Trimble® Accubid Enterprise | Getting Started Guide...1 Introduction8 ENTERPRISE SOFTWARE GETTING...

FRevision AAugust 2013

Getting Started Guide

Trimble® Accubid Enterprise Software

IV ENTERPRISE SOFTWARE GETTING STARTED GUIDE

Toronto OfficeTrimble Canada Ltd. 7725 Jane Street Concord, Ontario L4K 1X4

Copyright and Trademarks©2005 - 2013 Trimble Navigation Limited. All rights reserved.Trimble and the Globe & Triangle logo are trademarks of Trimble Navigation Limited, registered in the United States and in other countries. Accubid is a trademark of Trimble Navigation Limited registered in the United States and/or in other countries. All other trademarks are the property of their respective owners. Trimble® Accubid Enterprise, Change Management and LiveCount™ are trademarks of Trimble Navigation Limited. Other brand and product names are trademarks or registered trademarks of their respective holders.

Release NoticeThis is the Trimble® Accubid Enterprise software ENTERPRISE SOFTWARE GETTING STARTED GUIDE. (Revision A). The topics within this manual are subject to change without written notice. Companies, names, and data used in any examples are fictitious. Screenshots included in the help topics may not be exactly as in the software application.Part Number Enterprise.9050.01.0513_GSG Monday, August 12, 2013 7:41 am

ENTERPRISE SOFTWARE GETTING STARTED GUIDE v

Contents1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Enterprise Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

2 Install Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Preliminary Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Common Installation Commands . . . . . . . . . . . . . . . . . . 12Installation Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

3 Get Started! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Windows® Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Windows-based Programs . . . . . . . . . . . . . . . . . . . . . . 22Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Tree Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Drag and Drop . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Data Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Open Enterprise Software . . . . . . . . . . . . . . . . . . . . . . . . . . 24Enterprise Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Application (Menu tab) . . . . . . . . . . . . . . . . . . . . . . . . 25Ribbons/Panels . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Takeoff Ribbon . . . . . . . . . . . . . . . . . . . . . . . . . . 26Grid Ribbon . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Collapse the Ribbon . . . . . . . . . . . . . . . . . . . . . . . . 26Navigation Pane . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Enterprise Windows/Screens . . . . . . . . . . . . . . . . . . . . 28Sort Grids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

vi ENTERPRISE SOFTWARE GETTING STARTED GUIDE

Filter Grids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Custom Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Modify Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Remove Columns . . . . . . . . . . . . . . . . . . . . . . . . . 31Add Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Resize columns . . . . . . . . . . . . . . . . . . . . . . . . . . 32Move Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . 33Freeze Columns . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Move/Add Rows. . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Rearrange Grids/Tables . . . . . . . . . . . . . . . . . . . . . . . . 34Collapse/Expand Panes . . . . . . . . . . . . . . . . . . . . . . . . 34Dock and Undock Panes . . . . . . . . . . . . . . . . . . . . . . . 35

Undock Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Dock Panes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Screen Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Open Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Manage Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Set Typeface/Formatting . . . . . . . . . . . . . . . . . . . . . . . 37Restore Defaults. . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Additional Functionality . . . . . . . . . . . . . . . . . . . . . . . 38

4 Enterprise Maintenance. . . . . . . . . . . . . . . . . . . . . . . . . 39Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Nightly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Daily . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Weekly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Program Assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Accessing the Online Help . . . . . . . . . . . . . . . . . . . . . . 41Trimble MEP Client Services . . . . . . . . . . . . . . . . . . . . . 42

ENTERPRISE SOFTWARE GETTING STARTED GUIDE 7

1C H A P T E R

Introduction 1

In this chapter:

Enterprise Overview

Software Requirements

This guide provides the information you need for the following:

• Install the different editions and components of the Enterprise software

• Open the Enterprise software application

• Familiarize yourself with the software

• Uninstall various components of the application

This Guide assumes that you already understand basic Microsoft Windows® operating system procedures. If this is not the case, Trimble recommends that you review the Windows online help available from the Start menu. You can also take a beginning class. These are available in most areas. Ask your computer dealer for suggestions.

1 Introduction

8 ENTERPRISE SOFTWARE GETTING STARTED GUIDE

Enterprise OverviewTrimble® Accubid Enterprise is a specification-driven, multi-user estimating and project management system designed specifically for specialty contractors.

