WinEst Installation Guide - support.winest.comsupport.winest.com/flarefiles/Content/WinEst...

WinEstimator Technical Support • (253) 395-9773 • [email protected]

WinEst 15.1 Installation Guide

This installation guide provides you with step-by-step instructions on how to install or upgrade WinEst. For asuccessful installation, ensure that all machines meet the requirements.

If unsure on the best way to set up WinEst for your company, "Typical WinEst Setups" on page 11.

WinEst Software Requirements

The following list identifies the various technologies supported by WinEst.

= Supported = Not supported

Software

Operating System

Windows Server 2012 (all)

Windows Server 2008 64-bit (all)

Windows Server 2008 32-bit (all)

Windows 8.1 (Pro, Enterprise)

Windows 8 (Pro, Enterprise)

Windows 7 (Professional, Enterprise, Ultimate)

Vista (Business, Enterprise, Ultimate)

Windows XP SP3

Database2

SQL Server 2012 (32 or 64 bit)

SQL Server 2008 (all editions)

SQL Server 2005 (32 and 64 bit)

SQL Server 2005 Express

Schedule Link1

Primavera 6 (versions: 6.0, 6.2, 6.2.1, 7.0, 8.2EPPM, or 8.3 EPPM)

Microsoft Project 2007, 2010, or 20131Schedule Link is installed with WinEst and requires WinEst 15.1 or later.

2Not required for Workstation Installations.

WinEstimator Technical Support • ( 253) 395-9773 • [email protected]

Hardware

Memory: It is recommended for production environments to deploy multi-core multi-threaded CPUs with 4GBor more of memory assigned per core.

Hard Disk: Though a dedicated server is highly recommended, hard disk size requirements for the databaseare dependent on a wide variety of factors that make it difficult to determine a minimum size in advance.

WinEst can easily be scaled to very large enterprise-wide deployments with the addition of more processors.Better performance is achieved with faster processors and more memory.

Installing WinEst for the First Time

If you are installing WinEst for the first time, you must contact Support to obtain your access codes beforerunning the installer.

For USB-device installations - To install the USB key on your local computer, plug the USB key into thecomputer before running the installer. If the Windows New Hardware wizard comes up and tries to install theUSB device, click Cancel and exit the New Hardware wizard. The WinEst installer will install the Sentineldriver for the USB device during the Access Code screen.

Permissions:

Windows 8, 7 or Vista (Standard Mode): To install this option, you need Standard User permissions. TheUser Account Control must be turned off.

Windows XP or Server 2003/2008 (Server Mode): To install this option, you need Power User per-missions.

To install WinEst

1. Run the WinEst Installation program.

2. WinEst Setup Wizard - Select the radio button for the product you wish to install and then click Next.

3. License Agreement - Read the End-User License agreement. Select 'I accept the terms of the licenseagreement', and then click Next. Setup will not continue until the agreement has been accepted.


4. Install Mode - Select the system on which WinEst is being installed:

l Standard Mode: This is your typical installation.l Server Mode: Select this mode if you wish to make the program files and database available to

other workstations. This mode can be installed on supported server systems. It can also beused on Windows 7/8/Vista if you do not run WinEst with User Account Control enabled. Formore information on Workstation installations, see "Scenario 3 - Installing WinEst on a Server"on page 13.


5. Select Features - The features already selected are included according to the product you purchased.Select additional features that you wish to install. Optional features must be purchased separately andrequire access codes. Click on each item to see a description.


Optionally select additional settings for this installation and then click Next.

6. Access Codes - Enter your access codes manually or using a USB-device installation:

l Manual - If you received from Support an email with your access codes, enter them manually:a. Select the License method.b. Enter your name, company information, and access codes.c. Click Install.d. Click Finish after the installation wizard has installed WinEst successfully.

l USB-device Installation - If you are using a USB-device installation, the InstallShield wizardwill install Sentinel Protection Installer on your computer.

a. From the License drop-down list, select USB Device. A window will appear promptingyou to indicate where the USB Security Key is located.

b. Select the location where the USB Security Key is located and then click OK.c. Click Next to begin the installation.


d. License Agreement - Read the end-user license agreement, select 'I accept the terms inthe license agreement', and then click Next.

