Xactimate v.27 Network Installation

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1 Xactimate v.27 Network Installation Requirements Like all networked software applications, Xactimate Version 27 must be installed on a workstation connected to a network that has been properly set up and mapped to a shared drive (this document uses the X drive as an example). Xactware recommends that you have a certified network technician set up and administer your network for you. Xactimate Version 27 supports SQL Server 2005, and SQL Server 2005 Express Edition. It also supports a peer-to-peer network configuration and installation. Before installing Xactimate Version 27 on your network, it is critical that both your server and each of your workstation computers meet all of the minimum system. Requirements for Servers Operating Systems Supported: o Windows XP Service Pack 3 o Windows Vista o Windows 7 o Windows Server 2003 o Windows Server 2008 Server Processor: o A single core processor of 1.5 GHz or faster (examples: Intel Pentium GHz or AMD Athlon XP 1500+) Server Memory o At least 1 GB of RAM Server Hard Drive o At least 5GB of continual free space is required to run Xactimate. A 5400 RPM drive is required Internet o At least one of the workstations on the network must have access to the Internet o Internet Explorer 7 or better is required on all workstations Network Hardware o 100Base-T with Category 5 Unshielded Twisted-Pair (UTP) cable throughout all network connections (VPN and WLAN/WAN configurations are not supported by Xactimate) Pre-requisites o Windows Installer 4.5 (required for SQL Server 2008 install) o.net 3.5 SP1 Requirements for Workstations Operating Systems o Windows XP Service Pack 3 o Windows Vista o Windows 7 Processor Speed 2012 Xactware Solutions, Inc. All rights reserved. P a g e 1

2 RAM o At least a single core processor of 1.5GHz or faster (examples: Intel Pentium 4 1.5GHz or AMD Athlon XP 1500+) o At least 1 GB of RAM Hard Drive Space o At least 5GB of continual free space is required to run Xactimate. A 5400RPM drive is required Monitor Resolution o 1024x600 or higher Important! If you have a previous version of Xactimate already installed on your computer, it is critical that you back up your data using Data Transfer before updating to Xactimate Version 27 (if you receive an error message during the data transfer process, resolve that problem before updating to version 27). The installation of Xactimate Version 27 will overwrite Xactimate v.25 on the same computer. Any data that is not backed up beforehand will not be usable in Xactimate v.25 after it is upgraded to Xactimate Version 27. After updating to Xactimate Version 27, you may need to manually retrieve some assignments from your Xactimate v.25 backup. Attention! Some profiles are only available in specific versions of Xactimate; the data in these profiles will only be available within the approved version. If you require multiple versions of Xactimate to run all your profiles, you may want to consider purchasing a Multi-Version Install to make sure all your data is still accessible. You can purchase the Multi-Version Install from https://www.xactware.com/solutions/claims-estimating/multiple-version-install or by calling Preparing to Install If your network meets all of the minimum system requirements, then follow the steps below to install SQL Server Express on your server. Before you install Xactimate Version 27 on a workstation, the server must first be prepared. If you do not have a dedicated server, you can use a workstation that meets the minimum system requirements as the SQL Server Express server (that workstation would now be referred to as the server for purposes of installing Xactimate Version 27). This computer can still be used as a workstation with minimal impact for the user. If Xactimate needs to be installed on the server (as when using a peer-to-peer network), Xactware recommends you install the workstation version of Xactimate Version 27 on the server after the other workstations have been properly installed and configured. If you have a dedicated server, you may choose to install just SQL Server or SQL Server Express, and not Xactimate Version 27. Dedicated server networks do not need the Xactimate Version 27 workstation install performed on the server. Note: An install of SQL Server Express is available on the Xactimate Version 27 DVD and should allow up to ten users to access the network with minimal effect to network performance. For networks with more than ten users, Xactware recommends that a full version of SQL Server be installed on your server Xactware Solutions, Inc. All rights reserved. P a g e 2

