WINEST 15.6 MR1 INSTALLATION GUIDE

Transcription

1 WINEST 15.6 MR1 INSTALLATION GUIDE March 2018

2 WinEst Installation Guide Page 2 WinEst Installation Guide This installation guide provides you with step-by-step instructions on how to install or upgrade WinEst. For a successful installation, ensure that all machines meet the requirements. If unsure on the best way to set up WinEst for your company, "Typical WinEst Setups" on page 10. If installing WinEst on a server, see "Installing WinEst on a Server - Best Practices" on page 15. WinEst Software Requirements The following list identifies the various technologies supported by WinEst. Software Operating System Windows Server 2016 Windows Server 2012 R2 Windows Server 2012 Windows Server 2008 R2 Windows Server 2008 Windows 10 Windows 8.1 (Pro, Enterprise) Windows 8 (Pro, Enterprise) Windows 7 (Professional, Enterprise, Ultimate) (Note: WinEst installed on a Mac system (Windows installed or virtualized) is NOT supported)) Database 1 1Not required for Workstation Installations.

3 WinEst Installation Guide Page 3 SQL Server 2016 SQL Server 2014 SQL Server 2012 SQL Server 2008 R2 SQL Server 2008 SQL Server 2005 Platform.NET Framework 4.0 Additional Requirements Schedule Link 1 Primavera P6 (versions: 6.0, 6.2, 6.2.1, 7.0, 8.2, 8.3, 8.4, and Enterprise versions of 15.1, 15.2, 16.1, 16.2, 17.7) Microsoft Project 2007, 2010, 2013, or 2016 Prolog DataLink 2 Hardware Memory: It is recommended for production environments to deploy multi-core multi-threaded CPUs with 4GB or more of memory assigned per core. Hard Disk: Though a dedicated server is highly recommended, hard disk size requirements for the database are dependent on a wide variety of factors that make it difficult to determine a minimum size in advance. WinEst can easily be scaled to very large enterprise-wide deployments with the addition of more processors. Better performance is achieved with faster processors and more memory. Installing WinEst for the First Time If you are installing WinEst for the first time, you must contact Support to obtain your access codes before running the installer. For USB-device installations - To install the USB key on your local computer, plug the USB key into the computer before running the installer. If the Windows New Hardware wizard comes up and tries 1Schedule Link is installed with WinEst and requires WinEst 15.1 or later. 2Automatically installed prior to installing WinEst

4 WinEst Installation Guide Page 4 to install the USB device, click Cancel and exit the New Hardware wizard. The WinEst installer will install the Sentinel driver for the USB device during the Access Code screen. Permissions Windows 10, 8.1, 8, 7: To install this option, you need Standard User permissions. The User Account Control must be turned off. Windows Server 2008/2012 (Server Mode): To install this option, you need Power User permissions. To install WinEst 1. Run the WinEst Installation program. 2. WinEst Setup Wizard - Select the radio button for the product you wish to install and then click Next. 3. License Agreement- Read the End-User License agreement. Select 'I accept the terms of the license agreement', and then click Next. Setup will not continue until the agreement has been accepted. 4. Install Mode - Select the system on which WinEst is being installed:

5 WinEst Installation Guide Page 5 Standard Install: This is your typical installation. Shared Program File Install: Select this mode if you wish to make the program files and database available to other workstations. This mode can be installed on supported server systems. It can also be used on Windows 7/8 if you do not run WinEst with User Account Control enabled. For more information on Workstation installations, see "Scenario 3 - Installing WinEst on a Server" on page Select Features - The features already selected are included according to the product you purchased. Select additional features that you wish to install. Optional features must be purchased separately and require access codes. Click on each item to see a description.

6 WinEst Installation Guide Page 6 6. Optional: Select additional settings for this installation and then click Next. 7. Access Codes - Enter your access codes manually or using a USB-device installation: Manual - If you received from Support an with your access codes, enter them manually: a. Select the License method. b. Enter your name, company information, and access codes. c. Click Install. d. Click Finish after the installation wizard has installed WinEst successfully. Upgrading from WinEst 9 or later After upgrading WinEst, you may also need to upgrade your database. Important: Prior to installation, be sure to back up your WinEst databases and estimates. To upgrade your installation 1. Run the WinEst installation program. 2. Click Next to proceed with the upgrade. 3. Click Finish after the installation wizard has successfully upgraded WinEst.

7 WinEst Installation Guide Page 7 4. Start WinEst and open an estimate. You will be prompted to convert your current Item database. 5. Click Convert. WinEst will backup your current database in a subfolder OldVersion and then convert your older database if you are using a Raima database. 6. If you re using a SQL database, click Convert to save your current SQL database, append OldVersion to the database name, and then convert the currently named database to the current version. An administrator must run this database conversion as a new database will be created and permissions will need to be enabled for this process. For more information about SQL permissions, see: 7. Click OK. If you have more than 1 Item database, WinEst will prompt you to convert the additional databases when they are opened for the 1 st time.

