CCC ONE Comp-Est. Reference Guide for Upgrading to CCC ONE Comp-Est. version 4.2 and above

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Gladys Black
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1 CCC ONE Comp-Est Reference Guide for Upgrading to CCC ONE Comp-Est version 4.2 and above

2 Quick Reference Guide Table of Contents... 1 Step One: Before you begin... 3 Step Two: Plan your install... 4 Step Three: Start the install... 6 Step Four: Launch the CCC ONE Install Wizard... 7 Step Five: Install CCC ONE on other network computers (optional). 13 Step Six: Log into CCC ONE Step Seven: Run the First Time Use Wizard Step Eight: Set Up Profile Defaults Step Nine: Set up Alternate Parts Vendors Step Ten: Set up EMS Import and Export Step Eleven: Safely store the CCC ONE DVD

3 Step One: Before you begin Before you begin Open the CCC ONE package and make sure you have the following items. A DVD mailer which also contains your initial Invitation Key and Access Code The CCC ONE DVD or USB Flash Drive DVD Mailer and CCC ONE DVD or USB Flash Drive. Estimated time to complete CCC ONE installation: 55 minutes. (The installation may take longer depending on the computer hardware and users you have to set up.) 3

4 Step Two: Plan your install Planning your install For optimal performance of CCC ONE, you should complete the following tasks before installing the program. Estimated time: 5 minutes Step Action 1 Log out or close CCC Comp-Est, and reboot your computer. This is required to ensure that any pending Windows updates are completed. 2 Add, delete, or update the information about your company. This will ensure that the CCC ONE installation correctly converts the information to your repair facility profile. 3 Verify that you have a local account with administrator permissions. Make sure your primary computer is always turned on, connected to the Internet, and not set to go in to hibernation mode. CCC ONE Update Manager requires this to keep your software up-to-date by automatically downloading data and program updates over the Internet. 4 Complete these steps on all computers you will install CCC ONE Comp-Est. Continued on next page 4

5 Step Two: Plan your install, Continued Planning your install, continued Step Action 5 To successfully install CCC ONE, you will need to log into Microsoft Windows using a local account administrator user name and password. If you do not have this information, contact your Computer Systems Administrator. If your Windows local administrator account is not configured with a password, you can: a. Create a separate Windows local administrator account containing a password b. Add a password to your existing Windows local administrator account As a result, it is recommended to specify an account for which the password does not expire. To update user account settings or create new accounts, navigate to: Windows Vista, Windows 7 - Start > Control Panel > User Accounts Windows 8, Start > Apps > PC Settings > Accounts Windows 10 Start > Settings > Accounts 5

$The CCC ONE Welcome screen will open. Estimated time: 1 minute -- or -- NOTE: If the CCC ONE Welcome screen does not automatically open, type d:\setup.exe in the Search field.$

6 Step Three: Start the install Starting the install Insert the CCC ONE DVD in your primary computer s DVD drive or insert the USB Flash Drive into an open USB port. The CCC ONE Welcome screen will open. Estimated time: 1 minute -- or -- NOTE: If the CCC ONE Welcome screen does not automatically open, type d:\setup.exe in the Search field. If your disk drive or USB port is assigned a letter other than d: use that letter. 6

Step Four: Launch the CCC ONE Install Wizard Launching the CCC ONE Install Wizard From the Welcome to CCC ONE screen, follow the prompts and answer the questions throughout

Estimated time: 20 minutes, depending on the computer hardware, and the Internet connection. 1.

7 Step Four: Launch the CCC ONE Install Wizard Launching the CCC ONE Install Wizard From the Welcome to CCC ONE screen, follow the prompts and answer the questions throughout the installation program to install CCC ONE Update Manager and CCC ONE Program, Data, and Graphics. Estimated time: 20 minutes, depending on the computer hardware, and the Internet connection. 1. The Product Information screen lists important reminders about installing CCC ONE. Carefully read the information and click Next when you are ready to continue. 2. If you are installing CCC ONE on your primary computer, click No on the Confirm Prior Installation screen. Then click Next to continue. Continued on next page 7

Step Four: Launch the CCC ONE Install Wizard, Continued Launching the CCC ONE Install Wizard, continued 3.

