CCC ONE Appraisal Platform - CCC Information Services

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©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc. CCC ONE ® Appraisal Platform Installation Guide version 4.5 and above Updated August 2016

Transcript of CCC ONE Appraisal Platform - CCC Information Services

Page 1: CCC ONE Appraisal Platform - CCC Information Services

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

CCC ONE® Appraisal Platform

Installation Guide

version 4.5 and above Updated August 2016

Page 2: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

2

Quick Reference Guide Table of Contents

............................................................................................................................................. 1

Step One: Before you begin ........................................................................................... 3

Step Two: Plan your install ................................................................................................ 4

Step Three: Start the install ............................................................................................... 5

Step Four: Launch the CCC ONE Install Wizard ........................................................... 6

Step Five: Install CCC ONE on other network computers (optional) ...................... 10

Step Six: Log into CCC ONE .......................................................................................... 11

Step Seven: Run the First Time Use Wizard .................................................................. 12

Step Eight: Set up Alternate Parts Vendors ................................................................. 13

Step Nine: Set up CCC ONE Import and Export directories (optional) .................. 14

Step Ten: Safely store the CCC ONE USB Flash Drive ................................................ 16

Page 3: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

3

Step One: Before you begin

Before you

begin

Open the CCC ONE package and make sure you have the following

items.

Mailer and CCC ONE USB Flash Drive.

Estimated time to complete CCC ONE installation: Three hours (The installation may take longer depending on the number of computers and

users you have to set up.)

Page 4: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

4

Step Two: Plan your install

Planning your

install

For optimal performance of CCC ONE, you should complete the

following tasks before installing the program.

Estimated time: 5 minutes

Step Action

1 Make sure your primary computer is always turned on,

connected to the Internet, and not set to go in to

hibernation mode. CCC ONE Update Manager requires this

to keep your software up-to-date by automatically

downloading data and program updates over the Internet.

NOTE: If you have multiple independent appraiser locations,

complete these tasks all computers at all your locations.

2 To successfully install CCC ONE, you will need to log into

Microsoft® Windows® using an administrator User name and

password. If you do not have this information, contact your

Computer Systems Administrator.

If your Windows Administrator account is not configured

with a password, you can:

a. Create a separate Windows Administrator account

containing a password

b. Add a password to your existing Windows Administrator

account

As a result, it is recommended to specify an account for

which the password does not expire.

To update user account settings or create new accounts,

navigate to:

• Windows 7 - Start > Control Panel > User Accounts

• Windows 8, 8.1 - Start > Apps > PC Settings > Accounts

Page 5: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

5

Step Three: Start the install

Starting the

install

Insert the CCC ONE USB Flash Drive into an open USB port.

The CCC ONE Welcome screen will open.

Estimated time: 1 minute

NOTE: If the CCC ONE Welcome screen does not automatically

open, type d:\setup.exe in the Search field. If your USB port is

assigned a letter other than d: use that letter.

Page 6: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

6

Step Four: Launch the CCC ONE Install Wizard

Launching

the CCC

ONE Install

Wizard

From the Welcome to CCC ONE® screen, follow the prompts and

answer the questions throughout the installation program to install

CCC ONE Update Manager and CCC ONE Program, Data, and

Graphics.

Estimated time: 60 minutes, depending on the speed of the

computer, and the Internet connection.

1. The Product Information

screen lists important

reminders about installing

CCC ONE.

Carefully read the information

and click Next when you are

ready to continue.

2. If you are installing CCC ONE

on your primary computer,

click No on the Confirm Prior

Installation screen.

Then click Next to continue.

Continued on next page

Page 7: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

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Step Four: Launch the CCC ONE Install Wizard, Continued

Launching the

CCC ONE

Install Wizard,

continued

3. Use the Confirm Installation

Category screen to tell the

Setup Wizard how you will use

CCC ONE on this computer.

Typically, both CCC ONE and

CCC ONE Update Manager

are installed on the same

computer as a stand-alone.

However, if you are going to

use this computer to

download updates only, just

install CCC ONE Update

Manager.

4. Read the requirements listed

on this screen. If you need to

prepare your computer

before continuing with the

installation, click the Cancel

button.

Otherwise, click the Next

button.

5. The Update Manager

Location screen lets you

choose a folder on your

computer’s local hard drive

where CCC ONE Update

Manager will be installed.

NOTE: CCC ONE Update

Manager must be installed on

only one computer at your

location.

Continued on next page

Page 8: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

8

Step Four: Launch the CCC ONE Install Wizard, Continued

Launching the

CCC ONE

Install Wizard,

continued

6. a) If you have a network of

computers at your location,

CCC ONE Data has to be

installed to a Shared Data

Location.

