Winfiler Installation Instructions

Please review the instructions below before installing. If you are unsure of what to do, please contact Technical Support prior to attempting the installation on your own.

Standalone WF 2013  |  Standalone WF Plus 2014  |  Network WF 2013  |  Network WF Plus 2014

If you are installing Winfiler for the first time, see System Requirements to ensure that Winfiler will run correctly on your computer.

Standalone Installation Instructions


Winfiler 2013, Version 3.13.00

To reduce installation issues, temporarily turn off any Anti-Virus, Anti-Spyware, and Anti-Malware programs until after the installation of Winfiler Plus is complete. Once the installation is complete remember to turn these programs back on to protect your computer.

  1. Insert the CD into your CD-ROM drive. The program should automatically begin. If it does not, click Start and in Search type d:/setup.exe (where d is your CD-ROM drive). For Windows XP, click Start > Run, then type d:/setup. Follow the on-screen installation instructions.
  2. When prompted for an authorization code, enter the code(s) found on the packing slip. Click Next. The authorization code was also emailed to you via the email address on your account. You can request another email to be sent by contacting your account manager or technical support.
  3. On the Destination Location screen, we recommend installing the program to the default location as provided. If you want to change the location, use the Browse button, making sure the path indicated ends with a folder named 2013. Click Next. Note: Winfiler cannot be installed on a network drive, compressed drive, or encrypted drive. The program must be installed on a local drive.
  4. The program will continue installing all necessary system components and the Winfiler program files. You may be required to restart after certain component updates (see Component Requirements). If you are prompted to restart during the installation, leave the CD in the drive during the restart. Setup will continue automatically after restarting.


Standalone Installation Instructions


Winfiler Plus 2014, Version 3.14.00

To reduce installation issues, temporarily turn off any Anti-Virus, Anti-Spyware, and Anti-Malware programs until after the installation of Winfiler Plus is complete. Once the installation is complete remember to turn these programs back on to protect your computer.

  1. Insert the CD into your CD-ROM drive. The program should automatically begin. If it does not, click Start and in Search type d:/setup.exe (where d is your CD-ROM drive). For Windows XP, click Start > Run, then type d:/setup. Follow the on-screen installation instructions.
  2. When prompted for an authorization code, enter the code(s) found on the packing slip. Click Next. The authorization code was also emailed to you via the email address on your account. You can request another email to be sent by contacting your account manager or technical support.
  3. On the Destination Location screen, we recommend installing the program to the default location as provided. If you want to change the location, use the Browse button, making sure the path indicated ends with a folder named 2014. Click Next. Note: Winfiler Plus cannot be installed on a network drive, compressed drive, or encrypted drive. The program must be installed on a local drive.
  4. The program will continue installing all necessary system components and the Winfiler Plus program files. You may be required to restart your computer after certain component updates (see Component Requirements). If you are prompted to restart during the installation, leave the CD in the drive during the restart. Setup will continue automatically after restarting.


Network Installation Instructions


Winfiler 2013, Version 3.13.00

PART 1: NETWORK SERVER INSTALLATION

Install the Server portion of the software on the Network Server PRIOR to installing on any Workstations. The Server installation MUST be performed directly at the Server. The Network Server must be running Windows XP, Vista, Windows 7, Windows 8/8.1, Server 2003, Server 2008, or Server 2012 for the database to run correctly. If the Server does not run a Windows-based network, see the Instructions for non-Microsoft networks at the end of this document.

Administrative rights are required to install the program, update the program, and import data from a previous version.

To reduce installation issues, temporarily turn off any Anti-Virus, Anti-Spyware, and Anti-Malware programs until after the installation of Winfiler is complete. Once the installation is complete remember to turn these programs back on to protect your computer.

