| 1 |
Exit any open applications, including anti-virus applications and online services. Insert the DVD into the DVD drive. The Enter Information Dialog appears. Here, type in your Principia Access Code, which you'll find at the bottom of your Principia mailing label. Click Next. If the Enter Information dialog box does not appear, go to the Start menu and click, Settings, then Control Panel, and go to Add/Remove Programs. Click Install to begin.
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| 2 |
After a moment, the Welcome dialog appears. Click Next. The Software License Agreement appears. To accept its terms, read the license agreement and click yes. |
| 3 |
Next, the Select Type of Installation dialog box appears. Select Single User Installation.
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| 4 |
The Choose Destination Location dialog box appears. Principia will be installed to the default location of C: Program Files/Morningstar/Principia, unless you specify otherwise. To select a different location, click Browse and then browse to or type in a new drive and directory and click OK. Click Next. |
| 5 |
Select an installation type from the Setup Type dialog. Select an option for installing Principia: Typical or Custom. |
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Typical and Compact
In the DVD installation, these options both allow you accept the default installation directory or specify a new location. These options are ideal for most users.
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Principia Mutual Funds Advanced: Choose Custom Installation to leave the Morningstar Page files on the DVD. If you choose this option, you'll need to leave the DVD in the drive when accessing Morningstar Pages. |
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Principia Mutual Funds and Principia Mutual Funds Advanced: Choose Custom Installation to leave the Complete Fund Holdings on the DVD. If you choose this option, you'll need to leave the DVD in the drive when accessing MF Complete Fund Holdings. |
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Once you select Custom Installation, you will be asked to copy certain groups of files to the destination location you specified earlier or leave the files on the DVD. Select the options you prefer and click Next. |
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The Select Components screen appears. Accept the default for all files, unless your system requires otherwise. Click Next. |
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Accept the default Program Folder unless your system requires otherwise and click Next. Installation begins. |
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When all files have been successfully installed, the Installation Complete dialog box appears. Click Finish and read the Release Notes, which contain useful information about changes to the software.
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