IMPORTANT! You must have administrator permissions to install and configure the Transoft product.

The following installation procedures can be used with a user subscription license:

• Basic Workstation Installation
• Multi-user or Deployment Installation

Basic Workstation Installation

Basic workstation installation is used for installations not requiring IT driven network deployments or the use of data sharing features (for applicable products).

To Perform the Basic Workstation Installation:

1. Log in to the My Transoft portal (https://my.transoftsolutions.com/login).
2. Download the Transoft product installation archive to the computer where you want to install the Transoft product.
3. Decompress the Transoft product installation archive to an empty folder on the computer.
4. Double-click the Setup.exe file.
5. Click Set up Workstation, and then click Install.
6. When prompted, type your License Number and CD Key.
7. Follow the instructions on the screen to complete the installation.
8. Start the Transoft product (see Starting the Transoft Product).
9. When prompted, the end user must enter their email address and the My Transoft portal password.

Multi-user or Deployment Installation

If you are installing the Transoft product with a user subscription license that will be used by multiple users, you are recommended to use the server installation. The server installation will make it possible to create the Data Sharing Service (for applicable products) and the MSI Workstation Installer (see Installing on a Network -> MSI Workstation Installer). The MSI Workstation Installer allows administrators to automatically install MSI files over a network. Using network management software such as Azure Active Directory, administrators can use this file to push workstation installations from a central server to remote workstations. To use the software, each user will have to be assigned an account and allocated a user subscription in the My Transoft portal.

To Set Up the Server:

1. Log in to the My Transoft portal (https://my.transoftsolutions.com/login).
2. Download the Transoft product installation archive to the workstation where you want to install the Transoft product.
3. Decompress the Transoft product installation archive to an empty folder on the workstation.
4. Double-click the Setup.exe file.
5. Click Set up Server, and then click Install.
6. When prompted, type your License Number and CD Key.
7. Follow the instructions on the screen to complete the installation.
8. (Optional) Create the Data Sharing Service and the Workstation Deployment MSI installers.

Note: The installation will permit each of the server components to be installed on different servers, if applicable (see Installing on a Network).

To Set Up the Workstations:

1. Browse to the product shared folder on the network server.
2. Browse to the Workstation subfolder, and then run SetupWorkstation to start the workstation installer.
3. A screen displays to confirm the existing installation location.
4. Follow the instructions on the screen to complete the installation.
5. Start the Transoft product (see Starting the Transoft Product).
6. Repeat steps 1-5 on each workstation where the Transoft product is to be installed.

Assigning the Users to the License

When you get a new user subscription license, you will have to assign your end users to access the license.

Note: To access the license, the user will have to sign in to their My Transoft portal account the first time they run the Transoft product.

To Assign the User That Is Registered on the My Transoft Portal:

1. Under Admin -> Licenses, select the license.
2. In the Manage User Subscriptions panel, in the Assign tab, click the desired user in the Select a User list.
3. Click Assign User Subscription.
4. The user will receive an email notifying them that they have been assigned to the license.

To Assign the User That Is not Registered on the My Transoft Portal:

1. Under Admin -> Licenses, select the license.
2. In the Manage User Subscriptions panel, in the Assign tab, click +Create User.
3. Type the user's name and email address, and then click Send Invitation.
4. The user will receive an email notifying them that they have been assigned to the license. This email will provide instructions on setting up their password for their My Transoft portal account.

Assigning the Users to the License Via a Link

Administrators with very large networks can assign the users by sending a bulk email to multiple users or posting a registration link on a company intranet site.

To Assign the Users to the License Via a Link:

1. Under Admin -> Licenses, select the license.
2. In the Share via Link panel, click Generate Link.

Note: If you want the registrations to be approved automatically without requiring administrator intervention, select the Auto-Approve Requests checkbox.

3. Send the link to the end users or post it in a place where they can access it.
4. Each end user should click the link to go to the page where they will sign in using their existing My Transoft portal account or register for a new My Transoft portal account.

• If you selected the Auto-Approve Requests checkbox at step 2, the end user will be automatically assigned the access to the license.
• If you did not select the Auto-Approve Requests checkbox at step 2, the administrator will receive a notification in the My Transoft portal, as well as via email, that there is a pending request to access the license.

