Installing and Upgrading

Installing on a new computer

To install SimplyTag, download and run the installer. Be sure to close Outlook during installation. The default EXE installer does not require administrator permissions. It installs the product for the user running the installer.

We do provide an MSI installer for automatic mass deployment - please see below.

After running the Installer, restart Outlook and you should see the SimplyTag button on the Home tab of the Ribbon.

Upgrading SimplyTag

To install a new version of SimplyTag, follow the same steps as you did when you originally installed it. There is no need to uninstall the previous version prior to installation.

Important

Upgrading without uninstalling works only for the same type of installer: EXE to EXE or MSI to MSI. If you need to change to a different installer type, you have to uninstall first.

Tip

You can use the Check for Updates command to check if there is a new version available. That command is located under the SimplyTag drop-down on the Ribbon (click the More button).

Changing computers

If you have a new computer and would like to start using SimplyTag on it and discontinue using SimplyTag on the old computer, you can do so without purchasing a new license.

  1. Uninstall SimplyTag from the old computer. (Using Windows Control Panel).
  2. Install SimplyTag on the new computer using the same steps you used for the original installation.

Important

When you purchase a license, be sure to save the email with your license key, so you can reinstall the product in the future.

Note

If you have a new computer and would like to use SimplyTag on both the new and the old computers, you need to purchase a new license and install it on the new computer.

You can also migrate your SimplyTag data to the new computer.

  1. Click Open Data Folder on both computers to open SimplyTag data folder.
  2. Close Outlook on both machines.
  3. Copy all files in the data folder from the old computer to the new one.
  4. Start Outlook.

MSI Installer and installing for all users

The default installer provided on the download page is an EXE installer. It installs the product for the current user’s profile. MSI installer is available upon request (to sites with over 20 seats). The MSI installer requires Administrator permissions and installs the product for all users on a computer. If you previously installed the product using the EXE installer, it needs to be uninstalled before using the MSI.

We recommend that you use the EXE installer unless you have a special reason to use MSI. For example, system administrators performing large-scale deployment will choose to use the MSI installer for automated deployment.

Large-scale deployment and administration

For large installations, it is not practical to walk around in order to install software on every workstation. We provide a way for system administrators to centrally install and manage SimplyTag. This approach starts making sense for sites over 20 users and scales up very well. We have customers that manage installations for thousands of users. Please contact us for details.

Uninstalling

You can uninstall SimplyTag using the Windows Control Panel, just like any other Windows Application.