Important: The following setup instructions are for advanced IT Administrators. Experience with firewalls, and Microsoft SQL Server is required to complete these steps. DO NOT attempt to follow the instructions below if you do not have the above mentioned experience.
QuoteWerks Web Setup (Starting with Access Backend)
If the backend of your installation is currently Access you will need to rehost your installation from Access to Microsoft SQL. To do this, you have 3 options for hosting your QuoteWerks database (as shown below). Select your option and then follow the corresponding steps below to properly setup your installation.
A.QuoteWerks Database Hosting Service Instructions:
1.First, follow the instructions in the topic Rehost QuoteWerks to QuoteWerks Database Hosting Service.
2.Second, follow the instructions in the topic Setting up QuoteWerks Web with the QuoteWerks Database Hosting Service.
B.Rehosting to a 3rd-party Database Hosting Provider (Amazon, Azure, etc.):
1.First, the Desktop version of QuoteWerks that you are rehosting needs to have an external static ip address. You will need to whitelist your external static ip address with the 3rd-party Database Hosting Provider.
2.Second, configure the 3rd-party Database Hosting Provider's firewall to provide access to QuoteWerks Web. This means whitelisting the QuoteWerks Web IP addresses of 126.96.36.199 and also 188.8.131.52.
3.Third, following the instructions in the topic Rehost QuoteWerks to 3rd Party Database Hosting Service.
4.Fourth, follow the instructions in the topic Setting up QuoteWerks Web in QuoteWerks Desktop.
C.Rehost the QuoteWerks Database to your own on-premise Microsoft SQL Server:
2.Second, follow the instructions in the topic Configuring Your Firewall for QuoteWerks Web On-Premise Database Hosting.
3.Third, follow the instructions for Setting Up QuoteWerks Web in QuoteWerks Desktop.