Installation Guide

Postalsoft Business Edition
Installation Guide
United States
Simply Powerful Data Quality Solutions
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Installation Guide
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COPYRIGHT © 2012 SATORI SOFTWARE INC.
1301 5th Ave, Suite 2200
Seattle, WA 98101-2676
This manual and software are copyrighted by Satori Software Inc. All rights are reserved and neither
manual nor software may be copied in any way without consent from Satori Software. Satori Software
is entitled to all intellectual property rights to the software and online services whose use is covered
by this agreement. The customer does not acquire any rights to the software, the data, or the knowhow of Satori Software.
Satori Software is a registered trademark of Satori Software Inc.
BusinessObjects and Postalsoft Business Edition are trademarks of SAP AG
V201204261550
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Table of Contents
About This Guide 01
Preparing To Install Postalsoft Business Edition
02
Installing Postalsoft Business Edition
03
Disabling Software Update Alerts
13
Loading USPS Data Directories
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About This Guide
This guide will help you install Postalsoft Business Edition in the way
that best suits the Satori Software distribution of the product.
Review this guide before you install and launch Postalsoft Business
Edition for the first time.
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Installation Guide
Preparing To Install Postalsoft Business Edition
Exit All Running Applications
Before you begin, save all of your open documents and exit all running applications. The final step of the
installation process will require you to restart your computer,.
Ensure System Readiness
Before beginning installation, make sure your computer meets or exceeds the minimum system requirements.
System Requirements
Table 01. System Requirements
Component
Minimum
Recommended
CPU
2 GHz
3GHz - Dual Core
RAM
3 GB
4 GB
Free Hard Drive Space
10 GB
100 GB or more
Disc Drive
DVD
DVD
Operating System
Windows XP SP3, Vista, or 7
Internet / network access
Highly recommended. You will not be able to
download product updates or updated USPS data
directories without Internet connectivity.
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Installing Postalsoft Business Edition
The following instructions will guide you through the process of installing Postalsoft Business Edition.
The installer will first install the USPS data directories, and will then install the Postalsoft Business Edition
application.
. To Install Postalsoft Business Edition
1. Start the installation wizard. To do this, follow the steps for A or B below, depending on whether you
received a DVD or downloaded your software:
A. If you received the Postalsoft Business Edition DVD:
Insert the Postalsoft Business Edition DVD in your computer’s disc drive.
i.
If the installer starts automatically, follow the prompts to begin the installation, and proceed from
Step 2 below.
ii. If the installer does not start automatically, browse to the DVD folder to view the files on the DVD.
Double-click the setup.exe file. Follow the prompts to start the installation, and proceed from Step 2
below.
B. If you received email instructions to download your software:
Download and unzip the software according to the instructions you received via email. Double-click the
setup.exe file. Follow the prompts to start the installation, and proceed from Step 2 below.
2. The installer wizard will launch and display the Welcome Screen. Click Next to continue.
Figure 01.The
Welcome screen
of the Installation
Wizard
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3. On the Registration Key screen, enter your Satori registration key, and click Next to continue.
Figure 02.The
Registration Key
screen of the
Installation
Wizard
4. On the Choose Location screen, the installer gives you the option to choose the location into which
you would like to save the .zip files containing the USPS data directories (U.S. address directories).
Note: You will reference this location again when you proceed with “Loading USPS Data Directories” on page 14.
You may use the default location, or if you wish to choose a location other than the default, you may
click Choose and select your preferred location.
Click Next to continue.
Figure 03.The
Choose Location
screen of the
Installation
Wizard
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5. The Ready to Install screen allows you the opportunity to review your installation settings before
proceeding. Click Install to begin the installation.
Figure 04.The
Ready to Install
screen of the
Installation
Wizard
6. While the USPS data directories installer is active, the Setup Status screen will display. This screen
will automatically close when complete, and the Postalsoft Business Edition application installer will
launch.
Figure 05.The
Setup Status
screen of the
Installation
Wizard
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7. The next screen is the Welcome Screen for the application installer. Click Next to continue.
Figure 06.The
Welcome screen
of the secondary
installer Wizard
8. The License Agreement screen will display. Read the terms of the license, and when you are ready,
select I accept the terms of the license agreement, and click Next to continue.
Figure 07.The
License
Agreement screen
of the Installation
Wizard
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9. On the Customer Information screen, enter your name and the name of your company.
Figure 08.The
Customer
Information
screen of the
Installation
Wizard
Note: You do not need to enter any information in the S User ID field. Leave this field blank.
Click Next to continue.
10. An Auto Update User ID alert window will display.
Figure 09.The
Auto Update User
ID alert window
of the Installation
Wizard
Note: Satori Software will provide the necessary updates for your software. You can disregard this message.
Click OK to continue.
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11. The Choose Destination Location screen will display. If you wish to choose a location other than the
default, click Browse and select your preferred location. Click Next to continue.