3 If your network meets all of the minimum system requirements, then follow the steps below to install SQL Server Express on your server. If you are upgrading from Xactimate v.25 to Xactimate Version 27, skip to Upgrading Xactimate v.25 to Xactimate Version 27 on page 18. If you are performing a fresh network install of Xactimate Version 27, follow the steps below to prepare your server. Installing SQL Server Express If you do not already have SQL Server Express installed on your server, you can use the version of SQL Server Express that is available on your Xactimate Version 27 DVD. Xactware recommends you use the Xactimate Setup Network batch file. When you use this batch file, the Xactware instance is automatically created, the network protocols are enabled, and the correct user name and password is set. Attention! If you are installing on Windows XP, Windows Server 2003, or Windows Vista (SP1 or previous) you will need to first install Windows Installer 4.5 before installing SQL Server Express The installer can be downloaded from Microsoft at their website: To install SQL Server Express, Step 1 Insert your Xactimate Version 27 DVD into your computer. If the Xactimate Version 27 install begins, cancel the install. Step 2 Open My Computer, right-click on your DVD-ROM drive, and select Open. Step 3 Double-click on the SQLExpress folder. Step 4 Locate and double-click on the Setup Network batch file. The batch file automatically performs the SQL Server Express install Xactware Solutions, Inc. All rights reserved. P a g e 3

4 When the install is complete, the install window closes. Enabling Network Protocols If you are using the SQL Server 2008 or SQL Server 2008 Express Edition, perform the following steps on the server to enable the network protocols. If you already have SQL Server installed, depending on your configuration, network protocols may need to be enabled on the server in order for the workstations on the network to communicate. Note: If you used the Setup Network batch file to install SQL Server Express, you can skip this section and move on to Opening the Windows Firewall on page 7. Step 1 Right-click on the My Computer icon and select Manage. Step 2 From the Computer Management window, click on the plus sign [+] next to Services and Applications. Step Xactware Solutions, Inc. All rights reserved. P a g e 4

5 Click on the plus sign [+] next to SQL Server Configuration Manager, and then click on the plus sign [+] next to SQL Server 2005 Network Configuration. Step 4 Double-click Protocols for XACTWARE. Step 5 In the upper right of the Computer Management window, right-click on Named Pipes and select Enable. A message informs you that the change will not take effect until the service has been restarted. Step 6 Click OK. Step 7 Repeat steps 5 6 for TCP/IP (instead of Named Pipes). Step 8 Click Services from the file tree menu. Step 9 Scroll down until you see SQL Server (XACTWARE), right-click it, then select Stop Xactware Solutions, Inc. All rights reserved. P a g e 5

6 Step 10 Once nothing appears under the Status column, right-click the service again and select Start. Step 11 If the SQL Server Browser service isn't started, right-click it and select Start. Step 12 Close the Computer Management window Xactware Solutions, Inc. All rights reserved. P a g e 6

7 Opening the Windows Firewall If you are setting up a peer-to-peer network, you may need to open Windows Firewall to give SQL access. To do this, follow instructions below: Step 1 Click the Windows Start button and click Control Panel. Step 2 Click the Security Center. Step 3 Click Windows Firewall and click the Exceptions tab. Step 4 Click Add Program. The Add a Program window appears. Step 5 Click Browse. Step 6 Navigate to C:\Program Files\Microsoft SQL Server\MSSQL10.XACTWARE\MSSQL\Binn\ and click sqlservr.exe, then click Open then OK. This adds SQL Server to the list of programs that the firewall allows access for Xactware Solutions, Inc. All rights reserved. P a g e 7

8 Step 7 Click OK twice to close the Add a Program and Windows Firewall window. Xactimate Version 27 Network Installation Set Up Mapped Network Data Location Prior to setup, you must have a network share mounted on the local machine. This share needs to have full permissions for all workstations that will be running Xactimate Version 27. This drive must be mounted on all workstations that will be using Xactimate Version 27 with the exact same context and drive letter. (i.e. X:\server\share). The network folder where the Xactimate data resides will need full permissions set for user accounts that will be running Xactimate Xactware Solutions, Inc. All rights reserved. P a g e 8

