Updated: February 2017

Transcription

1 Installation Guide Updated: February 2017

2 Installation Guide 1 Before you start This Installation Guide is intended for the installation of Global Estimating Installing Offsider Estimating is the same process. You will be required to download the install files. If you have not received the install files, they can be obtained from Buildsoft Support anytime by submitting a Ticket via buildsoft.com.au/support. Supported Operating Systems (32bit and 64bit): Windows Server 2008 or greater for server installations or Windows 7 or greater for desktop installations. System Requirements User Recommended Server Recommended Citrix / Terminal Recommended Intel Processor (or AMD equivalent) Dual Core 2 GHz Dual Core Intel Xeon Dual Core Intel Xeon Memory 4 GB Ram 4 GB Ram 8GM Ram Hard Drive Space 1 GB free space 4 GB free space 4GB free space Supported Operating Systems (32bit and 64bit): Windows Server 2008 or greater for server installations or Windows 7 or greater for desktop installations. IMPORTANT: It is strongly recommended that you backup any information before proceeding with the installation process.

3 Installation Guide 2 Table of Contents Installation Guide (Standalone User). Page 3 This guide will walk you through installing Global Estimating (Standalone User) onto your computer Software Update Guide. Page 8 This guide will walk you through updating your Global and backing up your job database Exporting a Job Steps to export a Job from Global Exporting a Database How to export your entire Global database Update Installation Guide Guide to update your BT2 or Global to the latest version. Page 8. Page 10. Page 12 Installation Guide (Network). Page 16 This guide will walk you through installing Global onto a network. Global Network Installation Steps for installing Global onto a Network Licence Server Installation Steps for installing the Server Licence Adding Exceptions to Windows Firewall How to add an exception in Windows Firewall for Global Database Backup Configuration Guide to setting up an automatic database back up Installation Guide (Network Client User) Guide to installing a Client Global user as part of a network Server Update Installation Guide Guide to update your BT2 or Global to latest version. Page 18. Page 24. Page 28. Page 33. Page 36. Page 44

4 Installation Guide 3 Installation Guide (Standalone User) These instructions will guide you through installing Global/Offsider Estimating onto your computer. 1. Make sure the Global installer is unblocked. Right mouse click on the installer and select Properties. Make sure the Unblock box in the Properties window is unchecked. Fig 1A Installer Icon Fig 1B Installer Properties 2. Right mouse click on the desktop icon and select Run as administrator to open the installer. Fig 2 Run as Administrator

5 Installation Guide 4 3. You will be asked to unzip the installation contents. We recommend the default file location C:\Esw\Support\Global-v2017. Click Unzip to continue. Fig 3 Self Extractor 4. The first page of the installer is the welcome screen. Click Next to continue. Fig 4 Installer Welcome Screen

6 Installation Guide 5 5. Please read the Buildsoft Licence Agreement before selecting I agree. Click Next to continue. Fig 5 Buildsoft Licence Agreement 6. You can select any location for Global to be installed to. It is recommended that you install to the default location C:\ESW. Click Next to continue Fig 6 Installation Type

7 Installation Guide 6 7. To complete installation click Close. Fig 7 Installation Complete 8. The first time you run Global, right mouse click your Global desktop icon. Select Run as administrator from the drop down box to open. Fig 8 Desktop Icon

8 Installation Guide 7 9. When registering Global, ensure the organization name you enter into Organisation is identical to the one supplied to you with your serial key. Enter the Name of the Global user, then your Serial Number. Click Register to complete. Fig 9 Register Global If you encounter a problem during installation, contact the Buildsoft Support Team through creating a ticket at buildsoft.com/support or via to support@buildsoft.com.au

9 Installation Guide 8 Software Update Guide These instructions are to guide you through updating your Global or BT2 to the latest version. It is strongly recommended that you backup any information in Global before updating your software. Following are two ways to back up your data: exporting a Job and backing up your database. Exporting a Job Exporting a job allows you to backup one or multiple jobs at once. A separate file is created for each job your export. 1. You can export a job or jobs from the Job Manager screen. This is the first screen that appears when you open Global. Select the job you wish to export then click Backup. Fig 1 Job Manager

10 Installation Guide 9 2. You can specify how you want to backup your job. For a full Job backup click Normal. Fig 2 Backup Estimates 3. Select where you want to save the Job by clicking Browse. Then to complete click Backup. Fig 3 Select Destination If you encounter a problem during installation, contact the Buildsoft Support Team through creating a ticket at buildsoft.com/support or via to support@buildsoft.com.au

