This article provides step-by-step instructions for a new installation of Enfocus Switch, or to upgrade the current version of Enfocus Switch and DesignMerge software to a newer version. Differences in the upgrade vs new installation instructions are indicated where appropriate.

STEP 1) OBTAIN NECESSARY FILES

In order to complete this installation, you will need the following files:

1. Enfocus Switch Software Installer
   If you have not already done so, please register for an Enfocus ID. The Enfocus ID is required in order to login and obtain the most recent Switch software installers, or to open a tech support case directly with Enfocus. Here is the link to create your Enfocus ID login:
   
   https://my2.enfocus.com/en/
   
   Once you create your account and login to the Enfocus site, you should see the links to download the installers for Enfocus Switch software. If you have any problems with this, please contact Meadows support and we will obtain the Switch software installer for you.
2. Switch License Key and Maintenance Key (both HTML Files)
   If you purchased your copy of Enfocus Switch directly from Meadows, we will have provided you with your Switch License and optional Maintenance keys. These will be separate HTML files.
   
   If you purchased your copy of Enfocus Switch from an Enfocus dealer, please contact your dealer to receive a copy of your License and Maintenance keys.
   

   UPGRADE NOTES: For Enfocus Switch upgrades, if you have previously installed your License and Maintenance keys, you can make a backup copy of these keys when you deactivate the current Switch license. If you are unsure whether your maintenance is still active, please check your current product maintenance by choosing Help > Manage Licenses... from the Switch menu. Examine the Details section to determine if your Maintenance Status is Active, as shown below:
   
   
   
   If your Maintenance Status is Expired, please install the newly-received Maintenance key because without it you will not be allowed to upgrade your version of Switch. Your Maintenance Status must be Active in order to proceed with an Enfocus Switch upgrade. Also please verify that the Maintenance End Date has been set to a date in the future.
   
   MAINTENANCE KEY NOTES: If you purchased your software from Meadows, the initial set of License Keys include both the Product Keys for your copy of Enfocus Switch (and any Switch optional modules), and also your Maintenance Key. The Maintenance Key is included as a part of your initial License Key (there is not a separate Maintenance Key for the initial period).
   
   Switch licenses are perpetual, and renewal of the Switch Maintenance is optional but recommended. If you renewed your Maintenance with Meadows, you should have received a separate Maintenance Key (separate HTML file sent by email). You should import the Maintenance Key on your Switch installation as soon as you receive it. This will extend the maintenance to the new end date to update your current Maintenance period and allow you to install any upgrade that is made available during the Maintenance period. Note that when you export your License Keys for backup, this export includes both the current License and also your Maintenance information.

3. DesignMerge Software Installer and Order Code
   Please download the DesignMerge Pro software installer that matches your version of Adobe InDesign. You may download the DesignMerge Pro software installers by accessing the downloads page on our web site at https://www.meadowsps.com/downloads. For Enfocus Switch, you must be running Adobe InDesign 2022 or newer.

STEP 2) VERIFY SYSTEM REQUIREMENTS

Before upgrading, please check that your system will support both the version of Switch you intend to install/upgrade to, and the version of Adobe InDesign that you intend to use with DesignMerge software.

The system requirements for Enfocus Switch may be found here:

https://www.enfocus.com/en/support/system-requirements/switch-system-requirements

The system requirements for Adobe InDesign may be found here:

https://helpx.adobe.com/indesign/system-requirements.html

DesignMerge software will run on any system that is also compatible with Adobe InDesign. Please confirm that your system meets these requirements before proceeding with the installation.

STEP 3) UPDATE ADOBE INDESIGN

You must be running at a minimum Adobe InDesign 2023 version 18.2. Newer versions of Adobe InDesign are also supported. You can verify your InDesign version by selecting About InDesign... from under the InDesign menu. Please update your Adobe InDesign software if necessary to meet the minimum requirement.

WINDOWS USERS: You must configure the Adobe InDesign application to Run as an administrator. The system will not function properly unless this property has been set. Please click here for additional details about setting up this property.

