Sales Builder For Windows (SBW) TM

Transcription

1 Sales Builder For Windows (SBW) TM Version 18.0 Installation Guide For Channel Partners & External Users Updated September 2009

2 Copyright 2009 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein. This is an HP copyrighted work that may not be reproduced without the written permission of HP. You may not use these materials to deliver training to any person outside of your organization without the written permission of HP. Acrobat and PostScript are trademarks of Adobe Systems Incorporated. Microsoft is a U.S. registered trademarks of Microsoft Corporation. Printed in the U.S.A Page 2 of 20

3 TABLE OF CONTENTS Section 1: System Requirements... 4 Section 2: Express SBW Installation Instructions... 5 Section 3: Detailed Installation of SBW for Windows TM... 7 Section 4: Reference guides Section 5: Technical Assistance Page 3 of 20

4 Section 1: System Requirements Hardware Minimum Recommended Processor 800 MHz 32-bit (x86) 1 GHz 32-bit (x86) Memory 1 GB (XP), 3GB (Vista) 2 GB (XP), 3 GB (Vista) Hard disk space 1.5 GB Connectivity Access to Internet via modem or network connection. Required to download file updates. Operating System Microsoft Windows XP TM Microsoft Windows Vista TM * Microsoft Windows 7 Comments 32-bit only, 64-bit OS is not officially supported Not officially supported in R18 Page 4 of 20

5 Section 2: Express SBW Installation Instructions Warning: SBW R18 requires Microsoft s.net 3.5 SP1 to run. In order to check if.net3.5 SP1 is installed on your system, please download, unzip and run this small application. If the application tells you that.net 3/5 SP1 is installed, please proceed below, If the application tells you that.net 3/5 SP1 is not installed, please go to.net3.5sp1 and install the Full package. Open the screen shot below for specific location of the download file on the Microsoft.NET page. SBW will not install without.net 3.5 SP1. Microsoft dot net.jpg Before Installing SBW for Windows TM Shut down SBW and Update Manager Install Microsoft.NET 3.5 SP1 (see above) Exit SBW Configurator and Quoter Save Proxy settings, if applicable Right click on Update Manager icon and select Preferences Click on Update Manager Options tab on pop-up window copy Proxy server and Proxy port settings for later use. Click Cancel to exit preferences window Page 5 of 20

6 Exit Update Manager by right clicking on the icon bar and selecting exit Right Click Then Exit Install SBW for Windows TM Logon to your Partner Portal and navigate to SBW R18 on the menu located on the left side of the page Scroll down and select SBW 18.0 Download: to initiate the installation Save the file to your disk (make a note of the saved location) After saving, double-click on the file you saved: o SBWQB.exe (Configurator and Quoter version) Click OK when temporary installation files screen appears: (It s recommended you keep the default location) Users with SBW previous version installed: A warning message indicating that an upgrade will perform, click Yes In the Installation Wizard, ensure you have R18P0B0 or higher, ensure retain current user data is selected, and click Next Read and accept the License Agreement and click Next Enter your Partner Portal Credentials and click Next : o Username o Password o Region o KB Type Add your address in both fields and click Next Select the User Interface of your choice and click Install : o Advanced UI (default) o Simple UI Ensure the check for updates now is selected and click Finish when installation is complete Update Manager will open automatically (Note: Update Manager is required for the complete SBW R18 package, including application updates such as problem resolutions and performance enhancements) In the Ready to check for updates screen, click Next After the system check for updates, you will be presented with numerous updates. Select all and click Download After the download and installation of the KB and other files, a screen will appear with a message Welcome to the Update wizard for SBWQB Click Next After receiving message Software update successfully installed, click Close When the installation complete window appears, click Close again You can then start SBW by selecting Start > Programs > HP Business Tools > SBW Page 6 of 20

7 Section 3: Detailed Installation of SBW for Windows TM Warning: SBW R18 requires Microsoft s.net 3.5 SP1 to run. In order to check if.net3.5 SP1 is installed on your system, please download, unzip and run this small application. If the application tells you that.net 3/5 SP1 is installed, please proceed below, If the application tells you that.net 3/5 SP1 is not installed, please go to.net3.5sp1 and install the Full package. Open the screen shot below for specific location of the download file on the Microsoft.NET page. SBW will not install without.net 3.5 SP1. Microsoft dot net.jpg Install SBW for Windows TM Login & User Registration Request login and register through your regional portal such as PWEB, COL, AP- POL Navigate to SBW18.0 and continue with the steps below: Page 7 of 20

8 SBW Installation You will be prompted to an installation page (see below): Download SBW 18.0 (SBW 18.0 Download or SBW 18.0 Recoverable Download) Save the downloaded file to your hard drive (note location stored) o File name: configurator and quoter (SBWQB.exe) Open the downloaded file by double-clicking on it. You ll be asked to define the location where you d like to save the temporary installation files. NOTE: It is strongly recommended that you choose the default location suggested by the application install. Click Next to continue Users with SBW previous version installed: A warning message indicating that an upgrade will perform, click Yes Page 8 of 20

