Before installing Xactimate on your computer, it is critical that your computer meets the minimum system requirements for Xactimate.

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2 Xactimate System Requirements Before installing Xactimate on your computer, it is critical that your computer meets the minimum system requirements for Xactimate. Xactimate version 27 runs on the following operating systems: Windows XP Service Pack 3 Windows Vista 32-bit Windows Vista 64-bit (Business or Ultimate) Windows 7 32-bit Windows 7 64-bit Xactimate can be used on desktops, laptops, tablet PCs, convertibles, or netbooks that meet these system requirements: Processor Speed: At least a single core processor of 1.5GHz or faster (examples: Intel Pentium 4 1.5GHz or AMD Athlon XP 1500+) RAM: At least 1 GB of RAM Hard Drive Space: At least 5GB of continual free space and a 5400 RPM drive are required to run Xactimate Monitor Resolution: 1024x600 or higher Internet Access A DVD-ROM Drive 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 version 25 on the same computer. Any data that is not backed up beforehand will not be usable in Xactimate version 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 version 25 backup. Xactimate Installation This chapter walks you through the installation of Xactimate. It provides you with step-by-step instructions for installing Xactimate on stand-alone computers. By following the instructions in this chapter, you should have Xactimate installed and ready to use in no time at all. Multiple-License Version: Because it is common practice for service providers to work for multiple insurance carrier companies at the same time, multiple versions of Xactimate can now be installed on the same computer. Each version of Xactimate will have its own icon and database, and it will be registered to display in the Add or Remove Programs section of your operating system. Also, each version can be installed and uninstalled separately. If you uninstall the standard version before uninstalling the multiple-license version, the multiple-license program will be inaccessible. We recommend you make a backup of your multiple license data before uninstalling the standard release. 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 multiple license to make sure all your data is still accessible. You can order the multiple license by going to and clicking on the Order tab or by calling Note: For network installations, see The following instructions are for stand-alone computers (computers that do not share data with other computers) only. Before installing Xactimate on your computer, it is critical that your computer meets the minimum system requirements for Xactimate. These requirements are listed in System Requirements above Xactware Solutions, Inc. All rights reserved. (012110) Page 1

3 New and Multiple Licenses Install Step 1: Make sure you have an active connection to the Internet. Close all open applications. Step 2: Insert the Xactimate DVD into your computer. 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. In Windows Vista and Windows 7, you may be prompted to allow the setup. Select Yes. The Xactimate Install Wrapper InstallShield Wizard appears Xactware Solutions, Inc. All rights reserved. (012110) Page 2

4 Step 3: Select the language for the install and click OK. The Installation Setup procedure begins. An InstallShield Wizard informs you that Xactimate requires certain programs to run correctly. Step 4: Click Install. Note: These are Microsoft applications that are required to run Xactimate. Even if it is already installed on your computer, this window appears so Xactimate can validate the existence of the correct version of the program and then install any required programs that are needed. Step 5: Click Yes to restart your computer if required. 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 screen appears Xactware Solutions, Inc. All rights reserved. (012110) Page 3

5 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 screen appears. Step 8: Select your installation type and click Next. The CD Key screen appears. Step 9: Type the 20-character key code found on the back of your product packaging. Step 10: Select one of the following: If you need a new XactNet address, choose the I don t have an existing XactNet address radio button. 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: Enter the address that was used previously to register with XactAnalysis. Select the Request an with Security Codes link. Within a few minutes, Xactware will send a message to the address you entered. This message will contain a security code. Type (or paste) the Security Code into the appropriate field Xactware Solutions, Inc. All rights reserved. (012110) Page 4

6 Step 11: Click Next. Step 12: Select one of the following: Express button to install all versions of Xactimate needed to work with the profiles on your CD Key; or Advanced button to manually select the Xactimate version(s) you wish to install Note: version 25.0 Multiple License is not supported on 64-bit operating systems. Step 13: Click Next. The installation process begins. A progress bar shows you the progress of the installation. This will take several minutes; do not cancel the installation while the configuration is running. Step 14: Once the configuration is complete, click Finished to launch Xactimate version The Login window appears. Congratulations. You have successfully installed Xactimate version If you installed multiple licenses, you will see icons on your desktop for each version of Xactimate that was installed. You are now ready to begin using Xactimate Xactware Solutions, Inc. All rights reserved. (012110) Page 5

7 Upgrading from Xactimate version 25 to Xactimate version 27 If you are upgrading from Xactimate version 25 to Xactimate version 27, Xactimate will create a backup of any important Xactimate version 25 data by using the Data Transfer backup feature during the update. Step 1: Make sure you have an active connection to the Internet. Close all open applications. Setup should start automatically when the DVD is inserted. If not, follow the New Install steps found on page 2 to begin the install. In Windows Vista and Windows 7, you may be prompted to allow the setup. Select Yes. The Xactimate Install Wrapper InstallShield Wizard appears. Step 2: Select the language for the install and click OK. The Installation Setup procedure begins. An InstallShield Wizard informs you that Xactimate requires certain programs to run correctly. Step 3: Click Install. Note: These are Microsoft applications that are required to run Xactimate. Even if it is already installed on your computer, this window appears so Xactimate can validate the existence of the correct version of the program and then install any required programs that are needed. Step 4: Click Yes to restart your computer if required Xactware Solutions, Inc. All rights reserved. (012110) Page 6

8 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 2 to start the install. The License Agreement screen appears. Step 6: After reading the license agreement, click the I accept the terms in the license agreement radio button, then click Next. The Install Setup screen will appear. Step 7: Select Express to install all versions of Xactimate needed to work with the profiles on your CD Key, or Advanced to manually select the versions of Xactimate to install. Step 8: Click Next. The upgrading process begins. A progress bar shows you the progress of the upgrade. This will take several minutes; do not cancel the installation while the configuration is running Xactware Solutions, Inc. All rights reserved. (012110) Page 7

9 Step 9: Once the configuration is complete, click Finished to launch Xactimate version The Login window appears. Congratulations. You have successfully upgraded to Xactimate version 27. Note: After updating to Xactimate version 27, you may need to manually retrieve assignments from your Xactimate version 25 backup that previously existed in certain profiles. You re now ready to begin using Xactimate Xactware Solutions, Inc. All rights reserved Xactware Solutions, Inc. All rights reserved. (012110) Page 8