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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== More Information == | == More Information == | ||
| − | === When Adding | + | === When Adding an Additional New Terminal === |
| − | If you have purchased a PC that has never been authorised for | + | 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. |
=== 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. | + | 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. |
=== Changing Networking or Computer Name Details === | === Changing Networking or Computer Name Details === | ||
| − | If | + | 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. | See [[How do I get my PC's Platinum Terminal ID?]] to get the new ID. | ||
| − | {{Note|title=PLEASE NOTE|text=Unless absolutely necessary avoid changing the Computer name or networking settings as this | + | {{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 you maintenance contract as there are changes outside of Platinum's control.}} |
== Preparing a New PC for use in Platinum == | == Preparing a New PC for use in Platinum == | ||
| − | *Make sure the | + | * 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: | + | * Map a Network drive that is the same Letter as all the other PC's by going to: |
| − | *"My Computer" -> "Tools" -> "Map Network Drive". | + | * "My Computer" -> "Tools" -> "Map Network Drive". |
| − | *Select the Platinum Drive letter in the "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 | + | * 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 | + | {{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.}} |
| − | *Once the Network Drive is mapped go to "My Computer" and browse to the new Network Drive letter | + | * 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. |
| − | *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. | + | * 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. |
| − | *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 | + | * 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 | + | * 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. |
| − | *The | + | * 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}}. | {{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. | + | * 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 | + | * 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. | + | * 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 | + | {{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 | + | * 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. |
| − | *Finally to get | + | * Finally to get your new machine authorised, call Catalyst on {{DataValue|0116 2301500}} and ask for the Sales Department 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 == | ||
Revision as of 10:47, 2 January 2010
Contents
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.
More Information
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 the "Preparing a New PC for use in Platinum" section below.
When Replacing an Existing Terminal
If you have a PC that is failing or has already failed, follow these steps to get your ID.
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? to get the new ID.
 | PLEASE NOTE: 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 you maintenance contract as there are changes 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:
- "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'.
 | Tip: 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. |
- 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 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 [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 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 [Not Epic] Button.
- 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.
 | IMPORTANT INFORMATION: 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 [No] Box.
- There will now be a list of options on screen. Left click the line that says "Install Platinum Shortcuts", then click [Next].
- A bar will go across the screen and you will then get a [Finish] button to click to complete the operation. This will have installed the Platinum shortcut on the new PC ready for use.
 | WARNING: Once closed you will get a box saying the PC must be restarted. You can either click [Yes] and the PC will restart immediately or [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.
- Finally to get your new machine authorised, call Catalyst on '0116 2301500' and ask for the Sales Department 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
- 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?
