Install DocPoint

1. Create a folder for the database, for example, d:/docpoint/database. This folder typically resides on a server, but you can also create it locally on your PC.
   

   You will need to use this folder path in a few minutes, so please remember it, and go through the installation carefully.
   

2. Install DocPoint by clicking on the setup file you downloaded called docpoint_setup.exe. The installation wizard will start, and guide you through the installation process (see figure 2.1).

   Figure 2.1: DocPoint Installation Wizard

   

3. Accept the license agreement and press 'Next' (see figure 2.2).

   Figure 2.2: DocPoint Installation Wizard

   

4. After the setup screen appears press the 'Next' button (see figure 2.3).

   Figure 2.3: DocPoint Installation Wizard

   

5. Select the folder installation path. Typically there is no need to change the default options (see figure 2.4).

   Figure 2.4: DocPoint Installation Wizard

   

6. Press the 'Browse' button and select the database folder you created in stage 1 (see figure 2.5). After defining the database folder, press 'Next'.

   Figure 2.5: DocPoint Installation Wizard

   

7. Select the type of setup: typical, compact, or custom, and press the 'Next' button. We recommend that you use the typical setup that includes connectivity features to Microsoft Outlook, Word, Excel, and PowerPoint (see figure 2.6).

   Figure 2.6: DocPoint Installation Wizard

   

8. A summary of your installation selection will appear. Press 'Next' to continue.

9. Press 'Next' to restart your PC (see figure 2.7).

   Figure 2.7: DocPoint Installation Wizard

   

10. After your PC restarts run DocPoint.

11. Select Tools$>$Initialize from the menu (see figure 2.8).

    Figure 2.8: DocPoint Initialization

    

12. Select the 'MDB' radio button. To connect to a Microsoft SQL Server database follow instruction in appendix C.

13. Press the '...' button under 'MDB' and select the file post_db.mdb from the database folder you created in stage 1.

14. Press the 'Link to Dbase' button.

15. Follow instructions in section 3.4 to define the location of your document libraries.

16. DocPoint is now installed and linked to the database.