1. Slide#: 1© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS ™ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

2. Slide#: 2© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ by CMS to the MAX Procedure to setup Windows 7 to run Cougar Mtn Professional 2010/1 1.Log-in with administrator rights (required to run client.exe) 2.Map the Cougar directory on the server (the M: drive is most often used for CMS) 3.Editing the config.nt (per the description below) 4.Rename and existing cmswin\Backup directories then run the Client.exe in the \cmswin or \cmsfund directory (if this is an single user install, install the software normally) 5.In the folder that the program makes, change the icon that runs Cougar to run in a separate memory space (its under the advanced tab) 6.If you wish to auto launch your company code, add dc MAX to the command line e.g. M:\cmswin\cmsmain.exe dc MAX where MAX is your primary company code (dc is in lower case and MAX is in upper case with you company code) 7.Turn off the UAC in the Control Panel under Users 8.Change the date settings in Regional Settings 9.Edit the _default.pif in the C:\Windows directory 10.Set the screen resolution as low as possible (800x600 is best for CMS) 11.Shorten any long printer names 12.Reboot your PC for the changes to take effect

3. Slide#: 3© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 2. Mapping the Cougar Directory Mapping the Cougar directory on the server in Windows 7  From the desktop or Start Menu, right-click on the My Computer icon and select Map Network Drive from the menu.  Select M under the Drive: drop down menu. Choose browse, select your network folder.

4. Slide#: 4© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 2. Mapping the Cougar Directory Right click Computer, select map network drive…

5. Slide#: 5© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 2. Mapping the Cougar Directory Select Drive as M, under Folder select your server. Click ok, Reconnect at Login & then finish.

6. Slide#: 6© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 3. Editing config.nt Procedure to edit config.nt in Windows 7  Click on Start  Type in NOTEPAD on the run line  Right click on notepad & run as administrator  Click Yes on the screen to allow modification to your system  Click on File, Open and enter c:\windows\system32\config.nt  Go to the bottom of the file  Change Files=40 to Files=250  Click on File, Save, Exit  This won’t take effect until you reboot your PC but you can wait until the other steps have been completed

7. Slide#: 7© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 3. Editing config.nt Enter in below NOTEPAD

8. Slide#: 8© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 3. Editing config.nt Right Click and then Run as administrator

9. Slide#: 9© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 3. Editing config.nt Click on Yes

10. Slide#: 10© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 3. Editing config.nt Browse/search or enter the File name, open & enter c:\windows\system32\config.nt

11. Slide#: 11© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 3. Editing config.nt Scroll to the end of the file

12. Slide#: 12© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 3. Editing config.nt Change to files=250 No spaces, then Save and Exit

13. Slide#: 13© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 4. Run Client.exe 4. Procedure to run Client.exe  Select Browse and navigate to the M network drive or the drive to which you mapped on the server, you can also use the search function from inside the Cougar program directory.  Open the CMSWIN (CMSFUND for FUND) folder and double-click the CLIENT.EXE file.  The Cougar Mountain Installation window will appear and should reflect the installation directory as C:\CMSWIN. Follow the on-screen instructions.

14. Slide#: 14© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 4. Run Client.exe Launch the Client.exe and follow the on screen prompts

15. Slide#: 15© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 4. Run Client.exe Click Run

16. Slide#: 16© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 4. Run Client.exe Click on Next

17. Slide#: 17© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 4. Run Client.exe Normally, use the default directory C:\CMSWIN, then click next, sometimes you can use c:\CMSWINws to differentiate from the “real” program directory name, then click on Next

18. Slide#: 18© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 4. Run Client.exe Normally, the default setting is Yes. This will copy all replaced files into the directory shown. It’s an advanced procedure to rename the existing directory before proceeding, than Install

19. Slide#: 19© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 4. Run Client.exe Wait for this to finish

20. Slide#: 20© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 4. Run Client.exe Click on Run

21. Slide#: 21© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 4. Run Client.exe Click on Finish

22. Slide#: 22© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 5. Run Icon in a Separate Memory Space 5. Run Icon in a Separate Memory Space  Right-click on the Cougar Mountain software icon on your desktop and select Properties. Or, select Start, point to All Programs, point to Cougar Mountain Software, and right-click on the program icon to select Properties.  On the Shortcut tab, select the Advanced button.  In the Advanced Properties window, check the Run in separate memory space check box.  Select OK to save the settings and close the window. You have completed this task..

23. Slide#: 23© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 5. Run Icon in a Separate Memory Space Right click Cougar Mountain icon, select properties

24. Slide#: 24© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 5. Run Icon in a Separate Memory Space Select Advanced from the Shortcut tab

25. Slide#: 25© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 5. Run Icon in a Separate Memory Space Check Run in separate memory space, then click OK

26. Slide#: 26© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 6. Auto-Launch a company code 6. Auto-Launching a company code  Right-click on the Cougar Mountain software icon on your desktop and select Properties. Or, select Start, point to All Programs, point to Cougar Mountain Software, and right-click on the program icon to select Properties.  In the shortcut tab, find the “target” box.  At the end add dc MAX (MAX is your company code that you want auto- launched).  Click OK and you are finished..

