B2W Software, Inc. END-USER LICENSE AGREEMENT FOR LICENSED PRODUCTS.

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2 B2W Software, Inc. END-USER LICENSE AGREEMENT FOR LICENSED PRODUCTS. IMPORTANT-READ CAREFULLY: This B2W Software, Inc. (fka BID2WIN Software, Inc.)End-User License Agreement ("EULA") together with the Proposal and Sales Agreement (collectively, the "Agreement") is a legal agreement between you (either an individual or a single entity) and B2W Software, Incorporated ("B2W") for the B2W software product(s) identified above which may include associated software components, media, printed materials, and "online" or electronic documentation ("LICENSED PRODUCT"). By installing, copying, or otherwise using the LICENSED PRODUCT, you agree to be bound by the terms of this EULA. If you do not agree to the terms of this EULA, do not install or use the LICENSED PRODUCT. If the LICENSED PRODUCT was purchased by you, you may return it to your place of purchase for a full refund. The LICENSED PRODUCT is protected by copyright laws and international copyright treaties, as well as other intellectual property laws and treaties. The LICENSED PRODUCT is licensed, not sold. 1. GRANT OF LICENSE. The LICENSED PRODUCT is licensed as follows: Installation and Use. B2W grants you the right to install and use copies of the LICENSED PRODUCT on your computers as described on the Proposal and Sales Agreement. The license granted under the Agreement may not be leased, assigned, or sublicensed including, but not limited to the transfer of the LICENSED PRODUCTS to a successor in interest of Customer's business. The license granted hereunder is solely for the benefit of the Customer as named on the Proposal and Sales Agreement. Acceptance. In the case that the LICENSED PRODUCTS are initially installed directly on your computer system, completion of installation shall constitute your acceptance of the LICENSED PRODUCTS. However, during the initial phase of implementation, a copy of the LICENSED PRODUCTS may be installed for your use on a staging server located at B2W headquarters in Portsmouth, NH, following which you will be provided login information via to access the LICENSED PRODUCTS. In this case, you agree that acceptance of all of the LICENSED PRODUCTS shall occur upon the earlier of: (a) the first time you access the LICENSED PRODUCTS, or (b) fifteen (15) days after the date of the from B2W providing the login information to access the LICENSED PRODUCTS, or (c) fifteen (15) days after the date you signed the PROPOSAL. For purposes of clarification, if acceptance of the LICENSED PRODUCTS is based upon either the containing the login information to access the LICENSED PRODUCTS as set forth in (b) or the signing of the PROPOSAL as set forth in (c), such acceptance of all of the LICENSED PRODUCTS shall be effective regardless of whether you have actually accessed any portion of the LICENSED PRODUCTS, if at all. Backup Copies. You may also make copies of the LICENSED PRODUCT as may be necessary for backup and archival purposes. 2. DESCRIPTION OF OTHER RIGHTS AND LIMITATIONS. Maintenance of Copyright Notices. You must not remove or alter any copyright notices on all copies of the LICENSED PRODUCT. Distribution. You may not distribute copies of the LICENSED PRODUCT to third parties. Prohibition on Reverse Engineering, Decompilation, and Disassembly. You may not reverse engineer, decompile, or disassemble the LICENSED PRODUCT, except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation. Tampering With Database. You may not bypass the user interface to create or edit data directly within the SQL database. Doing so immediately voids your B2W Software Maintenance Agreement. B2W Software is not responsible for repairing damage caused by tampering with production data in this fashion. Rental. You may not rent, lease, or lend the LICENSED PRODUCT. Support Services. B2W will provide you with Training and Support Services as set forth in the Training and Support Schedule to the Proposal and Sales Agreement ("SUPPORT SERVICES"). Compliance with Applicable Laws. You must comply with all applicable laws regarding use of the LICENSED PRODUCT. 3. TERMINATION. Without prejudice to any other rights, B2W may terminate the Agreement if you fail to comply with the terms and conditions contained in the Agreement. In such event, customer shall cease to have any rights in the LICENSED PRODUCTS or use thereof. Customer shall destroy any and all copies of the LICENSED PRODUCTS. 4. COPYRIGHT. All title, including but not limited to copyrights, in and to the LICENSED PRODUCT and any copies thereof are owned by B2W or its suppliers. All title and intellectual property rights in and to the content which may be accessed through use of the LICENSED PRODUCT is the property of the respective content owner and may be protected by applicable copyright or other intellectual property laws and treaties. The Agreement grants you no rights to use such content. All rights not expressly granted are reserved by B2W. 5. U.S. GOVERNMENT RESTRICTED RIGHTS. The LICENSED PRODUCT is provided with RESTRICTED RIGHTS. Use, duplication, or disclosure by the Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS or subparagraphs (c)(1) and (2) of

