Install or Upgrade Import Manager

The following procedure applies to both initial installations of Import Manager and to upgrades to new releases.

Before installing Import Manager, perform the following actions on the Import Manager server:

• Install a Telnet client.
• Disable Windows’ software firewall.
• Disable Internet Explorer security.
• Disable User Access Control(UAC).
• Disable any anti-virus or anti-malware software.

To install or upgrade Import Manager:

1. Obtain the latest Import Manager MSI installer file from Support.
2. Copy the Import Manager MSI file to the machine you want to designate as the Import Manager Server. This machine must have Outlook 2010 (32-bit) installed on it.
3. Log in to the Import Manager Server with AMS service account credentials.
4. Launch the Import Manager MSI file.
5. At the prompt, enter your EMS Service Root account username and password.
6. Click Next.
7. The Welcome to Import Manager Setup Manager screen appears. Click Next.
8. Read the license agreement and check the box next to I accept the terms in the License Agreement.
9. Click Next.
10. Choose whether to do a Complete or Custom install. Unless you need to change locations for certain Import Manager components, click Complete. To perform a custom install, see "Custom Component Install" and follow the steps listed there.
11. The Network Information screen appears with field information automatically populated. Verify that the information is correct and click Next.
12. The Service Credentials screen appears. It will automatically populate the Domain and Username with the credentials you used to log into Windows. Enter the password and click Next.
13. Click Install. The Setup Wizard installs Import Manager.
14. Click Finish. The Import Console icon now appears in your Windows Start menu.

If you receive an error that prevents you from completing the installation, contact Support for help.