The Enterprise software consists of the following modules:

• Enterprise Estimating This is the estimating module. In this module, you set up your projects/estimates, take the job off, review the bill of materials and analyze your bid. Depending on your licensing, this module may include Estimating, Change Management, or both.

• Enterprise Manager The Enterprise Manager allows you to create, modify, and manage various components used by the Enterprise software - from items and assemblies to takeoff pads and specifications to user permissions and companies.

• Enterprise Item Update The Item Update module provides you with the tools to update material prices with the most current prices from a number of different pricing services. You also have the ability to update vendor pricing in this module.

• Enterprise Reporting The Enterprise Reporting module allows you to design and run reports using the data in the Enterprise software application.

Features Comparisons

The Enterprise software is available in multiple editions, with a solution tailored for every budget. Refer to the mep.trimble.com website under Products / Estimating / Trimble® Accubid Enterprise Estimating for more details.


Introduction 1

Software RequirementsBefore you begin installing your Enterprise software system, you should verify that:

• Your computer meets the recommended system requirements (provided to you with your sales proposal or available on our website).

• Your product package includes all the necessary items. These are listed below.

– ONE Enterprise installation DVD

– ONE security device

– ONE Trimble® Accubid Enterprise Getting Started Guide

If you are missing any of these items, please contact Trimble MEP Client Services. See page 41 for contact information.

1 Introduction



2C H A P T E R

Install Software 2

In this chapter:

Preliminary Steps

Installation ProceduresB Tip – These instructions detail

installing the Enterprise software application. If you also purchased Trimble® Accubid LiveCount™, refer to the LiveCount Getting Started Guide for detailed instructions on installing this software product.

2 Install Software


Preliminary StepsBefore you install the software, take the following actions.

• Close down all Microsoft Windows® based applications on the computer/server, including e-mail software.

• Attach Security Device to the Server To run an Enterprise software module from any workstation, you must have a local security device attached to your server or workstation (depending on whether you are installing the Server Edition or the Desktop Edition of the Enterprise software). You can attach the security device to any of your available USB ports. If all your USB ports are occupied, you can purchase a USB hub to provide additional USB ports. Trimble recommends that you attach the USB security device before you install the program

B Tip – To ensure proper performance, the Enterprise software application should not be installed on a server used for any other enterprise level applications (for example, enterprise mail, CRM, ERP, accounting, and so on). Trimble MEP Client Services cannot guarantee proper performance and/or usability, or smooth troubleshooting, if the Enterprise software is installed on a server used for any other enterprise application.

Common Installation Commands• During the installation process, you will see the following in many of the windows.

• To proceed with the installation and advance to the next window, click Next.

• If you want to return to the previous page, click Back.

• If you want to discontinue the installation, click Cancel. You will be asked to confirm the cancellation. Click Yes if this is your intent. If you pressed the Cancel button in error, click No and the installation will continue.

• Finish completes the installation.

The next chapter steps you through the software installation.


Install Software 2

Installation Procedures1. Log on to your workstation as the workstation administrator (not the network

administrator).

2. Insert the Trimble Accubid Enterprise DVD into the appropriate drive of your computer. The installation automatically opens.

If the installation does not start a few seconds after you insert the installation DVD, proceed as follows:

– Double-click on the My Computer icon.

– Locate the drive containing the installation DVD. Click on it to display the contents of the DVD.

– Double-click AutoRun.exe to open the main installation screen.

3. In the Trimble Accubid Enterprise Install screen, click the Install all items checkbox.

Note – The Install Enterprise application checkbox is automatically selected.

4. The Enterprise software requires Microsoft® .NET Framework Full. If this software component is not detected on your computer, you will be prompted to install the application. Click Install then follow the prompts to complete the installation.

2 Install Software


Note – If the installer detects this software on your computer, this screen does not display. Go to Step 5.

5. In the welcome screen, click Next to begin the installation.

6. The License Agreement displays on the screen. Read the agreement. Choose I accept the terms of the license agreement and then click Next.


Install Software 2

B Tip – You must accept the terms of the agreement to proceed with the installation. If you want a hard copy of the agreement, click Print.

7. The Customer Information screen displays. Enter a User Name and Organization name in the fields provided. Click Next.

Note – The screenshot above contains information for illustration purposes only. The information displayed in your screen will be different.

