AX1795

Installing the Axiom Software Client

This section explains the installation of the Axiom Windows Client or Excel Client on individual client workstations.

Before you install

Before beginning the client installation process, make sure you have installed the necessary prerequisites for the particular Axiom Software Client you intend to use.

  1. Log into your workstation as a local administrator.

  2. Launch Microsoft Edge or Internet Explorer 11 (or higher).

  3. Browse to the following URL: https://<customername>.axiom.cloud

    Where <customername> is your assigned name for the Axiom Cloud Service.

  4. Click the menu icon in the right side of the navigation bar across the top of the page. At the bottom of the menu, click About Axiom Software.

  5. In the About Axiom Software dialog, under Download, click Necessary software tools for running Axiom desktop client applications.

  6. From the Download page, install the necessary prerequisites for the Axiom Software Client that you intend to use.

    See Client technical requirements for more information on which prerequisites to install.

Install the Axiom Software Client

  1. Log into your workstation as yourself.

  2. Launch Microsoft Edge or Internet Explorer 11 (or higher).

  3. Browse to the following URL: https://<customername>.axiom.cloud

    Where <customername> is your assigned name for the Axiom Cloud Service.

  4. Click the rocket icon in the right side of the blue bar across the top of the page. In the Quick Launch menu, click on one of the following icons to install that client:

    • Windows Client
    • Excel Client

Example Quick Launch menu to install the Axiom Software client

Client shortcuts

Depending on the selected user authentication method for your system, the Axiom Software Client installation may create shortcuts on your desktop and in your Start menu. If these shortcuts are present, then you can launch the Axiom Software Client directly via these shortcuts, without needing to access the Axiom Software web page. If you are using SAML or OpenID Authentication, then you must always go to the Axiom Software web page in order to launch the system.

Upgrading the Axiom Software Client

Going forward, under normal circumstances you should not need to manually upgrade the Axiom Software Client. Your cloud system can be upgraded by Axiom Support at your organization's request. Once the cloud system is upgraded, your client installations will be automatically upgraded the next time a user attempts to log into Axiom Software on that workstation.