STEP 4) INSTALL DESIGNMERGE SOFTWARE

Next you should install and activate DesignMerge Pro for Adobe InDesign. Please follow these steps:

1. Install DesignMerge Pro Software
   Run the installer, and when prompted to select Optional Modules, you must select the following Optional Module:
   
   Scripting Module
   
   The DesignMerge Scripting Module is required for use with Enfocus Switch. If you have licensed any other DesignMerge Optional Modules (Bar Code Module, GroupPicture Module, etc.) then please select those as well. Please check the link to your original DesignMerge software order for a list of any other Optional Modules available with your order.
2. Activate DesignMerge Pro Software
   When the install is complete, run Adobe InDesign. You will be prompted to activate the modules. Please enter the same Order Code for all modules (you will be prompted to enter this code once for DesignMerge and again for each of the optional modules you installed).
3. Adjust DesignMerge Pro Preferences (if necessary)
   If upgrading, set your DesignMerge Preferences to match the settings on your old system. In most cases the default preference are fine, but if you had set up any unique Global Search Paths, be sure to enter those with the new version of Adobe InDesign.
   
   For new installations, please uncheck the preference item Show Splash Screen at Startup so it does not interfere with your Switch flows.

This completes the installation of DesignMerge software.

STEP 5) VERIFY SWITCH MAINTENANCE

UPGRADES ONLY: This step is for upgrades only. As mentioned earlier, in order to update your Switch software, you will first need to deactivate your current Enfocus Switch licensing. Before deactivating your current Switch license, you must be sure that your Maintenance is active.

Please see the first section for details on your product maintenance. If your current Maintenance is Expired, then follow the steps below to import your Maintenance key.

The Maintenance renewal key is provided in a separate HTML file. To activate your maintenance renewal, you will add it just like you are adding a new product license or other Switch component. Please follow these steps:

1. Run Enfocus Switch
2. Select Help > Manage Licenses...
3. Click the Activate New... button
4. Browse to and select the Maintenance Key HTML file
5. Complete the activate and close the window
6. Quit and Restart Enfocus Switch

STEP 6) DEACTIVATE SWITCH

UPGRADES ONLY: This step is for upgrades only. To be safe, we recommend at this point exporting all of your current Switch flows (use the Switch Flow > Export All... menu for this). Please store the flows in a folder on your desktop.

After backing up your flows, you now need to deactivate the current version of Switch. Please deactivate the current version by doing the following:

1. Select Help > Manage Licenses
2. Click the Deactivate... button.
   Please be sure that you enable the following item before deactivating:
   
3. Backup the License Keys (when prompted)
   If you enabled the export checkbox in the previous step, you will be prompted to save your license files. Please save these to a folder on your desktop. You will use these license file(s) later to activate the upgraded version of Enfocus Switch.
4. Quit Enfocus Switch

STEP 7) INSTALL NEW SWITCH SOFTWARE

Run the Switch software installer that you obtained in STEP 1. Follow all of the standard prompts to complete the installation.

STEP 8) ACTIVATE SWITCH SOFTWARE

After installation, start up the Enfocus Switch software. You will be asked to activate the software. Please select ALL of the license files that you backed up earlier in STEP 6.

STEP 9) INSTALL THE NEW DESIGNMERGE CONFIGURATOR

An updated version of the DesignMerge Configurator has been provided in the download folder in the Setup/Configurators folder. The name of the configurator is DesignMergePro vXX.enfpack.

Double-click on the Configurator file and you will be prompted to replace/update the existing DesignMerge Configurator in Switch. Proceed to update the DesignMerge Configurator and follow all prompts.

STEP 10) IMPORT BACKED UP FLOWS

UPGRADES ONLY: This step is for upgrades only. If the new version of Switch does not show your original flows, please import them now from the backup created in STEP 6.

Your DesignMerge and Enfocus Switch system should now be ready to go!