3 the Commercial Computer Software Restricted Rights at 48 CFR , as applicable. Manufacturer is B2W Software, Incorporated/Martingale Wharf/99 Bow Street/Suite 500/Portsmouth, NH EXPORT RESTRICTIONS. You agree that you will not export or re-export the LICENSED PRODUCT to any country, person, entity or end user subject to U.S.A. export restrictions. Restricted countries currently include, but are not necessarily limited to Cuba, Iran, Iraq, Libya, North Korea, Sudan, and Syria. You warrant and represent that neither the U.S.A. Bureau of Export Administration nor any other federal agency has suspended, revoked or denied your export privileges. 7. LIMITED WARRANTY. For a period of thirty (30) days after delivery of the LICENSED PRODUCTS, B2W warrants and represents that the LICENSED PRODUCTS will operate and perform substantially in conformance with the requirements and specifications set forth in the Product Specifications and Pricing Schedule to the Proposal and Sales Agreement. During the term of this Limited Warranty, B2W will investigate issues reported by Customer in writing in the then current version of the LICENSED PRODUCTS. 8. WARRANTIES. ASIDE FROM THE EXPRESS WARRANTIES SET FORTH IN SECTION 7 ABOVE, THERE IS NO WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. B2W DOES NOT WARRANT THE RESULTS OF ANY PROGRAMS OR SERVICES, OR THAT THE LICENSED PRODUCTS WILL MEET CUSTOMER'S REQUIREMENTS OR EXPECTATIONS. 9. LIMITATION OF LIABILITY. To the maximum extent permitted by applicable law, in no event shall B2W or its suppliers be liable for any special, incidental, indirect, or consequential damages whatsoever (including, without limitation, damages for loss of business profits, business interruption, loss of business information, or any other pecuniary loss) arising out of the use of or inability to use the LICENSED PRODUCT or the provision of or failure to provide Support Services, even if B2W has been advised of the possibility of such damages. In any case, B2W's entire liability under any provision of the Agreement shall be limited to the amount actually paid by you for the LICENSED PRODUCT; Because some states and jurisdictions do not allow the exclusion or limitation of liability, the above limitation may not apply to you. 10. GOVERNING LAW. This agreement is made under, and shall be governed by, the laws of the State of New Hampshire, U.S.A. Any claim, dispute, action, or proceeding arising under this agreement shall be maintained only in a state or federal court located in the State of New Hampshire, and you agree to such governing law and venue for all purposes. 11. SEVERABILITY. If any provision of the Agreement is held invalid or otherwise unenforceable, the enforceability of the remaining provisions shall not be impaired thereby. Should you have any questions concerning the Agreement, or if you desire to contact B2W for any reason, write: B2W Software, Incorporated/Martingale Wharf/99 Bow Street/Suite 500/Portsmouth, NH

4 The information contained in this document represents the current view of B2W Software, Inc. fka BID2WIN Software, Inc. on the issues discussed as of the date of publication. Because B2W Software must respond to changing market conditions, it should not be interpreted to be a commitment on the part of B2W Software, and B2W Software cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. B2W SOFTWARE MAKES NO WARRANTIES, EXPRESS OR IMPLIED, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of B2W Software Incorporated. B2W Software may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from B2W Software, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. The example companies, organizations, products, people and events depicted herein are fictitious. No association with any real company, organization, product, person or event is intended or should be inferred B2W Software, Inc. All rights reserved. B2W Software, Inc., B2W are either registered trademarks or tradenames of B2W Software Incorporated in the United States and/or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. 5th Revision, 1/2013

5 Contents About This Guide... 1 Getting Help... 2 Frequently Asked Questions... 2 B2W Knowledge Base hour Technical Support... 2 Context-Sensitive Online Help... 2 B2W Support Website Alerts... 3 Technical Overview... 4 System Components... 4 Database Server... 4 License Pool... 4 B2W Estimate Database... 5 Client Software... 5 Administration Software... 5 Configuration Options... 6 Stand-Alone... 6 Client/Server... 6 Windows Terminal Services / Citrix... 7 Mobile Estimating... 8 Mobile Estimating Requirements... 9 More Information... 9 Installing and Configuring B2W Estimate Verify Hardware and Operating System Requirements Installing B2W Estimate Configuring B2W Estimate with the Administration Tool Activating B2W Estimate Changing the Administrator Password Managing Add-Ins Configuring Users and Groups Managing Groups Managing Users Configuring B2W Estimate Security and Permissions Configuring Multiple B2W Estimate Databases Considerations for Managing Multiple B2W Estimate Databases Shared License Pool Unique Users and Groups Creating Additional Databases Administering Different Databases Command Line Switches Maintaining Your B2W Estimate Database Purge Deleted Data Archiving Estimates Archive estimates Restore estimates Access an archive database... 31