Enter or browse to the shared

folder location as shown on

the right (e.g.,

\\computername\CCC).

- Or -

b) For a single computer

installation, just enter the local

folder location as shown on

the right.

From there, click Next.

7. Next, select the time of day to

check for updates and install

them using the Daily Update

Schedule screen.

Select a time outside of your

normal working hours for best

results, and then click Next.

NOTE: Your computer must be

turned on, connected to the

Internet, and not set to go into

Hibernation mode for the Daily

Update to work.

You do not have to be logged out

of CCC ONE Estimating for CCC

ONE Update Manager to properly

download and install updates.

Page 9: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

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8. Click the Install button on the

Ready to Install screen to

begin the installation.

9. The Installation Complete

screen displays a Summary of

the instructions for installing

CCC ONE on other network

computers.

NOTE: Click the Print button to

print a Summary of this installation

to assist you when installing CCC

ONE on other network

computers.

Continued on next page

Page 10: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

10

Step Five: Install CCC ONE on other network computers (optional)

Installing

CCC ONE on

other network

computers

This step is only necessary if you are installing CCC ONE on other

computers on the same network. Use the installation Summary that

you printed after installing CCC ONE on your primary computer as a

guide for your next installation.

Page 11: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

11

Step Six: Log into CCC ONE

Logging into

CCC ONE

1. Run CCC ONE using the icon on your Microsoft® Windows®

desktop. The CCC ONE Welcome screen opens.

2. Make sure that you select the “I have never used CCC ONE”

option.

3. Enter the Invitation Key and Access Code from the Mailer. (Please

note that both the key and access code are case-sensitive).

4. Enter your user name, password, first, and last name.

5. Click the Login button.

Page 12: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

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Step Seven: Run the First Time Use Wizard

Running the

First Time Use

Wizard

You will be able to set preferences such as labor prompts, rates, and

other estimate options. You will also be able to configure the users

who will access CCC ONE.

Estimated time: 15 minutes

Once the First Time use Wizard completes, you will be logged into

CCC ONE and the Workfiles screen will be displayed.

Page 13: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

13

Step Eight: Set up Alternate Parts Vendors

Setting up

Alternate

Parts Vendors

On your primary computer, set up your Aftermarket, Optional

OEM, and Reconditioned Vendors to make sure you have the most

current Alternate Parts data.

Estimated time: 10 minutes

1. Click on New, and then

click on Vendor from the

main menu bar.

2. Select the Alternate Parts

Source to set up, and then

click Next.

3. Follow the prompts on the

screen to select and

activate Alternate Parts

Vendors, and then click

Next, and then Finish.

Page 14: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

14

Step Nine: Set up CCC ONE Import and Export directories (optional)

Setting up

EMS

If you use the Estimating to Management System (EMS) import and

export feature, you will have to set up the import and export

directory information in CCC ONE.

Estimated time: 5 minutes

EMS export

preferences,

export and

import

settings

1. Select Configure >

Machine Settings from the

main menu bar. The

Machine Settings screen

opens.

2. Click on EMS Export

Preferences under

Import/Export in the left

panel, and then select

your Extract Preferences.

Continued on next page

Page 15: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

15

Step Nine: Set up CCC ONE Import and Export directories (optional), Continued

EMS export

preferences,

export and

import

settings,

continued

3. Click on File Export, and

then select the Export

Type, Insurance Company,

and Directory.

4. Click on File Import, and

then select.

Select “Enable import

of files for estimates

supplements and part

changes on this

computer”

Select the Import Type

Select the Directory

where files are to be

imported from

5. Click OK, and then click OK again.

NOTE: You will need to close and then log back into CCC ONE for

these changes to take effect.

IMPORTANT! You must set up your CCC ONE File Import and Export

directories on all the computers where you installed CCC ONE.

Use File Import to bring in EMS files for estimates, supplements, and

part price changes on the computer. Use File Export to send EMS files

to other programs.

Page 16: CCC ONE Appraisal Platform - CCC Information Services

CCC ONE® Appraisal Platform version 4.5 and above – Installation Guide

©2016 CCC Information Services Inc. All rights reserved.

CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.

16

Step Ten: Safely store the CCC ONE USB Flash Drive

Once complete, remove your CCC ONE USB Flash Drive and store it

safely. That’s it! You are now ready to set up CCC ONE.

IMPORTANT: About once a month, check the computer where you

have installed CCC ONE Update Manager for any messages on the

screen.

After downloading and installing certain updates, CCC ONE Update

Manager may ask you to restart the computer. If you do not restart

the computer, your CCC ONE program may not work correctly.

If you need help, call the dedicated CCC ONE Technical Support

team at 855-867-5404.