Typically, both CCC ONE and CCC ONE Update Manager are installed on the same computer as a stand-alone.

Read the requirements listed on this screen.

8 Step Four: Launch the CCC ONE Install Wizard, Continued Launching the CCC ONE Install Wizard, continued 3. Use the Confirm Installation Category screen to tell the Setup Wizard how you will use CCC ONE on this computer. Typically, both CCC ONE and CCC ONE Update Manager are installed on the same computer as a stand-alone. However, if you are going to use this computer to download updates only, just install CCC ONE Update Manager. 4. Read the requirements listed on this screen. If you need to prepare your computer before continuing with the installation, click the Cancel button. Otherwise, click the Next button. 5. The Update Manager Location screen lets you choose a folder on your computer s local hard drive where CCC ONE Update Manager will be installed. NOTE: CCC ONE Update Manager must be installed on only one computer at your location. Continued on next page 8

9 Step Four: Launch the CCC ONE Install Wizard, Continued Launching the CCC ONE Install Wizard, continued 6. a) If you have a network of computers at your location, CCC ONE Data has to be installed to a Shared Data Location. Enter or browse to the shared folder location as shown on the right (e.g., \\computername\ccc). - Or - b) For a single computer installation, just enter the local folder location as shown on the right. From there, click Next. 7. Next, select the time of day to check for updates and install them using the Daily Update Schedule screen. Select a time outside of your normal working hours for best results, and then click Next. NOTE: Your computer must be turned on, connected to the Internet, and not set to go into Hibernation mode for the Daily Update to work. Continued on next page 9

If your Windows Administrator local account is not configured with a password, you can: a. Create a separate Windows administrator local account containing a password b.

10 Step Four: Launch the CCC ONE Install Wizard, Continued Launching the CCC ONE Install Wizard, continued 8. CCC ONE Update Manager requires a password protected Windows administrator local account to complete installation. If your Windows Administrator local account is not configured with a password, you can: a. Create a separate Windows administrator local account containing a password b. Add a password to your existing Windows administrator local account In order to download and install updates, CCC ONE Update Manager must always be configured with the latest password for the Windows local account specified. As a result, it is recommended to specify an account for which the password does not expire. To update user account settings or create new accounts, navigate to: For Windows Vista, Windows 7 - Start > Control Panel > User Accounts For Windows 8, Start > Apps > PC Settings > Accounts Windows 10 - Continued on next page 10

11 Step Four: Launch the CCC ONE Install Wizard, Continued Launching the CCC ONE Install Wizard, continued 9. The CCC ONE program will be installed to the CCC ONE Destination Folder. Click Next. NOTE: The CCC ONE program must be installed on a local hard drive, not a network drive. 10. Click the Install button on the Ready to Install screen to begin the installation. Continued on next page 11

NOTE: Do not allow your computer to go into Hibernation mode as this will stop the installation process. 12.

12 Step Four: Launch the CCC ONE Install Wizard, Continued Launching the CCC ONE Install Wizard, continued 11. As the Setup Wizard installs the various components of CCC ONE, the Installing Components screen displays the progress of the installation process. NOTE: Do not allow your computer to go into Hibernation mode as this will stop the installation process. 12. The Installation Complete screen displays a Summary of the instructions for installing CCC ONE on other network computers. NOTE: Click the Print button to print a Summary of this installation to assist you when installing CCC ONE on other network computers. 12

Step Five: Install CCC ONE on other network computers (optional) Installing CCC ONE on other network computers This step is only necessary if you are installing CCC ONE on

13 Step Five: Install CCC ONE on other network computers (optional) Installing CCC ONE on other network computers This step is only necessary if you are installing CCC ONE on other computers on the same network. Use the installation Summary that you printed after installing CCC ONE on your primary computer as a guide for your next installation. 13

Step Six: Log into CCC ONE Logging into CCC ONE 1. Open CCC ONE by double-clicking the icon on your Microsoft Windows desktop. The CCC ONE Welcome screen opens. 2.

