BillQuick Assistant 2008 Start-Up Guide

Transcription

1 Time Billing and Project Management Software Built With Your Industry Knowledge BillQuick Assistant 2008 Start-Up Guide BQE Software, Inc Airport Drive Suite 380 Torrance CA Support: (310) Sales: (888) Fax: (310) BQE Software, Inc. All rights reserved. No part of this publication may be reproduced, transmitted, stored in a retrieval system, or translated into any language in any form by any means without written permission of BQE Software, Inc.

2 Requirements To install Assistant and get it up and running, be sure your systems meet or exceed the requirements below. System Requirements BillQuick Assistant requires Microsoft Outlook 2003 or higher. Each personal computer on which Assistant will be installed should meet or exceed the following requirements: 2.0 GHZ Intel Pentium IV-class processor or faster 512 MB RAM (1 GB recommended) 100 MB hard disk space DVD drive for installation from a DVD (Assistant can also be downloaded from x 768 resolution or more Be sure your network server contains sufficient memory and other resources for efficient, high speed operation. BillQuick Assistant can be installed with any of the following operating systems: Microsoft Windows XP Home and Professional Microsoft Windows Vista (All flavors) Microsoft Windows 2003 Server, Windows 2008 Server Be sure to install the latest Windows service packs and critical updates. Check the Microsoft web site for the latest updates to Windows,.Net Framework, and Data Access Components. Some versions of Windows include an automatic update option. In addition to the above, BillQuick Assistant requires the following: BillQuick (Basic, Pro or Enterprise)edition installed on the computer.net Framework 2.0 or later (automatically installed with BillQuick) SQL Server 7.0 or later for SQL database support with BillQuick Enterprise edition Microsoft Data Access Components 2.8 or higher (automatically installed with BillQuick) Microsoft Windows Installer 3.0 or later (typically installed or updated with Windows) If you wish to access BillQuick Online or take advantage of Automatic Updates, you will need the following: 2008 BQE Software, Inc. Page 1

3 Microsoft Internet Explorer 5.01 or later (for accessing BillQuick Online) An Internet connection with a 28.8Kb or faster modem, DSL, cable modem, or other broadband connection (for accessing BillQuick Online and for Automatic Updates) 2008 BQE Software, Inc. Page 2

4 Start-Up Introduction Basic start-up procedures for BillQuick Assistant involve a few quick steps (see Installing BillQuick Assistant from a DVD or Download for details): 1. Install BillQuick Assistant on a personal computer. 2. Activate BillQuick Assistant. In a network environment, you will bring other users into the setup. With the above two steps complete, on each personal computer from which BillQuick Assistant will be run, you will: 3. Install BillQuick Assistant (see Installing BillQuick Assistant in a Network Environment below). 4. Point the user s copy of BillQuick Assistant to the shared BillQuick database. 5. Register the computer with the BillQuick database. The sections below describe how to complete these steps. Install BillQuick Assistant from a DVD or Download If you have a BillQuick DVD, proceed to the first step. If you prefer to download a copy of BillQuick Assistant, go to and follow the steps on the Download tab. Follow the steps below to install BillQuick Assistant on a personal computer. The downloaded copy of BillQuick Assistant is in a Zip archive. You will need a Zip archiving or extraction program such as WinZip. If you do not have such a Zip program, please obtain one from a shareware web site or a software store. 1. Insert the BillQuick 2008 DVD in your drive or extract the files from the BillQuick Assistant zip archive into a folder. 2. BillQuick DVD: The installation program should start automatically. In the product selection screen, select BillQuick Assistant as the product to install. If it does not, click Windows Start, select Run from the menu, and type: X:\ BillQuickAssistant2008Setup.exe where X is the DVD drive letter If you downloaded BillQuick Assistant, navigate to the folder where you placed the extracted files. Double-click Setup.exe BQE Software, Inc. Page 3

