Worksheet: On Demand content in the Catalog Center

To ensure a smooth transition to the new Catalog Center from a previous installation method it is advised to first uninstall the existing 2020 Office Catalogs application however, this is not mandatory. 

If your catalogs are installed locally, simply updating to the new software version will refresh your content automatically and you can skip the uninstall steps below. However, if you’d like to change your installation directory, do not have admin rights, install fewer catalogs or are currently installed from a network deployment, a full removal is recommended. Think of it as a quick 'clean slate' before bringing in the new setup.

1. Open your Windows control panel and, go to Programs > Programs & Features > 2020 Office Catalogs > Uninstall. 
   
2. Close any Office applications and then run the installation which you have downloaded from your Cyncly Account to upgrade to the latest software version. 
    

3. Once the installation is complete open the Office software from the list below:

   Worksheet
   Giza
   CAP
   CAP Complete 
    

4. Navigate to Help > Catalog Center to begin working with the new On-Demand Content feature. If you do not have local admin rights to the PC, you will want to install to a custom location. Please see Best practice guide for using Catalog Center without admin rights

The Catalog Center is your hub for managing Manufacturer and Material catalogs. It provides tools to install, update, and organize content efficiently. From the Select Manufacturer and Select Material pages, you can easily choose specific catalogs to install or update. You can apply filters and select multiple items at once. 

1. Navigate to Help > Catalog Center. 
    
2. In the Catalog Center you will see three drop down options. 
    
   1. Installed but Update Available
   2. Not Installed
   3. Installed and Up to Date
      
      
      Note: You can change your view to Display as Grid or List view using the drop-down option in the top right.
3. Use the Filter option to refine your search. Change between the Install and Uninstall tabs to make changes to your installed catalogs. Select any catalogs you want to download and click Next. 
    
4. When you have selected the location of the installation click on Install.
   1. In the Summary Review see the manufacturer and material selections you have made. 
      Note: The Summary Review screen provides a clear overview of your choices and installation details. From here, you can confirm your selections and adjust key settings
       
   2. Select the location to download the selected catalogs to. For Network installations check this option here. 
      
      
       
5. You will see a pop-up in the bottom right corner, once the installation is complete click on View Details. 
    
6. The dialog Cyncly Catalogs Report will show you a summary of the status of the selected catalogs you installed in the previous steps. 
    
7. Restart the Office software to see the installed/updated catalogs in the Content Browser. 
    

Network deployment allows catalogs to be installed on a shared location, making them accessible to multiple users across the organization. This replaces the older Leave on Server network deployment method and ensures that all users have access to the same up-to-date catalogs without requiring individual installations on each machine. 

If catalogs are required to be installed locally for each user, then the network deployment process should not be used. In that case, each user will install and maintain catalogs individually through the catalog center. 

Deployment Process: 

• Designate one computer as the admin machine. 
• Important: Worksheet is required to be installed on the admin machine. If you have any Giza users who will be using the networked catalogs, then Giza must also be installed prior to setting up the network deployment. 
• The admin uses Worksheet's catalog center to deploy and maintain the catalogs in the shared network location. 
• All other users must uninstall their existing catalogs and then run the setup.exe file from the shared location to begin using the network catalogs. 

After deployment, the admin machine is responsible for updating the catalogs through the catalog center. All client machines will receive updates automatically, with no additional steps required on the user's part. 
 

Follow the steps below to deploy content to a Network (Admin)

1. Launch Worksheet. 
    
2. Navigate to Help > Catalog Center. 
    
3. Select the Manufacturers to deploy and click on Next.
    
4. Select the Materials to deploy and click on Next. 
    
5. Check the box Network Deployment and select the location of the network.
    
6. Click Install. 
    
7. Once the installation is complete select View Details to view the summary and share the deployment path with the users. 

Follow the steps below to consume content from a Network installation (Clients)

1. Uninstall any previous installation of 2020 Office Catalogs to unlink from any previous network installation.  
    
2. Navigate to the shared deployment location. 
    
3. Launch Setup.exe
    
4. Select the desired manufacturers. 
    
5. Click Install. 
    
6. You will see a pop-up in the bottom right corner, once the installation is complete click on View Details. 
    
7. The dialog Cyncly Catalogs Report will show you a summary of the status of the selected catalogs you installed in the previous steps. 

Catalogs can be updated at any time, either: 

• Manually: by navigating to Help > Update Catalogs
  OR
• Automatically: Daily notifications appear when launching Office applications.
  • You can pause updates for up to 7 days by selecting the option Later in the Cyncly Catalog Updates pop-up in the bottom right corner of the screen.
  • Selecting Update in the Cyncly Catalog Updates window will launch the Catalog Center but will only show the category Installed but Updates Available.
  • If there are no updates available, a confirmation message will appear. 
     

• Should I run updates at night?
  • Yes, you can run updates at night as long as your computer is set not to go to sleep. If your computer enters sleep mode, the update will automatically pause and resume once the computer is reactivated. 
     
• Can I set the system to check for updates at a specific time, similar to Project/Notify?
  • Currently, no. We have added this request to our development backlog for consideration in a future release. 
     
• How do I currently access old catalogs?
  • We are currently working on integrating legacy pricing information into the Pricing Center. For now, the process for accessing older catalogs remains the same: you must download the legacy catalogs. Our Support Team retains all catalogs dating back to 2022 and can assist you with setting them up. 
     
• Once a catalog is installed, how long does it take for new update information to become available?
  • New update information is available quickly. As soon as a manufacturer announces an update and provides the details to Cyncly, it will be ready the next time you check for updates. 
     
• For a local install, what about firewall protection or needing admin rights?
  • We have given an option to change the directory to a custom location on your local drive that would not require admin rights. Admin rights are required the first time but are good to go moving forward. For more information refer to the Best practice guide for using Catalog Center without admin rights
     
• Does on demand also install and update CAP and Giza Files also? 
  • Yes. It is aware if those applications are also installed and will automatically install and update catalogs for all applications, CAP and Giza included.