14 Step Six: Log into CCC ONE Logging into CCC ONE 1. Open CCC ONE by double-clicking the icon on your Microsoft Windows desktop. The CCC ONE Welcome screen opens. 2. Make sure that you select the I have never used CCC ONE option. 3. Enter the Invitation Key and Access Code from the DVD Mailer (Please note that both the key and access code are casesensitive). 4. Enter your user name, password, first, and last name. 5. Click the Login button. 14

15 Step Seven: Run the First Time Use Wizard Running the First Time Use Wizard You will be able to set preferences such as labor prompts, rates, and other estimate options. Estimated time: 5 minutes Once the First Time use Wizard completes, you will be logged into CCC ONE and the Workfiles screen will be displayed. 15

Enter the refinish materials thresholds for each paint type. 4.

16 Step Eight: Set Up Profile Defaults Setting up repair profile defaults You must set up the following profile options before creating workfiles. Estimated time: 5 minutes 1. Select Configure, then Profiles, and select your repair facility profile. It should be the top profile in the screen. 2. Click on the Parts link under Rates. Check the part categories to apply tax. 3. Click on the Refinish link under Rules. Enter the refinish materials thresholds for each paint type. 4. Click on the Total Loss Threshold link under Rules. Enter the total loss percentage values for Standard and Older Models. Click OK. 5. Select Save or Save and Close to save your changes. 16

Estimated time: 5 minutes 1. Click on New, and then Vendor from the main menu bar. 2.

17 Step Nine: Set up Alternate Parts Vendors Setting up Alternate Parts Vendors On your primary computer, set up your Aftermarket, Optional OEM, and Reconditioned Vendors to make sure you have the most current Alternate Parts data. Estimated time: 5 minutes 1. Click on New, and then Vendor from the main menu bar. 2. Select the Alternate Parts Source to set up, and then click Next. 3. Follow the prompts on the screen to select and activate Alternate Parts Vendors, and then click Next, and then Finish. 17

Estimated time: 5 minutes EMS export preferences, export and import settings 1.

18 Step Ten: Set up EMS Import and Export Setting up EMS You will have to set up the EMS import and export directory information in CCC ONE. This will allow you to import EMS part prices changes and to export the EMS estimate data. Estimated time: 5 minutes EMS export preferences, export and import settings 1. Select Configure, Machine Settings from the main menu bar. The Machine Settings screen opens. 2. Click on EMS Export Preferences under Import/Export in the left panel, and then select your Extract Preferences. Continued on next page 18

(check) Enable import of files for estimates supplements and part changes on this computer Select the Import Type Select the Directory where files are to be imported from 5.

19 Step Ten: Set up EMS Import and Export, Continued EMS export preferences, export and import settings, continued 3. Click on File Export, and then select the Export Type, Insurance Company, and Directory. 4. Click on File Import, and then select. (check) Enable import of files for estimates supplements and part changes on this computer Select the Import Type Select the Directory where files are to be imported from 5. Click OK, and then click OK again. NOTE: You will need to close and then log back into CCC ONE for these changes to take effect. IMPORTANT! You must set up your CCC ONE File Import and Export directories on all the computers where you installed CCC ONE. Use File Import to bring in EMS part price changes on the computer. Use File Export to send EMS estimate files to other programs. 19

20 Step Eleven: Safely store the CCC ONE DVD Once complete, remove your CCC ONE DVD and store it safely. That s it! You are now ready to write an estimate with CCC ONE. IMPORTANT! About once a month, check the computer where you have installed CCC ONE Update Manager for any messages on the screen. After downloading and installing certain updates, CCC ONE Update Manager may ask you to restart the computer. If you do not restart the computer, your CCC ONE program may not work correctly. If you need help, call the dedicated CCC ONE Technical Support team at

CCC ONE Comp-Est. New Install Reference Guide. version 4.5 and above

CCC ONE Comp-Est. New Install Reference Guide. version 4.5 and above CCC ONE Comp-Est New Install Reference Guide version 4.5 and above Quick Reference Guide Table of Contents... 1 Step One: Before you begin... 3 Step Two: Plan your install... 4 Step Three: Start the install...