5 3. When the first BillQuick Assistant Installation screen appears, read the information and follow the instructions on each window. Once the installation begins, a progress bar displays. 4. When the Finished screen appears, click Finish. The installation is complete. When prompted, restart your computer to complete the installation. Install BillQuick Assistant in a Network Environment BillQuick Assistant operates in a network environment, both peer-to-peer networks and ones with network servers. In either scenario the BillQuick database will be located in a folder on a shared drive and BillQuick Assistant software will be installed on the computer of each person who will access it. Peer to Peer Network Environment To install on a peer-to-peer network: BillQuick Assistant also works in other network scenarios. Contact BillQuick Support for more information. 1. On the computer used by your primary BillQuick Assistant user (BillQuick Supervisor), complete the steps for installing BillQuick Assistant, and activating BillQuick Assistant. BillQuick Assistant automatically connects to the database that was last opened by BillQuick application on the computer. 2. Go to the first computer from which you want a user to access BillQuick Assistant. On that computer: a. Install BillQuick Assistant. Follow the steps in Installing BillQuick Assistant from a DVD or Download b. Start BillQuick Assistant. c. You are prompted by the startup interview, fill in the information as required and click next. d. The database selection panel appears. If you wish to change the database to connect to, click on the browse button in the database info, and navigate to the shared folder. Select your BillQuick database. BillQuick Assistant remembers the location each time the user opens BillQuick Assistant. 3. The next screen displays the Registration panel, where you enter the license and registration keys from the you received. You can also cut and paste the keys, if desired. Click OK. If you leave the license and registration fields empty, BillQuick Assistant opens the Product Activation screen where you can choose from various activation options. Read more about activation options later. 4. Repeat these steps for each computer from which users will access BillQuick Assistant BQE Software, Inc. Page 4

6 Network Server Environment To install BillQuick Assistant in a network server environment, you can: Follow the same steps as for a peer-to-peer network. You install BillQuick Assistant, point to the BillQuick database, and register the computer. Utilize Active Directory Services on a domain network. With this capability, you can push BillQuick Assistant to the workstations. For more information, see the BillQuick Knowledgebase article, How To Install BillQuick on Workstations using Active Directory Services ( Connect to the BillQuick Database To connect to the BillQuick database the first time you start up BillQuick Assistant: 1. Go to the Settings tab screen. This displays the Company name, number of licensed BillQuick Assistant users, and the location of the database. If you wish to change the database, click the browse button and navigate to the folder where your BillQuick company database is stored. If you are using SQL server database for BillQuick, you will have to enter Server Name, Supervisor Password, and select the database from the dropdown. 2. On the Product Activation screen that appears, select your activation option. 3. Go to the next section, Activate BillQuick Assistant. Activate BillQuick Assistant Primary Computer for the BillQuick Assistant Supervisor Continuing the start-up process following connecting to your company database, you will be prompted by Product Activation screen. Here you will: Enter the License Key and Registration key exactly as printed on the you received. If desired, you can cut and paste the name from the . Click Register. Your BillQuick Supervisor is now ready to use BillQuick Assistant. Networked Users Computers After installing BillQuick Assistant on each computer and pointing it to the database in a shared folder, you will: 2008 BQE Software, Inc. Page 5

7 1. Browse to the BillQuick shared database. In the Product Activation window, click Already Purchased. 2. Enter or cut and paste the license and registration key from the . Click Register. 3. Repeat on each computer with BillQuick Assistant. Product Activation Screen When BillQuick Assistant is in Evaluation Mode, the Product Activation screen displays. If you do not complete the registration process above or BillQuick Assistant does not recognize the keys entered when you start-up a future session, BillQuick Assistant considers your software to be in evaluation mode and displays the Product Activation screen. The screen provides four options. 1. Activate Now Enter a key to continue your 30-day trial. 2. Activate Later Continue your free 7-day period of review. 3. Ready to Buy Go to BillQuick.com to purchase software licenses. 4. Already Purchased Enter your license and registration keys to fully activate BillQuick Assistant. Evaluate BillQuick Assistant If you are evaluating BillQuick Assistant, you may choose Activate Now or Activate Later (click the link). Activate Now asks for your company name, address, phone number and address. You will receive an evaluation key for your company via within 15 to 30 minutes. Alternatively, you can generate an evaluation key via the web ( or by calling BQE Software at (310) After the evaluation period, you must purchase a full software license and install it. Activate Later allows you to continue working with BillQuick Assistant during a 7-day free trial. After this period you must obtain an evaluation key or a full software license. Purchase BillQuick Assistant When you are ready to purchase BillQuick Assistant, click I Am Ready To Buy and purchase your software license from the BillQuick website. Alternatively, you can call BQE Software at (310) and speak with a BillQuick Account Rep BQE Software, Inc. Page 6

8 After purchasing a full software license, click Already Purchased on the Product Activation page. It asks for your company name and license and registration keys. Using the you received, you would enter or cut-and-paste your company name. It should be exactly the same as you see in the . (If you want to make a change, contact your BillQuick Account Rep.) Then, enter or cut-and-paste your license and registration keys. BillQuick Assistant is now licensed for unlimited use. You can run the evaluation software and licensed software together. Congratulations! You have now successfully installed BillQuick Assistant. To learn more about the BillQuick Assistant, go to the Help function. Additional tutorials can be found in the How Do I section. If you have trouble with any steps in this guide, please contact BillQuick Support at (310) or Support@bqe.com. For any other questions, please contact a BillQuick Account Rep at (888) (US and Canada) or (310) , or Sales@bqe.com BQE Software, Inc. Page 7