Global-Offsider Estimating - Installation Guide...network drive to the file server. We recommend using Drive K for Buildsoft. Make sure you have created a folder in Drive K name “ESW”

Updated: February 2016

Installation Guide

Installation Guide 1

© Buildsoft 2016

Before you start

This Installation Guide is intended for the installation of Global Estimating 2016. Installing Offsider Estimating is the same process.

You will be required to download the install files. If you have not received the install files, they can be obtained from Buildsoft Support anytime by submitting a Ticket via buildsoft.com.au/support.

Supported Operating Systems (32bit and 64bit): Windows Server 2008 or greater for server installations or Windows 7 or greater for desktop installations.

System Requirements

User

Recommended Server

Recommended Citrix / Terminal Recommended

Intel Processor (or AMD equivalent) Dual Core 2 GHz Dual Core Intel Xeon

Dual Core Intel Xeon

Memory 4 GB Ram 4 GB Ram 8GM Ram

Hard Drive Space 1 GB free space 4 GB free space 4GB free space

Supported Operating Systems (32bit and 64bit): Windows Server 2008 or greater for server installations or Windows 7 or greater for desktop installations.

IMPORTANT:

It is strongly recommended that you backup any information before proceeding with the installation process.

http://www.buildsoft.com.au/support


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Table of Contents

Installation Guide (Standalone User) …. Page 3

This guide will walk you through installing Global Estimating (Standalone User) onto your computer

Software Update Guide …. Page 8

This guide will walk you through updating your Global and backing up your job database

Exporting a Job Steps to export a Job from Global

…. Page 8

Exporting a Database How to export your entire Global database

…. Page 10

Update Installation Guide Guide to update your BT2 or Global to the latest version

…. Page 13

Installation Guide (Network) …. Page 17

This guide will walk you through installing Global onto a network.

Global Network Installation Steps for installing Global onto a Network

…. Page 17


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Installation Guide (Standalone User)

These instructions will guide you through installing Global/Offsider Estimating onto your computer.

1. Make sure the Global installer is unblocked. Right mouse click on the installer and select Properties. Make sure the Unblock box in the Properties window is unchecked.

2. Right mouse click on the desktop icon and select Run as administrator to open the installer.

Fig 2 – Run as Administrator

Fig 1A – Installer Icon Fig 1B – Installer Properties


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3. You will be asked to unzip the installation contents. We recommend the default file location “C:\Esw\Support\Global-v2016”. Click Unzip to continue.

Fig 3 – Self Extractor

4. The first page of the installer is the welcome screen. Click Next to continue.

Fig 4 – Installer Welcome Screen


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5. Please read the Buildsoft Licence Agreement before selecting I agree. Click Next to continue.

Fig 5 – Buildsoft Licence Agreement

6. You can select any location for Global to be installed to. It is recommended that you install to the default location C:\ESW. Click Next to continue

Fig 6 – Installation Type


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7. To complete installation click Close.

Fig 7 – Installation Complete

8. The first time you run Global, right mouse click your Global desktop icon. Select Run as administrator from the drop down box to open.

Fig 8 – Desktop Icon


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9. When registering Global, ensure the organization name you enter into Organisation is identical to the one supplied to you with your serial key. Enter the Name of the Global user, then your Serial Number. Click Register to complete.

Fig 9 – Register Global

If you encounter a problem during installation, contact the Buildsoft Support Team through creating a ticket at buildsoft.com/support or via e-mail to [email protected]


mailto:[email protected]?subject=Cubit%20Installation%20Problem


© Buildsoft 2016

Software Update Guide

These instructions are to guide you through updating your Global or BT2 to the latest version.

It is strongly recommended that you backup any information in Global before updating your

software. Following are two ways to back up your data: exporting a Job and backing up your

database.

Exporting a Job

Exporting a job allows you to backup one or multiple jobs at once. A separate file is created for each job your export.

1. You can export a job or jobs from the Job Manager screen. This is the first screen that appears when you open Global. Select the job you wish to export then click Backup.

Fig 1 – Job Manager


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2. You can specify how you want to backup your job. For a full Job backup click Normal.

Fig 2 – Backup Estimates

3. Select where you want to save the Job by clicking Browse. Then to complete click Backup.

Fig 3 – Select Destination





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Exporting a Database

Exporting a database copies all jobs, price lists and group codes. Your database can only be exported or imported in bulk.

Important:

BTOS files are divided between your Global file directory and your SQL database. If

the Global database you are backing up includes BTOS files, and you are uncertain

of how to back up your SQL database, please contact Buildsoft Support.

1. Go to the folder where Global Estimating is installed. You can find it by right mouse clicking your desktop icon and selecting Open file location from the drop down menu.

Fig 1 – Open file location


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2. Select the folders “CODE-Q”, “CODE-Q2”, “CODE-R”, “CODE-R2” and “DATA”. Right click on YOUR SELECTION and select Copy from the drop down menu.

Fig 2 – Copy

3. Go to where you want to copy your Global Database to. Right mouse click inside this folder then

select Paste.

Fig 3 – Paste

After the data has been copied, you will have successfully make a copy of your Global Estimating database.


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Update Installation Guide

1. Make sure the Global installer is unblocked. Right mouse click on the installer and select Properties. Make sure the Unblock box in the Properties window is unchecked.





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3. You will be asked to unzip the installation contents. We recommend the default file location “C:\Esw\Support\Global-v2016-nca”. Click Unzip to continue.


4. Please read the Buildsoft Licence Agreement before selecting I agree. Click Next to install the upgrade.



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5. To complete installation, click Close.


6. The first time you run Global, right mouse click your Global desktop icon. Select Run as administrator from the drop down box to open.



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© Buildsoft 2016

Installation Guide (Network)

These instructions will guide you through installing Global onto a network.

Map Network Drive

It is required that you Map a Network Drive to allow users to access a single database.

1. Open File Explorer and right mouse click This PC and select Map network drive… from the drop down menu.


2. The recommended network drive for Global/Offsider Estimating is “K” drive. Click Browse… to search for the Server.

Fig 2 – Map Network Drive


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Global Server Installation

Requirements:

Before you begin installation, make sure each user’s computer has a mapped to a

network drive to the file server. We recommend using Drive K for Buildsoft. Make

sure you have created a folder in Drive K name “ESW”. Refer to “Map Network Drive

1. Make sure the Global Server installer is unblocked. Right mouse click on the installer and select Properties. Make sure the Unblock box in the Properties window is unchecked.




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3. You will be asked to unzip the installation contents. We recommend the default file location “C:\Esw\Support\GlobalNet-v2016”. Click Unzip to continue.


4. The first page of the installer is the welcome screen. Click Next to continue.

Fig 4 – Installer Welcome Screen


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5. Please read the Buildsoft Licence Agreement before selecting I agree. Click Next to continue.


6. Select the Network Type you require. We recommend you install Global to the default Install Folder: “C:\ESW”. To set up your network data folder click Data Path…


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Fig 6 – Network Type

7. Browse to “K:\ESW” then push OK.

Fig 7 – Browse for Data Folder

8. To begin the installation, click Next.


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Fig 8 – Ready to Install

9. You will be notified after installation is complete. Click Close to exit the installer.



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10. The first time you run Global, right mouse click your Global desktop icon. Select Run as

administrator from the drop down box to open.







Documents

Global-Offsider Estimating - Installation Guide...network drive to the file server. We recommend using Drive K for Buildsoft. Make sure you have created a folder in Drive K name “ESW”