FolderMatic Installation and Upgrade Process Overview

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Installation Instructions for both New installations and FolderMatic Upgrades

If you are upgrading your existing version of FolderMatic, please make sure all the System Requirements have been met and all updated Preinstall Prerequisites have been completed prior to installation.  Please review and certify your system prior to installation: Step by Step Pre-Installation Instructions
and then install over the older version.  The FolderMatic upgrade install will automatically uninstall the older version and install the new version over it.

New install Tips:

This install (or the prerequisites) may require a reboot of the server it is being installed on.  Please be aware and schedule installation accordingly.
Remote Technical Support can handle the entire upgrade for a reasonable fee.  To prepare for a remote install, it is best to make recent brick-level backups of the Exchange Stores and registry.  Also, do all required Windows and Exchange Service Packs and reboot after they are installed.  Also, make sure the directory where FolderMatic is installed is excluded from antivirus scanning.  Critical Support Agreements are available at additional cost. Call 800-837-8636 for your Remote Session or go to  http://www.DidItBetter.com/new+remote+support+session.aspx.

Download the new version and install it. Get the latest software from our Downloads area at www.DidItBetter.com.

The installation zip file includes the setup program, the latest manual and ExchangeRegistrySecurity.exe that will allow the current user to see the Exchange Security Tab.

GET the NEWEST! If you downloaded more than a few days ago, please stop and make sure you have the latest release and latest manual for hints, tips and additional functions.  Open the new manual to this section and continue.

You MUST be logged in as the Service Account to install and use FolderMatic.

Run FolderMaticSetup File.  Please read the screens and follow the directions.

FolderMatic Setup Wizard

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Click Next

License Agreement

Select I Agree to continue with the Installation.

Installation Directory Selection

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Select the folder in which FolderMatic will be installed. If possible, we recommend installing to the default location.  Make sure you have enough available space to meet the requirements described in the System Requirements section.  If you are unsure of your space and the requirements, click Disk Cost...

To install FolderMatic in a different folder, enter it in the folder field if you know the exact path or click Browse... to install elsewhere.

Once selected, click Next > to continue to the Confirm Installation window.

Confirmation Dialog

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In the Confirm Installation dialog, click Next > to start the installation.

Installation Progress Dialog

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When the installation has completed, click Close to exit.

This completes the installation. 

Congratulations! FolderMatic has successfully been installed!

From the desktop, double-click the FolderMatic Console icon:

Console Desktop Icon

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The trial FolderMatic will make folders for 21 days.  It will also only allow you to make 20 folder clones and only 3 at a time.  Once licensed, it can make an unlimited number of folder clones as desired at one time.

Trial Dialog

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Click OK.  When prompted, enter the name of your Exchange server (or localhost if FolderMatic is installed on the Exchange Server itself) as well as the Service Account name.

Exchange Server Selection Dialog

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Click OK.
If you are installing FolderMatic for the first time, the Console will open and you can begin configuring Cloning Relationships.