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7 About This Guide The B2W Estimate Installation Guide outlines the process of installing B2W Estimate in several different configurations, including stand-alone, client/server, and Windows Terminal Services or Citrix. In addition, it describes the features of the B2W Estimate Administration tool that are related to a successful and complete installation. The installation guide is separated into five chapters: Chapter 1 Technical Overview discusses the system components that comprise a B2W Estimate installation and briefly describes the two main installation types. Chapter 2 Installing and Configuring B2W Estimate describes the administrative functions that are found within the B2W Estimate Administration tool, such as creating groups and users and installing add-ins. Chapter 3 Configuring Multiple B2W Estimate Databases discusses the option of creating additional B2W Estimate databases and gives you some pointers on managing multiple B2W Estimate databases. Chapter 4 Maintaining Your B2W Estimate Database describes two features found within the B2W Estimate Administration tool which will help ensure your database stays well organized for optimum performance. Page 1 of 32

8 Getting Help The B2W Estimate Installation Guide is one of many tools at your disposal as you install B2W Estimate. B2W Software provides a host of technical support resources to help you get the answers you need, when you need them. Frequently Asked Questions Have you ever wondered how to do a certain task in B2W Estimate? Chances are other users have as well! Check the Frequently Asked Questions page on B2W Software s premium support web site for the latest answers to your questions. The frequently asked questions page is located at: B2W Knowledge Base B2W Software provides an extensive online knowledge base of known problems, bugs, and tips accessible via the internet. The knowledge base is continually updated with important bug notifications and workarounds. Access the B2W Knowledge Base on our premium support website and use it to find fast solutions to technical problems with B2W Estimate. The knowledge base is located at: Note If you want to receive an each time a new KB article is published, you can subscribe to our free alert service at: 24-hour Technical Support B2W Software is home to the finest technical support call center in the industry. The B2W technical support staff is at your service providing quick professional resolutions to your technical support issues, answers to your questions, and responses to your feedback and suggestions. We are available 24 hours a day, seven days a week at (888) or support@b2wsoftware.com. Context-Sensitive Online Help The fastest way to get your questions answered is to refer to B2W Estimate's contextsensitive help system. Access the help system by clicking Help keyboard. on the toolbar or by pressing F1 on your The online help system is designed to automatically display a topic which corresponds to exactly what you were doing in B2W Estimate. Once inside the help Page 2 of 32

9 system, you can navigate to other help topics by using the table of contents, the index, or by performing a keyword or text search. B2W Support Website Alerts The B2W Support Website allows you to subscribe to an alert system which can be configured to send you an automatic every time a product, add-in, report, or piece of documentation is published or updated. You can even subscribe to receive alerts when new knowledge base articles are published. These alerts ensure you are among the first to know whenever one of your subscribed files has been updated and is ready for download. You will receive an e- mail clearly listing which files have been updated. You can subscribe to this free alert service at: Page 3 of 32

10 Technical Overview Before installing B2W Estimate, it s important to become familiar with B2W Estimate s five system components. Understanding these components and knowing where each resides helps to ensure a smooth implementation. System Components Every B2W Estimate implementation consists of the following five system components: Database server License pool B2W Estimate database Client software Administration software On a single-user workstation or in a terminal server environment, all five components reside on one computer. In a client/server environment, all five components reside on your dedicated B2W Estimate server, but the client software and administrative software are also installed on network workstations. Note: If you install B2W Estimate on a server with Windows Terminal Services capabilities, your workstations that connect to the B2W Estimate database through a LAN can still do so in a traditional client/server fashion. In this case, B2W Estimate would be installed on those workstations as Network Workstations, which means that the client software and administrative software would also reside on the workstations. Database Server The database server is an instance of Microsoft SQL Server 2008/2012/2014 that stores and manages one or more B2W Estimate databases. Depending on your installation environment, the database server may reside on a dedicated network server, or may just be a SQL Server Express instance on an individual workstation. License Pool The license pool resides on the database server and contains a number of concurrent licenses that allow access to B2W Estimate by the client software. After you have installed B2W Estimate, you will activate your license pool for the number of B2W Estimate licenses purchased by your company. When an estimator launches B2W Estimate, one license from the license pool becomes in use. When that estimator closes their B2W Estimate program window, the license becomes available. Note: Using the B2W Estimate Administration tool does not consume a license. Page 4 of 32

