Difference between revisions of "Setting up Machines For Platinum Use"

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== Summary ==
 
== Summary ==
This article explains the steps to carry out for Platinum when you have to upgrade or replace a PC that runs Platinum. There are some simple actions you can follow to make this process go as smoothly as possible.
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This article explains the steps to carry out for Platinum when you have to upgrade or replace a PC that runs Platinum.
  
== When Adding an Additional New Terminal ==
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== More Information ==
If you have purchased a PC that has never been authorised for Platinum, this will need a new license. Follow the steps in the "Preparing a New PC for use in Platinum" section below.
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There are some simple actions you can follow to make this process go as smoothly as possible.
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=== When Adding an Additional New Terminal ===
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If you have purchased a PC that has never been authorised for Platinum, this will need a new license. Follow the steps in [[#Preparing a New PC for use in Platinum|below]] section below, then follow [[How do I activate my new Platinum terminal?|this]] article to activate the terminal for Platinum use.
  
 
=== When Replacing an Existing Terminal ===
 
=== When Replacing an Existing Terminal ===
If you have a PC that is failing or has already failed, follow these [[How do I get my PC's Platinum Terminal ID?|steps]] to get your ID.
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If you have a PC that is failing or has already failed, first follow the [[#Preparing a New PC for use in Platinum|section below]] if the PC doesn't currently have the Platinum short-cuts/icons, then follow the steps in [[How do I activate my new Platinum terminal?|this]] article.
  
=== Changing Networking or Computer Name Details ===
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==== Changing Networking or Computer Name Details ====
 
If you need either to change the networking (e.g. moving to a domain) or to change the name of a PC (e.g. restructuring network) this will require a re-authorisation of the machine as the networking is one of the things the Platinum Primary ID is based on.
 
If you need either to change the networking (e.g. moving to a domain) or to change the name of a PC (e.g. restructuring network) this will require a re-authorisation of the machine as the networking is one of the things the Platinum Primary ID is based on.
See [[How do I get my PC's Platinum Terminal ID?]] to get the new ID.
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See [[How do I get my PC's Platinum terminal ID?|this]] article to get the new ID.
  
{{Note|title=PLEASE NOTE|text=Unless absolutely necessary, please try to avoid changing the Computer name or networking settings as this may mean you will be charged for the re-authorisation as this is outside of your maintenance contract as there are changes outside of Platinum's control.}}
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{{Note|text=Unless absolutely necessary, please try to avoid changing the Computer name or networking settings since you may be charged for the re-authorisation as this falls outside your maintenance contract because the changes are outside of Platinum's control.}}
  
== Preparing a New PC for use in Platinum ==
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=== Preparing a New PC for use in Platinum ===
 
* Make sure the new PC is connected to your network and has access to your Platinum server.
 
* Make sure the new PC is connected to your network and has access to your Platinum server.
* Map a Network drive that is the same Letter as all the other PC's by going to:  
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* Map a Network drive that is the same letter as all the other PC's by going to: (this is usually '''P''' but it is important you check your other machines as they should all be using the same drive letter to access Platinum)
** "My Computer" -> "Tools" -> "Map Network Drive".  
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** {{Menu|My Computer|Tools|Map Network Drive}}.
 
** Select the Platinum Drive letter in the "Drive" drop-down box.
 
** Select the Platinum Drive letter in the "Drive" drop-down box.
 
** Use the "Browse" box to enter the Network path to the shared (Public) folder on the Server, e.g. {{FilePath|\\Server\Public}}.
 
** Use the "Browse" box to enter the Network path to the shared (Public) folder on the Server, e.g. {{FilePath|\\Server\Public}}.
{{Tip|title=Tip|text=You can work out what drive letter the other PC's are using by moving to a Platinum PC that is still working and right clicking on its Platinum icon and going to "Properties" and reading the first letter of the "Start In" box.}}      
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* Once the Network Drive is mapped, go to "My Computer" and browse to the new Network Drive letter, e.g. {{FilePath|P:}} -> then to the {{FilePath|SX}} Folder -> then to the {{FilePath|SXUTILS}} folder.
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{{Tip|text=You can work out what drive letter the other PC's are using by moving to a Platinum PC that is still working and right clicking on its Platinum icon and going to "Properties" and reading the first letter of the "Start In" box.}}
** Look for an icon that looks like a "Medical Bag" with a Platinum logo next to it called {{FilePath|SXTERM}} and double click to run it.
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** The program will ask you for the Platinum installation Path. If it is not already filled in, this is the letter of the Platinum network drive plus :\Sx, e.g. P:\Sx. Enter this and click the {{Button|Save}} button.
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=== Setting up Icons ===
** The screen will then ask you for a Terminal sequence number. This is a Serial number for an "Epic" Branded PC purchased from Catalyst. If it has be bought from us, this number will be on the rear of the PC on a small white label. If it is not a PC purchased from Catalyst, click the {{Button|Not Epic}} Button.
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In order to add the Platinum shortcuts to the desktop of the new pc, follow the the steps in [[How do I set up Platinum shortcuts on a new PC?|this]] article.
** The last screen asks for a computer description which you can fill in. We generally recommend entering the name of the person who uses the machine and where it is.
 
