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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

Navigation: QuoteWerks Help > CHAPTER 2: Installing QuoteWerks > Moving QuoteWerks

Single User - How to Move QuoteWerks To A New Computer (SQL Backend)

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Important: These directions are for Local Installs/Single Users/Remote PCs only.  To move an install accessed by multiple users, see the appropriate topic in this chapter

1.Locate your QuoteWerks Directory/folder on the computer  you are moving it from
(To Check your Install Path, Log into QuoteWerks and Click on Help --> About --> System --> Install Path.)

2.Close QuoteWerks, and navigate to your QuoteWerks Directory/folder on your computer

3.Make a backup of the entire QuoteWerks folder

4.In SQL Management Studio, backup the QuoteWerks SQL database

5.On the new system, create a folder on your "C" drive and call it "Applications" (c:\applications).

6.On the new system, install SQL Server Express

7.Copy the ENTIRE QuoteWerks Directory into the Applications folder on the new computer

8.Once the copy completes successfully, you can delete the QuoteWerks folder from the original machine or re-name it to avoid confusion or users possibly working in the wrong QuoteWerks.
(Be sure to save your backup file though, just in case!)

9.Restore the SQL database on the new computer using SQL Management Studio

10.Once the QuoteWerks Directory (folder) has been moved, make sure no other programs are running and locate the file named NSETUP.EXE and run the Node Setup

11.Once the Node Setup has completed, launch the QuoteWerks Medic Utility located in the QuoteWerks directory called MEDIC.EXE.

12.Select the Utilities->System Database Setup menu option.

13.Make the appropriate changes to point to the SQL instance on your new computer and click the OK Button. You can verify that the change took effect by opening QuoteWerks and going to Help --> About --> System and verifying the entries in the SQL Server/Database Name fields.

14.That's it. You're all done!


Special Notes:

1.Make sure that you give all users FULL CONTROL Folder Permissions to the QuoteWerks directory/folder on your new computer