Page 3 - Xactimate version 28 Network Installation Guide; NTRODUCTION; It is
Xactimate version 28 Network Installation Guide I NTRODUCTION Like all networked software applications, Xactimate must be installed on a workstation connected to a network that has been properly set up and mapped to a shared drive (this document uses the X drive as an example). Xactware recommends t...
Page 4 - YSTEM; Specifications
Introduction S YSTEM R EQUIREMENTS - X ACTIMATE V 28.0 N ETWORK I NSTALLATION Specifications Minimum Requirements Recommended Requirements Processor Single Core Processor 1.5GHz Dual Core Processors Operating System Windows 8 (32 bit, 64 bit) Windows 7 (32 bit, 64 bit) Windows Vista (32 bit, 64 bi...
Page 5 - NSTALLING; SQL S; ERVER; On the server, insert the; Open; Locate and
Installing Xactimate on the Server I NSTALLING X ACTIMATE ON THE S ERVER Before installing Xactimate on a workstation, the server must first be prepared. If the network meets all the minimum system requirements, then follow the steps below to install SQL Server Express on the server. Note: If ther...
Page 6 - NABLING; The system displays a list of programs on your computer.
Installing Xactimate on the Server Several windows may appear and then close automatically during the setup. When the install is complete, the install window closes. E NABLING N ETWORK P ROTOCOLS If using the SQL Server 2008 or SQL Server 2008 Express, perform the following steps on the server to ...
Page 7 - TARTING AND; The system displays the Computer drop-down menu.
Installing Xactimate on the Server 4. Click Protocols for XACTWARE. The Protocol Name/Status area appears to the right of the Configuration Manager window. 5. In right side of the Configuration Manager, right-click on Named Pipes , and then select Enable . A message indicates the change does not t...
Page 8 - In the Computer menu, select; Manage; The Computer Management window appears.; Services and Applications
Installing Xactimate on the Server 2. In the Computer menu, select Manage . The Computer Management window appears. 3. In the Computer Management window, click the arrow to expand Services and Applications . Xactimate v28.0 Network Installation Guide Page 4
Page 9 - The Services window displays items and their descriptions.
Installing Xactimate on the Server 4. Under Services and Applications, click Services . The Services window displays items and their descriptions. You can view the Services in the Extended or Standard tabs. (The Standard tab is illustrated below.) 5. In the Services window, scroll down to the SQL ...
Page 10 - PEN THE; To open the Control Panel, click; Start; Click
Installing Xactimate on the Server O PEN THE W INDOWS F IREWALL When setting up a peer-to-peer network it may be necessary to open the Windows Firewall to allow SQL access. 1. To open the Control Panel, click Start , and then click Control Panel . 2. Click System and Security. The Windows Firewall...
Page 11 - Select; Allow a program through Windows Firewall
Installing Xactimate on the Server 3. Select Allow a program through Windows Firewall . A window opens displaying the programs and features allowed through the firewall. 4. Click Allow another program. . . The Add a Program window is displayed. Note: Depending on the Operating System, some of the ...
Page 12 - On the Add a Program window, select; Browse; The Add a Program window appears.; The sqlservr.exe pathway has been added to the Path field.; Add; To close the Allowed Programs window, click; OK
Installing Xactimate on the Server 5. On the Add a Program window, select Browse . 6. In the Browse window, navigate to: C:\Program Files (x86)\Microsoft SQL Server\MSSQL10.XACTWARE\MSSQL\Binn 7. Double-click sqlservr . The Add a Program window appears. Note: The sqlservr.exe pathway has been adde...
Page 13 - ACTIMATE; ETUP; The Map Network Drive window appears.; Folder Location; The system displays the new network drive.
Xactimate Network Installation X ACTIMATE N ETWORK I NSTALLATION S ETUP M APPED N ETWORK D ATA L OCATION Prior to setup, a network share must be mounted on the local machine with full permissions for all workstations running Xactimate. This drive must be mounted with the exact same context and dri...
Page 14 - No part of this installation is done on a dedicated server.; For Windows XP; For Windows Vista; For Windows 7; Start Search; For Windows 8; The Xactimate Install Wrapper—InstallShield Wizard appears.
Xactimate Network Installation P RE - CONFIGURE THE W ORKSTATION Follow the steps below to install Xactimate to your server from a workstation. Note: No part of this installation is done on a dedicated server. To begin the Installation, 1. Establish an Internet Connection. 2. On your workstations,...
Page 15 - Select the; Language; Install; to restart the computer.
Xactimate Network Installation 4. Select the Language , and then click OK . Note: In Windows Vista and Windows 7, you may be prompted to allow the setup. 5. Click Install . Note: An InstallShield Wizard may inform you that Xactimate requires certain programs to run correctly. If your computer alre...
Page 16 - Once the computer has restarted, click the; After reviewing the License Agreement, click; I accept the terms of the license agreement; click; Next
Xactimate Network Installation 7. Once the computer has restarted, click the Install button. The installation procedure begins automatically and the License Agreement appears. Note: If the Xactimate installation does not begin immediately, go back to step 1 to start the install. 8. After reviewing...
Page 17 - – Each additional workstation requires the; Workstation; using the; Network
Xactimate Network Installation – The network option needs to be selected only once on the first workstation being installed. – Each additional workstation requires the Workstation option. Workstation - – For each additional workstation being added to the network, select this option. – This is on...
