Install Estimate Master

New Estimate Master installation instructions

1. In a networked environment, always install on the server computer first.
2. Download file EstMaster.exe and choose "Run" or "Open".
3. Estimate Master installs in the Program Files\Estimate Master 6 folder. A database folder "EMXData" is created under your "Documents an Settings" folder.
4. Launch Estimate Master and select Define fields under the Estimate tab: Enter your preferences. 
5. In a networked environment, install any remote ("client") copies of Estimate Master, then click the Database management button on the Utilities tab. See help screens regarding how to locate the server database.
6. On Windows Vista and Windows 7, you will be prompted to "Run as administrator" for certain functions. To do this, you must be logged in as a Windows administrator type user. So close down Estimate Master and restart by right clicking the icon and selecting "Run as administrator". After the operation is completed, close Estimate Master again and restart it normally.

Estimate Master update installation instructions

1. Make a backup of your database using Estimate Master before upgrading.
2. In a networked environment, always update the server computer first and always update every copy of Estimate Master on your network (every copy accessing the same database must all be at the same revision level). If the database is not locally accessible by any computer,  move the database files to the local access folder ("EMXData") while updating, then move them back to the common database folder.
3. No other copies of Estimate Master should be running (on any computer on your network) during the update installation.
4. Download file EstMaster.exe  and choose "Run" or "Open".
5. Repeat installation for each computer where Estimate Master is installed. 
6. Empty the installed sample database and restore your database using Estimate Master.

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

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 Estimate Master is installed:

1. Startup Estimate Master 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. Go to the Utilities tab and click Setup in Estimate Master. On the Setup screen, choose QuickBooks then click "Show QuickBooks items", then when prompted, enter the RDS login and password you setup in step 3 above, under the Server instructions.

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