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Version 8

Client Installation & Registration Guide

Rev. 1.60

Version 8 Client Setup

Customer Reference Page


Please print this page out for records. Progeny technicians will need this information should you require technical support. Customer Number: ___________________________

User Name: _________________________________

Which product(s) are installed? (Check all that apply) Clinical LIMS Lab Suite Web

800-PROGENY | 561-859-0773 | support@progenygenetics.com

Version 8 Client Setup

Installing the Desktop Client


1. As always, make sure you have Administrative Rights on the computer you wish to install the desktop client on. 2. Download the Progeny.exe file, double-click to begin the installation. Choose Run when prompted. 3. Accept the license agreement, and click Next.

4. The User Name and Organization on this next screen are completely optional. Fill in the fields or just click Next.

800-PROGENY | 561-859-0773 | support@progenygenetics.com

Version 8 Client Setup

5. Unless you ABSOLUTELY need to, we recommend that you do not change the default installation folder for your Progeny 8 desktop client. Click Next, then choose Install. a. If you have Windows Vista/7, you will likely see a UAC window pop up here.

6. Click Finish when the installation is complete.

800-PROGENY | 561-859-0773 | support@progenygenetics.com

Version 8 Client Setup

Registering the Desktop Client


1. Double-click your new desktop icon to open Progeny 8. You need to register the software in order to unlock its full capabilities. Enter your 7-digit customer number (from installation email), full name, and email address. The system will automatically send us a file to activate.

2. If for some reason Progeny cannot send in the registration information, you will see the following window on your screen:

800-PROGENY | 561-859-0773 | support@progenygenetics.com

Version 8 Client Setup

a. Check your internet connection and firewall settings to make sure Progeny can communicate with the internet. b. Some companies have strict firewall rules prohibiting non-approved programs from communicating with the internet. If you cannot get your copy of Progeny 8 to submit the registration file, you can manually submit the registration file with the following steps: i. Navigate to the folder shown in the Error window (in the picture above, the folder is C:\Users\Jayne_Cobb\Documents\Progeny 8 ii. The registration request file is P8_reg(your customer #).req iii. Send this as an attachment to register@progenygenetics.com 3. When you receive your activated license, open Progeny 8 again. From here you merely need to drag the icon into the Progeny 8 box (use the giant yellow star as a guide). When you see the confirmation box shown below, your copy of Progeny 8 is fully licensed and unlocked. Huzzah!

800-PROGENY | 561-859-0773 | support@progenygenetics.com

Version 8 Client Setup

Connecting the Desktop Client to a Network Database


1. At the Progeny 8 start window, choose the Manage button on the bottom right of the window.

2. This brings up the Network Connections menu, where you can create and manage the desktop clients connection to various network databases. Click New.

800-PROGENY | 561-859-0773 | support@progenygenetics.com

Version 8 Client Setup

3. Each network connection consists of four parts: a. Connection Name: This is the name you choose for the network connection. It is recommended you make this the same as your Database Service. b. Database Service: This is the name of the service we set up on the server. It needs to match the server service EXACTLY. c. Database Name: This is an optional feature. If you have multiple databases and database services running off the same server, identifying the database you want to use helps avoid errors. If used, this should EXACTLY match the name of the database file; however, the .db extension is not required and should be omitted. d. Host Address: This is an optional feature, depending on your individual network topology. This asks for the IP address of the server where the database is hosted and the port associated with that database. It is recommended that you always specify the server and port, even if your server and clients are part of the same subnet. The syntax for this entry is as follows: i. [IP Address]:[Port #] Our example uses 192.168.1.26:2638 ii. If you performed a standard installation of the server and used the default configuration settings, USE PORT 2638. If you specified another port, you will need to enter that here. 4. When you have completed the input of your network connection settings, click the Save button at the bottom-right corner of the Network Connections menu, then click the red X at the top-right of the menu. This will save your connection profile into the system and return you to the main logon screen.

800-PROGENY | 561-859-0773 | support@progenygenetics.com

Version 8 Client Setup

5. To access your database using the new network connection, select your Network Connection from the drop down menu at the bottom of the logon screen. Choose your desired connection, then enter your Username and Password (default is Progeny Progeny). Click Login.

800-PROGENY | 561-859-0773 | support@progenygenetics.com

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