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Important: You are reviewing the Ipro for desktop 3.0 Help. To view the latest release of Ipro for desktop Help, click here. |
Workflow: Upgrade from TrialDirector 360 to Ipro for desktop
Applies To: Upgrades from TrialDirector 360 to Ipro for desktop
In this article
1. Log in to the Ipro for desktop Web Portal
2. Download the Ipro for desktop Client
3. Install the Ipro for desktop Client
If you already have TrialDirector 360 installed on your machine, but are interested in accessing modules available in Ipro for desktop, you can always upgrade your subscription to the full Ipro for desktop application suite. This article details the procedures involved with downloading and installing Ipro for desktop to your machine.
The following illustration shows the basic process outline. The numbers correspond to the procedures later in this topic.
Review the Prerequisites
The following table shows the prerequisites that must be in place before you start:
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Notes |
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If necessary, uninstall TrialDirector 360 |
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64-bit Microsoft Office Upgrade, if Required |
Ipro for desktop and TrialDirector 360 do not support certain 32-bit versions of Office. Review the System Requirements for Ipro for desktop to determine if your version of office is supported. If it is not, uninstall it and install a 64-bit version instead. |
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Ensure Local Admin Rights are Set |
In order to install Ipro for desktop, the user completing the installation must have local administrative privileges on the machine where the installation is taking place. If the user attempts to install without having local admin privileges, the installation will fail. |
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Update Eclipse SE |
If you are installing Ipro for desktop on a machine that has Eclipse SE installed on it, make sure the Eclipse SE version is 2018.0.0. If you have a previous version of Eclipse SE, upgrade to the latest version before installing. |
1. Log in to the Ipro for desktop Web Portal
- Click on the link in the email to access the Ipro for desktop Web Portal, or visit solutions.iprotech.com.
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Using your credentials, log in to the Web Portal.
2. Download the Ipro for desktop Client
To download the Ipro for desktop client, follow the steps below:
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Log in to the Ipro for desktop Web Portal. The My Account page displays.
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Disable your pop-up blocker.
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Once your pop-up blocker is disabled, click the Download Clients button.
The Ipro for desktop install package downloads to your local machine.
Note: If the installation package does not automatically download, check your browser settings again. Make sure you have properly turned off the pop up blocker for the Ipro for desktop Web Portal URL.
Proceed to the next step, installing the Ipro for desktop client.
3. Install the Ipro for desktop Client
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Minimum System Requirements are as follows:
You cannot install Ipro on a Oracle VM VirtualBox. |
To install the Ipro for desktop client:
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After the Ipro for desktop installation package is finished downloading, locate the Ipro for desktop installation package and double click on the file.
The Ipro for desktop Installation wizard displays.
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Click Next to continue.
The Select Installation Folder page of the wizard displays. The default installation path is C:\Program Files\Ipro Tech\Desktop\. We recommend that you install Ipro for desktop to the default installation location. Ipro for desktop must be installed to a local (fixed disk) path. It cannot be installed to a network location.
Note: If you want to install to a different local path, click the Browse button to browse to the folder where you want Ipro for desktop installed or enter a valid path in the Folder field.
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Click Next to continue. The Network Data Store Path Configuration page of the wizard displays.
- If you do not have Eclipse SE or a prior version of TrialDirector 360 installed:
- Select the location where you would like the Network Data Store to be located. The Network Datastore is used to synchronize changes to cases in a multi-user environment. You must enter a network UNC path that is accessible by all case users.
- For single-user environments, enter a local directory path. If you are unsure what to enter in this field, contact your system administrator.
- Click Next.
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If you have Eclipse SE or a prior version of TrialDirector 360 installed, the Network Data Store field is pre-populated with the location of your existing Network Datastore. This location is used for Data Sync enabled cases which are shared with other subscription users on your local network. The path shown in the Network Datastore field cannot be changed. Click Next.
- If you do not have Eclipse SE or a prior version of TrialDirector 360 installed:
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The Ready to Install page of the wizard displays. Click Install.
The installation process begins. Ipro for desktop is installed in the location indicated on the Select Installation Folder page of the wizard.
For Upgrades:
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During the upgrade process, the existing Ipro for desktop application files are automatically removed. It is not necessary to remove any existing Ipro for desktop deployments prior to upgrading.
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Any existing Ipro for desktop cases are automatically preserved and will be accessible once the upgrade process is complete.
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It will take several minutes to complete the upgrade process.
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When the installation/upgrade and deployment process is complete, the final page of the wizard displays. Click Finish to exit the wizard.
You can launch the application two different ways:
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By double-clicking on the Ipro for desktop desktop shortcut. There is also an icon on the desktop for Mobile Review and the Print Server.
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By selecting the Ipro for desktop by Ipro Start menu program shortcut.
When you launch Ipro for desktop you will automatically be logged in using the user credentials you used on the previous version of Ipro for desktop.
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Overview: Install, Update, or Upgrade TrialDirector 360 or Ipro for desktop
Version: 2019.3.0
Last Modified: December 2, 2019