Using the Azure Active Directory Login

You can use the Azure Active Directory login for subscribed users that have been assigned to the license.

To Use the Azure Active Directory Login:

1. Under Admin -> Settings, click Enable Azure AD SSO to turn on the Azure Active Directory login.
2. Send invitations to the Azure Active Directory email addresses of the users. When the users start to log in, they will be redirected to the Azure Active Directory login page.

Upgrading From a Site License to a User Subscription License

If you have an existing site license and you choose to upgrade to a user subscription license, you will be issued a new software license. The site license will be deactivated 30 days after your order has been completed.

To reconfigure your workstations to use the new license, either run MSI Workstation Installer on each machine, or run the server installation to create a deployable MSI installer that you can push out to your users through Azure Active Directory.

If you need more than 30 days to transition, please contact the Transoft Technical Support.

Logging in to Use the Software

When the user first runs the Transoft product with a user subscription license, they will be prompted to log in with their My Transoft portal account credentials. The software will be issued a session that will last for 30 days.

If the user accesses the software at least once every 30 days, they will not have to re-enter credentials. If the user has not accessed the software for more than 30 days, their session will expire, and they will have to log in again.

Note: After the user has successfully logged in to the software, they will be able to work for 30 days with no access to the Internet.

If the user forgets the password, they can use the link in the login screen to reset their password. They can also go directly to the My Transoft portal in their browser to reset their password.

If the user has been subscribed to multiple user subscription licenses (for different Transoft products), the session will be renewed when they log in to use any of the Transoft products.

Reassigning the Subscribed Users

User subscription licenses are supposed to be assigned to each end user for the duration of the subscription term. User reassignments are intended to help re-allocate the users of your licenses due to staff turnover.

Each user subscription license is provided with a predetermined number of user reassignments. This number is specified in your invoice for each license, and it is visible as part of the license details in the My Transoft portal.

To Reassign a User Subscription:

1. Under Admin -> Licenses, select the license.
2. In the Manage User Subscriptions panel, in the Reassign tab, click the user whose subscription you want to reassign.
3. Indicate which user you want to reassign the subscription to. You can specify a user that has a My Transoft portal account, or you can create a new user.
4. The subscription will be transferred to the newly assigned user, and they will be informed via an email that they have been granted access.

Consumption of User Reassignments

If the currently subscribed user has accessed the software within the license term, reassigning the subscription will consume one of the license user reassignments. If you accidentally assign a subscription to the incorrect user, you will be able to reassign it for free as long as they do not access the software. The term renews once per year, and all user reassignments are reset to the "unused" state, which will allow the administrator to freely re-assign and re-organize their user subscriptions until the end users access the software within the new term.

Getting More Reassignments

If you run out of reassignments, you will be able to request more of them by using the option that will be added to the license details area of the My Transoft portal. After you fill out and submit the form, you will be contacted by a representative from Transoft with the available options.

Monitoring the Usage of Licenses

To see if a license is being used, in the My Transoft portal, under Admin -> Licenses, select the license. The Subscribed Users panel will indicate when each of the users has last accessed the license.

To see which licenses a user has access to, in the My Transoft portal, under Admin -> Users, select the user. The Licenses panel will list all of the licenses assigned to the user.

To see who has access to a license, in the My Transoft portal, under Admin -> Licenses, select the license. The Subscribed Users panel will indicate which users have been assigned to the license and what their current status is.

User Roles in the My Transoft Portal

The My Transoft portal user roles determine what operations the users in your organization can perform within the My Transoft portal. Note that user roles do not determine what user subscription licenses the users have been assigned.

Administrators

Administrators can:

• View the list of available licenses.
• View the technical support and account manager's contact information.
• Download Transoft product installers.
• Manage other users' accounts.
• Manage licenses and settings.
• View invoices.

Downloaders

Downloaders can:

• View the list of available licenses
• View the technical support and account manager's contact information.
• Download Transoft product installers.

Software Users

Software users can:

• View the list of available licenses.
• View the technical support and account manager's contact information.