9 Pre-configuration of your Workstation Follow the steps below to install Xactimate Version 27 to your server from a workstation. Note: No part of this installation is done on a dedicated server. Step 1 Make sure you have an active connection to the Internet. Step 2 Insert your Xactimate Version 27 DVD into one of your workstations. The installation procedure should begin automatically. If the Xactimate setup does not begin immediately, follow these steps: For Windows XP, a. Click the Windows Start button. b. Click Run. c. Type D:\setup.exe in the Open field. If your DVD-ROM drive is not D, type the letter for your DVD drive instead. d. Click OK. For Windows Vista, a. Click the Windows Start button. b. In the Start Search field, type D:\setup.exe. If your DVD-ROM drive is not D, type the letter for your DVD drive instead. c. Press Enter on your keyboard. For Windows 7, a. Click the Windows Start button. b. In the Search programs and files field, type D:\setup.exe. If your DVD-ROM drive is not D, type the letter for your DVD drive instead. c. Press Enter on your keyboard Xactware Solutions, Inc. All rights reserved. P a g e 9

10 Step 3 From the Choose Setup Language window, select the language for the install and click OK. If you do not have them installed, the next window informs you that Xactimate Version 27 requires Windows Installer 4.5, Microsoft.NET 3.5, and SQL Server Express 2008 to run correctly. Note: These are Microsoft programs that are required to run Xactimate. Even if one or more is already installed on your computer, this window appears so Xactimate can validate the existence of the correct versions of the programs and then install any required programs that are needed. Step 4 Click Install. Step 5 Click Yes to restart your computer if required Xactware Solutions, Inc. All rights reserved. P a g e 10

11 Step 6 Once your computer has rebooted, click the Install button. The installation procedure should begin automatically. If the Xactimate installation does not begin immediately, go back to step 2 to start the install. The License Agreement appears. Step 7 After reading the license agreement, click the I accept the terms in the license agreement radio button, then click Next. The Install Type window appears Xactware Solutions, Inc. All rights reserved. P a g e 11

12 Note: For Xactimate Version 27, there are three Install Type options that will apply to a network setup: Network Choose this option to configure a network for the first time from the first workstation. This will set up a network on the server and set up the current machine as a workstation. The network option will need to be selected only once on the first workstation you are installing. Each additional workstation will require the Workstation option. Workstation For each additional workstation that you are adding to the network you will select this option. This is only to be selected if the network has already been configured on another workstation using the Network option. Local and Workstation This option is selected in the case that you have a preexisting local install that you would like to also connect to a pre-existing network. Note that both must be configured before proceeding with this option Xactware Solutions, Inc. All rights reserved. P a g e 12

13 Configuring the Initial Workstation and Network These steps are only to be followed for the first workstation to be added to the network. If the network has already been set up, please skip these steps and continue to the next section. Step 1 Select Network from the list of Install Type options. Step 2 In the Data Path field, browse to the drive you have mapped as your network data location (see Set Up Mapped Network Data Location on page 8 for more details). Step 3 Select your mapped network drive in the Browse For Folder window. Step 4 Click OK. Step 5 Click Next. Step 6 Type the 20-character key code found on the back of your product packaging. Step 7 Select one of the following: If you need a new XactNet address, choose the I don t have an existing XactNet address radio button Xactware Solutions, Inc. All rights reserved. P a g e 13

14 If you have an existing XactNet address, choose the I already have an XactNet address and want to recover it radio button and follow the steps below: Step 8 Click Next. 1. Enter the address that was used previously to register with XactAnalysis. 2. Select the Request an with Security Codes link. Within a few minutes, Xactware will send a message to the address you entered. This message contains a security code. 3. Type (or paste) the security code into the appropriate field. Step 9 Select one of the following: Express button to install using the same settings chosen with the configuration of your network. Advanced button to install additional versions and profiles that are available on your key code. Note: If you are installing a Multi-Version Install, you must have the standard version of Xactimate Version 27 installed in order for the multi-license versions to work. The v.25.0 Multi-Version Install is not supported on 64-bit operating systems 2012 Xactware Solutions, Inc. All rights reserved. P a g e 14

