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Estimate Master Installation

New Estimate Master installation instructions

  1. In a networked environment, always install on the server computer first.
  2. Download file EstMaster.msi and choose "Run" or "Open".
  3. Estimate Master installs in the Program Files\Estimate Master folder. A database folder "EMData" is created under your "Documents an Settings" folder.
  4. Launch Estimate Master and select Define estimate fields under the Utilities 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. If errors occur when Estimate Master is launched, re-run the install file and choose the "Repair" option.

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.  If the database is not locally accessible by any computer,  move the database files to the local access folder ("EMDdata") 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.msi  and choose "Run" or "Open".
  5. If prompted to "Repair or Remove", remove the older version of Estimate Master, then double click the downloaded EstMaster.msi file to install the new version. Your existing registration will be maintained.
  6. Startup Estimate Master when the install completes.
  7. Repeat installation for each computer where Estimate Master is installed. 
  8. 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.

 

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