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Profiles Professional Training & Support

Upgrade to version 9.0

How to install


Before installing your updateBefore you update: If you have a customized version of Profiles (i.e., acquired through a home office), please check with your home office and/or compliance department before installing this update.

Client files created in v8.0 will continue to be available in v9.0; it is recommended that you back-up your client files.

Please contact EISI Technical Support at: 866-620-7510 and select Option 3 if the following applies to you:

  1. At the end of the data transfer process you do not see all the cases you expected.
  2. If you use an Access Database accessible by one or more planners either on the same computer or stored on a network drive, and you intend to continue sharing a common data storage location.*
  3. If your business runs a “service bureau” model in which an assistant uses the application to create or modify plans for one or more planners in your office and the Access Database is either on the assistant’s local computer or on a network drive.*

*It is recommended that all users sharing an office and accessing a network database install  v9.0 simultaneously.  Please coordinate a time with the other network users within your office to do a synchronized install before you call EISI Technical Support.

Version: 9.0
File Size: 111 MB
Release Date: 10/07/08
Update:   Download

It is recommended that you Save the file to your desktop.

Shoud the link above fail, try the HTTP Server.
Installation
Instructions:
PDF Installation and Data Migration Guide
Release Notes Visit What’s New in v9.0

New system requirements (desktop format)

Profiles Professional v9.0 runs on Microsoft Windows XP and Microsoft Vista. The Microsoft Windows 2000 operating system is no longer actively supported. As well, Adobe Reader 6.0 is required, at a minimum, for client reports.

Profiles Minimum System Requirements
Free Hard Drive Space 512 MB
Operating System Microsoft Windows XP, Vista
Document Software Adobe Reader 6
Processor 1.0 GHz CPU
Memory 512 MB RAM
Hardware CD-ROM drive
3.5-inch floppy
Browser IE 6 or higher
Note: EISI will conduct limited software testing to assess general compatibility with its applications and Microsoft Windows 2000 and Adobe 5.0; however, in the event that an issue arises that is specifically related to running Profiles with programs that do not meet its minimum system requirements, EISI is not obligated to provide technical support.