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

From Catalyst
Jump to: navigation, search
(→‎Preparing a New PC for use in Platinum)
 
(46 intermediate revisions by 6 users not shown)
Line 1: Line 1:
−
{{Incomplete}}
+
== 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 [[#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 ===
 +
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.
  
−
== Summary ==
+
==== 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 [[How do I get my PC's Platinum terminal ID?|this]] article to get the new ID.
 +
 
 +
{{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.}}
  
−
There will be times were it is necessary to upgrade or replace a PC that runs Platinum. There are some simple steps you can follow to make this process go as smoothly as possible.
+
=== 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)
 +
** {{Menu|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. {{FilePath|\\Server\Public}}.
  
−
== Adding a Additional New Terminal  ==
+
{{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.}}
−
If you have purchased a PC that has never been authorized for platinum follow the steps below to install it and prepare it for use in Platinum:
 
  
−
*Make sure the PC is connected to you network and has access to your Platinum server.
+
=== Setting up Icons ===
−
*Map a Network drive that is the same Letter as all the other PC's by going to:
+
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.
−
*"My Computer" -> "Tools" -> "Map Network Drive".
 
−
*Select the Platimum Drive letter in the "Drive" Dropdown Box.
 
−
*Use the "Browse" box to enter the Network path to the shared (Public) folder on the Server E.g. \\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 it's icon and going to "Properties" and reading the First Letter of teh "Start In" box.}}
 
−
*Once the Network Drive is mapped go to "My Computer" and browse to the new Network Drive letter E.g. "P:" -> then to the "SX" Folder -> then to the "SXUTILS" folder.
 
−
*Look for an Icon that looks like a "Medical Bag" with a Platinum logo next to it called "SXTERM" and Double Left Click to run it.
 
−
*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
 
−
*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 brought 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
 
−
*The Final Screen asks for a computer description which you can fill in. We generally recommend entering Who uses the pc 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 authorize 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, Put a Tick by Left clicking 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 Click your new Platinum Shortcut, This should bring up a "Login Error 107 (????)" The Code in Brackets the New PC's SX Primary ID and should match the Note you made earlier when running SXTERM.
 
−
*Finally to get your new PC authorized call Catalyst on 0116 2301500 and ask for ask for the Sales Department and Tell the receptionist you would like to buy an "Extra Platinum License".
 
  
−
== Replacing an Existing Terminal ==
+
== See also ==
−
If you have a PC that is Failing or Has already Failed Follow the steps below to get the PC reconfigured as quickly as possible
+
* [[How do I get my PC's Platinum terminal ID?]]
 +
* [[Platinum Login Errors Explained]]
 +
* [[How do I set up Platinum shortcuts on a new PC?]]
 +
* [[How do I activate my new Platinum terminal?]]
 +
* [[How can I pin a Platinum shortcut to my windows taskbar?]]
 +
* [[Configuring your virus protection for use with Platinum]]
  
−
=== If you are Able to Login Before Changing the Terminal ===
+
{{KB_Tags|new pc, pc's, computer, terminal, machine, login, error, licence, term, authorise}}
−
*It is Important to get the '''"SX Primary ID"''' of the PC that is to be replaced this is done by logging into Platinum and going to "Help" -> "About Platinum" and Clicking on the {{DataPrompt|Login}} Tab and Noting Down the {{DataValue|Terminal ID}} E.G. PC-1/AB12.
+
{{TShoot}}{{GStart}}{{ZN_Admin}}
−
*Once you have the old ID the Old PC can be removed and the new one added to the network
 
−
{{Warning|title=WARNING|text=Whenever possible it is best to Name the new PC the same Name as the original PC. - If this is not done the steps below for "If you are NOT Able to Login Before Changing the Terminal" will need to be followed and this may take longer than if you have the code for the old PC.}}
 
−
*
 

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
new pc, pc's, computer, terminal, machine, login, error, licence, term, authorise
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Setting_up_Machines_For_Platinum_Use&oldid=42210"