Xactimate 28 Network Installation Guide
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Network Installation Guide © 2011-2013 by Xactware . All rights reserved. Xactware, Xactimate, Xactimate Online, XactNet, and/or other Xactware products referenced herein are either trademarks or registered trademarks of Xactware Solutions, Inc. Other product and company names mentioned herein may be the trademarks of their respective owners. (031213) www.xactware.com Xactimate version 28 Network Installation Guide INTRODUCTION Like all networked software applications, Xactimate must be installed on a workstation connected to a network that has been properly set up and mapped to a shared drive (this document uses the X drive as an example). Xactware recommends that a certified network technician set up and administer the network. It is recommended for a network installation of Xactimate to use the physical disc. For instructions about how to set up a network installation of Xactimate via the downloadable version, visit the eService Center at https:/ / eservice.xactware.com/apps/esc/ Xactimate v28.0 Network Installation Guide Page 1 Introduction SYSTEM REQUIREMENTS - XACTIMATE V28.0 NETWORK INSTALLATION Specifications Minimum Requirements Recommended Requirements Processor Single Core Processor 1.5GHz Dual Core Processors Operating System Windows 8 (32 bit, 64 bit) Windows 7 (32 bit, 64 bit) Windows Vista (32 bit, 64 bit Business, 64 bit Ultimate) Windows XP Service Pack 3 *Windows RT is not Supported Video Card Open GL 2.0 Compatible with 128 Open GL 2.0 Compatible with MB of VRAM and Latest Drivers 512 MB of VRAM and Latest Drivers Memory 2 GB of RAM 4 GB of RAM or More Hard Drive Space 5 GB of Continual Free Space 30 GB of Continual Free Space Hard Drive Speed 5400 PRM Drive 7200 RPM Driver of Faster Resolution 1024 x 768 1280 x 900 or Higher Internet One Workstation must have Internet Access Internet Connection A Broadband Internet Connection is Recommended (or required if using Xactimate Online) Internet Browser Internet Explorer 8.0 or Above Optical Drive A DVD Drive is Required to Install Xactimate from a Disk Network Hardware 100Base-T Category 5 Unshielded Twisted-Pair (UTP) Cable throughout all Network Connections *VPN/WLAN/WAN not Supported Microsoft.Net Framework 4.0 or Higher Version 4.0 Packaged with Xactimate 28 Microsoft SQL Server or Express Edition 2008 or 2012 Prerequisites *2008 Required for Windows XP *2012 Required for Windows 7 or 8 Microsoft SQL Server Express 2008 and 2012 are packaged with Xactimate 28. Microsoft Silverlight 5.0 or Higher (Only Needed if Using Xactimate Online) Xactimate v28.0 Network Installation Guide Page 2 Installing Xactimate on the Server INSTALLING XACTIMATE ON THE SERVER Before installing Xactimate on a workstation, the server must first be prepared. If the network meets all the minimum system requirements, then follow the steps below to install SQL Server Express on the server. Note: If there is not a dedicated server, use a workstation that meets the minimum system requirements as the SQL Server Express server (that workstation is now referred to as the “server” for purposes of installing Xactimate). This “server” computer can still be used as a workstation with minimal impact for the user. If Xactimate needs to be installed on the server (as when using a peer-to-peer network), Xactware recommends installing the workstation version of Xactimate on the server after the other workstations have been properly installed and configured. If there is a dedicated server, it is possible to install just SQL Server or SQL Server Express, and not Xactimate. Dedicated server networks do not need the Xactimate workstation install performed on the server. Note: An install of SQL Server Express is available on the Xactimate DVD and should allow up to ten users to access the network with minimal effect to network performance. For networks with more than ten users, Xactware recommends that a full version of SQL Server be installed on the server. INSTALLING SQL SERVER EXPRESS 1. On the server, insert the Xactimate DVD. Note: If the Xactimate install begins, cancel the install. 2. Open Windows Explorer (i.e. Computer). 3. Right-click on the DVD-ROM drive, and select Open. 4. Locate and double-click on the SQL Express folder. A list of files appear. Note: If your Operating System is XP or Vista, click the 2008 folder, and then proceed to step 5. 5. Locate and double-click on the Setup_Network batch (i.e. Setup_Network.bat) file. The batch file automatically performs the SQL Server Express Install. Xactimate v28.0 Network Installation Guide Page 1 Installing Xactimate on the Server Several windows may appear and then close automatically during the setup. When the install is complete, the install window closes. ENABLING NETWORK PROTOCOLS If using the SQL Server 2008 or SQL Server 2008 Express, perform the following steps on the server to enable the network protocols. If the SQL Server is already installed, depending on the configuration, network protocols may need to be enabled on the server in order for the workstations on the network to communicate. Note: If the Setup_Network batch file was used to install SQL Server Express, skip this section and move on to “Open the Windows Firewall” on page 6. To enable network protocols, 1. On the main computer window, click Start , and then click All Programs. The system displays a list of programs on your computer. 