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Pre-Installation Checklist

🎯 Before You Begin

Print this checklist or keep it open on your phone while setting up.

✅ Required Information

Gather these from your Unanet administrator or IT department:

  • Unanet Username

    • Example: jsmith
    • Your username: _______________________

  • Unanet Password

    • Your regular Unanet login password
    • Your password: _______________________

  • API Key

    • Looks like: abc123-def456-ghi789
    • Your API key: _______________________

  • Firm Code

    • Example: ACME001
    • Your firm code: _______________________

  • Unanet URL

    • Example: https://acme.unanet.com
    • Your URL: _______________________

✅ System Requirements

Check that you have:

  • Windows 10 or Windows 11

    • Check: Right-click Start button → System

  • Claude Desktop installed

  • Internet connection

    • Needed for downloading files

  • Administrator access (optional but helpful)

    • Can you install programs on this computer?
    • If not, you may need IT help

  • 15 minutes of time

    • Uninterrupted is best

✅ Space Requirements

  • 500 MB free disk space
    • Check: Open File Explorer → This PC → Look at C: drive

📋 Optional but Helpful

  • A text editor (Notepad is fine)
  • Your IT support contact info
  • A cup of coffee ☕

🚫 What You DON'T Need

  • ❌ Programming knowledge
  • ❌ Command line experience
  • ❌ Special permissions (beyond your Unanet access)

📱 Quick Support Contacts

Before starting, know who to contact if you need help:

  • Unanet Administrator: _______________________
  • IT Support: _______________________
  • Phone/Email: _______________________

🎯 Ready to Start?

If you checked all the required boxes above, you're ready!

  1. Go to the Windows Setup Guide
  2. Follow the steps in order
  3. Take your time - there's no rush

💡 Pro Tips

  1. Take screenshots as you go (Windows+Shift+S)
  2. Copy your credentials to a temporary notepad file for easy pasting
  3. Close other programs to avoid interruptions
  4. Disable antivirus temporarily if you get "Access Denied" errors

Remember: This is a one-time setup. Once it's done, you'll have powerful Unanet access directly in Claude!