Step by Step Instructions

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Important: FolderMatic 1.0 requires the .Net Framework and if it is not installed, it will require a reboot.  In some instances, the installation procedure will require a reboot for the installation to complete properly.  Plan your installation for a service maintenance window as appropriate.

If this is an upgrade from a previous FolderMatic version, please continue to this section: Installation of FolderMatic and Upgrade Process.

NOTE: Please implement ALL OF THESE PREREQUISITES in the order listed below prior to installation of the software!

Back up your folders before installation to ensure your data.
Ensure the .Net framework 2.x or 3.x or later has been installed and all Service Packs have been done in Add/Remove programs and Microsoft Update. Use the new Microsoft Update to update all Windows machines and Microsoft products on the server and be sure to reboot afterwards.  This is the number 2 most common support issue.
Please see section System Requirements to make sure your server has the minimum Hardware and Software requirements.
If not installed on the Exchange Server, the FolderMatic Software can be installed on a server dedicated for other purposes.  Although the server may be used for other purposes such as a Blackberry Server, Backup Server, or File Server, the server should not be used daily as a user's workstation.  It is not recommended that you install FolderMatic on a user's workstation unless Outlook is installed without the optional CDO component, Exchange System Manager is installed, or the least recommended configuration is Outlook installed with CDO and the Outlook security warnings have been eliminated with a third part program such as Mapi Labs or Express Click YES.  Since these security warnings are designed for security, eliminating them is not the best configuration to enhance your Email security.