Appointment Advisor installation

New Appointment Advisor installation instructions

1. In a networked environment, always install on the server computer first.
2. Download file AppAdvisor.msi and choose "Run" or "Open".
3. Appointment Advisor installs in the Program Files\Appointment Advisor folder.  A database folder "AAData"  is created under your "Documents" folder.
4. In a networked environment, install any remote ("client") copies of Appointment Advisor, then click the Find Appointment Advisor database button on the Utilities tab. See help screens regarding how to locate the server database.
5. If errors occur when Appointment Advisor is launched, re-run the install file and choose the "Repair" option.

Appointment Advisor update installation instructions

1. Make a backup of your database using Appointment Advisor before upgrading.
2. In a networked environment, always update the server computer first and always update every copy of Appointment Advisor on your network.  If the database is not locally accessible by any computer,  move the database files to the local access folder ("AAData") while updating, then move them back to the common database folder.
3. No other copies of Appointment Advisor should be running (on any computer on your network) during the update installation.
4. Download file AppAdvisor.msi  and choose "Run" or "Open".
5. If prompted to "Repair or Remove", remove the older version of Appointment Advisor, then double click the downloaded AppAdvisor.msi file to install the new version. Your existing registration will be maintained.
6. Startup Appointment Advisor when the install completes.
7. Repeat installation for each computer where Appointment Advisor is installed. 
8. Empty the installed sample database and restore your database using Appointment Advisor.

How to setup QuickBooks so Appointment Advisor can access it from another computer on your local area network (when QuickBooks is installed on a different computer than Appointment Advisor):

Server computer where QuickBooks is installed:

1. Download and install RDSServer.exe (go to Downloads page).
2. Launch QuickBooks.
3. Launch "QuickBooks Remote Data Sharing Server" (an icon on your desktop) and create a login and password for use by the remote computer when prompted.
4. Click the Start button in the RDS Server, then when prompted in QuickBooks, give the RDS Server access by clicking "Yes, Always".

Note-- Startup the RDS Server after starting up QuickBooks and stop the RDS Server before closing QuickBooks.

Remote computer where Appointment Advisor is installed:

1. Startup Appointment Advisor and install the QuickBooks interface by clicking "Install QB access" from the Setup button under the Utilities tab.
2. Download and install RDS30Client.exe (go to Downloads page).
3. Launch "QuickBooks Remote Data Sharing Client" (an icon on your desktop).
4. Click "Find server" which should show the RDS Server you launched above, then click Ok.
5. Access QuickBooks by clicking "Show QB customer jobs", from the Import from QuickBooks screen under the Add / Select tasks tab. When prompted, enter the RDS login and password you setup in step 3 server instructions above.

Note-- The RDS Client automatically starts whenever it is needed by Appointment Advisor. Also note that QuickBooks cannot be installed on this computer.