27. Slide#: 27© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 6. Auto-Launch a company code Right click Cougar Mountain icon, select properties

28. Slide#: 28© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 6. Auto-Launch a company code Under “target” add dc MAX (where MAX is the desired company code to be auto launched). Remember to make dc lowercase and the MAX uppercase. Click OK.

29. Slide#: 29© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 6. Auto-Launch a company code Right click Cougar Mountain icon, select Send> Pin to Start Menu and or Send to Desktop

30. Slide#: 30© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 7. Turning UAC Off Procedure to turn off UAC in Windows 7  Select the Start Menu  Go to Control Panel  Select User Accounts and Family Safety  Select User Accounts  Select Change User Account Control Setting  Bring the slide bar all the way down to “Never Notify Me”

31. Slide#: 31© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 7. Turning UAC Off Select Control Panel

32. Slide#: 32© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 7. Turning UAC Off Select User Accounts and Family Safety

33. Slide#: 33© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 7. Turning UAC Off Select User Accounts

34. Slide#: 34© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 7. Turning UAC Off Select Change User Account Control Settings

35. Slide#: 35© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 7. Turning UAC Off Click Ok Slide bar all the way down

36. Slide#: 36© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 8. Changing the Date Settings Changing the date settings in Regional Settings in Windows 7  Open the Start Menu  Select Control Panel  Select Clock, Language and Region  Select Region and Time  Make sure you are in the Formats Tab, verify the short date is in MM/dd/yyyy format. If it is not, click the drop down and change it.  Also change the long date to be MMMM/dd/yyyy

37. Slide#: 37© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 8. Changing the Date Settings Select Control Panel

38. Slide#: 38© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 8. Changing the Date Settings Select Clock, Language and Region

39. Slide#: 39© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 8. Changing the Date Settings Select Region and Language

40. Slide#: 40© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 8. Changing the Date Settings Make sure Short date is set to MM/dd/yyyy Make sure Long date is set to MMMM/dd/yyyy

41. Slide#: 41© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 9. Editing _Default.PIF First Activating Administrator Account using an Elevated Command Prompt (there are other techniques, this is just the easiest one) NOTE: This option can be used in all editions of Windows7, 1. Open a elevated command prompt by clicking on Run entering CMD and the hold the shift and control key down while hitting 2. To Enable the Hidden Built-in Administrator Account A) In the elevated command prompt, copy and paste the command below and press. net user administrator /active:yes 3. Close the elevated command prompt by typing exit & 4. Log off, and you will now see the built-in Administrator account log on icon added (enabled) NOTE: It is very advisable to put a password on the Administrator activeelevated command prompt

42. Slide#: 42© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 9. Editing _Default.PIF To Prepare to modify the _Default.pif  Before you can follow the “normal” procedure used under Windows NT, 2000, or XP, you must give yourself permission to modify the _default.pif file. To do this, make sure that you are logged into Windows 7 with an administrative account.  In the search field in the Start Menu, type CMD, but instead of pressing Enter, press Ctrl-Shift-Enter to open a command prompt in administrative mode. When the command window opens, enter the following commands:  cd /D %systemroot% takeown /A /F %systemroot%\_default.pif icacls %systemroot%\_default.pif /grant Users:F

43. Slide#: 43© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 9. Editing _Default.PIF Procedure to edit _ Default.PIF in Windows 7  Click on Start  Go to my computer  In the C:\Windows find the file _Default.PIF. (In some systems, the file extension might not be visible.)  Right-click on the file or file icon and select Properties from the menu.  Select the Memory tab.  In the Conventional memory section Total drop-down list box, select 600. 7. Check that all the other drop-down list boxes have the highest available value selected. 8. Check the Uses HMA check box in the Extended (XMS) memory section. 9. Click OK to save your settings and close the window.

44. Slide#: 44© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 9. Edit the _default.pif Change the “Total” drop down box to 600. Also make sure “Uses HMA” is checked under the Extended (XMS) memory

45. Slide#: 45© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ 10. Reboot your PC Reboot your PC, so that all the changes can take effect.

46. Slide#: 46© GPS Financial Services 2010-2011Revised 05/27/2011 How Can I Get the CMStotheMax tm & Cougar-Magic tm Products? GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com) 13337 South Street #352 Cerritos, CA 90703 714 228-5444 Phone 800 531-2944 Fax email us at: sales@CMStotheMAX.com

47. Slide#: 47© GPS Financial Services 2010-2011Revised 05/27/2011 Cougar-Magic.com Products

48. Slide#: 48© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ by CMS to the MAX

49. Slide#: 49© GPS Financial Services 2010-2011Revised 05/27/2011 cms 2 SY Setup-Windows7 on WS™ Troubleshooting Troubleshooting  Problems editing Config.nt (not using Notepad in administrator mode)  Client.exe not loading completely (not logged in with administrative privileges)  Auto launch isn’t working properly (capitalization is key, dc is lowercase and your company code is in upper case)  Computer running slow (UAC not set properly)  Printing problems (check for too long of printer names)  Screen too small (change screen settings in Control Panel> Display