  1. Insert the CD into your CD-ROM drive. The program should automatically begin. If it does not, click Start and in Search type d:/setup.exe (where d is your CD-ROM drive). For Windows XP, click Start > Run, then type d:/setup. Follow the on-screen installation instructions.
  2. When prompted for an authorization code, enter the code(s) found on the packing slip. Enter the Winfiler authorization code in the first box and the Network Users code in the second box. Click Next. The authorization code was also emailed to you via the email address on your account. You can request another email to be sent by contacting your account manager or technical support.
  3. On the product selection screen, choose Server. Click Next.
  4. On the Destination Location screen, we recommend installing the program to the default location as provided. If you want to change the location, use the Browse button, making sure the path indicated ends with a folder named 2013. Click Next. Note: Winfiler cannot be installed on a network drive, compressed drive, or encrypted drive. The program must be installed on a local drive.
  5. The program will continue installing all necessary system components and the Winfiler Server files. You may be required to restart after certain component updates (see Component Requirements). If you are prompted to restart during the installation, leave the CD in the drive during the restart. Setup will continue automatically after restarting.
  6. When the server install is complete, continue with Part 2 to install Winfiler on the workstations.

Important: When importing data, the import must be done on the server. Install a Workstation directly on the Server to perform this import. This install does not count towards the workstation licenses you purchased.



PART 2: NETWORK WORKSTATION INSTALLATION

Note: Install software for the Network Workstation AFTER installing it on the Network Server.

  1. Insert the CD into your CD-ROM drive. The program should automatically begin. If it does not, click Start and in Search type d:/setup.exe (where d is your CD-ROM drive). For Windows XP, click Start > Run, then type d:/setup. Follow the on-screen installation instructions.
  2. When prompted for an authorization code, enter the code(s) found on the packing slip. Enter the Winfiler authorization code in the first box and the Network Users code in the second box. Click Next. The authorization code was also emailed to you via the email address on your account. You can request another email to be sent by contacting your account manager or technical support.
  3. On the product selection screen, choose Workstation. Click Next.
  4. On the Destination Location screen, we recommend installing the program to the default location as provided. If you want to change the location, use the Browse button, making sure the path indicated ends with a folder named 2013. Click Next. Note: The workstation files must reside on the hard drive of the local machine.
  5. On the Select Data Server screen click the Browse button and look for the name of the Winfiler server. If you do not know the name of the server, refer to Server Name Location section below.
  6. The program will continue installing all necessary system components and the Winfiler Workstation files. You may be required to restart after certain component updates (see Component Requirements). If you are prompted to restart during the installation, leave the CD in the drive during the restart. Setup will continue automatically after restarting.


SERVER NAME LOCATION

For operating systems Windows XP and Server 2003: To locate the Winfiler server name, perform the following steps at the machine designated as the Winfiler server:

  1. Right click the My Computer icon on the desktop and choose Properties.
  2. Click the Network Identification/Computer Name tab.
  3. Note the Full computer name listed. This will be the name to locate in step 4 of the Network Workstation Installation.

For operating systems Windows Vista, Windows 7 and Server 2008: To locate the Winfiler server name, perform the following steps at the machine designated as the Winfiler server:

  1. Right click the Computer icon on the desktop and choose Properties.
  2. Near the bottom of the screen, look for Full computer name, domain, and workgroup settings.
  3. Note the Full computer name listed. This will be the name to locate in step 4 of the Network Workstation Installation.

For operating systems Windows 8 and Server 2012:
To locate the Winfiler server name, perform the following steps at the machine designated as the Winfiler server.

  1. From the WIndows 8 interface, select the Desktop tile.
  2. Then from the Desktop, in the Taskbar select the File Explorer icon.
  3. In the File Explorer window, right click the Computer icon on the desktop and choose Properties.
  4. Near the bottom of the screen, look for Full computer name, domain, and workgroup settings.
  5. Note the Full computer name listed. This will be the name to locate in step 4 of the Network Workstation Installation.

Instructions for non-Microsoft Networks:

Winfiler must be installed on a computer that uses a Microsoft Windows operating system. However, Winfiler will run on Windows-based computers that are connected to a non-Windows-based server in a peer-to-peer network installation.

