the Address.

Port should default to 8080. Do not change. Enter your LAN ID and current password

here. If you change your LAN password, you will need to update in Adesso, as well.

jporterfield@terraine.com

XXXXXX

Click this box. If you do not, the settings will not stick.

Step 4: Subscribe to Applications Once you have verified your credentials, you will be presented with a screen similar to the one below. Click “Cancel.”

24

Step 4: Subscribe to Applications • Make sure you are connected to the Internet (ie, you are able to navigate to websites, etc). • On the Main tab, in the Sync ribbon, click on “Download.” • Select “Subscribed.”

25

Step 4: Subscribe to Applications • A list of new applications will populate. • Select the checkbox next to the “AEP” folder. • Click OK, and the download process will begin.

26

Step 5: AutoSync Settings Adesso includes an auto-sync feature that will sync your apps / checklists in the background, without having to click on the sync button. To enable this setting, click on the Options button, go to the Notifications tab, and check the box next to “Enable Auto-syncing.”

27

Click here to enable auto-syncing

Step 5: AutoSync Settings Auto-sync can be set to synchronize server changes only, your local changes only, or both. You can also specify which applications / checklists you want to sync (see below and on the following page).

28

Click here to auto-sync server changes only

Click here to specify which apps / checklists you want to sync

Check the boxes next to the apps / checklists you want auto-synced.

When finished, click OK to return the Notifications tab.

Step 5: AutoSync Settings

29

Click here to auto-sync your local changes only

Click here to specify which apps / checklists you want to sync

Check the boxes next to the apps / checklists you want auto-synced.

When finished, click OK to return the Notifications tab.

Step 5: AutoSync Settings You can also set the auto-sync interval. The system defaults to 900 seconds (15 minutes).

30

Set the auto-sync interval here (in seconds only)