Installing & Activating the OfficeMate Suite - OfficeMate Software ...

Upgrading to 

OfficeMate Suite 9.5 for 

Existing Users 

In this document: 

• Understanding the Installation Process, 1 

• Installing for Existing Users, 3 

Understanding 

the Installation 

Process 

Installing OfficeMate Suite 9.5 is much different than installing previous versions of 

the OfficeMate and ExamWRITER software. Even if you have installed 

OfficeMate Suite many times in the past, you will need to carefully read 

and follow these instructions while installing OfficeMate Suite 9.5. 

The installation procedure requires that you perform the steps in the following order: 

Setting up security preferences in your current OfficeMate and ExamWRITER 

software. 

Download and install Windows Installer 4.5. 

Download and install Microsoft .NET Framework 3.5 SP1. 

Install OfficeMate Server software on your server. 

Install OfficeMate Suite on each workstation. 

Install Service Pack 1 (SP1) on each workstation. 

Check for updates. 

Open OfficeMate Suite. 

Read on for detailed instructions on completing each of these tasks. 

Upgrading to OfficeMate Suite 9.5 for Existing Users 1

Understanding the Installation Process 

Notes 

• If you are upgrading from a version below 7.4, you must first 

download and install OfficeMate Suite 8.0 on your server and 

each of your workstations. You can download OfficeMate Suite 

8.0 online at 

www.officemate.net/omkb/Article.aspx?id=17471. Be sure to 

follow the installation instructions outlined in the installation 

document available online at 

www.officemate.net/pdfs/OM%20Installation.pdf. 

• If you are upgrading from OfficeMate Suite 8.0 or below to 9.5, 

ensure that you have read the enhancement document for each 

intermediate version. The enhancement documents are located 

at www.officemate.net. In order for you to understand and use 

all of the new features that were implemented in each 

OfficeMate Suite version, you must read each version’s 

enhancement list. 

• Before you install and activate OfficeMate Suite, review the 

System Specifications located at 

www.officemate.net/pdfs/system specifications.pdf. 

• Ensure that you have the latest Windows updates and security 

patches installed on the server and each workstation. 

• The OfficeMate Suite installation time will vary depending on 

the programs that you are installing and the speed of your 

computer. 

• Complete the installation steps in this document on each 

computer from which you plan to run OfficeMate. 

• Check for the latest OfficeMate Suite software updates on the 

Knowledge Base at 

http://www.officemate.net/omkb/default.aspx?cNode=4Y2F 

4Q. 

2 Upgrading to OfficeMate Suite 9.5 for Existing Users

Installing for Existing Users 

Installing for 

Existing Users 

This section tells you how to install OfficeMate if you are an existing OfficeMate user, 

including how 

• To download & install Windows Installer 4.5, 3 

• To download & install Microsoft .NET Framework 3.5, SP1, 4 

• To download OfficeMate Suite v9.5, 4 

• To set up security preferences, 5 

• To install OfficeMate Server, 6 

• To install OfficeMate Suite, 13 

• To install Service Pack 1 (SP1), 19 

• To open OfficeMate after installing, 20 

To download & install Windows Installer 4.5 

Note Windows Installer 4.5 is included with Windows 7. Windows 7 

users can skip this section. 

 

 

 

Ensure that Windows Installer 4.5 is installed on the server and each 

workstation. 

a. Click the Start button and select Control Panel. 

b. In Windows Vista, select or double-click Programs and Features. 

OR 

In Windows XP, select or double-click Add or Remove Programs. 

c. Verify that Windows Installer 4.5 appears in the list of installed 

programs. 

If Windows Installer 4.5 is not installed on the server or any one of the 

workstations, download it from Microsoft’s Web site at 

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=5a58b56f- 

60b6-4412-95b9-54d056d6f9f4&displaylang=en. 

Ensure that you select the correct download for your operating system and 

follow the on-screen instructions to install Windows Installer 4.5 on the server 

and each workstation. 



 

 

 

 

To download & install Microsoft .NET Framework 3.5, SP1 

Ensure that Microsoft .NET Framework 3.5 SP1 is installed on the server and 

each workstation. 

a. Click the Start button and select Control Panel. 

b. In Windows 7 and Windows Vista, select or double-click Programs and 

Features. 

OR 

In Windows XP, select or double-click Add or Remove Programs. 

c. Verify that Microsoft .NET Framework 3.5 SP1 appears in the list of 

installed programs. 

If Microsoft .NET Framework 3.5 SP1 is not installed on the server or any one 

of the workstations, download it from Microsoft’s Web site at 

http://www.microsoft.com/downloads/details.aspx?FamilyId=AB99342F-5D 

1A-413D-8319-81DA479AB0D7&displaylang=en. 