2. In the Programs menu, select Microsoft SQL Server, and then select Configuration Tools - SQL Server Configuration Manager. The SQL Server Configuration Manager window appears. 3. Click the arrow to expand SQL Server Network Configuration. Xactimate v28.0 Network Installation Guide Page 2 Installing Xactimate on the Server 4. Click Protocols for XACTWARE. The Protocol Name/Status area appears to the right of the Configuration Manager window. 5. In right side of the Configuration Manager, right-click on Named Pipes, and then select Enable. A message indicates the change does not take effect until the service is stopped and restarted. ‘ 6. Click OK. 7. Repeat Steps 5-6 for TCP/IP. 8. Click OK, and then close the Sql Server Configuration Manager. STARTING AND STOPPING SERVICES 1. Click Start , select Computer, and then right-click. The system displays the Computer drop-down menu. Xactimate v28.0 Network Installation Guide Page 3 Installing Xactimate on the Server 2. In the Computer menu, select Manage. The Computer Management window appears. 3. In the Computer Management window, click the arrow to expand Services and Applications. Xactimate v28.0 Network Installation Guide Page 4 Installing Xactimate on the Server 4. Under Services and Applications, click Services. The Services window displays items and their descriptions. You can view the Services in the Extended or Standard tabs. (The Standard tab is illustrated below.) 5. In the Services window, scroll down to the SQL Server (XACTWARE). 6. Right-click SQL Server (XACTWARE), and then select Stop. 7. Verify that nothing appears under the SQL Server (XACTWARE) Status column. 8. Right-click the SQL Server (XACTWARE), and then select Start. 9. If the SQL Server Browser service hasn’t started, right-click the Service, and then select Start. 10. Close the Computer Management window. Xactimate v28.0 Network Installation Guide Page 5 Installing Xactimate on the Server OPEN THE WINDOWS FIREWALL When setting up a peer-to-peer network it may be necessary to open the Windows Firewall to allow SQL access. 1. To open the Control Panel, click Start , and then click Control Panel. 2. Click System and Security. The Windows Firewall options are displayed in the System and Security window. Xactimate v28.0 Network Installation Guide Page 6 Installing Xactimate on the Server 3. Select Allow a program through Windows Firewall. A window opens displaying the programs and features allowed through the firewall. 4. Click Allow another program. The Add a Program window is displayed. Note: Depending on the Operating System, some of the wording may be slightly different. (i.e. “Add program” on XP, “Allow another program” on Windows 7.) Xactimate v28.0 Network Installation Guide Page 7 Installing Xactimate on the Server 5. On the Add a Program window, select Browse. 6. In the Browse window, navigate to: C:\Program Files (x86)\Microsoft SQL Server\MSSQL10.XACTWARE\MSSQL\Binn 7. Double-click sqlservr. The Add a Program window appears. Note: The sqlservr.exe pathway has been added to the Path field. 8. Click Add. SQL Server is added to the list of programs allowed past the firewall. 9. To close the Allowed Programs window, click OK. Xactimate v28.0 Network Installation Guide Page 8 Xactimate Network Installation XACTIMATE NETWORK INSTALLATION SETUP MAPPED NETWORK DATA LOCATION Prior to setup, a network share must be mounted on the local machine with full permissions for all workstations running Xactimate. This drive must be mounted with the exact same context and drive letter (i.e. Z:\server\share). The network folder, where the Xactimate data resides, needs full permissions set for user accounts running Xactimate. To mapped network drive, 1. On the main computer window, click Start , and then click Computer. 2. Click on Map network drive. 3. In the Drive list, select the Drive letter for your network connection. The Map Network Drive window appears. 4. In the Folder field, type the Folder Location and Name. 5. Click Finish. The system displays the new network drive. Xactimate v28.0 Network Installation Guide Page 9 Xactimate Network Installation PRE-CONFIGURE THE WORKSTATION Follow the steps below to install Xactimate to your server from a workstation. Note: No part of this installation is done on a dedicated server. To begin the Installation, 1. Establish an Internet Connection. 2. On your workstations, insert your Xactimate DVD. The installation procedure should begin automatically.