{{Information|title=IMPORTANT INFORMATION|text=It is '''VERY''' important to make a note of the '''"Clientname"''' and the '''"SX Primary ID"''' fields of this screen as they will be needed to authorise the PC.}}   
 
** The next step will take you to a new window asking if you want to run a Platinum Update. Click the {{Button|No}} Box.
 
** There will now be a list of options on screen. Left click the line that says "Install Platinum Shortcuts", then click {{Button|Next}}.
 
** A bar will go across the screen and you will then get a {{Button|Finish}} button to click to complete the operation. This will have installed the Platinum shortcut on the new PC ready for use.
 
{{Warning|title=WARNING|text=Once closed you will get a box saying the PC must be restarted. You can either click {{Button|Yes}} and the PC will restart immediately or {{Button|No}} to restart later.}}
 
* Double left click your new Platinum Shortcut. This should bring up a "Login Error 107 (????)". The code in brackets is the new machine's SX Primary ID and should match the note you made earlier when running SXTERM.
 
* {{SalesContact}} to get your new machine authorised, quoting that you would like to "Re-authorise a Platinum Terminal".
 
* Give your account manager any old and new codes you have retrieved in the previous steps, and the re-authorisation can then be arranged.
 
  
 
== See also ==
 
== See also ==
*[[How do I get my PC's Platinum Terminal ID?]]
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* [[How do I get my PC's Platinum terminal ID?]]
*[[Platinum Login Errors Explained]]
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* [[Platinum Login Errors Explained]]
*[[How do I Set up Platinum Shortcuts on a new PC?]]
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* [[How do I set up Platinum shortcuts on a new PC?]]
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* [[How do I activate my new Platinum terminal?]]
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* [[How can I pin a Platinum shortcut to my windows taskbar?]]
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* [[Configuring your virus protection for use with Platinum]]
  
{{TShoot}}{{KB_Tags|New PC, PC's, Computer, Terminal, machine, Login, error, licence, term, authorise}}{{ZN_Admin}}{{GStart}}
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{{KB_Tags|new pc, pc's, computer, terminal, machine, login, error, licence, term, authorise}}
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{{TShoot}}{{GStart}}{{ZN_Admin}}

Latest revision as of 09:03, 14 August 2020

Summary

This article explains the steps to carry out for Platinum when you have to upgrade or replace a PC that runs Platinum.

More Information

There are some simple actions you can follow to make this process go as smoothly as possible.

When Adding an Additional New Terminal

If you have purchased a PC that has never been authorised for Platinum, this will need a new license. Follow the steps in below section below, then follow this article to activate the terminal for Platinum use.

When Replacing an Existing Terminal

If you have a PC that is failing or has already failed, first follow the section below if the PC doesn't currently have the Platinum short-cuts/icons, then follow the steps in this article.

Changing Networking or Computer Name Details

If you need either to change the networking (e.g. moving to a domain) or to change the name of a PC (e.g. restructuring network) this will require a re-authorisation of the machine as the networking is one of the things the Platinum Primary ID is based on. See this article to get the new ID.

Unless absolutely necessary, please try to avoid changing the Computer name or networking settings since you may be charged for the re-authorisation as this falls outside your maintenance contract because the changes are outside of Platinum's control.

Preparing a New PC for use in Platinum

  • Make sure the new PC is connected to your network and has access to your Platinum server.
  • Map a Network drive that is the same letter as all the other PC's by going to: (this is usually P but it is important you check your other machines as they should all be using the same drive letter to access Platinum)
    • " My Computer Tools Map Network Drive".
    • Select the Platinum Drive letter in the "Drive" drop-down box.
    • Use the "Browse" box to enter the Network path to the shared (Public) folder on the Server, e.g. '\\Server\Public'.
You can work out what drive letter the other PC's are using by moving to a Platinum PC that is still working and right clicking on its Platinum icon and going to "Properties" and reading the first letter of the "Start In" box.

Setting up Icons

In order to add the Platinum shortcuts to the desktop of the new pc, follow the the steps in this article.

See also


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Keywords AND Misspellings
new pc, pc's, computer, terminal, machine, login, error, licence, term, authorise