Installing iData 3


System Requirement: Mac OS 10.4 or later

NOTE: If you are not a first time user of iData 3, do not do anything with the iData folder in the For First-Time Users Only folder.

If You're Completely New to iData 3

Users of iData 2
Users of  iData Pro v. 1.0.x, InfoGenie, and QuickDEX
Serial Numbers
Retrieving a Serial Number From an iData 3 Datafile
Getting Help for iData 3

If You're Completely New to iData 3 (return to top)

When you download iData 3, it comes on a disk image. It should be automatically mounted (just like a hard disk or CD), with an image like this appearing below your hard drive icon:



If it does not mount automatically, look for a file called "iData 3.dmg", which will probably be in your Downloads folder (unless you have reset this in your browser preferences). Double-click that file to have the disk image mount.

The disk image itself should also open automatically, producing an open folder that looks like this:



If this folder is not open in the Finder, double-click iData 3 disk image icon, and the folder should open as shown.

To install iData 3 and its related files:

    1. Drag the iData 3.app icon into your Applications folder. This can be done right in the iData 3 disk image window--just drag it as indicated by the green arrow. Please read instruction 2 before you run iData 3.

    2.  If you have previously installed iData Pro or iData 2, skip to step 3.

       New users should open the For First-Time Users Only folder in the disk image window. From there, drag the iData folder to your Documents folder.

       NOTE: You should never replace any of your existing iData-related folders. The folders that come with this download are only for people who have never run iData 3 before.
      
       This iData folder contains two other folders. The iData 3 Datafiles folder contains two sample datafiles, Sample Freeform Datafile.id3 and Sample Field Datafile.id3. The iData 3 Templates folder contains several label and envelope templates.

       iData 3 puts the names of the datafiles that it finds in the iData 3 Datafiles folder into iData 3's Datafiles menu, and puts the names of the templates that are in the iData 3 Templates folder into iData 3's Templates menu. When you create a new datafile or template, iData 3 saves it to the appropriate folder, so that it will show up in the corresponding menu.

    3. Run iData 3 and, if asked, specify the location of the iData folder.

Users of iData 2 (return to top)

In most cases, the first time you run iData 3, you will be prompted to import all of your iData 2 datafiles and templates. We recommend that you do this at that time.

iData 2 datafiles cannot be opened directly in iData 3, but must be imported. To do this at any time, select iData 2 Datafile... in the Import sub-menu, under the File menu, and select the file to be imported. Once the import is complete, save the new datafile right away.

You can also import an entire folder of iData 2 datafiles by selecting iData 2 Datafiles Folder... in the Import sub-menu, under the File menu.

Users of  iData Pro v. 1.0.x, InfoGenie, and QuickDEX (return to top)

Datafiles and card decks from older C&G products, cannot be opened directly in iData 3, but must be imported. Just select the appropriate product name from the Import sub-menu, under the File menu, and select the file to be imported. Once the import is complete, save the new datafile right away.

Serial Numbers (return to top)

If you are running iData 3 in demo mode, you will periodically be prompted to purchase a serial number. Once the 30-day demo period is over, iData 3 will no longer work without a serial number.

If you purchase a serial number and don't want to wait for iData 3 to prompt you for it, you can select Licenses... under the iData 3 menu, and enter it right away. Once you have entered a valid serial number, that menu item will be disabled.

When you purchase a serial number, Kagi will send you an email with the subject line: Thanks for your purchase. You will find your serial number following Your serial number is: in the text of the message.

Retrieving a Serial Number From an iData 3 Datafile (return to top)

If you store your iData 3 serial number in an iData 3 datafile, and then find yourself in a situation where iData 3 is asking for your serial number (as can sometimes happen when changing systems or drives), remember that you can open iData 3 datafiles in a text editor or word processor (TextEdit, MS Word, AppleWorks, etc.) and should be able to find it by searching for "ID30-".

We suggest that you also save the Thanks for your purchase from Kagi as another way of retrieving your serial number. Of course, if all else fails, you can contact iData 3 Support with the name and email address that you used when you made the purchase, and we should be able to find your serial number for you.

Getting Help for iData 3 (return to top)

iData 3 has built-in, searchable Help, which includes a Tutorial section. You can access this by selecting User Guide from the Help menu in iData 3. If you are new to iData 3, select the Tutorial (Getting Started With iData 3) link at the top of Section 1 of the Help Topics.

We strongly recommend at least a quick glance through the Help Topics listing to see what it covers. We get a surprising number of requests for technical support regarding issues that are covered in the help pages.

The User Guide also includes a listing of iData 3 features that are new since iData 2, listed as New Features in iData 3 in Section 1 of the index. For changes in iData 3 since it was first published, see the Current Status of iData 3 page.


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