Page 18 - ONFIGURE THE; The Data Path field appears in the installation window.; Product Key Code
Configure the Initial Workstation and Network C ONFIGURE THE I NITIAL W ORKSTATION AND N ETWORK These steps are only to be followed for the first workstation to be added to the network. If the network has already been set up, please skip these steps and continue to the next section “Add an Additio...
Page 19 - Select one of the following:; Express; The Server Configuration window appears.
Configure the Initial Workstation and Network 9. Select one of the following: Express to install using the same settings chosen with the configuration of your network. Advanced to install additional versions and profiles that are available on your key code. Note: If you are installing a Multi-...
Page 20 - In the; Modify Database; check box and change the; Database Prefix; to something unique to identify this network setup.; The install configures the network.; Finished
Configure the Initial Workstation and Network 12. In the SQL Server field, type the name of the machine configured as your SQL server for your network, followed by “\xactware” (For example, if your server’s name is server001, type server001\xactware into this field). Note: If you created your own ...
Page 21 - To begin the installation process,; To locate the mapped network data location, click the; button next to the Data Path field.; mapped data location; The system enters the selected location into the Data Path field.
Configure the Initial Workstation and Network A DD AN A DDITIONAL X ACTIMATE W ORKSTATION TO AN E XISTING N ETWORK These steps are to be followed only after the network you are adding the workstation to has been setup and configured. If you have not completed those steps, please return to the prev...
Page 23 - PGRADING; Xactimate DVD; Search programs and files
Upgrading Xactimate from v27.5UC to v28.0 U PGRADING X ACTIMATE FROM V 27.5UC TO V 28.0 1. On one of your workstations, insert your Xactimate DVD . The installation procedure begins automatically. If the Xactimate setup does not begin immediately, follow these steps: For Windows XP a. Click the Wi...
Page 24 - The Add download dialog box appears.
Upgrading Xactimate from v27.5UC to v28.0 D OWNLOAD I NSTALLATION 1. On the Xactware website, click Download . The Add download dialog box appears. 2. To change the Save to folder , click the adjacent file and navigate to the desired location . On the browsers window, the following dialog box appe...
Page 25 - UN THE; language; for the install and click; If items are required to be installed, click; to restart your computer.; The License Agreement appears.
Upgrading Xactimate from v27.5UC to v28.0 R UN THE I NSTALL 1. Select the language for the install and click OK . An InstallShield Wizard may inform you that Xactimate requires certain programs to run correctly. 2. If items are required to be installed, click Install to continue. Note: These are M...
Page 26 - The Xactimate Install Setup appears.
Upgrading Xactimate from v27.5UC to v28.0 5. After reviewing the License Agreement, click I accept the terms in the license agreement , and then click Next . The Xactimate Install Setup appears. 6. In the Xactimate Installation screen, select one of the following: Express to install all versions...
Page 27 - Once the configuration is complete, click; to launch Xactimate version 28.
Upgrading Xactimate from v27.5UC to v28.0 8. Once the configuration is complete, click Finished to launch Xactimate version 28. The Xactimate Login dialog box appears. Congratulations! You have successfully upgraded to Xactimate version 28. You’re now ready to begin using Xactimate. Note: Your log...
Page 29 - Stop the installation process if it starts automatically.; Drive; The system displays the contents of the DVD folder.; CD folder; The system displays a list of folders and files in the CD folder.
Add an Additional Xactimate Workstation using the Native Client A DD AN A DDITIONAL X ACTIMATE W ORKSTATION USING THE N ATIVE C LIENT Note: Follow these steps after the network you are adding the workstation to has been set up and configured. If you have not completed those steps, please return to...
Page 30 - ET AN; On the Xactimate login page, click; Get an Xactware ID; A browser window opens to the Xactware ID Management page.; information; Xactware ID must be a; valid email address; Password requirements:
Get an Xactware ID G ET AN X ACTWARE ID 1. On the Xactimate login page, click Get an Xactware ID . A browser window opens to the Xactware ID Management page. 2. Type in the required information . Xactware ID must be a valid email address . Password requirements: Xactimate v28.0 Network Insta...
Page 31 - first; The following message appears.; XID
Get an Xactware ID – Must be at least eight characters long. – Must have at least one letter upper or lower case. – Must have at least one number. – Must be different than the Xactware ID. Type in your first and last name . Alternate email address and security question is optional. 3. Click Cr...
Page 32 - Xactimate version 28.0 opens to the Control Center Dashboard.; ORGOT YOUR; A browser window opens to the Xactware ID Management page; Forgot your Xactware ID or password?
Get an Xactware ID 7. Click OK . Xactimate version 28.0 opens to the Control Center Dashboard. F ORGOT YOUR X ACTWARE P ASSWORD 1. On the Xactimate login page, click Forgot your Xactware ID or password? A browser window opens to the Xactware ID Management page . 2. To obtain your password, do one ...
Page 33 - Xactware ID; An email is sent to your Xactware ID email address.; password
Get an Xactware ID i. Type your Xactware ID (i.e. your email address), and then click Next . ii. Click My Xactware ID email address , and then click Reset Password . An email is sent to your Xactware ID email address. iii. Open the email and click the provided link to reset your password. iv. On t...
Page 35 - required information.; Recover ID
Get an Xactware ID 3. On the Xactware ID Management page, to find your Xactware ID, type in the required information. 4. Click Recover ID . If the information entered matches our records, the Xactware ID is returned and appears on the screen. If the information entered does not match our records, ...