Getting Started with PhonePad

Installing PhonePad 5 Server

The first thing you need to do is install PhonePad 5 Server. Normally this is installed on a server on your network, but if you don’t have one don’t worry. Any workstation can be used as a server for PhonePad 5 - we call this a Host PC.
So you’ve downloaded PhonePad and aren’t really sure what to do next? If you are installing PhonePad 5 for the first time then you’re in the right place. We’ll guide you through installing PhonePad on your Server or Host PC. Then you’ll see how to install PhonePad on your workstations. And finally, we’ll also show you how to login for the first time, and how to add users.

Getting Started with PhonePad 5

Installing PhonePad 5

Let’s take a look at how to install and set up your new software. It’s easier than you think. Hopefully you have downloaded the two PhonePad 5 installers: PhonePad5ServerSetup.exe PhonePad5WorkstationSetup.exe If you haven’t yet downloaded these files yet then you will need to download them before proceeding.

2 mins 10 secs

Installing PhonePad 5 Workstation

Once the PhonePad Server is up and running the next thing to do is install the workstation software on all of your workstations. You may want to copy the workstation setup program to a network drive that can be accessed from all workstations to make it easier.

2 mins 2 secs

Logging in to PhonePad 5

Now that everything is installed in time to login for the first time. PhonePad automatically creates a default administrator account for you to use. This is covered in the video.

1 min 2 secs

Adding Users

The final step is to add some user accounts so your users can login to PhonePad 5.

1 min 27 secs

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Migrating Your PhonePad 4 Data to PhonePad 5

If you are upgrading from PhonePad 4, you will probably want to migrate your data across to PhonePad 5. As PhonePad 5 uses a completely different database engine to PhonePad 4, this is not an automatic process. However, it is quite easy to do. Watch this video and follow the simple steps.

Licensing PhonePad 5

When you purchase PhonePad you will receive license details by email. These are used to activate your PhonePad license.

3 mins 13 secs

1 min 18 secs

Getting Started

with PhonePad

Installing PhonePad 5 Server

The first thing you need to do is install PhonePad 5 Server. Normally this is installed on a server on your network, but if you don’t have one don’t worry. Any workstation can be used as a server for PhonePad 5 - we call this a Host PC.
So you’ve downloaded PhonePad and aren’t really sure what to do next? If you are installing PhonePad 5 for the first time then you’re in the right place. We’ll guide you through installing PhonePad on your Server or Host PC. Then you’ll see how to install PhonePad on your workstations. And finally, we’ll also show you how to login for the first time, and how to add users.

Getting Started with PhonePad 5

Installing PhonePad 5

Let’s take a look at how to install and set up your new software. It’s easier than you think. Hopefully you have downloaded the two PhonePad 5 installers: PhonePad5ServerSetup.exe PhonePad5WorkstationSetup.exe If you haven’t yet downloaded these files yet then you will need to download them before proceeding.

2 mins 10 secs

Installing PhonePad 5 Workstation

2 mins 2 secs

Logging in to PhonePad 5

1 min 2 secs

Adding Users

1 min 27 secs

Get It Now Download Order Services Custom Software Development

Migrating Your PhonePad 4 Data to

PhonePad 5

Licensing PhonePad 5

3 mins 13 secs

1 min 18 secs

If you are upgrading from PhonePad 4, you will probably want to migrate your data across to PhonePad 5. As PhonePad 5 uses a completely different database engine to PhonePad 4, this is not an automatic process. However, it is quite easy to do. Watch this video and follow the simple steps.
Once the PhonePad Server is up and running the next thing to do is install the workstation software on all of your workstations. You may want to copy the workstation setup program to a network drive that can be accessed from all workstations to make it easier.
When you purchase PhonePad you will receive license details by email. These are used to activate your PhonePad license.
Now that everything is installed in time to login for the first time. PhonePad automatically creates a default administrator account for you to use. This is covered in the video.
The final step is to add some user accounts so your users can login to PhonePad 5.