e. Select the Complete Installation and then click Next.f. Click Install to start the installation process.g. When prompted to modify your firewall settings to allow Sentinel Protection Server

and/or Sentinel Keys Server to be installed on your system, click Yes.


h. Click Finish after the Sentinel installation.i. On the Enter Access Code screen, from the License drop-down list, select USB

Device. Select either Local or Network. If local, the setup will install the Sentinel driverfor the key. For a network installation, enter the name (or IP address) of the computerwhere the USB key is attached. Sentinel device drivers need to be installed on themachine where the USB key(s) are inserted.


j. Enter your access codes.k. Click Install to begin the installation.l. Click Finish after the installation wizard has successfully installed WinEst.

Upgrading from WinEst 9 or later

After upgrading WinEst, you may also need to upgrade your database.

Important: Prior to installation, be sure to back up your WinEst databases and estimates.

To upgrade your installation

1. Run the WinEst installation program.2. Click Next to proceed with the upgrade.3. Click Finish after the installation wizard has successfully upgraded WinEst.4. Start WinEst and open an estimate. You will be prompted to convert your current Item database.


5. Click Convert. WinEst will backup your current database in a subfolder OldVersion and then convertyour older database if you are using a Raima database.

6. If you’re using a SQL database, click Convert to save your current SQL database, append OldVersionto the database name, and then convert the currently named database to the current version. Anadministrator must run this database conversion as a new database will be created and permissionswill need to be enabled for this process. For more information about SQL permissions, see:http://msdn.microsoft.com/en-us/library/ms189121(SQL.100).aspx

7. Click OK. If you have more than 1 Item database, WinEst will prompt you to convert the additionaldatabases when they are opened for the 1st time.

http://msdn.microsoft.com/en-us/library/ms189121(SQL.100).aspx


Upgrading from WinEst 8 or earlier

Upgrading from version 8 or earlier will require all existing databases and estimates to be converted. Pleasecall Technical support for this type of installation 253.395.9773.

Important: Prior to installation, be sure to back up your WinEst databases and estimates.

WinEst Integration

WinEst provides options for facilitating communication between WinEst and other non-WinEst softwareapplications that you use within your business. Using new business-application integrator options built forWinEst, businesses can benefit from structured, yet simplified means to better integrate many essential pro-ject processes.

For more information on integration options, contact your WinEst account manager at 800.950.2374.

Scheduling

Microsoft Project Integrator

l Generate MS Project schedules based on integrated WinEst estimate data.l Create WinEst-driven projects, tasks, resources, rate tables and resource assignments.l Group WinEst information by job-cost code, WBS 1-7 or a user-created task ID.l Import tasks for assignments from existing MS Project files.

Primavera Project Management

This direct integration supports both extracting information from, and posting information to, Primavera.Features of this integration include:

Import Planned Schedule

o Import activity tables directly into WinEst from Primaverao Import hierarchical WBS structures from Primaverao Preserve Primavera predecessor relationships during the import

Export Schedule Information to Primavera

o Populate scheduling/cost-account dictionaryo Create work-breakdown structures, named and coded hierarchicallyo Create required scheduling activities and/or use existing activitieso Create required resources & expenseso Optionally create labor roles

Accounting - Standard accounting interfaces

American Con-tractor

Business Information SystemsMICS

COE – Import toMaximo

Computer Ease


Dexter andChaney Systems

Foundation Software

Job Power Jonas AccountingMaestro Account-ing System

MasterBuilder

Maxwell Systems Peachtree AccountingQuickbooks Scheduling ExportTimberline Universal ExportView Point

CAD Integration

Revit Architecture 2008, 2009 and 2010 (via DesignEst Pro)

OST Integration

WinEst Virtual Takeoff

WinEst Virtual Takeoff is a powerful on-screen estimating takeoff tool that enables takeoffs to be performeddirectly from your PC screen. With WinEst Virtual Takeoff, you can do your takeoff anywhere, anytime.

Go Paperless - Quickly generate takeoffs directly from your computer, using electronic plans. VirtualTakeoff’s ease of use and advanced technology allows takeoffs to be generated anytime, anywhere.

