5.1 First Time Configuration
The first time PIM is started, the First Time Setup Wizard will appear to guide the user through a quick and easy setup process.
To use PIM the first time:
- Access the PIM through Start > Programs > Wave Systems Corp (Start Menu) or from the ETS Launch Pad (desktop icon) or from the desktop icon
 .
- A wizard will guide you through first-time setup (see Figures 5.1 - 5.11)
- The First Time Setup Wizard will start display information about PIM (see Figure 5.1 & 5.2), Click OK to continue.
- Figure 5.3 prompts you to restore from backup, Select No to go to the First Time Setup Wizard. (Yes will allow restoration from a backup).
- The Edit Profile screen is displayed (see Figure 5.4 & 5.5). Name the Profile (e.g. Home, or Work) then enter name and address information (required fields are designated with an asterisk). This information will be used to allow the user to quickly complete Shopping Cart checkouts and other Web based forms. Please note that this information can be changed or deleted later on using the Profile tab. Click Save to continue.
- Create a password that will be used to access your PIM data (see Figure 5.6). Users should ensure that this password is never lost or forgotten.
- The First Time Setup Wizard continues with wallet setup (see Figure 5.7). Click OK to continue.
- The Credit Card setup window is displayed (see Figure 5.8). Credit Card Information, like all information stored by PIM, is secured by your TPM security hardware. The information entered here will be used to quickly fill Shopping Cart Checkout forms. Credit card information may be entered as desired, click Save to go on or skip this step by clicking Cancel. Please note that this information can be changed or deleted later on using the Wallet Tab.
- To enter additional credit cards click Yes. Otherwise, click No. (see Figure 5.9)
- The First Time Setup Wizard continues with Backup (see Figure 5.10). Click OK to continue.
- Select a directory and enter a filename for the backup file. This backup file is secured by the TPM. It will allow users to restore PIM data in the event that the original data is lost. Select Save to continue.
- Click OK through the final Wizard screens (see Figure 5.11).
Note: Right click on the System Tray Icon to add/modify PIM settings.
Figure 5.1: First Time using PIM
Figure 5.2: First Time Configuring PIM
Figure 5.3: Configuring PIM - Initial Config or Config from backup
Figure 5.4: PIM - Edit Profile
Figure 5.5: User's PIM Profile
Figure 5.6: Create Password to Secure PIM data
Figure 5.7: Wizard Notifies you to configure Wallet
Figure 5.8: PIM Wallet
Figure 5.9: Add another Credit Card to Wallet
Figure 5.10: Backup PIM data
Figure 5.11: PIM config complete
Figure 5.12: PIM Icon on System Tray
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