Follow the on-screen instructions to install .NET Framework 3.5 on the server 

and each workstation. 

To download OfficeMate Suite v9.5 

 

 

 

 

Create a folder called OfficeMate Updates on your network where it can be 

accessed by all of the workstations running the OfficeMate Suite programs. 

Follow the instructions in MyInstallCenter to download the OfficeMate Suite 

v9.5 installation files. 

Save the installation files to your OfficeMate Updates folder. 

Copy the installation files to a USB flash drive, burn the files to a CD- or 

DVD-ROM, or copy the installation files to each computer from the network. 

Note 

Eyefinity/OfficeMate strongly advises you to run the installation 

files from a USB flash drive, a CD, a DVD, or from a local disk on 

each computer. Running the installation files directly from the 

network on multiple computers simultaneously may result in 

errors. 



 

To set up security preferences 

Note 

Prior to upgrading to OfficeMate Suite 9.5, you must set up security 

preferences. Security is required in OfficeMate and ExamWRITER 9.5. 

so you must ensure that at least one user has all of the following check 

boxes selected on the User Security for Employee window: 

• Access All 

• Maintain User Security 

• Access Home Office 

For more 

information on 

setting up security, 

see the “OSSU 111 

Setting Up 

Security” recorded 

video tutorial. 

 

 

 

 

 

 

On the OfficeMate main window, click Setup, and select Security. 

The User Security for Employee window opens. 

Select the user for whom you want to assign security access privileges. If the user 

is not listed, add him or her to OfficeMate and assign him or her a user ID in 

the Business Names window. Type the user’s password in the Password and 

Confirm PW text boxes. 

Select the appropriate check boxes under the Security Access tab. 

Notes 

Select the Security Active? check box to activate security. 

Click OK. 

The Access Home Office check box is available only to OfficeMate 

Enterprise users. If you are upgrading from OfficeMate 8.0 or below, you 

do not need to select the Access Home Office check box. 

If you have already set up your security preferences, skip this section and 

go to To install OfficeMate Server on page 6. 

• Ensure that the Access All and Maintain User Security 

check boxes are selected for at least one user. 

• OfficeMate Enterprise users must also ensure that the Access 

Home Office check box is also selected. 

• Users that have the Access All, Maintain User Security, and 

Access Home Office check boxes selected in the User Security 

for Employee window can change any user’s security 

preferences. 

If you activated security, type your user ID and password in the Welcome to 

OfficeMate window and click OK. 



 

To install OfficeMate Server 

Notes 

• OfficeMate Server only needs to be installed on a server or a 

stand-alone workstation and does not need to be installed on more 

than one computer in the practice. 

• The OfficeMate Suite may be installed on multiple workstations in the 

practice. For information about installing the OfficeMate Suite 

programs on a workstation, go to To install OfficeMate Suite on page 

13. 

• If you are currently using Microsoft SQL Server Standard rather than 

Express, contact Eyefinity/OfficeMate Customer Care at 

800.942.5353 prior to proceeding. 

For more 


backing up your 

data, see the 

“Backing Up & 

Restoring Data 

(Access 

Databases)” 

document at 

www.officemate.n 

et. 

For more 


backing up your 

data, see the 

“Backing Up & 

Restoring Data 

(SQL Databases)” 

document at 

www.officemate.n 

et. 

 

 

 

 

 

Close all applications on all computers and restart each computer. 

Protect your practice: BACK UP YOUR DATA! 

If you currently use OfficeMate Suite on an Access database, run the Repair 

Utility; otherwise, skip to step 6. 

a. Navigate to the C:\OMATE32 on your server (or workstation if you are 

using a dedicated server). 

b. Double-click Repair.exe. 

The Repair Warning window opens. 

c. Click Yes to begin the database repair process. 

d. Click Repair. 

Your database is repaired. 

Note 

e. Click Close. 

If you encounter an error while running the Repair Utility, call 

Eyefinity/OfficeMate Customer Care at 800.942.5353. 

Follow the instructions below to disable the User Account Control (UAC) 

feature in Windows Vista, Windows 7, and Windows Server 2008 R2 Standard 

and eliminate User Account Control error messages while using the OfficeMate 

Server: 

a. Click Start. 

b. Select Control Panel. 

c. Double-click User Accounts. 

d. Click the Turn User Account Control on or off link. 

e. Deselect the Use User Account (UAC) to help protect your computer 

check box. 

f. Click OK. 

g. Close the Control Panel. 

Disable all antivirus and screen saver programs that are running on your server. 



