Install Caselle on a Workstation - Connect

Install Caselle on a Workstation - Connect

** If you would like to download this information, in the upper right corner click on Download as PDF

The client needs to have a mapped drive to the shared Caselle folder on their server.

Right Click on the This PC in File Explorer and choose Map network drive…

In the Drive path use the same letter as all the other workstations in the office.

In the Folder path type in the server name and the shared folder name. If you don’t know this info you can look on another machine in the office that already has this drive mapped or check the client Zoho record for details.

    

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NOTE:  All of the workstations must have the same drive letter mapped or they could run into issues later.

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To install Connect, open the Install Programs folder from the drive you mapped above.
    

Right click on the Setup (original file is dated in 2022) and Run as Administrator

    

Use all the defaults during the installation.

Click Finish to close the installation.

    

In File Explorer, find this location C:\Program Files (x86)\Caselle Clarity 4

Right click on the Caselle Clarity 4 folder

Go to Properties

Click on the Security tab

Click Edit

              

In the Group or user names box click on Users

In the Permissions for Users, Allow column, check the Modify box

Click OK

Click OK

 

On the desktop you should see the Caselle icon.

Right click on the Caselle icon, select Properties

    

Update the Start in path to the newly mapped drive and the Client’s Startup folder.

Click OK.

Right click on the Caselle icon and Run as Administrator 

Click OK
Click Update (this update takes several minutes to complete)

Now you can launch Caselle normally and log in.

If you need any additional assistance with the installation or have questions, please call Civic Systems at 888.241.1517.


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