Bid Manager Installation Guide

Transcription

1 Bid Manager Installation Guide Eaton Distributor May 2010

2 User Agreement Disclaimer Recommended Computer Hardware Configuration.. 4 Installing Bid Manager Setting Up Bid Manager Overview Opening Bid Manager Synchronizing your Data Connecting to a Drawer Multiple Bid Manager Users

3 User Agreement User Agreement By installing the Bid Manager Software, you are agreeing to the terms of this Agreement. If you do not agree to the terms of this agreement, promptly remove the Software from any and all computers and return the Bid Manager Software and all related Software documentation to Eaton Corporation. Copyright and Duplication. The Software enclosed is protected by the copyright laws of the United States, Canada and other countries. You must comply with the applicable law. Nondisclosure. You shall hold the Software confidential, shall not disclose the Software to others, and shall use the Software only as set forth herein. You shall not disassemble, decompile, or modify the Software. The data and information included in the Software program is proprietary information of Eaton Corporation and may be used by you solely for the purpose of pricing and configuring products. It shall not be used for any other purpose or disclosed to any third party. Use of this Software is limited to authorized distributors of Eaton Corporation. Upon termination of the Distributor Agreement between the user and Eaton Corporation for any reason, all rights pursuant to this Agreement shall terminate; user shall cease any further use of the Software; user shall immediately remove the Software from all computers and return the Software and all supporting documentation to Eaton Corporation. The calculations, procedures, and selections made by Bid Manager generally follow those required and defined by the National Electric Code (NEC)/Canadian Electrical Code (CEC)/International Electrotechnical Commission (IEC). However, there are certain inevitable limitations to the applicability of this Software. Bid Manager Software should be used only as an aid in performing calculations and evaluations. It is in no way intended to be a replacement for the careful exercise of sound engineering judgment that must take place on every project. An engineer is responsible, using his or her knowledge of the NEC/CEC and of the project, to enter data correctly, to properly evaluate the displayed results, and to determine if the results validly apply to the project under consideration. This Software may interfere or corrupt other software and data in the PC on which this Software is used. Eaton Corporation disclaims any responsibility and liability for corruption of Software or data with which this Software is used. 2

4 Disclaimer Disclaimer Disclaimer. The Software is provided AS IS. All data and information contained in this Software are subject to change without notice. Eaton Corporation disclaims all warranties of merchantability and fitness for a particular purpose for the Software. Damage Limitation. Eaton Corporation is not responsible for the results of use of the Software. You should verify your work. In no event shall Eaton Corporation or its agents be liable to you or third parties for any direct, indirect, consequential, special, or incidental damages arising out of the use of this Software, even if advised of the possibility of such damages. This document contains proprietary information that is protected by copyright. All rights are reserved. No part of this document may be photocopied, reproduced, or translated to another language without the prior written consent of Eaton Corporation. The information contained in this document is subject to change without notice. Eaton Corporation cannot guarantee that changes in Software will not affect the applicability of the information in this documentation. All screens appearing in this documentation closely represent the actual screen. Address all inquires to: Eaton Pittsburgh Headquarters 1000 Cherrington Parkway Moon Township, Pennsylvania Eaton Corporation All Rights Reserved. Printed In The United States Of America. 3

5 Recommended Computer Hardware Configuration Recommended Computer Hardware Configuration Intel Pentium III 500 Mhz or equivalent Frontside bus 100 Mhz 128 megabytes of RAM 10 gigabyte Ultra DMA hard drive 24X CD-ROM drive 4 megabyte graphics card 56K V.90 modem FAX/DATA 16-bit stereo sound card Stereo speakers 2-button mouse 17 SVGA monitor Internet Explorer 6.0 or higher 4