If a Windows Server is not available, you may designate a Windows-based computer on the network to act as the server. In this instance, install both the Winfiler Server and Winfiler Workstation on the computer. The drive containing the database must be shared. This allows all other computers on the network that have Winfiler workstations installed, to access the database.

Winfiler requires that the network communications protocol TCP/IP be enabled. As long as TCP/IP is enabled at installation, you will be asked to enter the name of the machine where the Winfiler Server is installed.

  1. Follow steps 1 – 5 from the Network Server Installation on the workstation designated as the Winfiler server. If you intend to run the program at this machine, you will also need to do a Network Workstation Installation.
  2. Follow the Network Workstation Installation Instructions on any machine that will be used to access Winfiler.


Network Installation Instructions


Winfiler Plus 2014, Version 3.14.00

PART 1: NETWORK SERVER INSTALLATION

Install the Server portion of the software on the Network Server PRIOR to installing on any Workstations. The Server installation MUST be performed directly at the Server. The Network Server must be running Windows XP, Vista, Windows 7, Windows 8/8.1, Server 2003, Server 2008 or Server 2012 for the database to run correctly. If the Server does not run a Windows-based network, see the Instructions for non-Microsoft networks at the end of this document.

Administrative rights are required to install the program, update the program, and import data from a previous version.

To reduce installation issues, temporarily turn off any Anti-Virus, Anti-Spyware, and Anti-Malware programs until after the installation of Winfiler Plus is complete. Once the installation is complete remember to turn these programs back on to protect your computer.

  1. Insert the CD into your CD-ROM drive. The program should automatically begin. If it does not, click Start and in Search type d:/setup.exe (where d is your CD-ROM drive). For Windows XP, click Start > Run, then type d:/setup. Follow the on-screen installation instructions.
  2. When prompted for an authorization code, enter the code(s) found on the packing slip. Enter the Winfiler Plus authorization code in the first box and the Network Users code in the second box. Click Next. The authorization code was also emailed to you via the email address on your account. You can request another email to be sent by contacting your account manager or technical support.
  3. On the product selection screen, choose Server. Click Next.
  4. On the Destination Location screen, we recommend installing the program to the default location as provided. If you want to change the location, use the Browse button, making sure the path indicated ends with a folder named 2014. Click Next. Note: Winfiler Plus cannot be installed on a network drive, compressed drive, or encrypted drive. The program must be installed on a local drive.
  5. The program will continue installing all necessary system components and the Winfiler Plus Server files. You may be required to restart after certain component updates (see Component Requirements). If you are prompted to restart during the installation, leave the CD in the drive during the restart. Setup will continue automatically after restarting.
  6. When the server install is complete, continue with Part 2 to install Winfiler Plus on the workstations.

Important: When importing data, the import must be done on the server. Install a Workstation directly on the Server to perform this import. This install does not count towards the workstation licenses you purchased.



PART 2: NETWORK WORKSTATION INSTALLATION
Note: Install software for the Network Workstation AFTER installing it on the Network Server.

  1. Insert the CD into your CD-ROM drive. The program should automatically begin. If it does not, click Start and in Search type d:/setup.exe (where d is your CD-ROM drive). For Windows XP, click Start > Run, then type d:/setup. Follow the on-screen installation instructions.
  2. When prompted for an authorization code, enter the code(s) found on the packing slip. Enter the Winfiler Plus authorization code in the first box and the Network Users code in the second box. Click Next. The authorization code was also emailed to you via the email address on your account. You can request another email to be sent by contacting your account manager or technical support.
  3. On the product selection screen, choose Workstation. Click Next.
  4. On the Destination Location screen, we recommend installing the program to the default location as provided. If you want to change the location, use the Browse button, making sure the path indicated ends with a folder named 2014. Click Next. Note: The workstation files must reside on the hard drive of the local machine.
  5. On the Select Data Server screen click the Browse button and look for the name of the Winfiler Plus server. If you do not know the name of the server, refer to Server Name Location section below.
  6. The program will continue installing all necessary system components and the Winfiler Plus Workstation files. You may be required to restart after certain component updates (see Component Requirements). If you are prompted to restart during the installation, leave the CD in the drive during the restart. Setup will continue automatically after restarting.