8 WinEst Installation Guide Page 8 Upgrading from WinEst 8 or earlier Upgrading from version 8 or earlier will require all existing databases and estimates to be converted. Please call Technical support. Important: Prior to installation, be sure to back up your WinEst databases and estimates. WinEst Integration WinEst provides options for facilitating communication between WinEst and other non-winest software applications that you use within your business. Using new business-application integrator options built for WinEst, businesses can benefit from structured, yet simplified means to better integrate many essential project processes. For more information on integration options, contact your WinEst account manager at Scheduling Microsoft Project Integrator Generate MS Project schedules based on integrated WinEst estimate data. Create WinEst-driven projects, tasks, resources, rate tables and resource assignments. Group WinEst information by job-cost code, WBS 1-7 or a user-created task ID. Import tasks for assignments from existing MS Project files. Primavera Project Management This direct integration supports both extracting information from, and posting information to, Primavera. Features of this integration include: Import Planned Schedule

9 WinEst Installation Guide Page 9 Import activity tables directly into WinEst from Primavera Import hierarchical WBS structures from Primavera Preserve Primavera predecessor relationships during the import Export Schedule Information to Primavera Populate scheduling/cost-account dictionary Create work-breakdown structures, named and coded hierarchically Create required scheduling activities and/or use existing activities Create required resources & expenses Optional: Create labor roles Accounting - Standard accounting interfaces American Contractor COE Import to Maximo Dexter and Chaney Systems Job Power Maestro Accounting System Maxwell Systems Quickbooks Timberline Business Information Systems MICS Computer Ease Foundation Software Jonas Accounting MasterBuilder Peachtree Accounting Scheduling Export Universal Export View Point CAD Integration Revit Architecture 2008, 2009 and 2010 OST Integration WinEst Virtual Takeoff WinEst Virtual Takeoff is a powerful on-screen estimating takeoff tool that enables takeoffs to be performed directly from your PC screen. With WinEst Virtual Takeoff, you can do your takeoff anywhere, anytime.

10 WinEst Installation Guide Page 10 Go Paperless - Quickly generate takeoffs directly from your computer, using electronic plans. Virtual Takeoff s ease of use and advanced technology allows takeoffs to be generated anytime, anywhere. Integrate to WinEst Estimating - Virtual Takeoff is dynamically linked to your WinEst estimate file. Any changes made to the takeoff will automatically be reflected in the estimate. Manage Your Takeoff - Manage the takeoff through advanced features for greater area and item recognition, and comprehensive control. Multiple Colors - Color-code estimate-layer items for enhanced recognition and navigation. Multi-layer support - Sort and separate objects on individual layers for enhanced viewing, printing and presentation capabilities. Typical WinEst Setups There are various ways in which you can set up your WinEst program files and databases. The installer offers a couple of installation modes that you can use to create the ideal setup for your company. The following diagram illustrates the various ways in which WinEst can be set up. The following setups are available: Standalone setup - Program files and databases are installed on standalone computers. Standalone with database on server - Program files are installed on workstations. Databases are installed on the server. WinEst on a server - Program files and databases are installed on the server. Three files are installed on each workstation. Terminal server / Citrix installation - Program files and databases are installed on the server. Three files are installed in the user profile folder on the server. Scenario 1 - Standalone Setup The standalone setup is the most common installation setup. Each user installs a copy of WinEst on their own machine. The database and program files reside in the user's computer.

11 WinEst Installation Guide Page 11 Follow the steps in "Installing WinEst for the First Time" on page 3 and select the Standard Install. Scenario 2 - Standalone with Database on Server Each user installs a copy of WinEst on their machine. Simply follow the steps in "Installing WinEst for the First Time" on page 3 and select the 'Standard Install'. Each database is installed on the server. If you create your own database, you would save it on a shared folder in the server. Each copy of WinEst will then point to each of the following databases on the server: Item: Contains items and assemblies, formulas, and units. Database > Manage Item Database > Open > Browse for Another Database > (Select Item database on the server) > Open The WinEst starter database is located under WinEst\start90\start.dbd Markup: Contains the markups used to add to the totals page in estimates. Database > Markup and Bonds > Manage Database > Open... > Browse for Another Database > (Select Markup database on the server) > Open The WinEst Markup database is located under WinEst\markup90\markup.dbd Labor & Equipment: Contains the labor rates and crews for ProPlus and eteam only. Database > Labor and Equipment > Manage Database > Open... > Browse for Another Database > (Select Labor and Equipment database on the server) > Open The WinEst Labor & Equipment database is located under WinEst\labeq90\labeq.dbd