6 Installing Bid Manager Installing Bid Manager This section explains how Eaton sales and plant users can install Bid Manager. These instructions apply to Windows operating systems.if you have any questions, contact Eaton Enterprise Support by calling , option 3 or by sending an to PASHelpDesk@eaton.com. To install Bid Manager: 1. Insert the Gold CD in your CD drive. TIP: Quit all open applications before proceeding with these instructions. The Bid Manager window appears. 2. Click the Install Bid Manager button. The Bid Manager Setup window appears. 3. Click OK. 4. Click the Next button. The Software License Agreement window appears. 5. Click the Yes button. The Bid Manager Setup window appears asking you to choose a type of setup. 6. Select the release you want to install, and then click the Next button. The Select Program Folder window appears. 7. Click the Next button. A message appears asking if you want to back up your database. 8. Click the Yes button. The Database Backup window appears. 9. Click the Next button. 5

7 Installing Bid Manager The Choose Destination Location window appears. 10. Click the Next button. Your database is backed up and then the Start Copying window appears. 11. Click the Next button. Bid Manager installs on your computer. This process may take a few minutes. 12. Click the Finish button. The ReadMe file appears in Acrobat Reader, and the installation is complete. NOTE: If you do not have Acrobat Reader installed on your computer, then click the following link to download the installation file: 6

8 Setting Up Bid Manager Setting Up Bid Manager Overview Opening Bid Manager After installing Bid Manager, you can set it up to ensure that you can open it and that it is ready for you to start using the application. This section describes how to: Open and register Bid Manager Connect to a drawer Synchronize your data Work with multiple users from the same computer To open Bid Manager: 1. Either: Double-click the Bid Manager icon on your desktop, Or, click the Start button, select Programs, select Bid Manager, and then select Bid Manager. 2. If the Bid Manager Login dialog box appears, then type your login ID and password, and then click OK. The main Bid Manager window appears. If you are opening Bid Manager for the first time, then the Register as a new Bid Manager User dialog box appears. Registering Bid Manager The first time you open Bid Manager, the Register as a new Bid Manager User dialog box appears. You only need to enter the information in this dialog box once; after you are established as a Bid Manager user on that computer and you have logged on to Windows, Bid Manager recognizes your user name. To register Bid Manager: 1. In the User Information area, complete the Organization Name, Full Name, and Sales ID 7

9 Setting Up Bid Manager fields. NOTE: The Password and Confirm Password fields are optional. You do not need a password to use Bid Manager. 2. To obtain your serial number and confirmation key, either: If you are able to access the Internet, then click the Request Confirmation Key button. Please click once and allow a few minutes for processing. Or, call Bid Manager Support at , option In the Localization area, click the Locale drop-down box and select your location. 4. Click the Currency drop-down box and select your default currency. 5. Click the OK button. You are registered as a Bid Manager user, and the main Bid Manager window appears. Synchronizing your Data Connecting to a Drawer After installing Bid Manager, you should synchronize your data to ensure that all of the features will operate properly. To synchronize your data: 1. In Bid Manager, click the Tools menu and then click Utilities. The Bid Manager Maintenance Utility dialog box appears. 2. Click the Data Synchronization button. The Bid Manager Data Synchronization window appears and downloads the information you need. 3. Click the Close button when the process is complete. Your data is synchronized. Your Bid Manager information is stored either on your computer (called your Personal Drawer) or on a remote computer (called the server; also known as the Home Drawer). You may choose where you would like to store your data. By connecting to a drawer, you can share information such as folders, jobs, and alternates with other Bid Manager users. NOTE: You must have a home drawer established and be connected to a network to connect to a home drawer. To connect to a drawer: 1. In Bid Manager, click the Tools menu, and then click Connect to Drawer. A message appears if this is the first time you have tried to connect to a home drawer. 2. Click Yes. 8

10 Setting Up Bid Manager A message appears stating that you are now connected to your home server. 3. Either: To connect to other drawers, click Yes, Or, to return to the main Bid Manager window, click No. Your home drawer, and any other drawer you connected to, appears in the directory area. Multiple Bid Manager Users Bid Manager is capable of recognizing more than one person using the same computer. Each person using Bid Manager has a separate Personal Drawer and you are only able to view your own Personal Drawer. Bid Manager uses the Windows log-in dialog box to determine who is using the computer. If you are logged into Windows and another user wants to use Bid Manager, then you must log off and then log on as a different user. NOTE: You are able to share folders in your Personal Drawer so other users using the same computer can view them. 9