SERVER NAME LOCATION


For operating systems Windows XP and Server 2003: To locate the Winfiler Plus server name, perform the following steps at the machine designated as the Winfiler Plus server:

  1. Right click the My Computer icon on the desktop and choose Properties.
  2. Click the Network Identification/Computer Name tab.
  3. Note the Full computer name listed. This will be the name to locate in step 4 of the Network Workstation Installation.

For operating systems Windows Vista, Windows 7 and Server 2008: To locate the Winfiler Plus server name, perform the following steps at the machine designated as the Winfiler Plus server:

  1. Right click the My Computer icon on the desktop and choose Properties.
  2. Near the bottom of the screen, look for Full computer name, domain, and workgroup settings.
  3. Note the Full computer name listed. This will be the name to locate in step 4 of the Network Workstation Installation.


Known Issue when installing on Windows Server 2008 R2 64-bit


There is a known issue when installing Winfiler on Windows Server 2008 R2 (64 bit).

THE ERROR
If actions are not taken before the installation of Winfiler, an error will appear during installation. The error message states, "You must use the Role Management Tool to install or configure Microsoft .NET Framework 3.5 SP1." When OK is selected from the message, the Winfiler installation continues as expected.

THE CAUSE
Currently on Windows Server 2008 R2 .NET Framework 3.5 SP1 comes as a Feature in Server Manager. Since this is a feature of the operating system, it does not allow installation during normal program installation. This feature must be installed separate from the program.

THE RESOLUTION
Since .NET Framework 3.5 SP1 is required for Winfiler, it must be installed for the program to function properly. To install the .NET Framework 3.5 SP1 feature on Windows Server 2008 R2, please follow the following steps PRIOR to installation:

  1. Click the Start button in the lower left hand corner of the display.
  2. Click All Programs.
  3. Highlight Administrative Tools and select Server Manager.
  4. In the Server Manager Interface, click Features.
  5. 5. In the Select Features interface, expand .NET Framework 3.5.1 Features; you will see two check boxes. Check the box next to .NET Framework 3.5.1 and click Next.
  6. In the Confirm Installation Selections interface, review the selections and then click Install.
  7. Allow the installation process to complete and then click Close.

It is recommended to do this installation before installing Winfiler 2013, but this can also be done after installation.

Go To System Requirements Page



For operating system Windows 8 and Server 2012:
To locate the Winfiler server name, perform the following steps at the machine designated as the Winfiler server.

  1. From the Windows 8 interface, select the Desktop tile.
  2. Then from the Desktop, in the Taskbar select the File Explorer icon.
  3. In the File Explorer window, right click the Computer icon on the desktop and choose Properties.
  4. Near the bottom of the screen, look for Full computer name, domain, and workgroup settings.
  5. Note the Full computer name listed. This will be the name to locate in step 4 of the Network Workstation Installation.


Instructions for non-Microsoft Networks:

Winfiler Plus must be installed on a computer that uses a Microsoft Windows operating system. However, Winfiler Plus will run on Windows-based computers using 3rd party networking software, such as Novell.

If a Windows Server is not available, you may designate a single computer on which to install both the Winfiler Plus Server and Winfiler Plus Workstation programs.

Winfiler Plus requires that the network communications protocol TCP/IP be enabled. As long as TCP/IP is enabled at installation, you will be asked to enter the name of the machine where the Winfiler Plus Server is installed.

  1. Follow steps 1 – 5 from the Network Server Installation on the workstation designated as the Winfiler Plus server. If you intend to run the program at this machine, you will also need to do a Network Workstation Installation.
  2. Follow the Network Workstation Installation Instructions on any machine that will be used to access Winfiler Plus.