Business Manager Sage Installation Guide
The successful installation of Business Manager requires you to take certain steps before installing in order to prevent potential problems which could be encountered at a later stage if you don't taken them. If you are already one- step ahead skip to ‘Installing Business Manager’ later in this section.
Preparing your PC for Installation
As a first time user we recommend that you read the following sections making sure you take action where necessary – before you attempt to install Business Manager.
1. Do you have Administrator rights?
If you are installing Business Manager on a PC in an office then please check with your IT department that you have Administrator rights on your PC. Home users usually have Administrator rights by default. These settings can be adjusted through the User Accounts feature within the Control Panel. If you are unsure of what you are doing please contact either your system vendor for help or your IT Department.
2. Back up and save your data in a secure location.
If you have any of the following applications already installed on your PC, be sure to back up and save your data in a secure location. This will enable you to import this data into your new Business Manager applications when you have completed your installation. Your existing application User Manuals will feature full details of how to back up your data.
• Business Plan Pro
• Marketing Plan Pro
• 
Sage or QuickBooks
Uninstall existing applications.
If you have Business Plan Pro, Marketing Plan Pro, Sage or already installed on your PC, and you have backed up your data and stored the data file, please uninstall these applications before you proceed. We also advise against reinstalling any standalone applications after you have installed Business Manager, as it may not be able to function properly.
You are now ready to install your Business Manager.
Installing Business Manager
Once you have prepared your PC (see previous section) you are ready to install your Business Manager. If your PC is already up and running then make sure you have saved your work and then shut down all other applications that may be running.
The steps below will guide you through the process of installing Business Manager:
You can also refer to the reference guides for your version of the Business Manager software to the right hand side of this page.
1. To begin the installation process, insert your Business Manager Installation Disc into your PC’s CD-ROM drive. The CD should automatically run with a Windows Installer application launching.
Useful tip
If installation does not automatically begin, double-click the ‘My Computer’ icon on your desktop then double-click on the CD-ROM drive (this is normally your D:\ or E:\ drive). The installation process should now begin.
2. Click on the ‘Install’ button (1).
Business Manager will now check for and, if necessary, automatically install the following programs:
• Adobe Acrobat
• .NET Framework 1.1
• MDAC
3. When the setup has finished performing these initial checks, the Business Manager Setup Wizard will appear. Click on the ‘Next’ button (2) to continue.
4. Next, you will be asked to choose the location where Business Manager will be installed on your PC. We recommend that you accept the default location. You can however click the ‘Browse’ button (3) to select an alternative location to install Business Manager. Click ‘Next’ (4) to continue the installation.
5. The Business Manager Setup Wizard is now ready to begin the installation. Click on the ‘Install’ button (5) to begin installing Business Manager. This stage may take several minutes.
6. Click ‘Finish’ (6) to exit the Setup Wizard and start Business Manager.
7. In order to run Business Manager it is necessary to restart your PC to complete the installation. Click on the ‘OK’ button (7) to restart when prompted.
This concludes the first phase of installation. When the system has finished its reboot cycle, we can now begin the next phase of installation.
Validating Your Subscription
To run properly, Business Manager must be able to connect to the Internet. If you have firewall software or hardware, you must give Business Manager permission to connect to the Internet in order to validate the software and undertake routine tasks such as verifying your monthly subscription payments.
The steps below will guide you through the process of validating your Business Manager:
1. Make sure you are connected to the Internet.
2. As soon as your PC has restarted, your Business Manager will automatically open (if it does not simply double-click your Business Manager icon from your desktop). Business Manager should now display a message saying installation successful, with a ‘Validate’ button. Click the ‘Validate’ button (8) to validate your subscription details.
Business Manager will now connect to the internet to verify your subscription information.
Firewalls
If you receive a message informing you that the page cannot be displayed when Business Manager tries to validate your subscription, it may be that your firewall is preventing Business Manager from authorising your subscription. If prompted please give your firewall permission to allow Business Manager to connect to the internet. Please click here to find a list of common firewall configuration guides.
3. The successful validation of Business Manager will enable you to log into the Account Management Centre, where you will be prompted for your details.
Enter your Subscription Code in capital letters and Subscription Password in lower case letters (you can find this information on the subscription card that came with your Business Manager software). Once you have entered this information click the ‘Login’ button (9) on this page.
4. The next page will display the Terms and Conditions for Business Manager. Please confirm your acceptance of these terms by selecting the ‘I Agree’ (10) option below and clicking 'Continue' (11).
Registering Your Subscription
Registering your Business Manager software activates your MindLeaders Premier training and development service, sets up your Company Profile in your Account Management Centre and activates your free 45-day period of technical support.
If you fail to register in the time allocated, your Business Manager will become inactive. Until you complete the registration process, you will be reminded that you need to register each time you start your Business Manager.
1. Fields marked with an asterisk (*) on the registration screen must be completed in full.
2. If you are NOT a registered company, it is only necessary to fill in the left-hand side (12) of the registration form. Registered companies are required to fill in both sides (13) of the registration form.
3. In addition you need to choose a memorable word, which should typically be a 6-8 letter word. This will ensure that customer support can identify you should you need to reset your password at any time.
4. If your company number is 7-digits long, please put a 0 at the beginning to make this into an 8-digit company number.
5. Once you have completed the required fields, press the ‘Save’ (14) button.
6. Click on the ‘Continue’ button (15) to register and enter your 10-day trial period.
7. Business Manager will now attempt to connect to the Internet and ‘Fetch a ticket’ in order to complete the registration process.
Installing Business Manager Applications
The last step is to install your Business Manager applications from the ‘My Business Manager on this PC’ screen. Please ensure you remove your Business Manager ‘Installation Disc’ from your CD-ROM drive and replace it with your Business Manager ‘Applications Disc’.
The steps below will guide you through the process of installing your Business Manager applications:
1. To begin the installation process, insert your Business Manager ‘Applications Disc’ into your PC’s CD-ROM drive (you can't install applications using your Business Manager Installation Disc).
2. Select the applications you would like to install from the list by ticking the relevant boxes and remove any ticks from applications you do not wish to install. MindLeaders Premier courses and videos are all web based and do not require installation, although you must register in order to activate them.
3. When you are ready, click on the ‘Install’ button at the bottom of the page. Your chosen Business Manager applications will now begin installing one after another.
4. The installer will begin to copy your chosen Business Manager applications onto your PC. If you are installing more than one application you will be prompted to click ‘Next’ in order for Business Manager to move onto the next application once the previous has completed. On-screen messages will show the progress of the installation at all times.
5. Once your Business Manager software has been copied to your PC you will see a screen which informs you that the installation process has been successful. You will be asked to restart your PC now. Restarting completes the installation process.
Successful installation of Business Manager on your PC will create shortcut icons on your desktop and in the Windows Programs menu for the Business Manager and the core applications. Double-click any of the shortcut icons to launch Business Manager or any of your core applications.
Applications can also be launched directly through the Business Manager via the Applications and Services panel on the right.
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