2 Install Software


8. The Custom Setup screen allows you to choose the Enterprise modules you want to install. You can also specify the installation location. .

Client Option only

– Click Enterprise and then click Next.

– The Ready to Install Program screen displays. Click Install.

This illustration displays all options off (the default). You must select the appropriate modules by clicking on each.

This illustration displays all options on after selected. Your screen will display according to the options selected.


Install Software 2

Application Server option

If you choose the Server option standalone in combination with the other options, additional information is required (detailed in the following screens).

– In the SQL Server Instance Selection screen:

– Click and select an existing instance for the Enterprise database.

OR

– Enter a desired name in the field.

– Enter SQL account information

Note – The information provided below is the Enterprise software default. If you are using your own instance, you will have to use the credentials created when you setup the instance.

B Tip – Trimble recommends that you click Test to confirm the database connection before proceeding.

Click Next.

User Name sa

Password Enterprise1!

2 Install Software


9. If the selected server detects any existing Enterprise databases, the SQL Server Database Selection screen displays. All existing databases are located and automatically displays in the “include” column. If you wish to exclude any of the listed databases, click on the database name and then click to move it to the exclude column.

Click Next.

10. The Ready to Install the Program screen displays. Click Install. The installation routine begins installing all required files for the Enterprise software.


Install Software 2

11. When the installation is complete, click Finish.

12. You will be prompted to restart your computer, click Yes.

Note – You must restart your computer before you can use the Enterprise software.

The Enterprise software application is now installed on your computer. Refer to the following chapter for more information, including:

• Open the Enterprise software

• Get acquainted with the Enterprise program screens.

2 Install Software



3C H A P T E R

Get Started! 3

In this chapter:

Windows® Navigation

Open Enterprise Software

Enterprise Navigation

The Enterprise software consists of multiple components, including the main Enterprise application and the Enterprise Manager (refer to “Enterprise Overview” on page 8 for more details).

3 Get Started!


Windows® NavigationThe Enterprise software application uses standard Microsoft® Windows® features. This topic details general program functionality within Windows Operating Systems. If you need more information, Trimble recommends that you take an introductory class. Contact your computer dealer or local community college for class information.

Windows-based ProgramsTo start Windows-based programs, use any of the three following methods:

• Double-click the icon on the desktop.

• Right-click the icon on the desktop. From the menu, click Open.

• Click on the program icon from the Windows Start menu.

Dialog Boxes

Enterprise, like other Windows-based programs, uses dialog boxes as a convenient way to enter information for the program to use. You commonly enter information in a dialog box by clicking on and typing directly into the empty field. Dialog boxes may also allow you to choose from information in a list. Enterprise indicates that a list exists by displaying or an ellipsis .

Tree Structure

Enterprise data use tree structures for accessing data in many of the windows. The graphic below illustrates the Piping Items (Master) window

1. Click or to expand a given level.

2. Once you have drilled down to the appropriate data, click on the item. The window for that item displays.

3. Click or to collapse a given level.

4. Click a folder to show the contents of the folder on the right.


Get Started! 3

Drag and Drop

Drag and Drop is available in some of the windows in Enterprise. This feature is beneficial when you are using Takeoff or building Assemblies. To use the drag and drop method to move an item, complete the following steps.

1. Locate the item you want to move.

2. Click the item you want to move.

3. Without releasing the mouse button, drag the item the new location

4. Release the mouse button when the item is in its new highlighted location.

Data Selection

You can select individual or multiple items for various purposes.

Range

Click on the first item in the range. Hold your [Shift] key down and then click on the last item in the range. Note: In some windows, you may be able to click and drag to select items.

Individual

Click on the first item you want to select. Hold your [Ctrl] key down and then click individually on each item you want to select.

3 Get Started!


Open Enterprise SoftwareNavigate to the Windows Start menu and then click Trimble. Click the Enterprise software module you want to open.

B Tip – If you want the Enterprise icons on your Desktop, you must create the shortcuts.

When you open any Enterprise software application, you must specify the location of the application server. This allows you to attach to different servers for each application.

You can click the Do not show again checkbox if you always use the same server for a particular application. The selected server will automatically be used each time you run the application.