9 After downloading and launching the application installation package you will be guided through the following prompts, ensure the retain current user data is selected for those users who have had a previous version of SBW installed, and click Next Read and accept the terms of the license agreement and click Next Page 9 of 20

10 Enter the following information based on your Partner Portal credentials: o Username o Password o Region Note that the Americas selection for region covers North America. For Latin America, choose the LAR entry. o KB Type Full KB Only choose this option if you know you need to support Visio exports and/or solution templates. This full KB is approximately 50MB in size and will take longer to download. You can always change this selection at a later date. LoCal KB (Recommended) This KB does not include Visio stencils or solution templates, and is only 30MB in size. Use this KB unless you know you need the contents of the full KB. You can always change this selection at a later date. After entering the information in the wizard as shown below, click Next Enter your address. This step is highly recommended and will only be used by Page 10 of 20

11 the HP SBW Support Team to notify you of any upgrades and urgent support issues: Choose between the Advanced UI and the Simple UI. If you are unsure which is right for you, accept the default. You can always switch to the other UI type at a later date. Click Next Page 11 of 20

12 The Install shield will now install the application When the application finishes the installation, ensure the check for Updates now is selected, and click Finish Page 12 of 20

13 Update Manager will start immediately after you click on Finish. You need to go through the process of downloading your data files before you can run SBW. Do not close this dialog. Click Next. The next step (see image below) may take up to several minutes. Please be patient. The Update Manager has to work through the versions of all the data files needed on your system. Once it has a compiled a list of available updates, you will be presented with the list. Page 13 of 20

14 The list of available data file updates will be presented to you. You must accept all updates during this initial session. SBW will not function without these files. By default, Update Manager will download and install all the files in one step. If you prefer, you can uncheck the checkbox and install the data files as a separate step after the download completes. Click on Download Update manager will download and install all your data files. Depending on your network performance, this may take some time. If the KB download is taking too long, you may want to visit the Update Manager Best Practices section of this guide Page 14 of 20

15 After the download and installation of the KB and other files, a screen will appear with a message Welcome to the Update wizard for SBWQB Click Next After receiving message Software update successfully installed, click Close Page 15 of 20

16 When the installation complete window appears, click Close again Start using Sales Builder for Windows TM You are now ready to run SBW by clicking on: o Start Programs HP Business Tools. Page 16 of 20

17 All the user information entered during this installation process can be updated at a later date by visiting the Update Manager preferences. Right click on the Update manager icon in your system try and select Preferences: In the preferences you can change the KB Type and User Credentials. Purchase Agreement and Price Books can not be added or edited through this interface and are used for informational purposes only. These data files are available and controlled by the Partner Portal. Note: It is imperative that you run SBW at least once from the start-up window before trying to open a whiteboard. Section 4: Reference guides Manual Installation Process for SBW for Windows TM The following instruction guide allows users to download the Price Books and Knowledge Base files in case updates cannot be made via the Update Manager: SBW External KB and PB Manual Process.pdf Update Manager Reference Guide and Best Practices: Update Manager External User and Best Practices Gu.pdf Page 17 of 20

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19 Section 5: Technical Assistance SBW for Windows TM is a configuration tool that makes the basic assumption that the user will have base line technical knowledge of hardware solutions. If you need technical support on product information please contact your regional HP representative for assistance. If you are experiencing questions or concerns regarding the operation of SBW for Windows TM there is technical assistance available around the globe by phone and . If you need assistance, please contact the closest HP support contact to your region or country. Americas (US, Canada & Latin America) Coverage hours: Monday to Friday (except holidays): 8 am to 8 pm. Eastern Time North America (NA) Channel hpsbw@hp.com Partners Latin America (LA) Channel lapartner@hp.com Partners Country Phone Number Antillas Holandesas Argentina Bahamas Barbados Bermudas Bolivia Brazil Chile Colombia Costa Rica Ecuador or El Salvador Guatemala Honduras or Islas Caymán Jamaica México Miami, USA Nicaragua 174 or Panama Paraguay or Perú Puerto Rico or República Dominicana Trinidad y Tobago Uruguay Venezuela Page 19 of 20

20 Europe Middle East and Africa (EMEA) Coverage hours: Monday to Friday 9 am to 6 pm. Central European Time Language Phone Number Deutsch (Frankfurt) English (London) Español (Madrid) Francais (Paris) Italiano (Milan) International (English) (London) IC.ToolsSupport@hp.com Asia Pacific (AP) Coverage Hours: Weekdays 3:30 am to 8:30 pm, Saturday: 3:30am to 1:00pm. Singapore Time Country/Area Phone Number Australia Hong Kong India Indonesia Korea Malaysia New Zealand Philippines Singapore Taiwan Thailand Vietnam HP UX Server Workstation Alpha Storage Other AP Countries premium.support@hp.com Page 20 of 20