Before you begin
- Ensure you are using the latest version of Attaché. See Current Attaché releases
- Take a backup of your Attaché data.
- Exit Attaché and ensure that no one else is using it.
Installing or upgrading
You should install or upgrade AlexConnect from the Tools menu of your Attaché software. Using this method to install or upgrade AlexConnect ensures you are using the correct version of Alex for your Attaché system.
To install AlexConnect from the Attaché menu:
- Upgrade to the latest version of Attaché.
- Choose Tools | Company | AlexConnect | Install/Upgrade AlexConnect.
- When the installation runs, choose Yes to proceed.
- Follow the installation instructions. (Note: If you are installing AlexConnect for the first time, choose your Attaché program folder as the Destination Directory. To find out your Attaché program folder choose Help | About Attaché.)
- Repeat these steps at each computer from which you want to send documents.
Note: Windows 8 and Windows 10 workstations may require assistance from your system administrator.
Checking the installation was successful
After installing, check the version of AlexConnect. To do so, in Attaché choose Tools | Company | Document Management | Delivery Queue Manager and then click About.
Testing your AlexConnect connection
To test your AlexConnect connection, in Attaché choose Tools | Company | Document Management | Test Connect to Attaché Online. On the Diagnostics tab, enter the Sender details and then click Test Connection.
Setting up a centralised delivery queue (AlexQ)
The document queue manager (AlexQ) is the part of AlexConnect that manages the sending of documents. When Attaché creates documents, a queue of documents can develop similar to a print queue.
With the standard configuration, AlexQ manages the documents on each computer where they are created. However, by setting up an centralised queue manager, documents can be handled centrally on one computer. This minimises disruption to normal workflows and allows you to control the flow of documents.
REF: 060819 1914