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Quick Configuration

If you follow these steps, you will be able to start working with Invantive Estate quickly.

There are three user interfaces:

•${products.ie} ${products.web}: a browser application.

•${products.ie} ${products.ola}: a complete integration in Microsoft Outlook, from which all function can be used and emails can be stored with projects, for example.

•${products.ie} ${products.win}: a Windows application that has a limited integration with the email, calendar and other Outlook options.

Depending on the desired user interface, the appropriate steps are followed. The configuration of the server is more complex and can be found in Installation Server.

Quick Configuration ${products.ie} ${products.web}

The browser application can be used with almost every modern browser. Apart from entering the correct URL, there are several steps to be followed.

If you want to be able to open reports, there should be software at the workplace to open reports with, for example Adobe Reader.

Quick Configuration ${products.ie} ${products.ola}

Perform the following steps:

•Install Microsoft .NET 4.5.1 if it is not yet present. From Windows 8.1 this version of Microsoft .NET is delivered by Microsoft by default. This software, for windows 7 and Windows 8, is for download at http://www.microsoft.com/en-us/download/details.aspx?id=40779.

•Double-click on the file setup.exe.

•Klik on Install when the following screen is displayed:

invantive-for-outlook-install-window

•The installation will be performed.

•${products.ie} ${products.ola} will be started at the same time as Microsoft Outlook. This means you can only start the program by starting Microsoft Outlook.

•When Microsoft Outlook is opened the first time after the installation, the configuration screen is displayed. The configuration screen is also displayed when Ctrl is pressed during the start-up process of Microsoft Outlook.

invantive-configuration-window

•Start Notepad via the Windows Start menu.

•Create an empty file called settings.xml and save it on your desktop.

•The folder from which you have installed ${products.ie} ${products.ola} contains an example of a settings.xml file with an additional explanation. Usually people only work with the Invantive Web Service.

•Sometimes it may be possible to create a direct connection with Oracle for testing purposes. An example for Oracle can also be found on http://www.invantive.com/about-invantive/news/entryid/1124/oracle-rdbms-met-invantive-settings-xml.

•In the settings.xml file you define the database connections you want to use.

•If you need help with this, you can call Invantive Support for free at +31 88 00 26 599, you can call support@invantive.com or visit http://support.invantive.com.

•Choose your settings.xml file in the configuration screen.

•Press OK.

•The login screen is now displayed.

invantive-aanmeldvenster

•Select the connection you want to use.

•Enter the username.

•Enter the password.

•Click on 'Connect'.

•The login screen is closed. The buttons that correspond with your rights are displayed in the default ribbons of Microsoft Outlook and a nfew ribbon Invantive Estate.

•Getting started will show you how you can start working with ${products.ie} ${products.ola}.

Quick Configuration ${products.ie} ${products.win}

Perform the following steps:

•Install Microsoft .NET 4.5.1 if it is not yet present. From Windows 8.1 this version of Microsoft .NET is delivered by Microsoft by default. This software, for windows 7 and Windows 8, is for download at http://www.microsoft.com/en-us/download/details.aspx?id=40779.

•Double-click on the file Invantive.Estate.App.application.

•Klik on Install when the following screen is displayed:

invantive-for-windows-install-window

•The installation will be performed.

•${products.ie} ${products.win} will automatically be started after the installation. You can also find it via the Windows Start menu.

•When the program is started for the first time, the configuration screen is displayed. The configuration screen is also displayed when Ctrl is pressed during the start-up process.

invantive-configuration-window

•Start Notepad via the Windows Start menu.

•Create an empty file called settings.xml and save it on your desktop.

•The folder from which you have installed ${products.ie} ${products.win} contains an example of a settings.xml file with an additional explanation. Usually people only work with the Invantive Web Service.

•Sometimes it may be possible to create a direct connection with Oracle for testing purposes. An example for Oracle can also be found on http://www.invantive.com/about-invantive/news/entryid/1124/oracle-rdbms-met-invantive-settings-xml.

•In the settings.xml file you define the database connections you want to use.

•If you need help with this, you can call Invantive Support for free at +31 88 00 26 599, you can call support@invantive.com or visit http://support.invantive.com.

•Choose your settings.xml file in the configuration screen.

•Press OK.

•The login screen is now displayed.

invantive-aanmeldvenster

•Select the connection you want to use.

•Enter the username.

•Enter the password.

•Click on 'Connect'.

•The login screen is closed. The buttons that correspond with your rights are displayed in the default ribbons of Microsoft Outlook and a nfew ribbon Invantive Estate.

•Getting started will show you how you can start working with ${products.ie} ${products.win}.

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Important Safety and Usage Information

Intended Use and Limitations: This software, developed by Invantive, is designed to support a variety of business and information technology data processing functions, such as accounting, financial reporting an sales reporting. It is important to note that this software is not designed, tested, or approved for use in environments where malfunction or failure could lead to life-threatening situations or severe physical or environmental damage. This includes, but is not limited to:

  • Nuclear facilities: The software should not be used for operations or functions related to the control, maintenance, or operation of nuclear facilities.
  • Defense and Military Applications: This software is not suitable for use in defense-related applications, including but not limited to weaponry control, military strategy planning, or any other aspects of national defense.
  • Aviation: The software is not intended for use in the operation, navigation, or communication systems of any aircraft or air traffic control environments.
  • Healthcare and Medicine Production: This software should not be utilized for medical device operation, patient data analysis for critical health decisions, pharmaceutical production, or medical research where its failure or malfunction could impact patient health.
  • Chemical and Hazardous Material Handling: This software is not intended for the management, control, or operational aspects of chemical plants or hazardous material handling facilities. Any malfunction in software used in these settings could result in dangerous chemical spills, explosions, or environmental disasters.
  • Transportation and Traffic Control Systems: The software should not be used for the control, operation, or management of transportation systems, including railway signal controls, subway systems, or traffic light management. Malfunctions in such critical systems could lead to severe accidents and endanger public safety.
  • Energy Grid and Utility Control Systems: This software is not designed for the control or operation of energy grid systems, including electrical substations, renewable energy control systems, or water utility control systems. The failure of software in these areas could lead to significant power outages, water supply disruptions, or other public utility failures, potentially endangering communities and causing extensive damage.
  • Other High-Risk Environments: Any other critical infrastructure and environments where a failure of the software could result in significant harm to individuals or the environment.

User Responsibility: Users must ensure that they understand the intended use of the software and refrain from deploying it in any setting that falls outside of its designed purpose. It is the responsibility of the user to assess the suitability of the software for their intended application, especially in any scenarios that might pose a risk to life, health, or the environment.

Disclaimer of Liability: Invantive disclaims any responsibility for damage, injury, or legal consequences resulting from the use or misuse of this software in prohibited or unintended applications.
  
Disclaimer