15 Step 10 Click Next. The Server Configuration window appears Xactware Solutions, Inc. All rights reserved. P a g e 15

16 Step 11 Enter the number of licenses you would like to assign to your current network. Step 12 In the SQL Server field, type the name of the machine configured as your SQL server for your network, followed by \xactware (For example, if you server s name is server001, you would type server001\xactware into this field). Note: If you created your own named instance of SQL, you would enter the name of that instance instead of xactware at the end of this entry (e.g., servername\instancename ). Step 13 The SQL User and SQL Password fields are set as by default. Unless you have created your own named instance of SQL, leave these as they are; otherwise populate the fields as you have set them up with your instance. Step 14 If you plan on setting up more than one network using this SQL server, select the Modify Database Names checkbox and change the Database Prefix to something unique to identify this network setup. Step 15 Click Next. The install configures the network Xactware Solutions, Inc. All rights reserved. P a g e 16

17 Step 16 Once complete, click Finished. You may now use this workstation and/or begin adding additional workstations to the network. Adding an Additional Xactimate Version 27 Workstation to an Existing Network These steps are to be followed only after the network you are adding the workstation to has been setup and configured. If you have not completed those steps, please return to the previous section and complete the steps to set up an Xactimate Version 27 network. Step 1 Map a drive on your current machine to the shared network data location (See Set Up Mapped Network Data Location on page 8 for more details). Step 2 Complete the steps listed under Pre-Configuring your Workstation on page 9. The Install Types section appears. Step 3 Select Workstation from the list of Install Type options. Step 4 In the Data Path field, browse to the drive you have mapped as your network data location (see step 1). Step 5 Select your mapped network drive in the Browse For Folder window Xactware Solutions, Inc. All rights reserved. P a g e 17

18 Step 6 Click Next. Step 7 The workstation connects to the existing network and applies the settings that have already been configured with the initial workstation. Step 8 Select one of the following: Express button to install using the same settings chosen with the configuration of your network. Advanced button to install additional versions and profiles that are available on your key code. Note: If you are installing Multi-Version Install, you must have the standard version of Xactimate Version 27 installed in order for the multi-license versions to work. The v.25.0 Multi-Version Install is not supported on 64-bit operating systems Xactware Solutions, Inc. All rights reserved. P a g e 18

19 Step 9 Click Next to complete the workstation configuration. Once configuration is completed, click the Finished button to launch Xactimate Version 27 on this workstation. Upgrading Xactimate v.25 to Xactimate Version 27 Important! When upgrading from a Xactimate v.25, it is critical that you back up your data using Data Transfer before updating to Xactimate Version 27 (if you receive an error message during the data transfer process, resolve that problem before updating to version 27). The installation of Xactimate Version 27 will overwrite Xactimate v.25 on the same computer. Any data that is not backed up beforehand will not be usable in Xactimate v.25 after it is upgraded to Xactimate Version 27. After updating to Xactimate Version 27, you may need to manually retrieve some assignments from your Xactimate v.25 backup. Step 1 Insert your Xactimate Version 27 DVD into one of your workstations. The installation procedure should begin automatically. If the Xactimate setup does not begin immediately, follow these steps: For Windows XP, a. Click the Windows Start button. b. Click Run. c. Type D:\setup.exe in the Open field. If your DVD-ROM drive is not D, type the letter for your DVD drive instead. d. Click OK. For Windows Vista, a. Click the Windows Start button. b. In the Start Search field, type D:\setup.exe. If your DVD-ROM drive is not D, type the letter for your DVD drive instead. c. Press Enter on your keyboard. For Windows 7, a. Click the Windows Start button. b. In the Search programs and files field, type D:\setup.exe. If your DVD-ROM drive is not D, type the letter for your DVD drive instead. c. Press Enter on your keyboard Xactware Solutions, Inc. All rights reserved. P a g e 19