11 B2W Estimate Database The B2W Estimate database resides on the database server and contains the following information: B2W Estimate user accounts. A user account is created for each estimator or manager who requires access to the system. Resources. Resources consist of cost-related information such as labor, equipment, and materials, as well as other information such as subcontractors, vendors, and customers. Item templates. Item templates allow estimators to configure the cost structure of bid items for subsequent use while creating estimates. Item templates are contained in what is referred to in the client application as item databases. Estimates. All estimates created in the system reside in the B2W Estimate database. During the installation process, the B2W Estimate setup program installs two unique B2W Estimate databases on your database server: B2WData. This is an empty database intended for your company-specific users, resources, item templates, and estimates. B2WSample. This database contains a complete set of sample users, resources, item templates, and estimates. The B2W Estimate Getting Started Guide uses this sample data as a basis for walking estimators through the system. It provides a good reference as your estimators get up to speed with the real company-specific database. Companies who purchase B2W Estimate Enterprise Edition have the option of creating additional B2W Estimate databases at any time. This is typically useful for larger companies with several divisions that share a dedicated server but bid very specific types of work. The process of creating and administering multiple B2W Estimate databases is discussed in Chapter 5 - Configuring Multiple B2W Estimate Databases. Client Software The B2W Estimate client software allows the creation and editing of resources, item templates, and estimates. In a traditional client/server environment, the client software is installed on your estimator workstations. The client computer runs the B2W Estimate client software, but saves and retrieves data to and from the B2W Estimate database on the database server. Administration Software The B2W Estimate Administration software allows a system administrator to manage the B2W Estimate installation, including the configuration of B2W Estimate users and groups, as well as system extensions called add-ins. The administration software is installed with every installation type, allowing the administration of the system from any server or workstation, as long as the administrator password is known. Page 5 of 32

12 Configuration Options Stand-Alone There are three different ways B2W Estimate can be configured. In a stand-alone configuration, all five system components (database server, license pool, B2W Estimate databases, client software, and administration software) reside on a single computer. No information is shared, and no networking capabilities are required. This type of installation is typically only recommended for very small companies with only one estimator. The single-user workstation: Client/Server A client/server environment, as the name implies, consists of a dedicated network server and one or more client workstations. In this environment the database server, the license pool, and the B2W Estimate database all reside on the dedicated network server. (For convenience, instances of the B2W Estimate Administration tool and the client software also reside on the server.) The client software is installed on each estimator workstation, which can then connect to the dedicated server for the other components. The advantage of the client/server environment is that all estimators share a central B2W Estimate database. From an administrator s standpoint, a central database is easy to maintain and back-up. From a manager s standpoint, a central database leads to great consistency from one estimator to another, and in the long run, a vast array of cross-estimate reporting capabilities. For these reasons, the client/server environment is the recommended installation environment for the vast majority of B2W Estimate users. Page 6 of 32

13 The client/server environment: Windows Terminal Services / Citrix Having Windows Terminal Services or Citrix installed on your dedicated B2W Estimate database server often provides a very efficient way for estimators to remotely connect to their database server via WAN or dial up connection. The terminal services option gives estimators the ability to connect remotely to the database server, even when away from the office. As long as an estimator has Internet connectivity and a minimum connection speed of 56kbps, they can use B2W Estimate as though they were at their own desks. They can access B2W Estimate using the Remote Desktop Connection software, which is somewhat analogous to the idea of turning on a new monitor that just shows what s happening on the terminal server. Note that a terminal server is not a requirement and is typically best utilized in conjunction with a traditional client/server installation. In other words, when an estimator uses B2W Estimate at the office, he would do so within a traditional client/server environment. If the estimator needs to connect to the B2W Estimate server from a remote location, via WAN or modem, he would utilize the Remote Desktop Connection software to access the system. Page 7 of 32

14 The Terminal Services Environment: Mobile Estimating Page 8 of 32 B2W Mobile Estimating allows an estimator to quickly and easily take estimates with him on his notebook computer and work on them while disconnected from the B2W Estimate server. When he returns, he can seamlessly transfer the new or modified estimates back to the B2W Estimate server. B2W Mobile Estimating can also be used in an environment where the connection to the B2W Estimate server is not reliable, for example in a job trailer or remote office with slow or intermittent Internet connectivity. A temporary connection can be established to the B2W Estimate server, estimates can be transferred to the remote computer, and work can proceed while disconnected. Changes to the estimate can

15 be transferred back to the main B2W Estimate server at any time by re-establishing the temporary connection. Mobile Estimating is included with the Professional and Enterprise editions of B2W Estimate. If you purchased the Basic edition and would like to take advantage of Mobile Estimating, please contact B2W Estimate sales at or (800) Mobile Estimating Requirements To use Mobile Estimating, here are a few technical requirements: Client/server installation. To use Mobile Estimating, B2W Estimate must be configured in a client/server environment, as described earlier in this chapter. It is possible to have a Terminal Services or Citrix environment configured for non-mobile users and a client/server environment configured for mobile users. For more information about this option, consult your B2W Implementation Services specialist. Local database on mobile client workstation. Each mobile notebook workstation must have a local database to hold resources, item database, and estimate information for use when disconnected. The B2W Estimate client software installation requires that a local SQL Express 08/12 instance be present before the install will succeed. If no instance of SQL Server exists, the B2W Estimate setup wizard will install an instance of SQL Server Express 2012 named B2W Mobile on workstations connected to the internet. Note: In order to use Mobile Estimating, a mobile user must be a member of the local Administrators or the local Power Users group on the mobile workstation. If the user is a member of the local Power Users group, the database service on the mobile workstation will need to be configured with a startup type of Automatic. Otherwise, the user will not be allowed to disconnect from the server. The Installing B2W Estimate on a Network Client Workstation section in Chapter 3 describes the configuration of Mobile Estimating on the network client workstation. More Information For more information about how B2W Mobile Estimating works from the estimator s perspective, see the Mobile Estimating Overview white paper, available on the B2W Estimate support Web site at (login required) Page 9 of 32

