Installing iData™ Pro

System Requirement: Mac OS 10.7 or later

NOTE: If you are not a first time user of iData Pro, do not do anything with the iData folder in the For First-Time Users Only folder.

If You're Completely New to iData Pro

When you download iData Pro, it comes on a disk image. The file that you download from the iData Partners site will be idatapro4.zip. It should be automatically unzipped, producing a disk image file named idatapro4.dmg.

It should be automatically mounted (just like a hard disk or CD), with an image like this appearing below your hard drive icon:



NOTE: If the iData Pro disk image does not appear on your desktop after you download iData Pro, look in your Downloads folder for the idatapro4.dmg file and double-click it to have it mount. If you do not find that file, look for idatapro4.zip, double-click it to unzip it, producing idatapro4.dmg.


The mounted disk image itself should open automatically, producing an open folder that looks like this:



If this folder is not open in the Finder, double-click the iData Pro disk image icon, and the folder should open as shown.

To install iData Pro and its related files:

    1. Drag the iData Pro.app icon into your Applications folder. This can be done right in the iData Pro disk image window--just drag it as indicated by the green arrow. Please read instruction 2 before you run iData Pro.

NOTE: iData Pro 4 datafiles have a .id3 file name extension. This is because the datafile format has not changed since iData Pro 4 was released. For the same reason, the default folders of iData Pro 4 datafiles and templates are iData 3 Datafiles and iData 3 Templates, respectively. This means that if you have upgraded from iData 3, you do not have to make any changes to your iData 3 files or folders.

    2.  If you have previously installed iData Pro or iData 3, skip to step 3.

       New users should open the For First-Time Users Only folder in the disk image window. From there, drag the iData folder to your Documents folder.

       NOTE: You should never replace any of your existing iData-related folders. The folders that come with this download are only for people who have never run iData Pro before.
      
       This iData folder contains two other folders. The iData 3 Datafiles folder contains two sample datafiles, Sample Freeform Datafile.id3 and Sample Field Datafile.id3. The iData 3 Templates folder contains several label and envelope templates.

       iData Pro puts the names of the datafiles that it finds in the iData 3 Datafiles folder into iData Pro's Datafiles menu, and puts the names of the templates that are in the iData 3 Templates folder into iData Pro's Templates menu. When you create a new datafile or template, iData Pro saves it to the appropriate folder, so that it will show up in the corresponding menu.

    3. Run iData Pro and, if asked, specify the location of the iData folder.

Users of iData 3

It is not necessary to import your iData 3 (.id3) or iData Mobile (.idm) datafiles. iData Pro can read them just fine.

Users of iData Lite

It is not necessary to import the iData Mobile datafiles that are used by iData Lite.

Users of iData 2

In most cases, the first time you run iData Pro, you will be prompted to import all of your iData 2 datafiles and templates. We recommend that you do this at that time.

iData 2 datafiles cannot be opened directly in iData Pro, but must be imported. To do this at any time, select iData 2 Datafile... in the Import sub-menu, under the File menu, and select the file to be imported. Once the import is complete, save the new datafile right away.

You can also import an entire folder of iData 2 datafiles by selecting iData 2 Datafiles Folder... in the Import sub-menu, under the File menu.

Users of  iData Pro v. 1.0.x, InfoGenie, and QuickDEX

Datafiles and card decks from older C&G products, cannot be opened directly in iData Pro, but must be imported. Just select the appropriate product name from the Import sub-menu, under the File menu, and select the file to be imported. Once the import is complete, save the new datafile right away.

Serial Numbers

If you are running iData Pro in demo mode, you will periodically be prompted to purchase a serial number. Once the 30-day demo period is over, iData Pro will no longer work without a serial number.

If you purchase a serial number and don't want to wait for iData Pro to prompt you for it, you can select Licenses... under the iData Pro menu, and enter it right away. Once you have entered a valid serial number, that menu item will be disabled.

When you purchase a serial number, Kagi will send you an email with the subject line: Thanks for your purchase. You will find your serial number (beginning with IDP4-) following Your serial number is: in the text of the message.

Retrieving a Serial Number From an iData Pro Datafile

If you store your iData Pro serial number in an iData Pro datafile, and then find yourself in a situation where iData Pro is asking for your serial number (as can sometimes happen when changing systems or drives), remember that you can open iData Pro datafiles in a text editor or word processor (TextEdit, MS Word, AppleWorks, etc.) and should be able to find it by searching for "IDP4-“.

We suggest that you also save the Thanks for your purchase email from Kagi as another way of retrieving your serial number. Of course, if all else fails, you can contact iData Partners Support with the name and email address that you used when you made the purchase, and we should be able to find your serial number for you.

Getting Help for iData Pro

iData Pro has online, searchable Help, which includes a Tutorial section. You can access this by selecting User Guide from the Help menu in iData Pro. If you are new to iData Pro, select the Tutorial (Getting Started With iData Pro) link at the top of Section 1 of the Help Topics.

We strongly recommend at least a quick glance through the Help Topics listing to see what it covers. We get a surprising number of requests for technical support regarding issues that are covered in the help pages.

For changes in iData Pro since it was first published, see the iData Pro Version Change History page.

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