Tutorial 1: Installing Clovis

Please ensure that all other applications are closed before installing Clovis.

Step 1 – Start the install procedure

Download .zip file
Click the Download button on the Clovis website
Click on 'Open'. The zip file will download.
A file named 'setup.exe' will appear in a new window. Select this with your mouse and double click on it. This will start the install procedure.
Follow the instructions to install Clovis.
Continue to step 2.

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Download .piz file
A piz file is a zip file renamed to avoid security filters. To install Clovis from the .piz file:
Download the Clovis piz file from the Clovis website
Right click on the file name and select 'Rename'.
Rename the file extension from .piz to .zip
Select the .zip file with your mouse and double click on it.
A file named 'setup.exe' will appear in a new window. Select this with your mouse and double click on it. This will start the install procedure.
Follow the instructions to install Clovis.
When installation is complete continue to step 2.

Step 2 – Run Outlook and register

Once Clovis is installed, it must be registered to a specific user and machine. Important: Until the registration process is complete, Clovis e-mails can not be processed and will be stored in a ‘Pending’ sub-folder within the main Clovis folder in Outlook.

Registration form
You will be prompted to register the first time you start Outlook. We need your registration details so that you can start using Clovis. Please fill out the requested information, read the terms and conditions, agree to them once you are happy and click ‘Register’. <show me>

Clovis file location
Upon clicking ‘Register’, a screen appears allowing you to to confirm the location for Clovis data files to be stored. In most situations, the default location (My Documents/My Clovis) will suffice. However, if you want the data files to be saved elsewhere, you can choose a different location here.

Send registration e-mail
Once you have chosen the data file location, an e-mail will appear containing information supplied in the registration process. On slower systems, or systems with a lot of e-mails in the Inbox, some time may pass before this e-mail appears. Send this e-mail ‘as is’ to the prepopulated address by clicking the Send button. <show me>

Receive authorisation
A few minutes after you have sent the registration e-mail, the Clovis server will automatically return an authorisation key via e-mail. Please ensure that this e-mail, from registrar@clovis.net, is not intercepted by junk mail or spam filters. To check the status of authorisation, go to the main ‘Clovis’ folder in Outlook and view the ‘Messages’ window. When the message window reads ‘Authorisation Received’, your Clovis installation is complete. <show me>

Additional information for network administrators and desktop support analysts

Additional Installation Notes

Installation Permissions

• The installation should take place under the intended user name, if possible, so that registry entries are inserted into the CURRENT_USER section.
• You will need rights to write to the Application directory (Program Files by default) and the Windows 32 directory.
• If necessary you could install twice, first as an administrator to ensure any missing Microsoft controls are installed, and then as the user (ignoring warnings, if unable to write the controls), so that the registry settings are made.
• If you are installing once centrally before deploying to other users (see also User Registration Preconfiguration below), you should NOT run Outlook on the original machine, between installation and taking your snapshot, as this would change some registry settings.

File Locations

• All installation files are added to the Application directory (except three standard Microsoft controls COMDLG32.OCX,SYSINFO.OCX and MSCOMCT2.OCX).
• If you are installing centrally before copying out to other users, you may wish to preconfigure each user’s Clovis directory
• When Outlook runs after first Clovis installation, the following directories are created in the user-chosen or pre-configured Clovis directory:
  • Support/
  • Users/
  • Users/[UserName]
  • Users/[UserName]/Data
  • Users/[UserName]/Profile
• Several files (which need to be frequently overwritten at run-time) are copied from the Application directory to the Support directory.

Registry Entries

• All Registry entries are under CURRENT_USERS / Software / Steelhead
• On a virgin installation, Clovis makes the following additions to the registry, which should be preserved, if Clovis is being deployed to end users.
  • Clovis
  • Clovis / Common
  • Clovis / Common / Support Files
  • Clovis / Common / Support Files : Count = 14
  • Clovis / Common / Support Files : File[n]= ….
  • Clovis / Common / Support Files : FreshInstall = True

User Registration Preconfiguration

• These changes should be made before running Outlook for the first time
• Automatic Directory Selection (to avoid the user having to choose their Clovis directory)
  • Create a “My Clovis” directory for the user [Preset Clovis Path]
    • Clovis create subdirectories when it first runs (see File Locations, above)
    • You will need to create the Support subdirectory if you are using Automatic Registration (see below)
  • Add a String Value to the registry CURRENT_USERS / Software / Steelhead /
    • PresetBasePath = [Preset Clovis Path]
• Automatic Registration (v 1.3.10+) (to avoid the user having to fill in the registration form)
  • Add String Values to the registry CURRENT_USERS / Software / Steelhead /
    • Clovis / Common / AutoRegistrationUserName = [UserName]
    • Clovis / Common / AutoRegistrationOrganisation = [CompanyName]
    • Clovis / Common / AutoRegistrationEmail = [EmailAddress]
    • Clovis / Common / AutoRegistrationOn = True
  • Because of Outlook’s security, Clovis is unable to send out the necessary registration e-mail without user intervention. You can prepare a file, with any necessary instructions or explanations, which will be included at the top of this e-mail (e.g. <p>We have installed Clovis on your machine because <b><i>it is a great product and you will find 1000s of uses for it</b></i>. <br><br>You need to send this registration mail for the installation to be complete. <b>Just click the Send Button</b></p>).
    • You must pre-configure the Automatic Directory Selection (see above), and create the Support sub-directory
    • Filename: [Preset Clovis Path]/Support/CustomRegistrationHeading.htm
    • Do not use <HTML> or <BODY> tags
    • If the destination machine can only send plain text mails, then the file should be a CustomRegistrationHeading.txt file.
• No Splash Screen (v 1.3.10+) (to avoid the Clovis (un)loading screen being displayed)
  • Add String Values to the registry CURRENT_USERS / Software / Steelhead /Clovis / Common / SplashScreen = False
    

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