11 Installation Guide 10 Exporting a Database Exporting a database copies all jobs, price lists and group codes. Your database can only be exported or imported in bulk. Important: BTOS files are divided between your Global file directory and your SQL database. If the Global database you are backing up includes BTOS files, and you are uncertain of how to back up your SQL database, please contact Buildsoft Support. 1. Go to the folder where Global Estimating is installed. You can find it by right mouse clicking your desktop icon and selecting Open file location from the drop down menu. Fig 1 Open file location

12 Installation Guide Select the folders CODE-Q, CODE-Q2, CODE-R, CODE-R2 and DATA. Right click on YOUR SELECTION and select Copy from the drop down menu. Fig 2 Copy 3. Go to where you want to copy your Global Database to. Right mouse click inside this folder then select Paste. Fig 3 Paste After the data has been copied, you will have successfully make a copy of your Global Estimating database. If you encounter a problem during installation, contact the Buildsoft Support Team through creating a ticket at buildsoft.com/support or via to support@buildsoft.com.au

13 Installation Guide 12 Update Installation Guide 1. Make sure the Global installer is unblocked. Right mouse click on the installer and select Properties. Make sure the Unblock box in the Properties window is unchecked. Fig 1A Installer Icon Fig 1B Installer Properties 2. Right mouse click on the desktop icon and select Run as administrator to open the installer. Fig 2 Run as Administrator

14 Installation Guide You will be asked to unzip the installation contents. We recommend the default file location C:\Esw\Support\Global-v2016-nca. Click Unzip to continue. Fig 3 Self Extractor 4. Please read the Buildsoft Licence Agreement before selecting I agree. Click Next to install the upgrade. Fig 4 Buildsoft Licence Agreement

15 Installation Guide To complete installation, click Close. Fig 5 Installation Complete 6. The first time you run Global, right mouse click your Global desktop icon. Select Run as administrator from the drop down box to open. Fig 6 Desktop Icon

16 Installation Guide When registering Global, ensure the organization name you enter into Organisation is identical to the one supplied to you with your serial key. Enter the Name of the Global user, then your Serial Number. Click Register to complete. Fig 7 Register Global If you encounter a problem during installation, contact the Buildsoft Support Team through creating a ticket at buildsoft.com/support or via to support@buildsoft.com.au

17 Installation Guide 16 Installation Guide (Network) These instructions will guide you through installing Global onto a network. Map Network Drive It is required that you Map a Network Drive to allow users to access a single database. 1. Open File Explorer and right mouse click This PC and select Map network drive from the drop down menu. Fig 1 Run as Administrator 2. The recommended network drive for Global/Offsider Estimating is K drive. Click Browse to search for the Server. Fig 2 Map Network Drive

18 Installation Guide 17 Global Server Installation Requirements: Before you begin installation, make sure each user s computer has a mapped to a network drive to the file server. We recommend using Drive K for Buildsoft. Make sure you have created a folder in Drive K name ESW. Refer to Map Network Drive 1. Make sure the Global Server installer is unblocked. Right mouse click on the installer and select Properties. Make sure the Unblock box in the Properties window is unchecked. Fig 1A Installer Icon Fig 1B Installer Properties

19 Installation Guide Right mouse click on the desktop icon and select Run as administrator to open the installer. Fig 2 Run as Administrator 3. You will be asked to unzip the installation contents. We recommend the default file location C:\Esw\Support\GlobalNet-v2016. Click Unzip to continue. Fig 3 Self Extractor

20 Installation Guide The first page of the installer is the welcome screen. Click Next to continue. Fig 4 Installer Welcome Screen 5. Please read the Buildsoft Licence Agreement before selecting I agree. Click Next to continue. Fig 5 Buildsoft Licence Agreement

21 Installation Guide Select the Network Type you require. We recommend you install Global to the default Install Folder: C:\ESW. To set up your network data folder click Data Path Fig 6 Network Type 7. Browse to K:\ESW then push OK. Fig 7 Browse for Data Folder

22 Installation Guide To begin the installation, click Next. Fig 8 Ready to Install 9. You will be notified after installation is complete. Click Close to exit the installer. Fig 9 Installation Complete

23 Installation Guide The first time you run Global, right mouse click your Global desktop icon. Select Run as administrator from the drop down box to open. Fig 10 Desktop Icon 11. When registering Global, ensure the organization name you enter into Organisation is identical to the one supplied to you with your serial key. Enter the Name of the Global user, then your Serial Number. Click Register to complete. Fig 11 Register Global If you encounter a problem during installation, contact the Buildsoft Support Team through creating a ticket at buildsoft.com/support or via to support@buildsoft.com.au