System requirements and installation
ClaimMaster system requirements
ClaimMaster requires the following versions of Microsoft Office and Windows:
- Microsoft Windows: 32-bit or 64-bit versions of Windows 2000, Windows NT, XP, Vista, Windows 7-11. Terminal server/Citrix-compatible version is available upon request and requires separate licensing from client-based version. Although a Mac Office version is not available, ClaimMaster will work within Parallels or other Windows emulators on Mac computers.
- Microsoft Office: 2007-2022, Office 365; both 32-bit and 64-bit versions are supported.
1. Installing ClaimMaster on a local computer (default)
ClaimMaster is an add-in to Microsoft Word and therefore needs to install several different components to function properly and appear within Microsoft Word's ribbon:
1) Core files/binaries - typically installed to C:\Program Files (x86)\ClaimMaster\
2) ClaimMaster template - must be installed in the Word's Startup folder for ClaimMaster tab to appear in the Word's ribbon. The template is named ClaimMaster.dotm for 32-bit Word 2007 or later, ClaimMaster64bit.dotm for 64-bit Word 2007 or later, and ClaimMaster.dot for Word 2002-2003.
3) User Settings - typically installed to the %APPDATA%\ClaimMaster\ directory of the target end-user (%APPDATA% is the Windows environmental variable pointing to the location of the user's Application Data directory)
2. Installing ClaimMaster in a shared environment, such as a Terminal Server (requires a separate license)
1) Core files/binaries - install to some shared directory on the server to which all users have access, typically C:\Program Files (x86)\ClaimMaster\
2) ClaimMaster template - must be copied to each end-user's Word's Startup folder for ClaimMaster tab to appear in the user's Word's ribbon. The template is named ClaimMaster.dotm for 32-bit Word 2007 or later, ClaimMaster64bit.dotm for 64-bit Word 2007 or later, and ClaimMaster.dot for Word 2002-2003.
3) User Settings - typically installed to the %APPDATA%\ClaimMaster\ directory of each target end-user (%APPDATA% is the Windows environmental variable pointing to the location of the user's Application Data directory)
During installation, you will be able to specify custom locations for the above components, as well as identify the target end-user, who may not be the user performing the installation (e.g., IT administrator).
Select version (64-bit vs 32-bit)
ClaimMaster should detect whether you have 32-bit or 64-bit Office installed and will deploy the correct template based on the version. In case your Word version is not getting correctly detected, you can override it during installation.
Installing core files
ClaimMaster's core files are typically installed to C:\Program Files (x86)\ClaimMaster\ (64-bit Windows) or C:\Program Files\ClaimMaster\ (on 32-bit Windows), but you can change the location of that directory during installation:
Selecting a target end-user
Sometimes a person installing ClaimMaster is not the target end-user of the software, which happens when the software is being installed by IT administrators the firm/company end-users. In case the installing user and the target end-user are not the same, ClaimMaster's settings and template might not be placed into the %APPDATA% directory of the target end-user, so the add-in will not be visible to the target end-user after installation. Therefore, it is important to specify the correct target end-user at the time installation, so that the installer can copy the required files into the target end-user's directories. You can do so directly during the installation process:
Selecting Word Startup directory
During installation, you can also specify the location of the Word Startup directory where ClaimMaster template will be copied. Placing ClaimMaster in the Word's Startup directory is necessary for the ClaimMaster tab to appear in Microsoft Word ribbon/toolbar. By default, the Startup location in the installer is set to the C:\Users\ENDUSERNAME\AppData\Roaming\Microsoft\Word\STARTUP\, based on the default Startup location configured in Word. The ENDUSERNAME in the path is the name of the target end-user specified in the previous installation step and can be the same or different from the username of the person performing the installation. You can also change this location in the installer depending on the actual Startup directory location configured within your Word application.
Note: The installer will only deploy the template to a single end-user's Word Startup folder. When installing on a Terminal Server for multiple users, you will need to manually copy ClaimMaster template to each desired end-user's Word's Startup folder for ClaimMaster tab to appear in that user's Word's ribbon.
Resetting ClaimMaster settings (optional)
ClaimMaster stores various settings in the user's Application Data directory. If you are reinstalling the software, you can specify whether to overwrite some or all of the currently configured settings during installation (e.g., rules, templates, etc.) or keep their current values. In any event, if existing ClaimMaster settings are found on the computer, they will also be backed up to the %APPDATA%\ClaimMaster\Settings Archive\ directory during the installation.
Once ClaimMaster is installed, its features will become accessible either from the Word's Ribbon or the toolbar, depending on the version of the Microsoft Office you have installed on your computer.