16 Installing and Configuring B2W Estimate In the B2W Estimate Administration tool you will find an assortment of utilities which help you put the finishing touches on your installation. In this section, you will learn how to use this tool to activate your B2W Estimate licenses, set your administrator password, install add-ins, and configure group and user accounts for employees who will access B2W Estimate. Verify Hardware and Operating System Requirements Before you install B2W Estimate, please verify that your server and workstations have the appropriate hardware configuration and operating system. Refer to the B2W Software: Hardware and Software Requirements Guide, available on the B2W Support Website. Installing B2W Estimate Access the latest version of the B2W Estimate software from the Downloads page of B2W Software Support Website. Download and run the software to install B2W Estimate on new servers and workstations and to update computers where it has already been installed. Running the file you download opens a wizard that provides on-screen instructions to guide you through the installation process. If you have questions about installing the software, contact B2W Software Technical Support at or support@b2wsoftware.com. Configuring B2W Estimate with the Administration Tool You can access the B2W Estimate Administration tool from any computer on which the B2W Estimate client software is installed, including the dedicated network server. Use the Administration tool to configure your installed B2W Estimate software. To launch the B2W Estimate Administration tool, follow these steps: 1. Click Start, point to Programs, point to B2W Software, then point to Estimate. 2. In the Estimate program group, click Estimate Administration. Activating B2W Estimate Page 10 of 32 The first time you launch the B2W Estimate Administration tool, you will be prompted for a code that activates your B2W Estimate licenses. This code is obtained by calling

17 B2W Technical Support. The activation code you are given will activate your license pool for the number of B2W Estimate licenses your company has purchased. The Activation dialog: Remember, B2W Estimate uses a concurrent licensing scheme. This means that the client software can be installed on any number of workstations, but only the number of licenses that were purchased will be accessible at any given time. Changing the Administrator Password When B2W Estimate is first installed, the administrator password is blank, allowing any user to access the B2W Estimate Administration tool. For security, it is recommended that you set an administrator password immediately and that you change the password regularly. Note: If your company utilizes multiple B2W Estimate databases, each database needs to be configured with an administrator password. To set an administrator password, or change the existing one, follow these steps: 1. In the B2W Estimate Administration tool, click the Tools menu, point to Security, and then click Change Administrator Password. 2. The Change Password dialog appears. Enter the old administrator password. Leave this field blank if you are setting the administrator password for the first time. 3. Enter the new administrator password. Write this password down and keep it somewhere safe. B2W Technical Support personnel cannot retrieve your administrator password if you forget it. 4. Enter the new password again for confirmation. 5. Click OK. Once you have set an administrator password, the Logon dialog will appear any time a user tries to access the B2W Estimate Administration tool. The user must enter the correct administrator password to open the B2W Estimate Administration tool. Page 11 of 32

18 The Administration Tool Logon dialog: Managing Add-Ins The B2W Estimate Administration tool includes an Add-Ins Manager. This allows you to install, update, and manage system extensions that provide additional functionality for your estimators. There are four types of add-ins: B2W-Supplied Item Databases You can install any number of state item databases at no additional charge. Each of these add-ins gives your estimators access to a list of pay items from a specific state or authority. A unique DOT database will appear in the Item Databases area of B2W Estimate. Estimate Detail Exports These optional add-ins provide your estimator the ability to send detailed estimate cost information to a file which can be imported by your accounting or project management software. Pay Item Import/Exports This type of add-in allows your estimators the option to import and export pay item lists to and from external formats, such as Microsoft Excel or AASHTO Expedite EBS. Authority Bid Forms - B2W Estimate's Authority Bid Forms allow you to print approved bid forms for submittal to government authorities. Reports There are many standard B2W Estimate reports that are automatically added during the B2W Estimate client software installation. Additional custom reports are available by request at an additional cost. In addition, new reports are released periodically on the B2W Support Website. The Add-Ins Manager is used to add these new or updated reports to the system. To access the Add-Ins Manager, click Manage Add-Ins in the left hand pane of the B2W Estimate Administration tool, or click the Tools menu, then select Add- Ins Page 12 of 32