B Tip – If, at a later date, you want to use different servers, you can change this setting under Settings / Options. Refer to the online help system for more details.


Get Started! 3

Enterprise NavigationThe Enterprise software application uses additional navigation methods, such as Ribbons and Navigation panes. These methods of navigating the software provide easy access to the modules you need to use in the application.

Application (Menu tab)

The Menu tab provides access to various tasks, such as printing, saving, exporting your drawing to other formats, and so on. When you click on the Menu tab, a menu opens. Click on the procedure you need.

Ribbons/PanelsThe Ribbon provides easy access to more commonly used Enterprise commands. The ribbon includes tabs and panels. The ribbons in each application (Estimating, Enterprise Manager, Item Update, or Reporting) differ slightly based on functionality and the information required in each.

3 Get Started!


Takeoff Ribbon

Grid Ribbon

B Tip – Some commands may be unavailable until you move your focus (click) in a specific pane in the window or begin another process.

Collapse the Ribbon

The Ribbon opens automatically when you start the Enterprise software.

• To collapse the Ribbon, click in the upper right corner of the ribbon panel. OR Press [Ctrl]+[F1] on your keyboard.

• The tabs display along the top of your screen without the commands (similar to menus).

• When you click a tab, all commands display on the ribbon, allowing you to make your selection. When you are done, the ribbon collapses to tabs again.

• If you want to view the entire ribbon (with tabs) in your window again, click in the upper corner of the ribbon panel. OR Press [Ctrl]+[F1] on your keyboard. The tabs display with the panels (not collapsible).

Navigation Pane

Many of the windows in Enterprise include a Navigation pane. The Navigation pane allows you to easily move from one module to another by simply clicking a button. This pane is located on the left side of the windows.


Get Started! 3

The graphics below illustrate the Navigation panes for the Estimating and the Enterprise Manager software modules. Other Navigation panes are designed in a similar manner, but include buttons that are associated with the module you are working with.

You can change the look of the navigation bar by clicking the Menu tab and then Settings / Options.

Expand Setting Group: Appearance and change the Navigation bar settings

3 Get Started!


Enterprise Windows/ScreensAll Enterprise program screens share a common look, feel, and behavior. This section describes the various screen components and also provides instructions that enable you to customize and use the screens. The window below illustrates the Extension in the Estimating module. Other windows/screens and navigation panes within the application are similar.

You can customize many of the Enterprise software screens, controlling both the appearance and contents of the screen.

Sort Grids

On most grids, you can control the order in which rows are displayed. You can sort the rows using any of the available column headings. For example, you can sort the Project Schedule screen by Project Name or Number, in ascending or descending order.

1. Click the heading of the column you want to sort. The column heading will appear highlighted and an up or down arrow displays in the column heading OR Right-click on the header and select Sort Ascending or Sort Descending from the


Get Started! 3

pop-up menu. OR Go to the ribbon tab and click Sort Ascending or Sort Descending.

2. The direction of the arrow in the header indicates the sort-type:

• Pointing down indicates a descending sort.

• Pointing up indicates an ascending sort.

Click the header arrow or use the pop-up menu or ribbon button to switch between ascending and descending order.

B Tip – Ascending order sorts the content first numerically from low to high, then alphabetically from A to Z. Descending order works opposite from ascending.

Clear Sorting

Right-click in the header and then click Clear Sorting from the pop-up menu. OR Go to the ribbon tab and click Clear Sorting.

Filter GridsYou can filter grids so that only those rows that share a certain value in a certain column will be displayed. For example, you can filter the Extension screen so that only those rows with a List Price value of 0.00 displays.

3 Get Started!


1. When you hover your mouse over a column header, the filter icon displays. Click on the icon and a list of filtering options displays for selection.

2. Select a filtering option from the list.

Custom Filters

You can also create a custom filter using multiple criteria.

1. In the selection list, click Custom. The Custom AutoFilter dialog opens.

2. Click and select a filtering operator from the first list and then enter a value in the field.

3. If you want to include additional filtering options, click the And option button or the Or option button and then click and select a second operator from the list. Enter a value in the field.

4. Click OK. The screen displays only the data that matches your selections in the Custom AutoFilter dialog.


Get Started! 3

Clear Filters

To clear filters from the window, click the Filter icon in the header again and then select All from the list.

