Performing Single- and Multiple-User Installations

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Performing Single- and Multiple-User Installations

Important:   It's strongly recommended that you shut down any other applications that are currently running, including virus checkers and chat programs, to ensure a successful installation.

Step 1: Double-click the qwsetup.exe file that was downloaded onto your machine. This is the main installer file.

Step 2: Click Next on the QuoteWerks Setup Wizard that launches.

Step 3: The welcome-step window will appear.

When you’re ready to proceed, click on the [Next] button.

 

Step 4: Starting with 4.0, QuoteWerks uses Microsoft MDAC and Jet database technologies to access data. As a result, these products must be installed. The QuoteWerks setup program will install these for you. This may require a reboot during installation.

 

Step 5: The License Agreement window will appear next.

Read through the licensing agreement, using the scroll bar to advance. If you accept the terms, select I accept the agreement, then click on the [Next] button to continue.

 

Step 6: Select Perform new Installation of QuoteWerks to install a fresh copy of QuoteWerks.

Click on the [Next] button.

 

Step 7: The Choose Destination Location window will appear next. The default destination folder is C:\Applications\QuoteWerks (Windows 7 and higher).

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If you want to change the destination folder, click on the [Browse] button and select the drive letter and folder you’d like to install QuoteWerks on.

Note:If you’ll be using the GoldMine CRM with QuoteWerks, see Synchronizing Quotes from Remote QuoteWerks Installations Using GoldMine for installation-folder considerations.

Once you’ve selected the appropriate destination folder, click on the [Next] button.

 

Step 8: The Fresh Installation Options window will appear next.

Select 1 or both of the following checkbox options:

Install default templates

For a fresh installation of QuoteWerks, you’ll most likely want to select this option. However, if you are installing a remote installation and will be copying previously customized templates into this installation, then uncheck this box so the default templates don’t clutter your customizations.

 

Install sample data in default  product database

Whenever QuoteWerks is installed, a default product database is also installed. Choose this option if you’d like this sample data included in your default product database.

 

After selecting the appropriate option(s), click on the [Next] button.

 

Step 9: The Start Installation window will appear next. Click on the [Next] button to begin installing the program files.

 

Step 10: An Installing window will appear next, tracking the status of the main installation.

 

Step 11: Once QuoteWerks has completed installing the shared program files, the Main installation complete window will appear, letting you know the shared program files have successfully installed.

To complete the required node installation, click on the [Continue] button.

Important:   If you're installing QuoteWerks on a network, remember that you'll need to run this node installation (i.e., complete steps 12 through 18) on each additional network workstation you'd like to use QuoteWerks from.

 

Step 12: Next, the QuoteWerks Node Installation window will appear. This part of the installation will copy over system files and create icons necessary for you to use QuoteWerks on your workstation.

Click on the [Next] button to begin the node installation.

 

Step 13: Starting with 4.0, QuoteWerks uses Microsoft MDAC and Jet database technologies to access data. As a result, these products must be installed. The QuoteWerks setup program will install these for you.

 

Step 14: The Backup Replaced Files step will allow you to create backup copies of all files replaced during the installation. Please review the explanation and choose accordingly (we recommend backing up all replaced files).

 

Step 15: In the Select Optional Components step, you can choose to install the various CRM integrations.

 

If you'll be using this CRM/PSA...

Then install...

ACT! Desktop

ACT! Desktop Integration

ACT! For Web

ACT! for Web Integration

Datto/Autotask PSA

Autotask Integration

ConnectWise Manage

ConnectWise Integration

Maximizer CRM Live

Maximizer CRM Live Integration

Microsoft Dynamics CRM

Microsoft Dynamics CRM Integration

Salesforce.com

Salesforce.com Integration

SugarCRM

SugarCRM Integration

Zoho CRM

Zoho CRM Integration

Microsoft SQL Server 2012

Microsoft SQL Server 2012 Native Client

Note:The option to install the Microsoft SQL Server 2012 Native client is used to establish TLS 1.2 only SQL Database connections. Also, the installers of sqlClient2012_32bit.msi and sqlClient2012_64bit.msi are now installed in the QuoteWerks folder so they can be run separately at any time. Once this is installed on each machine that is running QuoteWerks, the backend.ini can be modified with these entries: SQLProvider=SQLNCLI11 and SQLEncryptConnection=-1 to fully activate a TLS 1.2 encrypted connection.

 

Tip:The web browser "quotewerks:" protocol handler introduced with QuoteValet is a way to open QuoteWerks quotes using a URL. As of v4.7 Build 4, it   supports all the functionality supported by the QuoteWerks Web Connector, thereby eliminating the need for the QuoteWerks Web Connector. This is particularly beneficial for terminal-service users, because the Web Connector would need to be set up for each terminal server user on a different manually specified port number, whereas none of this setup will now be required with the new "quotewerks:" protocol handler.

 

Step 16: The Select Start Menu Folder window will appear next.

Type the name of the Windows Start menu to add QuoteWerks icons to. To create a shortcut on your desktop, select Create shortcut on Desktop.

Optionally, you can choose to install the node for all users that use the workstation, or just the logged-in user (which installs the desktop icons to the current user and start menu). All Users on this machine is recommended when you have more than 1 person using the same workstation. This is also helpful for Terminal Services and Citrix users.

Once you’ve selected the appropriate group, click on the [Next] button.

Tip:Click on the [Next] button without selecting a group to use QuoteWerks default group.

 

Step 17: An Installing window will appear next, with the status of the node installation.

 

Step 18: Once the QuoteWerks Node Setup has finished, the Installation Complete window will appear, letting you know that the entire installation was successfully completed.

Click on the [Finish] button to complete the program installation process and return to your Windows desktop.

 

Your single-user installation is now complete. You can enter your License Key(s) or continue in Demo Mode. If you’ve already entered a License Key into this installation, you’ll be able to log in to QuoteWerks.