Integrate to WinEst Estimating - Virtual Takeoff is dynamically linked to your WinEst estimate file. Anychanges made to the takeoff will automatically be reflected in the estimate.

Manage Your Takeoff - Manage the takeoff through advanced features for greater area and item recognition,and comprehensive control.

Multiple Colors - Color-code estimate-layer items for enhanced recognition and navigation.

Multi-layer support - Sort and separate objects on individual layers for enhanced viewing, printing and present-ation capabilities.

Typical WinEst Setups

There are various ways in which you can set up your WinEst program files and databases. The installer offersa couple of installation modes that you can use to create the ideal setup for your company. The following dia-gram illustrates the various ways in which WinEst can be set up.


Scenario 1 - Standalone Setup

The standalone setup is the most common installation setup. Each user installs a copy of WinEst on theirown machine. The database and program files reside in the user's computer. Follow the steps in "InstallingWinEst for the First Time" on page 2 and select the Standard Install.


Scenario 2 - Standalone with Database on Server

Each user installs a copy of WinEst on their machine. Simply follow the steps in "Installing WinEst for theFirst Time" on page 2 and select the Standard Install. Each database is installed on the server. If you createyour own database, you would save it on a shared folder in the server. Each copy of WinEst will then point toeach of the following databases on the server:

Item: Contains items and assemblies, formulas, and units.

Database > Manage Item Database > Open…> Browse for Another Database > (Select Itemdatabase on the server) > Open

The WinEst starter database is located under WinEst\start90\start.dbd

Markup: Contains the markups used to add to the totals page in estimates.

Database > Markup and Bonds > Manage Database > Open... > Browse for Another Database> (Select Markup database on the server) > Open

The WinEst Markup database is located under WinEst\markup90\markup.dbd

Labor & Equipment: Contains the labor rates and crews for ProPlus and eTeam only.

Database > Labor and Equipment > Manage Database > Open... > Browse for Another Data-base > (Select Labor and Equipment database on the server) > Open

The WinEst Labor & Equipment database is located under WinEst\labeq90\labeq.dbd

Subcontractors & Suppliers: Contains a list of all the subcontractors and suppliers.

Database > Subcontractors and Suppliers > Manage Database > Open... > Browse for AnotherDatabase > (Select the Subcontractors and Suppliers database on the server) > Open

The WinEst Subcontracts & Suppliers database is located under WinEst\subs90\subs.dbd

Note: The WinEst, RS Means and Richardson databases are shipped with the Labor & Equipment database.Markups and Subcontractor & Supplier databases are user-created.

Scenario 3 - Installing WinEst on a Server

If you have multiple WinEst users in your company, you may choose to install WinEst on a server and havethese users run the setup from the server to install WinEst on their workstations. The WinEst program filesand databases are all located on the server. This is particularly useful during an upgrade - only the Serverneeds to be upgraded. Also, a copy of SQL Server is not required for each user's workstation.

To install WinEst on a server

On the Server:

1. Install WinEst on the server. Follow the installation steps on "Installing WinEst for the First Time" onpage 2, making sure to choose the Shared Program Files Install.


2. Create a server share to the WinEst folder. All users accessing WinEst will need Read/Write/Modifypermissions to the entire 'WinEst' folder and sub-folders in order for the program to function properly.

From each workstation:

1. Map a drive letter to the WinEst share on the server.

2. Browse to the WinEst share on the server and open the setup subfolder.

3. Run setup.exe and follow the on-screen installation instructions.

Tip: If you are using a USB-device installation, the Sentinel device driver needs to be installed to the com-puter where the USB key(s) have been inserted.

Terminal Server / Citrix Installation

WinEst can be installed on a server where users can access it via Terminal Server or Citrix.

To install WinEst on a server

1. Follow the steps on "Installing WinEst for the First Time" on page 2 and choose the Standard Install.

2. Copy the following files to the User Default folder (C:\User-s\Default\AppData\Roaming\WinEstimator\WinEst). When a user logs in via Terminal Service orCitrix, a user profile folder is created for them based on the User Default folder. The files in the WinEstfolder are required to launch WinEst.

l winest.ini - C:\Windows

l winest90.cfg - C:\Program Files\WinEst

l formula.fms - C:\Program Files\WinEst

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