Step 2: Installation

<< Click to Display Table of Contents >>

Navigation:  Additional Products > Dashboard > Step-By-Step >

Step 2: Installation

PC Installation (Client and Uploader)


In your web browser, click the link to the program.


Do one of the following:


To install the program immediately, click Open or Run, and then follow the instructions on your screen.  Administrator permission required If you're prompted for an administrator password or confirmation, type the password or provide confirmation.


To install the program later, click Save, and then download the installation file to your computer. When you're ready to install the program, double-click the file, and then follow the instructions on your screen. This is a safer option because you can scan the installation file for viruses before you proceed.


Mac Installation (Client Only)


Point of Success Dashboard for Mac is distributed as a package file, with a .pkg extension.


Double-click on the downloaded package. This will launch an installation wizard for the application. The installation wizard will perform all the necessary tasks to correctly install the application. Once the installation wizard has finished the application will typically be found in the Applications folder, ready to run.




iOS Device Download and Installation (Mobile Client)


To access the Point of Success Dashboard Client software to run on an iOS device, use the App Store


Tap the "App Store" icon from the menu of your iPhone. The App Store icon is blue and contains the letter "A" surrounded by a circle.


Tap "Search" (the button with a magnifying glass on it) at the bottom of the screen


Type "Point of Success Dashboard" in the search field


Tap on the "Get" to complete your purchase. The app itself is free - access to data is with a paid subscription.


Wait for the application to finish downloading and installing on your iPhone.