19 The Add-Ins Manager: The Add-Ins Manager displays a list of all currently installed add-ins. The version number for each add-in that you have installed is displayed in parentheses after the description, which helps you determine if you have the latest add-ins installed by comparing the versions to those on the B2W Support Website. Page 13 of 32

20 Install a New Add-In or a New Version of an Already Installed Add-In 1. In the Add-Ins Manager, click Add/Update Browse to and double click the add-in file. Locations for each type of add-in are described in the table below: Add-In Icon File Extension Where to find the add-in B2W-Supplied Item Databases Estimate Detail Exports Pay Item Import/Exports Authority Bid Forms.bdb.bde support.b2wsoftware.com.bpi.bbf Standard Reports.brd Standard B2W Estimate reports are automatically added during the client software installation. Updated standard reports are available on the B2W Support site. Custom Reports.brd Custom reports add-ins are provided via . Remove a Currently Installed Add-In 1. In the Add-Ins Manager, click the name of the add-in you want to remove. 2. Click Remove. 3. Click OK to verify the removal. Note: Some add-ins, such as standard B2W Estimate reports and the Microsoft Excel import/export, can not be removed. Please use caution when removing other add-ins, as some may contain user defined settings that will be lost if the add-in is removed. Page 14 of 32

21 Configuring Users and Groups The B2W Estimate Administration tool features a User & Group Manager which helps you create new B2W Estimate users and groups, and manage the information associated with each. You can also configure each group with a unique set of permissions, allowing you to control the ability for users within the group to create, modify, and edit information in various parts of B2W Estimate. Key points to remember: You can create a virtually unlimited number of users and groups. A user can exist in one and only one group. Note: If you are administering multiple B2W Estimate databases, each has its own unique set of users and groups. If an estimator needs to access multiple B2W Estimate databases, you must create a user account for that estimator inside each B2W Estimate database. Multiple databases are further discussed in Chapter 5 - Configuring Multiple B2W Estimate Databases. To access the User & Group Manager, click Manage Users & Groups on the home page of the Administration tool, or click the Tools menu, then point to Security, then select Users & Groups. The User & Group Manager: Managing Groups B2W Estimate allows you to create an unlimited number of groups. Inside each group, you can create a virtually unlimited number of users. Create a new group 1. In the User & Group Manager dialog, click New Group. Page 15 of 32

22 2. Enter a name for your group, and then click OK. 3. The new group is created and the Group Information page is displayed. Delete an existing group 1. In the User & Group Manager dialog, select the group you want to delete. When you delete a group, all users within that group are also deleted. 2. Click Delete or press DEL on your keyboard. 3. Click OK to verify the deletion. Note: The "Estimators" group is a system group and may not be deleted. Managing Users User accounts allow you to control access to B2W Estimate. Using individual user accounts, as opposed to a generic password-protection scheme to control access to the program, has several advantages in B2W Estimate: If an estimator leaves the company, their user account can be deleted without affecting other users. A user account can easily be moved from one group to another. Individual user accounts allow B2W Estimate to record which estimator created or last modified each resource or item template. When you select a user on the left hand side of the User and Group Manager, information pertaining to that user is displayed on the right. Create a new user 1. In the User & Group Manager dialog, click the group where the new user will be a member. 2. Click New User. 3. Enter a User name. This name is used when the user logs on to B2W Estimate. 4. Enter the user s Initials. Initials can consist of 1 to 5 characters and will be used to tag resource records and comments. B2W Estimate forces your entry to uppercase as you type. 5. Click OK. 6. The user account is created and the User Information page is displayed. You can now enter additional user information, as described in the next section. Configuring user information When you select a user in the left hand pane of the Users & Groups Manager, the User Information page is displayed. You can now enter additional user information, as described below: Page 16 of 32

23 Field User name Initials Windows account Password Confirm Password Full name Title Company name Phone address Description A read only field which displays the user name of the selected user. Initials of the selected user. B2W Estimate uses these initials to track which user created each resource or item template record, and also which user was the last to modify each record. The Windows domain account assigned to the selected user. By entering a Windows domain account, the user will be authenticated automatically if logged into Windows under the specified account, even if this user account has a password. Enter the Windows account in the format <domain name>\<user name>. For example: ESTIMATING_DOMAIN\MWILLIAMS For security purposes, it is strongly recommended to assign a non-blank B2W Estimate password even when authenticating to a Windows account. (The B2W Estimate password does NOT need to be the same as the Windows password.) The password assigned to the selected user. For security purposes, the system will always display dots in this field when you view user information, even if the user s password is blank. You can reset a user's password by entering a new value here, without knowing the user's current password. Enter a password to force a user to log on each time they start the estimating client software. B2W Estimate stores the lastentered user name on each computer. If the last-entered user name does not have a password assigned, or if the system can authenticate the user using the specified Windows domain account, the user will be logged in without the display of the logon dialog. To set a new password, re-enter the password in this field. The user's full name. If a name is entered in this field, it is displayed on the user s home page instead of the user name. The user's title. The user's company name. The user's phone number. The user's address. Page 17 of 32