12 WinEst Installation Guide Page 12 Subcontractors & Suppliers: Contains a list of all the subcontractors and suppliers. Database > Subcontractors and Suppliers > Manage Database > Open... > Browse for Another Database > (Select the Subcontractors and Suppliers database on the server) > Open The WinEst Subcontracts & Suppliers database is located under WinEst\subs90\subs.dbd Note: The WinEst, RS Means and Richardson databases are shipped with the Labor & Equipment database. Markups and Subcontractor & Supplier databases are user-created. Scenario 3 - Installing WinEst on a Server If you have multiple WinEst users in your company, you may choose to install WinEst on a server and have these users run the setup from the server to install WinEst on their workstations. The WinEst program files and databases are all located on the server. This is particularly useful during an upgrade - only the Server needs to be upgraded. Also, a copy of SQL Server is not required for each user's workstation. To install WinEst on a server On the Server: 1. Install WinEst on the server. Follow the installation steps on "Installing WinEst for the First Time" on page 3, making sure to choose the Shared Program Files Install.

13 WinEst Installation Guide Page Create a server share to the WinEst folder. All users accessing WinEst will need Read/Write/Modify permissions to the entire 'WinEst' folder and sub-folders in order for the program to function properly. From each workstation: 1. Map a drive letter to the WinEst share on the server. 2. Browse to the WinEst share on the server and open the setup subfolder. 3. Run setup.exe and follow the on-screen installation instructions. Tip: If you are using a USB-device installation, the Sentinel device driver needs to be installed to the computer where the USB key(s) have been inserted. Terminal Server / Citrix Installation WinEst can be installed on a server where users can access it via Terminal Server or Citrix.

14 WinEst Installation Guide Page 14 To install WinEst on a server 1. Follow the steps on "Installing WinEst for the First Time" on page 3 and choose the Standard Install. 2. Copy the following files to the User Default folder (C:\Users\Default\AppData\Roaming\WinEstimator\WinEst). When a user logs in via Terminal Service or Citrix, a user profile folder is created for them based on the User Default folder. The files in the WinEst folder are required to launch WinEst. winest.ini - C:\Windows winest90.cfg - C:\Program Files\WinEst formula.fms - C:\Program Files\WinEst

15 WinEst Installation Guide Page 15 Installing WinEst on a Server - Best Practices WinEst is a Windows desktop application and relies on certain basic Windows desktop application functionality. When hosting WinEst on Windows Server or Citrix, it is important to consider certain file and folder locations, and how they impact WinEst performance. Server Environment Critical Folders User Profile Folders Windows TEMP Folder Program Files (x86) ProgramData For best performance, all of the above folders should be local on the server. The next best location for a folder is on the same subnet (same LAN). Relocation of any of these folders to another server that is not on the same subnet is not recommended. Installation It is recommended to use the Standard option in the WinEst installation. The Shared Program Files option is not supported for hosting WinEst on a server where clients will remote into the server. User Data Critical Files Filters File (.cfg default location is under user profile) Cost Database Files (.dbd,.dat,.key) SQL Cost Databases Estimate Files (.est default location is under user profile) Estimate Working Files (.ebk default location is under user profile) Master INI & Master CFG Files (optional) Customizing Certain Folder Locations If all of the Critical Folders and Files mentioned above are local to the server, then no extra customization is required since the default locations for the critical files and user data will be in those folders. However, if they are not local to the server, there are some options to customize the location to be local to the server. In WinEst, under Tools > Preferences > Folders and Files, you can customize the location of some of the files that WinEst uses, such as the Default Estimate File Folder (for.est files), and the Local Estimate Working File Folder (for.ebk files).

16 WinEst Installation Guide Page 16 The Filters File (.cfg) is by default in %appdata%\winestimator\winest, but can be moved somewhere local to the server if the User Profile folder is not on the same subnet. After the file is moved, select Filters > Config File > Open to use the local copy. Trimble GC-CEC Division, Support Services Trimble GC-CEC Division Support Services is committed to offering timely, thorough and efficient resolutions to your installation and operation issues in accordance with your Trimble Support Contract. Our Technical staff is available from 5am to 5pm Pacific Time, Monday through Friday (Excluding Trimble s US holiday schedule). You can contact Trimble GC-CEC Division, Support Services by: Telephone: US & Canada: (800) International: (916) WinEstSupport@Trimble.com SupportLink Website & LiveChat: The Trimble SupportLink includes answers to frequently asked questions, technical documentation and a form to submit specific support requests 24 hours a day, 365 days a year.