Providing Instructions for Users

Make sure the setup and usage instructions you include with your service profile are clear and complete. This will reduce your support effort by helping to ensure that your users are successful in setting up Connection Manager and connecting to your service. Use the following as a basis for the setup and usage instructions you provide to your users.

Setting Up Connection Manager

Have users follow these steps to set up Connection Manager.

To set up Connection Manager

  1. If you’ve received the service profile on disk or a compact disc, insert it in the appropriate drive.

  2. Use Windows Explorer and browse to the file name you’ve assigned the service profile. If you’ve downloaded Connection Manager from the Internet or a private network, browse to your download folder.

  3. Double-click the service profile’s file name, ServiceProfileFileName.exe.

During installation, Setup installs the application files on your hard drive. Setup installs the custom dialer in a subdirectory of Connection Manager and creates an icon on your desktop.

Establishing a Connection

Have users follow these steps to connect to your service.

To establish a connection

  1. Double-click the service-profile icon on the desktop.

  2. Type your user name and password. If you are using a secure connection to connect to a private network, you may be prompted for a second user name and password. If so, type the user name and password you use for the private network server.

  3. If you are using Connection Manager to connect for the first time, click Settings and select a phone number from the phone book of access numbers. You may need to wait briefly for the phone number to be displayed when opening a large phone book. Alternatively, you may type the service’s access phone number. Click OK.

  4. Click Connect to establish a connection.

  5. When you connect, the service may update your phone book if new or changed phone book information is available.

For help with establishing a connection or with troubleshooting, use Help:

Removing Connection Manager

Have users follow these steps if they want to remove the Connection Manager software used to connect to your service. This requires removing both the service profile, containing any custom files and the service provider profile file (.cms), and the basic Connection Manager software.

To remove Connection Manager

  1. Open Control Panel.

  2. Click Add/Remove Programs.

  3. Click the service profile name.

  4. Click Add/Remove, then click OK.

  5. Click Connection Manager.

  6. Click Add/Remove, then click OK.

Note

If multiple service profiles are installed on the computer, users should not remove Connection Manager.


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