Often times users will need to upgrade from one edition to another (e.g. Standard to Professional or Professional to Corporate) These instructions will walk through how to replace the licensing and upgrade the installation.
Important: Only the QuoteWerks admin should make changes regarding licensing. |
To do an in-place update/upgrade of QuoteWerks:
For instructions on how to do an in-place update/upgrade of QuoteWerks, please review the following video: How To Update/Upgrade QuoteWerks.
To upgrade the Main/Master Installation:
1. From the Utilities Menu, Select Merge Remote Documents and click 'Merge'. This will merge any outstanding *.DTF files located in the \QuoteWerks\DTF folder into the documents database.
2. In the License Manager (Utilities -> License Manager), note any/all of the remote licenses, and which users and sites they were created for as they will need to be recreated later.
3. Remove ALL licenses including remote licenses starting from the bottom up.
4. Add the NEW license(s) into the License Manager.
5. Next, you will close the License Manager, and then select Utilities -> Rebuild Document Transport Files. In this window click the Start button and allow the process to complete (you will have the option to view the rebuild log file).
(Note: Rebuild CM Transport Files embeds the new license key information into the existing files in the \QuoteWerks\DTF folder.)
6. Finally, if you had any remote PC or Remote Site licenses, you will need to return to the License Manager and recreate the remote keys which had been removed in Step 4. Below are instructions on how to update the remote installations.
To upgrade a Remote PC/ Remote Site Installation:
After recreating all the Remote PC and Remote Site license keys for your laptops (remotes), you will need to send each remote their respective Remote PC license along with the security.mdb from your upgraded master installation.
Important: Please be sure that the below sequence is followed exactly, otherwise you risk losing all of your data! |
1. From the Utilities Menu, Select Merge Document Transport Files and click 'Merge'. This will merge any outstanding *.DTF files located in the \QuoteWerks\DTF folder into the documents database.
2. Remove the existing Remote PC or Remote Site License Key from the License Manager.
3 Enter the NEW Remote License Key into the License Manager of the remote installation.
4. Close QuoteWerks and copy over the NEW security.mdb into their QuoteWerks Directory of the remote. You will be asked if you want to overwrite the existing file and select “Yes” to do so.
5. Launch QuoteWerks and run the Rebuild Document Transport Files from the Utilities menu to embed the new License Key information into the existing files in the \QuoteWerks\DTF folder.
