Welcome to RIA's Estate Planning Advisor. This installation program allows you to install Estate Planning Advisor and additional products you can add to your research library, such as Estate Planning Forms.
Although this installation is simple, we recommend that you read the written installation instructions you received with your disc before installing. F
To exit this screen and return to Advisor's installation, press ESC.
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RIA Products
This screen displays the names of two programs you may choose to install. You may select one or both, however, both are included in your subscription.
To make a selection:
1. Press TAB to move from one option to the next. P
2. Press the arrow keys or use the mouse to move from one product to the next. U
3. To make a selection (or to deselect an option already selected), press SPACEBAR.
PRODUCT SELECTION OPTIONS
Estate Planning Advisor m
Selecting this option installs all the files necessary to run Estate Planning Advisor and perform research.
Estate Planning Forms
Selecting this option installs all the files necessary to run Estate Planning Forms included with the Estate Planning Advisor. F
To exit this screen and return to Advisor's installation, press ESC.
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Installation Path
This screen lets you select or change the path to Estate Planning Advisor's default subdirectory. For example, Estate Planning Advisor's default installation path is C:\ESTATE. Although you can change the directory path, the directory name will always be \ESTATE.
If you change the path, you must enter the name of an existing drive letter and directory. The installation program cannot create additional subdirectories for you.
To select the default path:
1. Select OK, and press ENTER.
A new dialog box appears.
2. Select OK, and press ENTER.
To change the default path:
1. Press TAB or use the mouse to select NO, and press ENTER.
A new dialog box appears.
2. Type the correct path, press TAB to select OK, and press ENTER. +
A dialog box appears with the new path.
3. Press TAB or use the mouse to select OK, and press ENTER. F
To exit this screen and return to Advisor's installation, press ESC.
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Network Installation Path
This screen lets you select or change the path to Estate Planning Advisor's default subdirectory. For example, Estate Planning Advisor's default installation path on most networks is F:\ESTATE. Although you can change the directory, the directory name will always be \ESTATE.
If you change the path, you must enter the name of an existing drive letter and directory. The installation program cannot create additional subdirectories for you.
To select the default path:
1. Select OK, and press ENTER.
A new dialog box appears.
2. Select OK, and press ENTER.
To change the default path:
1. Press TAB or use the mouse to select NO, and press ENTER.
A new dialog box appears.
2. Type the correct path, press TAB to select OK, and press ENTER. +
A dialog box appears with the new path.
3. Press TAB to select OK, and press ENTER. F
To exit this screen and return to Advisor's installation, press ESC.
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Registering RIA Products
Before you can run your RIA CD-ROM research library, you must register it. Registration insures you'll have uninterrupted access to all your research libraries.
To complete the registration process you must have your RIA customer number. If you do not know it, contact your RIA Sales Representative, or call Technical Support at 1-800-678-2185. F
To exit this screen and return to Advisor's installation, press ESC.
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Registration Information
To register, you must complete the three fields appearing on this screen. Be sure to accurately enter the customer ID number and zip code appearing on your subscription contract. The customer name field, however, may be changed if you wish.
If you do not have access to your customer ID number and zip code as they appear on your subscription contract, contact your RIA Sales Representative, RIA Customer Service (1-800-431-9025) or RIA Technical Support (1-800-678-2185). F
To exit this screen and return to Advisor's installation, press ESC.
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Successful Registration
You have successfully registered your Estate Planning Advisor research library. L
Notice that the number of remaining registrations appears on-screen. Every RIA registration diskette contains three registrations. The extra registrations are available so you can install additional libraries in the future. We suggest you remove the diskette from the drive and label it with the number of registrations remaining.
You may now run Estate Planning Advisor. If you have trouble accessing Estate Planning Advisor, contact Technical Support at 1-800-678-2185. F
To exit this screen and return to Advisor's installation, press ESC.
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Successful Installation
You have successfully installed your Estate Planning Advisor research library.
If you installed only a basic Estate Planning Advisor subscription, you can add Estate Planning Forms later on. Simply run this installation program again and select those products you'd like to add. i
Now that you have installed and registered your research library, you may load Estate Planning Advisor. $
To start Estate Planning Advisor:
1. Exit the installation program by pressing ENTER and returning to DOS. "
3. Type ESTATE, and press ENTER. j
If you have any questions or encounter any problems, please contact Technical Support at 1-800-678-2185. !
To exit this screen, press ESC.
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Network Installation Choices
This screen allows you to select the type of network software you are using. Estate Planning Advisor supports:
* Novell Advanced Netware
* Artisoft LANtastic
* Microsoft Network (MS-NET)
* Microsoft LAN Manager (MS LanMan)
* Microsoft Windows for Workgroups (WFW)
* Microsoft Windows NT
* IBM PC Network (PC-NET)
* IBM PC LAN (PC-LAN)
* IBM LAN Manager (IBM LanMan)
* 3Com 3+OPEN LAN Manager
* 3Com 3+Share
* AT&T StarLAN
* DCA 10NET
* Tiara 10NET (TCS 10NET)
* Nanosoft TurboNET
* SilverNET
* Generic NetBIOS/NetBEUI-based networks
To select a network:
1. Press the arrow keys or use the mouse to make a selection. P
2. Once you've made a selection, then press TAB to select OK, and press ENTER. j
If you do not know the type of network software you are using, please contact your system administrator.
If you do not see your particular network software listed, please contact Technical Support at 1-800-678-2185 for additional information on installing Estate Planning Advisor on your network. G
To exit this screen and return to Advisor's installation, press ESC.
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Selecting an Installation Path
The installation path listed will be the subdirectory where you install Estate Planning Advisor.
Select OK to continue installation to this path or select NO to choose an alternate installation path. You may select NO as many times as necessary, however, the product directory will always remain ESTATE. F
To exit this screen and return to Advisor's installation, press ESC.
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Installation Directory
This screen prompts you for the installation path to the Estate Planning Advisor software.
The default installation path for Estate Planning Advisor is C:\ESTATE. Although your installation path may differ, the directory name will always be \ESTATE.
If you change the path, you must enter the name of an existing drive letter and directory. The installation program cannot create a new directory for you.
To select the default path:
1. Select OK, and press ENTER.
A new dialog box appears.
2. Select OK, and press ENTER.
To change the default path:
1. Press TAB to select NO, and press ENTER.
A new dialog box appears.
2. Type the correct path, press TAB to select OK, and press ENTER. +
A dialog box appears with the new path.
3. Press TAB to select OK, and press ENTER. F
To exit this screen and return to Advisor's installation, press ESC.
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