 

 

 

Insert the USB flash drive, CD, or DVD on which you copied the installation 

files, or navigate to the OfficeMate Updates folder on your local hard drive. If 

your download folder has a different name, navigate to that folder. 

Double-click OM_Server.exe. 

InstallationThe OfficeMate SQL Install wizard opens. 

Click Next to proceed. 

 

Select the option that best describes how you will use OfficeMate on this 

computer. 

 

 

 

 

Server-New. This is a new installation of OfficeMate, and other computers 

access the OfficeMate data on this computer. 

Server-Dedicated-SQL. This is an existing OfficeMate installation using a 

SQL database. 

Server-Dedicated Access. This is an existing OfficeMate installation using an 

Access database. 

Workstation. The OfficeMate or ExamWRITER software is used on this 

computer and accesses the OfficeMate data residing on another computer 

through the network. 



Notes 

If this is a… 

Server-New 

Server-Dedicated-SQL 

Server-Dedicated- 

Access 

Workstation install 

Then… 

The installer installs the components 

required by Microsoft SQL Server 

Express and creates an OfficeMate 

SQL database. 

The installer updates your existing 

OfficeMate SQL database. 

The installer installs the components 

required by Microsoft SQL Server 

Express and converts your 

OfficeMate Access database to SQL. 

SQL server installation is not required 

on your workstations. Quit this 

installation and run the OfficeMate 

Suite Install. For information about 

the OfficeMate Suite Install, go to To 

install OfficeMate Suite on page 13. 

If you are currently an OfficeMate SQL user, the OfficeMate Server Install 

wizard prompts you to select your current SQL database. If you are not currently 

an OfficeMate SQL user, skip to step 11. 



 

Perform the following steps if you are prompted to select your SQL database: 

a. Select the OfficeMate SQL instance from the Available SQL Instances 

column. 

b. Select the OfficeMate database from the Available Databases column. 

c. Click Update. 



 

If you are prompted, choose a location in which to install SQL Express and click 

Next. 

Note 

The default location is C:\Program Files. If you want to install 

SQL Express in a different location, click Browse, navigate to the 

folder on the server, and click OK. 



 

If you are prompted, choose the location of your current OfficeMate Suite data 

and click Next. 

Note 

The default location is C:\OfficeMate\DATA, but you data may 

reside in another location. Click Browse, navigate to the folder on 

the server, and click OK. The location you choose must be shared 

with full access so other computers on the network can access the 

OfficeMate Suite data. 

The OfficeMate SQL Install wizard configures and installs Microsoft SQL 

Server 2005. This may take several minutes. 



Note 

Microsoft SQL Server 2005 requires the Microsoft .NET 

Framework. If the .NET Framework is not installed, the 

OfficeMate SQL Install wizard opens the Microsoft .NET 

Framework 2.0 SP1 Setup window. 

 

a. Read the license agreement and click the I have read 

and accept the license agreement radio button. 

b. Optionally, select the check box to send Microsoft 

information about the .NET Framework installation 

experience. 

c. Click Install. 

d. When the .NET Framework installation is finished, 

click Exit. 

When the installation is complete, click Finish. 



 

 

Set the access privileges for folders that users will need to access: 

a. Assign the Everyone group Full Control (Share) permissions to the 

following DATA directories: 

Drive:\OfficeMate\DATA (OfficeMate Enterprise users) 

Drive:\OMATE32\DATA (OfficeMate users) 

b. Assign the local or domain users List & Execute, Read, and Write 

(NTFS) permissions to the following directories: 

Drive:\OfficeMate\ (OfficeMate Enterprise users) 

Drive:\OMATE32\ (OfficeMate users) 

Drive:\Program Files\3D-Eye 

C:\Windows\omate32.ini 

c. Assign the local or domain users Modify, List & Execute, Read, and 

Write (NTFS) permissions to the following directories: 



Once Microsoft SQL Server is installed, continue by installing OfficeMate Suite 

on your workstations. For more information go to To install OfficeMate Suite 

on page 13. 

Note 

The OfficeMate Suite software is not required to be installed on a 

dedicated server. Install the OfficeMate Suite software on the 

server only if you plan to also use the server as a workstation. 

 

To install OfficeMate Suite 

Notes 

• If you are installing the OfficeMate Suite on a server or a stand-alone 

workstation, you must first install OfficeMate Server. You must install 

OfficeMate Server on your server prior to installing the OfficeMate 

Suite on any of your workstations. For more information about 

installing OfficeMate Server, go to To install OfficeMate Server on 

page 6. 

• You can install the OfficeMate Suite on multiple computers 

simultaneously. 

