Configuring a QuoteWerks Remote Site Installation

These are instructions to setup an installation of QuoteWerks on a remote server/network such as a branch office. Then, quotes can be created on this Remote Site installation, and then e-mailed back to the main office where they can be imported into the “Master” installation of QuoteWerks.

1.Generate a Remote Site license key.

2.Install a full copy of QuoteWerks onto the remote server/network following the network installation instructions under Installing QuoteWerks.

3.When starting this new Remote Site installation for the first time, it will ask for a License Key. You will need to enter the Update Key for the installation ("U" key) first. This key can be found in the Utilities-> License Manager area of your master installation. Once you have added the update key to the remote site installation, you will need to enter the Remote Site License Key that you generated earlier for this remote site. Remote Site License Keys start with a “D,” “K,” or “G.” After you enter the Remote Site License Key, QuoteWerks will inform you need to exit QuoteWerks and then update the security.mdb database.

Note:

If you will be are rehosting to SQL, DO NOT attempt to do this until after you have copied the security.mdb file as described below.

4.Now that a Remote Site License Key has been entered into this remote installation, it has become part of the master installation. As such, you will need to copy the security.mdb security database from the master installations \QuoteWerks directory into your laptop’s \QuoteWerks directory, thereby replacing the security.mdb database that is already on the laptop. Once you have accomplished this task, the Remote PC installation is ready for use.

5.You will need to register this newly entered Remote Site License Key within 30 days. See Licensing and License Distribution for details on registering the Remote Site License Key. This registration step can be performed after step 5.

6.If you have installed the Corporate Edition of QuoteWerks and want to rehosting this Remote Site installation to SQL, you can do the rehost at this point. For instructions on rehosting, see Re-hosting to SQL.

Note:

When the Remote Site License Key is entered into the remote site installation, QuoteWerks uses that License Key to generate a 3 digit unique prefix that will prefix the document number sequences on this Remote Site installation. This ensures that all the Remote Site installation have their own unique location prefix which ensures that document numbers will not be duplicated by other installations of QuoteWerks. For this reason, it is extremely important that the same Remote Site License Key is not used to activate more than one Remote Site installation. If the same Remote Site License Key is used to activate more than one remote site installation, the installations of QuoteWerks that are using the same Remote Site License Key will overwrite each others documents.

Also, if a Remote Site installation of QuoteWerks ever needs to be reinstalled (for example, because the hard drive crashed), you will need to take steps to increase the starting number sequence of that new Remote Site installation since a fresh installation will start generating document numbers that have already been used. It is always preferable to be able to restore the QuoteWerks installation from a backup rather than to install a fresh copy.