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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024
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Navigation: QuoteWerks Help > CHAPTER 2: Installing QuoteWerks

Performing Single- and Multiple-User Installations

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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

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.

 

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.

 

Step 16: 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 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.  If installing on a network, proceed to Performing a Multiple-User Network Installation

 

Note:When you install a fresh installation of QuoteWerks and start it for the first time, you will be asked if you would like to connect it to a QuoteWerks Web instance.  This should only be used if starting from a turn-key install of QuoteWerks Web or recovering from a total loss of the QuoteWerks folder.  If you have any questions, please contact our support team.