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Desktop and Professional Editions

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YOUR AUTOMATED EMPLOYEE

Foxtrot Deployment GuiDe

Desktop anD

professional eDitions

introduction

this Deployment Guide is intended for administrators in charge of planning, implementing and maintaining the deployment of Foxtrot technology in an organization.

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What is foxtrot?

Foxtrot is a robust automation tool that allows non-technical users to easily automate computer tasks, by taking inefficient manual data processes off of your hands and performing them for you flawlessly, in a fraction of the time. Foxtrot seamlessly works with drag-and-drop simplicity to automate tasks in web and legacy applications, or in Windows applications like excel and outlook. no coding or programming required. A hero that accommodates multiples skill levels, Foxtrot empowers the non-technical knowledge worker to improve productivity today.

Your foxtrot works with:

• Windows desktop applications

• Web-based browser applications and websites

• microsoft excel spreadsheets

• terminal emulators (AS400, iBm mainframe, unix, etc)

• Databases / Datasets

• Files and folders

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foxtrot administrator -

Allows you to manage your product key, licenses, security settings, and various global settings

foxtrot -

Automates projects involving Windows desktop applications including terminal emulators, web-based browser application and websites, microsoft excel spreadsheets, file & folders, and Ftp

foxtrot legacy -

Automates projects involving terminal emulators

foxtrot extender –

Single-click automation of one-time, repetitive tasks deployed to a large group of users

aDDitional help

For technical support or answers to questions relating to the product or deployment, please contact enableSoft Support:

111 north magnolia Ave. orlando, Fl 32801

phone | 1.800.658.1147

e-mail | support@enablesoft.com

Web | http://www.enablesoft.com/foxtrot-support

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4

GettinG starteD

Whether deploying Foxtrot Suite for the first time, or upgrading an existing installation,

it is recommended to confirm you have the following to ensure the deployment goes smoothly.

latest software Version

to ensure you have the latest features, enhancements and bug fixes, be sure to obtain the latest version of Foxtrot Suite before beginning the deployment.

to obtain the latest version and for more information, click on the latest Version webpage. if you just need a little help getting started, review the Foxtrot Quick Start Guide.

product key

to complete the deployment, have your product key ready. your product key will be emailed upon purchase of Foxtrot Suite. the product key will be in the following format:

xxxxx-xxxxx-xxxxx-xxxxx-xxxxx

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MiniMuM sYsteM

requireMents

Certain system requirements must be met in order for Foxtrot products to run correctly. Before installing the product on any servers or workstations, verify that each computer meets the requirements below:

system requirements (recommended)

• 4.0 gHz processor • 4 Cpu cores or more • 16GB rAm

• 500mB hard drive space

• 1024×768 display resolution or higher • Dual monitors

• internet explorer 11 • local administrator rights

system requirements (Minimum)

• 1.8 gHz processor • 2 Cpu cores or more • 3GB rAm

• 30mB hard drive space • 1024×768 display resolution • internet explorer 9

• local read, write, execute, delete rights

supported operating systems

• Windows 8.1 • Windows 8

• Windows 7 (32-bit and 64-bit) • Windows Vista (Sp2 or higher) • Windows xp pro (Sp3 or higher)

• Windows Server 2012 Windows Server 2008 • (Sp2 or higher)

• Windows Server 2003 (Sp2 or higher)

supported Browsers

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6

DeploYinG foxtrot

running the installation

1. For the installation to complete successfully, you must be logged into the workstation with a Windows

account that has local administrator rights

2. Download the Foxtrot Suite from http://www.enablesoft.com/foxtrot-support/latest-version/

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5. Select a Setup Type. the Complete Setup type is the recommended selection and will be

selected by default, which will install all applications and help files. Alternatively, Custom

can be selected to customize which Foxtrot Suite applications are to be installed. Click the

Next button to continue

if Complete was selected, skip to Step 7

6. if Complete was selected, skip to Step 7.

Select the Foxtrot Suite applications to install, and click the Next button

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7. Select the destination folder in which the application as licenses will be installed. the recommended path

will be selected by default. to change this location, click the Change button. Click Next to continue.

8. once all the installation options have been chosen, the Ready to Install the Program

screen will be displayed. Click Install to continue

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9. While the software is installing, the following screen will be displayed. Wait for the installation

to complete. the progress bar may reach 100% then start over several times, this is normal

10. once the installation has completed successfully, the following screen will be displayed.

Click Finish to exit the installation

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1.

launch the Foxtrot Administrator

Windows may be preventing this program from launching. Find out why

Verify that username and password you have entered is a valid admin account. if using the default admin account, try admin for the username and Foxtrot for the password. Still unsuccessful? We might not have the recommended permissions to access certain files. Help me fix this

2. you will be required to enter login credentials

use the following default Administrator account to access the Foxtrot Administrator:

Username: admin Password: Foxtrot

note that the password is case sensitive. Click OK to log in.

actiVatinG licenses

to begin using Foxtrot, licenses must first be activated using the Foxtrot Administrator. the following provides instructions on how to activate licenses to a local machine.

DiD foxtrot just crash?

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3. once the application is opened, click on the Licenses view ( ), followed by the Manage Licenses button ( )

4. the following License Wizard screen will appear. enter your Product Key

and click Next to continue

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5. Confirm the product key entered. if it appears incorrect, click the Change Product Key

link and return to the previous step. if the product key appears correct, click Next to continue

6. When the following Add or Remove Licenses screen appears, select the Add Licenses option

and click Next to continue

actiVatinG licenses

7. When the following Agreement screen appears, read

the End-User Software License Agreement. Click the

checkbox labeled I accept the terms and conditions

to continue to the next screen. optionally, click the Print terms and conditions to print a copy of the agreement for

future reference. Clicking Next will enable you to activate

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actiVatinG licenses

1.

8. the final screen will display the number of licenses available to add. Click Next to activate your license

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the enhanceD

iMport WizarD

to import data into Foxtrot from a microsoft excel or Access file, the Enhanced Import Wizard must be

activated. note that the enhanced import Wizard can only be activated if the machine has microsoft office installed. Activating this feature is optional, however it is recommended.

1. Click on the Data Settings view and check the checkbox labeled Use Microsoft Office Automation for Enhance import as well as the option

labeled Use this DSN to open Microsoft Access files.

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contact enaBlesoft

111 north magnolia Ave. orlando, Fl 32801

phone | 800.658.1147

e-mail | support@enablesoft.com

References

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