Encompass360 SmartClient – Installation and …

1 July, 20091 Encompass360 SmartClient Installation and login InstructionsEncompass360 SmartClient Installation and login InstructionsThis document describes the process of installing the Encompass360 SmartClient , and then logging into Encompass360 . Smart Client InstallationBefore you can log in to Encompass360 for the first time, you must install the Encompass360 SmartClient components. IMPORTANT: Part 1 of the Installation procedure must be performed by a user logged on to the computer using a Windows account with admin privileges. After completion of Part 1 , if a different person will be using the Encompass360 SmartClient on the computer, that person must log on to the computer using their own Windows User Name and Password, and then complete Part 2 of the Installation 1: Performed by the Windows Admin User1 Log in to the computer using a Windows account with admin privileges.

2 2 Click the following link to start the Installation the File Download - Security Warning window, click the Internet Explorer - Security Warning window, click is a one-time-only procedure. You will need this Client ID: BE11120172 July, 20092 Encompass360 SmartClient Installation and login InstructionsThe Installation Manager is the Encompass360 Installation Manager wizard opens, click Encompass360 Installation Manager installs each required application and displays the progress of the , 20093 Encompass360 SmartClient Installation and login Instructions6 When the SmartClient Core Installation wizard opens, click the User Information window, leave the Individual users selection, and then click :On Windows Vista operating systems, the User Information window will not Updating System window shows the progress of the , 20094 Encompass360 SmartClient Installation and login Instructions8 When the Installation of the SmartClient Core is complete, click the Encompass360 SmartClient Installation wizard opens, click the License Agreement window, click I accept the license agreement, and then click , 20095 Encompass360 SmartClient Installation and login Instructions11 When the Installation is complete, click SmartClient Installation Wizard and the Installation Manager will automatically 2: For a Different SmartClient User on the ComputerIMPORTANT: Complete this procedure only if a different person (from the person who completed Part 1 ) will use the Encompass360 SmartClient on the computer.

3 That person must log on to the computer using their own Windows User Name and Password, and then complete Part 2 below. If the person who completed Part 1 is the same as the person who will use the Encompass360 SmartClient , skip to the section, Log In to Encompass360 on page in to the computer using the Windows User Name and Password of the different user. 2 Click the following link to start the Installation the File Download - Security Warning window, click the Internet Explorer - Security Warning window, click , 20096 Encompass360 SmartClient Installation and login Instructions5 When the Encompass360 SmartClient Installation wizard opens, click the License Agreement window, click I accept the license agreement, and then click the Installation is complete, click , 20097 Encompass360 SmartClient Installation and login InstructionsLog In to Encompass360 IMPORTANT:The first time you log in to Encompass360 , the Encompass - Launcher will open.

4 You will enter your company s Client ID, confirm that the Auto Sign-On check box is selected, and then click login . After your first log in, you will be taken directly to the Encompass360 Log In window where you will enter your Encompass360 User ID and Password. Contact your system administrator if you do not already have this information. 1 Double-click the Encompass360 icon on your desktop. 2On the Encompass - Launcher, enter the letters BE, followed by the Client ID provided by your system example: if your client ID is 12345, enter that the Auto Sign-On check box is selected, and then click login . 4On the Encompass360 Log In window, enter your Encompass360 User ID and Password, and then click , 20098 Encompass360 SmartClient Installation and login InstructionsGetting Help with Encompass360 Many resources are available to help you learn and use Encompass360 .

5 All can be easily accessed from the Encompass360 Help menu after you have logged in to Encompass360 Help MenuThe Help menu at the top of your Encompass360 window contains options that take you directly to the information you need. Each option is described below. Encompass360 HelpThe online help system provides comprehensive Encompass information, including detailed descriptions of features and tools, step-by-step instructions , and tutorial videos. You can also open the online help by pressing the F1 key. TutorialsThe Tutorial Menu contains a selection of video tutorials that teach you to use Encompass360 features such as the Pipeline, eFolder, and Dashboard. GlossaryThe Glossary contains definitions of the terminology and features used in Encompass360 . Documentation LibraryThe Documentation Library contains the latest versions of Encompass360 documentation, including user guides, release notes, quick reference guides, white papers, and tutorials.

6 Training ScheduleThe Training website contains detailed information on the programs and options available to help you learn Encompass360 . You can watch video tutorials, sign up for online classes, and learn about onsite and custom class offerings. Technical Support OptionsThe Technical Support website contains a searchable database of how-to articles and problem solutions, as well as a user forum, and options for contacting our support team. Release NotesThe Release Notes page includes links to both current and past release notes.