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Once you have downloaded the software...
...follow these written steps when using the Report X setup installation wizard:
 Select the installation language. |
 Once the installation wizard has completed its preparations, the ‘Welcome’ screen is displayed. Clicking ‘Next’ starts the installation process. |
 The software ‘License Agreement’ is presented. The agreement must be accepted by clicking the ‘I accept the agreement’ radio button for the install to proceed. Once the radio button has been clicked, the ‘Next’ button will become active. |
 The next window details the bare minimum PC specifications for the installation to be successful. Clicking ‘Next’ opens... |
 ... the ‘Customer Information’ window. The installation wizard looks on the system for details of the user name and company. If these are present, they will be shown in the two boxes. If these are blank, please enter your details, using the ‘Tab’ key to move between the fields. When you have finished this section of the install process, click on the ‘Next’ button... |
The first step is to select the installation language. |  |
Once the installation wizard has completed its preparations, the ‘Welcome’ screen is displayed. Clicking ‘Next’ starts the installation process. |  |
The software ‘License Agreement’ is presented to you. The agreement must be accepted by clicking the ‘I accept the agreement’ radio button for the install to proceed. Once the radio button has been clicked the ‘Next’ button will become active. |  |
The next window details the bare minimum PC specifications for the installation to be successful. Clicking ‘Next’ opens... |  |
... the ‘Customer Information’ window. The installation wizard looks on the system for details of the user name and company. If these are present, they will be shown in the two boxes. If these are blank, please enter your details, using the ‘Tab’ key to move between the fields. When you have finished this section of the install process, click on the ‘Next’ button... |
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 Click the ‘radio button’ to select the ‘Reporting Client’, then click ‘Next’. |
We strongly advise using the ‘Machine Name’ rather than the ‘IP Address’. |
Clicking ‘OK’ will close the window and open... |
Clicking ‘Next’... |
Clicking ‘Next’... |
 ... opens the ‘Select Additional Task’ window which will, by default, add a shortcut to report X on the ‘Desktop’. |
If you are satisfied that all the settings are correct, then click the ‘Next’ button. If you need to make any changes, clicking the ‘Back’ button will move back through the windows one at a time. When the ‘Next’ button has been pressed, the installation wizard will start installing the ‘Reporting Client’ software. |
 The progress of the software installation is shown on the bar-graph in the ‘Installing’ window. |
Please note, you may have to restart the machine to complete the install. |
The next installation step is to enter the computer network path for the ‘Name’ (or ‘IP Address’) of the PC running the report X ‘Collection Server’ install and the report X shared folder name. By default this will be ‘\\MachineName\AI Office’, e.g. ‘\\Call-Logger\AI Office’. The double back slash indicates this is a network path.
Once the path has been entered into the field, clicking ‘Next’ will test for the location of the ‘Collection Server’ and report the result.
... the ‘Select Destination Folder’ window. You can select an alternative destination folder but we strongly recommend the default location, ‘C:/Program Files/Oak Telecom/AI Office’ is used.
... opens the ‘Select Start Menu Folder’, which by default is ‘Oak Telecom | AI Office’. You can browse to a different location but we strongly recommend accepting the default setting.
‘Ready to Install’ is the final window of the wizard, prior to the software being loaded onto the system.
When all the files have all been installed onto the computer, the ‘Setup Complete’ window is displayed.