24 Move a user from one group to another Delete a user 1. If necessary, double click the group name to expand the group where the user is currently a member. 2. Drag the user from the present group to another, releasing your mouse button when the target group name is highlighted. 1. Select the user you want to delete. 2. Click Delete or press DEL on your keyboard. 3. Click OK to verify the deletion. Configuring B2W Estimate Security and Permissions Assigned at the group level, permissions specify what group members can or cannot do within specific areas in B2W Estimate, such as Resources, Item Databases, or the Options dialog. For example, a managerial group can use B2W Estimate to review estimates that others have created, so they would not need full permissions to the Resource area. Or, you can have a group of estimators with permissions to create crew templates and task templates, but no permissions to create or modify labor and equipment costs. By allowing you to assign restrictive rights to some groups and less restrictive rights to other groups, B2W Estimate protects your data from accidental deletion or alteration. The Group Information tab The Group name field is a read only field which displays the name of the current B2W Estimate user. The Resource Security tab The Resources area in B2W Estimate contains labor, equipment, materials, and other types of cost resources that can be added to estimates. By configuring resources security for each group, you can specify whether or not group members can create, modify, or delete individual resources. You can define permissions for all resource types or on a per-resource type basis. For example, you can allow a certain user to create customers and vendors, but he or she may not create new labor or equipment records. Choose the security option that will apply to members of the selected group by choosing one of the following options: Users have all permissions and can approve resources This setting is for managerial groups whose members should have permission to create, change, and delete resources without any restrictions. In addition, members of this group can approve resources that were created by other users. More Page 18 of 32

25 information on the approval process can be found within the help system of the B2W Estimate client application. Users have the following permissions for all resources Choose this setting if you want to assign the same permissions for all resource types. Users have the following permissions for individual resources This setting allows you to assign unique permissions for each type of resource. For example, you can assign different rights for labor than you do for equipment. If you choose the second or third option, there are three types of operations for which users can be given specific permissions: Create Select one of three permission levels for creating new resources: o o All There is no restriction on creating new resources. Approval A special permission that allows group members to create new resources that only they can see or utilize. These resources require review and approval before they become available to other users. The resources created by members of this group will be visible to only the individual who created it, and to any managers who have permissions to approve the resources. This way, managers are comfortable in knowing that they have control over what new resources are added to the system, without forcing the estimators to be restricted from creating resources that they may need for a particular estimate. More information on the approval process can be found within the help system of the B2W Estimate client application. o None Group members are not allowed to create new resources. Modify Select one of three permission levels for modifying existing resources: Page 19 of 32 o All There is no restriction on modifying resources.

26 o o Own Each group member can only modify resources that they created. None Group members are not allowed to modify any resources. Delete Select one of three permission levels for deleting resources: o o o All There is no restriction on deleting resources. Own Each group member can only delete resources that they created. None Group members are not allowed to delete resources. The Item Database Security tab The Item Databases area in B2W Estimate contains item templates that can be added to estimates. By configuring item database security for each group, you can specify whether or not group members can create, modify, or delete item databases and the item templates contained within. Choose the security option that will apply to members of the selected group by choosing one of the following options: Users have all permissions and can approve templates This setting is for managerial groups whose members should have permission to create, change, and delete item templates without any restrictions. In addition, members of this group can approve item templates that were created by other users. More information on the approval process can be found within the help system of the B2W Estimate client application. Users have the following item permissions Choose this setting if you want to assign one set of permissions for item databases, and another for the item templates contained within those databases. Page 20 of 32 If you choose the second option, you can assign unique permissions for item databases and item templates:

27 Permissions for item databases Choose from the following permission settings: Create If you place a checkmark here, group members can create new item databases. Rename If you place a checkmark here, group members can rename existing item databases. Delete If you place a checkmark here, group members can delete existing item databases. Permissions for item templates The following permission settings apply to the item templates that are stored within item databases: Create Select one of three permission levels for creating new item templates: o o All There is no restriction on creating new item templates. Approval A special permission that allows group members to create new item templates that only they can see or utilize. These item templates require review and approval before they become available to other users. The item templates that these group members create will be visible to only the individual who created it, and to any managers who have permissions to approve item templates. This way, managers are comfortable in knowing that they have control over what new item templates are added to the system, without forcing the estimators to be restricted from creating item templates that they may need for a particular estimate. More information on the approval process can be found within the help system of the B2W Estimate client application. o None Group members are not allowed to create new item templates. Modify Select one of three permission levels for modifying existing item templates: o o o All There is no restriction on modifying item templates. Own Each group member can only modify item templates that they created. None Group members are not allowed to modify item templates. Update The update permission pertains to the process of saving estimate items or tasks as item templates. Specifically, it determines whether or not a user is allowed to 'overwrite' existing information in the event the item or task they are saving matches an item template already present in the Item Databases area. Select one of the three following permission levels for updating existing item templates: Page 21 of 32