Figure 10.The
Choose
Destination
screen of the
Installation
Wizard
12. The Start Copying Files review screen will display. If you wish to review your settings before
proceeding with the installation, click the Back button. Click Next to continue the installation.
Figure 11.The
Start Copying
review screen of
the Installation
Wizard
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13. While Postalsoft Business Edition is installing, you will see the Setup Status screen. When the
application has been installed, this screen will close automatically.
Figure 12.The
Setup Status
screen of the
Installation
Wizard
14. You may see some additional windows display briefly; these are helper installers. You may disregard
these windows and wait for the installer to continue.
Figure 13.You
may see brief
displays of helper
installer windows
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15. A License Manager alert window will appear. Your product licenses have already been added for you,
so click No to continue with the installation.
Figure 14.The
License Manager
alert window of
the Installation
Wizard
A. If you selected Yes on the License Manager alert window, you will see the License Manager window,
which displays your registered keycodes. You do not need to enter any information on this screen; click
Close to continue with the installation.
Figure 15.The
License Manager
of the Installation
Wizard
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16. The Preparing Setup screen will display. When preparation is complete, the next screen will display.
Figure 16.The
Preparing Setup
screen of the
Installation
Wizard
17. An Information alert screen appears. This screen informs you that the documentation installed with
Postalsoft Business Edition is in PDF format, and that you will need a PDF reading application in order
to read it. Click Next to continue.
Figure 17.The
Information alert
screen of the
Installation
Wizard
Important: The next screen is the final screen of the Installation Wizard. If you have not already done
so, save all of your open documents and exit all running applications.
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18. The final screen of the installer is an alert screen notifying you that your computer will reboot in
order to complete the installation.
Make sure you’ve saved all open documents and have exit any running installations, and then click
Finish to complete the installation.
Figure 18.The
final screen of the
Installation
Wizard
After your computer has restarted, the installation of Postalsoft Business Edition will be complete. You’ll be
able to open Postalsoft Business Edition by selecting either the shortcut that has been saved to your desktop,
or by choosing Postalsoft Business Edition from the Start menu.
Figure 19.The
Postalsoft
Business Edition
desktop shortcut
Figure 20.Access
to Postalsoft
Business Edition
from the
Windows Start
Menu
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Disabling Software Update Alerts
The initial launch of Postalsoft Business Edition may display a Software Update Check alert window, asking
whether you would like to check for updates to the product.
This Software Update feature does not apply to your installation, as Satori Software will manage software
updates. Each time an update is available, you will receive an update notification email from Satori Software
with instructions for accessing the necessary update files.
Note: Satori Software will provide the necessary updates for your software and will notify you when updates are available.
The default Software Update alerts displayed in Postalsoft Business Edition do not apply to your installation. Please
disregard these messages and disable the alerts.
. To Disable Software Update Alerts
1. When the initial Software Update Check window displays, check the Always perform this action
box and click No. This will prevent automatic Software Update checks in future.
Figure 21.The
Software Update
Check window
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Loading USPS Data Directories
Before you can begin using Postalsoft Business Edition to manage your mailings, you will need to load the
USPS data directories.
. To Load USPS Data Directories
1. Open Postalsoft Business Edition.
2. From the File menu, select Load Directories.
Figure 22.Select
Load Directories
from the File
menu
3. The Load Directories dialog will open. Select all of the data directories and click OK.
Figure 23.The
Load Directories
selector dialog
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4. A Loading Options dialog will open for the first data directory that you’ve downloaded. Click the
Browse button, and locate the directory into which you stored the U.S. address directory .zip files
The recommended location is C:\Postalsoft\DIRS\.
Figure 24.The
Loading Options
dialog
5. The Select Folder window will display. When you’ve browsed to the correct location, the right pane
will display the set of .zip files that you stored while “Installing Postalsoft Business Edition” on page
03 Click OK to continue.
Figure 25.The
Select Folder
window showing
data directory
.zip files
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6. The Loading Options dialog will display. You may now select the location into which you wish to
load the directories, in the Load directories to field. You may use the default location, or if you wish
to choose a location other than the default, you may click Browse and select your preferred location.
Click Load to continue.
Figure 26.The
Loading Options
dialog showing
the Load
Directories
location
7. While the directory is loading, the Loading Directory status window will display. When loading of
the current directory is complete, the next screen will display.
Figure 27.The
Loading Directory
status window
8. After the first directory has completed loading, the Loading Options dialog will display for the next
.zip file. Choose the location into which you wish to load the directories, or accept the default, and
click Load to continue. Wait for the Loading Directory status window to complete. Repeat until the
Business Edition alert window notifying you that loading of directories is complete displays. Click
OK to complete the process of loading directories.
Figure 28.The
alert window
notifying you that
directories have
successfully
loaded