N.B. Probate Plus Version 5 is now available. New or existing users may be interested in installing PPv5 instead. If so, please refer to this article.
Probate Plus can operate as a stand-alone installation, or can be networked with your colleagues to share your caseload. It provides a way to centralise and standardise the presentation of your probate work.
Installing PPv4 is a straightforward process. If you are upgrading from previous versions, make sure you have a recent (and tested) backup of your existing PP data folder and the files within it.
1. From our website, get the 'Probate Plus v4 installer' from the downloads page.
During the installation you will need to choose where you would like to store the application. After that you may be prompted for a password. Contact us via firstname.lastname@example.org if you need one.
The application installer (setup.exe) places the PPv4 application and database 'engine' (ADS) onto your PC. PPv4 communicates with the ADS that in-turn handles all read/write access to your data folder.
The data folder is a location that you specify to tell PPv4 where to store the central shared database that holds your postings to PP. If you're upgrading or re-installing, this location may already be set.
If you ever need to check where that data folder is, or if you wish to create a new one, you can look under 'Options...Configure database connection'. The dialogue box shown below will appear, showing the connection path.
2. Choose a database server type.
If you have purchased and installed the client-server database add-on for PPv4 you'll need to choose the client-server option in the above screen. If you're installing PPv4 stand-alone or peer-to-peer with a few other PCs then the built-in (free) peer-to-peer database engine will be used automatically and you will not have to do anything.
3. Optional connection to your store of PECS units.
If you have purchased the full version of PPv4 (as opposed to an evaluation copy), you may now wish to connect it to your store of 'pay-as-you-go' units. These will either be held on a HASP key (red dongle-like stick which plugs into your network) or (for all new clients) in our CloudLM cloud-based store. Connecting is, however, optional, as not all users in an office may be given access to using or purchasing more units.
Go to 'Options...Registration details' and choose either 'HASP licence manager' or 'Internet PECS CloudLM' option.
Please read the other articles in this help section if you require more information on connecting to your pay-as-you-go units.
Additional Free Downloads:
If you wish to use our free to install form-filling and document pack add-ons, please refer to the other help articles on each of these, also found within this section of our Knowledgebase.