28 o o o All There is no restriction on updating existing item templates. Users can freely overwrite existing information when saving estimate items or tasks as item templates. Own Each group member can only update item templates that they created. None Group members are not allowed to update existing item templates. Delete Select one of three permission levels for deleting item templates: o o o All There is no restriction on deleting item templates. Own Each group member can only delete item templates that they created. None Group members are not allowed to delete any item templates. The Other Security tab There are several additional options on the Other Security tab: Users have permissions to make changes in Options Specify whether or not group members have the ability to make changes within the B2W Options dialog - a "behind the scenes" area which stores system-wide default settings. Users not restricted by estimate security This option allows you to remove all estimate security restrictions for a particular group. This can be helpful if you d like to ensure that critical permissions are not accidentally removed for key users. Users have permission to use mobile estimating Specify whether or not the members of this group have permission to use mobile estimating; the ability to check out bids and licenses to a laptop for access away from your B2W Estimate server. Users have permission to view archived estimates Specify whether or not the members of this group have permission to view archived estimates. Page 22 of 32

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30 Configuring Multiple B2W Estimate Databases (Enterprise Edition Only) Some companies, typically those that have several divisions or regional offices, need more than one B2W Estimate database. Each B2W Estimate database has its own resources, item templates, estimates, and a unique set of users and groups. When you first install B2W Estimate, the Setup program installs two unique B2W Estimate databases on your database server: B2WSample is a database that is pre-populated with sample users, resources, item templates, and estimates from various construction industries. B2WData is a blank database, inside of which you can begin building your own company s resource and estimate data. Note: The option to create new B2W Estimate databases is only available in the Enterprise Edition of B2W Estimate. Considerations for Managing Multiple B2W Estimate Databases Shared License Pool The B2W Estimate license pool is shared by all B2W Estimate databases on your database server. Licenses are available on a first-come, first-served basis. If your license pool has been activated for 10 users, and 8 estimators are currently logged in to one B2W Estimate database, then 2 more users can connect to other B2W Estimate databases at that time. Later in the day, if only 6 estimators are logged in, then 4 more users could connect, and so on. In other words, if your company has multiple divisions that share a database server, but those divisions require unique B2W Estimate databases, users from all divisions utilize licenses from the same pool when they log in to B2W Estimate, regardless of which B2W Estimate database they connect to. Unique Users and Groups Each B2W Estimate database has a unique set of users and groups associated with it. This means that if an estimator or manager needs to access more than one B2W Estimate database, they will need to have a user account created inside each B2W Estimate database to which they need to connect. Page 24 of 32

31 Multiple B2W Estimate Databases: Creating Additional Databases Additional B2W Estimate databases can be created through the Setup utility. To create additional B2W Estimate databases, follow these steps: 1. Log on to your database server as the user who originally installed B2W Estimate typically the Administrator. (You cannot create additional B2W Estimate databases from a client workstation.) 2. To launch the B2W Setup utility, do any one of the following: Launch the self-extracting installation file you downloaded from the support Web site Run Setup.exe from the root of the B2W Estimate Installation CD. In your Windows Control Panel, go to Add-Remove Programs, select B2W Estimate, and then click Change. 3. The Setup utility appears in maintenance mode, as shown below. Click Install New Database. Page 25 of 32

32 4. The Install Additional Databases page appears, as shown on the next page. Verify the Server where the new B2W Estimate database is to be created, then enter a unique name for your new B2W Estimate database. Click Create. 5. If the database was created successfully, you will see a message that confirms the database has been created. Click OK. 6. If applicable, repeat steps 4 and 5 to continue creating additional databases. Once you have created all the databases you need, click Next, then click Finish. Page 26 of 32

33 Note: As your new B2W Estimate databases will not have any user accounts, you will need to use the B2W Estimate Administration tool to log in to each new database, as described in the following sections, and then set its administrator password and create and configure the appropriate user accounts as described in Chapter 4 - Configuring Your B2W Estimate Installation. Administering Different Databases Each B2W Estimate database must be administered separately. For example, if your company has two divisions that connect to unique B2W Estimate databases, and each division needs to utilize the Microsoft Excel Pay Item Import/Export add in, you will need to install the add-in twice once for each B2W Estimate database. When you access the B2W Estimate Administration tool, you do so for one specific database at a time. To connect to a different B2W Estimate database if you are already within the Administrative tool, just click the Tools menu, point to Security, and then select Connect to a Different Database, as shown below: The Administrative Logon dialog appears, as shown below, allowing you to specify which B2W Estimate database to connect to: Page 27 of 32