20 Step 2 From the Choose Setup Language window, select the language for the install and click OK. If they are not already installed, the next window informs you that Xactimate Version 27 requires Windows Installer 4.5, Microsoft.NET 3.5, and SQL Server Express 2008 to run correctly. Step 3 Click Install to continue. Note: These are Microsoft programs that are required to run Xactimate. Even if one or more is already installed on your computer, this window appears so 2012 Xactware Solutions, Inc. All rights reserved. P a g e 20

21 Xactimate can validate the existence of the correct versions of the programs and then install any required programs that are needed. Step 4 Click Yes to restart your computer if required. Step 5 Once your computer has rebooted, click the Install button. The installation procedure should begin automatically. If the Xactimate installation does not begin immediately, go back to Step 1 to start the install. The next window you see will be the License Agreement window. Step 6 After reading the license agreement, click the I accept the terms in the license agreement radio button, then click Next Xactware Solutions, Inc. All rights reserved. P a g e 21

22 Step 7 The installation recognizes the existing Xactimate v.25 network install and takes you to the version and profile configuration window Xactware Solutions, Inc. All rights reserved. P a g e 22

23 Step 8 Select which profiles and versions you would like to configure at this time. Note: You will only have other versions if you have Multi-Version Installs enabled on your key code. Step 9 Click Next to proceed with the installation. At this point, the application automatically backs up your data from Xactimate v.25 and migrates the profiles that are set up to move to Xactimate Version 27. Step 10 Once complete, click the Finished button to launch Xactimate Version 27 on this machine. Additional Workstation Install for Upgrading v.25 to Version 27 Follow the steps below to install Xactimate Version 27 to a networked workstation. No part of this installation is done on a dedicated server Xactware Solutions, Inc. All rights reserved. P a g e 23

24 Step 1 To begin setting up a new workstation, perform steps 1-6 from Upgrading Xactimate v.25 to Xactimate Version 27 on the additional machine. This will take you to the Install Type window. Step 2 Select Workstation from the list of Install Type options. Step 3 In the Data Path field, browse to the drive you have mapped as your network data location. Note: If this is a new machine being added to the network, please follow the steps from Set Up Mapped Network Data Location on page 8 for more details on how to configure your mapped drive. Step 4 Select the drive in the Browse For Folder window, select the drive that your network data is installed to, and then click OK. Step 5 Click Next. The workstation connects to the existing network and applies the settings that have already been configured with the initial workstation. Step 6 Select one of the following: Express button to install using the same settings chosen with the configuration of your network. Advanced button to install additional versions and profiles that are available on your key code Xactware Solutions, Inc. All rights reserved. P a g e 24

25 Step 7 Click Next to complete the workstation configuration. Once it is complete, click the Finished button to launch Xactimate Version 27 on this workstation Xactware Solutions, Inc. All rights reserved. P a g e 25

26 Adding an Additional Xactimate Version 27 Workstation using the Native Client Note: These steps are to be followed only after the network you are adding the workstation to has been setup and configured. If you have not completed those steps, please return to the previous section and complete the steps to set up an Xactimate Version 27 network. Step 1 Insert the Xactimate 27 DVD into the workstation. Stop the installation process if it starts automatically. Step 2 Click on the drive that contains the Xactimate 27 DVD and open the DVD folder. Step 3 Once inside the DVD folder, open the SQLExpress folder. Step 4 Inside the SQLExpress folder, double-click the Setup_Workstation.bat file to run the workstation setup Xactware Solutions, Inc. All rights reserved. P a g e 26

27 Windows configures Microsoft SQL Server Native Client for this machine. Step 5 Once the Setup_Workstation.bat file has finished the configuration, open the CD folder from the main menu of the disc and double-click the XM8.msi file. Note: When running XM8.msi, the installer will skip the prerequisite check. Before running XM8.msi, make sure you have Windows Installer 4.5 and.net 3.5 SP1 installed on this machine. Step 6 Once configuration is completed, click the Finished button to launch Xactimate Version 27 on this workstation Xactware Solutions, Inc. All rights reserved. P a g e 27

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