If you have previously installed the program, the program should automatically update (see Updating from Previous Release, below). If this is a first-time installation, you will need to input your customer license code during installation (see First Time Installation, below).

1. Close all running Windows applications.
2. Insert the CFS Research CD into the computer's CD-ROM drive.
3. The Auto-Update program should run automatically, updating the program to the latest release.

If Auto-Update doesn't start automatically...

1. Click on the Windows Start button and select Run...
2. In the Open box, type D:\SETUP AUTOUPDATE (where D: is your CD-ROM drive) and click OK.
3. The program will be updated to the new release.

When prompted, key in your customer information and license code exactly as they appear on the mailing label or receipt. You must enter the correct license code to activate the software you have purchased, and your firm name must match the firm name on the label or receipt in order for the license code to work. If the names do not match, call or fax CFS to have your firm name updated and a new license code issued.

1. Close all running Windows applications.
2. Insert the CFS Research CD into the computer's CD-ROM drive.
3. The Setup program should start automatically. It will guide you through the rest of the installation.

If Setup doesn't start automatically...

1. Click on the Windows Start button and select Run...
2. In the Open box, type D:\SETUP (where D: is your CD-ROM drive) and click OK.
3. The Setup program will guide you through the rest of the installation.

If you have not purchased the program, you may install it in demo mode by typing DEMO in the License Code field. You will have 30 days to use the program, after which it will expire. If you decide to purchase it, you may call CFS and obtain a new license code. (You will need to re-run the setup program to enter your new license code. See First Time Installation, above.)

An extensive user manual is contained in a Folio™ infobase library accessed from the Help menu. As with the other infobases in CFS Research programs, the Help infobase may be searched by query, and topics may be selected for printing.

The best way to familiarize yourself with CFS Research programs is by using the Tutorial. To run the Tutorial, click on the Tutorial button on the program's main menu or select "Tutorial" from the Help menu.

New documents are posted between releases on the program's Online Supplement web site. To read or print these documents, click the Online Supplement button on the main menu.

• The following instructions refer to the server CD-ROM drive as D: and the server hard drive as F: - if your computer is configured differently, substitute the appropriate drive letter.
• If the program is installed to be run from the CD, the CD must remain in the server's CD ROM drive when running the program.
• First-time network installation consists of two steps:
  
  1. Install the program to the server computer.
  2. Run the workstation setup from the other computers.

If you have installed a previous release of the program on your network...

1. Close all running Windows applications.
2. Insert the CD into the server's CD-ROM drive.
3. The Auto-Update program should start automatically and update you to the new release.

If Auto-Update doesn't start automatically...

1. Click on the Windows Start button and select Run...
2. In the Open box, type D:\SETUP AUTOUPDATE and click OK.
3. The program will be updated to the new release.

NOTE: It is only necessary to update from one network computer.

NOTE: Server installation may be run from the server or from any of the workstations. Make a note of where the program is installed, as the workstation setup must be run from this directory.

1. Make sure that both the server CD-ROM drive which will hold the CD and/or the server hard drive where the program will be installed may be mapped from each workstation. If the entire program is to be installed to the server hard drive, make sure there is enough space (up to 650 MB, depending upon the program).
2. Close all running Windows applications.
3. Insert the CD into the server's CD-ROM drive.
4. The Setup program should start automatically. It will guide you through the rest of the installation.

If Setup doesn't start automatically...

1. Click on the Windows Start button and select Run.
2. In the Open box, type D:\SETUP and click OK.
3. The Setup program will guide you through the rest of the installation.

At each workstation:

1. Select Run... from the Start menu.
2. Click on Browse..., locate the folder where the program was installed on the server hard drive, and open it.
   (Example: F:\CFSLIB\CFSRES\TAXRE for Tax Research.)
3. Open the folder called Client.
4. Open the file called Setup.exe.
5. The Setup program will guide you through the rest of the workstation setup.