• Copy the installation files from your network to a USB flash drive, a 

CD, a DVD, or a local disk on each computer. It is not recommended 

that you run the installation off the network. This note does not apply 

to users who run OfficeMate or ExamWRITER through Terminal 

Server. 

 

 

 

Protect your practice: BACK UP YOUR DATA! 

Close all applications on all computers and restart each computer. 

If you are installing OfficeMate in a networked environment, ensure that you are 

logged into the network as a user with full local administrative access rights. 



 

 

Follow the instructions below to disable the User Account Control (UAC) 

feature in Windows Vista, Windows 7, and Windows Server 2008 R2 Standard 

and eliminate User Account Control error messages while using the OfficeMate 

Suite: 

a. Click Start. 

b. Select Control Panel. 

c. Double-click User Accounts. 

d. Click the Turn User Account Control on or off link. 

e. Deselect the Use User Account (UAC) to help protect your computer 

check box. 

f. Click OK. 

g. Close the Control Panel. 

Disable all antivirus and screen saver programs that are running on your 

computer(s). 

Note 

Complete steps 6–16 on each computer from which you plan to run 

OfficeMate. 

 

 

 

Navigate to your OfficeMate Updates folder. If your download folder has a 

different name, navigate to that folder. 

Double-click OM_Suite_Program.exe. 

InstallationThe InstallShield wizard begins. 

Click Next. 



 

Read the warning message to prevent installation errors and click Next. 

 

Click Yes to accept the License Agreement. 



 

Select OfficeMate and any other OfficeMate Suite programs that you are 

licensed to install and that you want to install on the computer and click Next. 

Note 

If you are licensed to install multiple products, but you did not 

select those products in step 11, the following message appears 

notifying you that all of the products for which you are licensed 

will be installed. 

 

Click Next. 

The installation begins. Depending on the programs that you are installing and 

the speed of your computers, the installation time will vary. 

If you installed ExamWRITER, the ExamDRAW window opens to begin the 

ExamDRAW installation process. 



 

If you are prompted by the ExamDRAW window, click Next; otherwise, go to 

step 16. 

 

If you are prompted to select a destination folder, do not change the destination 

but simply click Next; otherwise, go to step 15. 



 

Click Install. 

 

The ExamDRAW installation begins. 

Click Finish. 

Your computer reboots. 



 

 

 

 

 

 

 

 

 

Set the access privileges for folders that users will need to access: 

a. On each workstation, assign the local or domain users List & Execute, 

Read, and Write (NTFS) permissions to the following directories: 

Drive:\OfficeMate\ (OfficeMate Enterprise users) 

Drive:\OMATE32\ (OfficeMate users) 

Drive:\Program Files\3D-Eye 

C:\Windows\omate32.ini 

b. On each workstation, assign the local or domain users Modify, List & 

Execute, Read, and Write (NTFS) permissions to the following 

directories: 



To install Service Pack 1 (SP1) 

Service Pack 1 (SP1) provides additional features and fixes several known issues 

with the initial release of OfficeMate Suite v9.5. Perform the following steps to 

install SP1 on each computer in your practice running OfficeMate or 

ExamWRITER in your practice. 

Note 

Eyefinity/OfficeMate strongly advises you to run the installation 

files from a USB flash drive, a CD, a DVD, or from a local disk on 

each computer. Running the installation files directly from the 

network on multiple computers simultaneously may result in 

errors. 

Double-click OTx1152.exe. 

The Open File—Security Warning window opens. 

Click Run. 

The WinZip Self-Extractor window opens. 

Click Browse, if necessary, and navigate to and select the location of your 

OfficeMate folder (often C:\OMATE32 or C:\OfficeMate) and click OK. If the 

drive and folder location of your OfficeMate folder is already correctly displayed 

in the WinZip Self-Extractor window, skip this step.OTx1152.exe 

Click Unzip to unzip the files. 

Click OK after the files successfully unzipped. 

Click Close to close the WinZip Self-Extractor window. 

Repeat steps steps 1–6 on each computer in your practice running OfficeMate 

or ExamWRITER. 



 

 

To open OfficeMate after installing 

Open OfficeMate using one of the following methods: 

Double-click on the Home Office icon on your desktop. 

Click Start, select Programs, select OfficeMate Software Solutions, 

and select Home Office. 

Notes 

• After you install and open OfficeMate for the first time, a 

database conversion may automatically start converting and 

updating your OfficeMate database files. 

• To view a comprehensive list of the new features and expanded 

functionality in OfficeMate, click Help on the main window 

toolbar and select What’s New? 

The login window opens.

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