Modify ColumnsFrom any screen with a grid, you can resize a column, add or remove a column, change the location of a column, or freeze columns so that they stay locked in place as you scroll horizontally. Any changes you make to column widths or positions are saved as part of your user profile when you exit the program.

Remove Columns

1. Right-click over a column heading and select Add/Remove Columns from the pop-up menu. The Customization dialog displays.

2. Click on the header for the column you want to remove. Drag and drop it to the Customization dialog.

3. Repeat these steps for each column you wish to remove.

B Tip – You can remove a column by clicking an dragging a column header to the bottom of the screen.

3 Get Started!


Add Columns

1. Right-click over a column heading and select Add/Remove Columns from the pop-up menu. The Customization dialog displays.

2. Click on the column header that you want to add to your screen from the Customization dialog. Drag it to the headers in the window and drop it where you want it to display.

3. Repeat these steps for each column you wish to add.

B4.You can also double-click on the name within the dialog. The column is added to the end of the grid. It can then be moved where you want it within the grid.

Resize columns

1. Rest your mouse pointer between the columns you want to resize. Your pointer changes to a double sided arrow.

2. Drag the grid boundary in the direction based on how you want to resize the row or column.

B Tip – You can also automatically resize one or more columns by right-clicking on the column header and then clicking Best Fit (for the selected column) or Best Fit (All Columns) from the pop-up menu.

Arrows indicate you are in an acceptable location to drop the header.


Get Started! 3

Move Columns

1. Position your pointer over a column heading.

2. Drag and drop the column heading between the column headings where you want it to display.

Freeze Columns

This feature allows you to freeze a column so that it remains locked in place as you scroll.

• Right column over the column header you want to freeze and then click Freeze Left or Freeze Right from the pop-up menu. You can freeze as many columns as you wish.

• To unfreeze a column, right click over the “frozen” column header and the click Not Frozen from the pop-up menu.

Move/Add RowsIn many grids, you can move a row to a different location within the grid.

• Drag the row from its current location and drop it where you want to reposition it. OR Right-click on the row and selecting either the Move Up or Move Down from the pop-up menu.

• To add a row between existing rows, right-click in the grid where you want to add a row and then click Insert Before or Insert After from the pop-up menu.

Arrows indicate you are in an acceptable location to drop the header.

3 Get Started!


B Tip – You only move rows when the grid is unsorted. To remove the sorting from a grid, right click over a column heading and select Clear Sorting.

Rearrange Grids/Tables

B Tip – The features described in this section may not be available in all window.

You may want to hide certain panes (frames) within the various windows. This conserves window space, giving you more room to work within a given window. Note: If you make changes and want to restore your screens back to the defaults, see the Layouts topic for instructions.

Collapse/Expand Panes• Click the button to hide the pane. The pane is collapsed a tab displays. You can

hover your mouse over or click the tab and it will display once again.

• If the pane is closed and you want to reopen it, click and the pane will once again display.

• You can also right-click on the header and then click Auto Hide from the pop-up menu.

Note – Depending on where you are in the program and/or what you have selected, the appearance (color and size) of the thumbtack may vary.


Get Started! 3

Dock and Undock PanesYou can dock and undock certain panes within various windows. This allows you to move specific panes “out of the way” when you are not working with them. If you have dual monitor setup, you can move undocked panes to the second monitor, which improves the available working space on the primary monitor.

Undock Panes

1. Click in the header of the pane you want to undock.

2. Drag the pane to the desired location. OR You can also right-click on the header and then click Float from the pop-up menu.

Dock Panes

You can dock panes almost anywhere: on top of another, top, bottom, left, or right. The Enterprise software makes it easy to see exactly where the pane will display by using navigation tools and shading.

• When you want to dock a window, click in the heading and start dragging it. The Navigation tools display.

• As you move the pane, the navigation tool guides you to acceptable docking locations.

3 Get Started!


• Move the pane until your mouse is over the navigation tool.

• Position your mouse pointer over the center or any of the arrows of the navigation tool. This determines where the pane will e docked.

• Drag the pane to the desired location. When you are in a location that allows docking, the area will be shaded. The shaded area is where the pane will be placed/docked.

B Tip – You can also double click on the header to return it to the last docked location.

Screen LayoutsYou can define different layouts for your Enterprise screens. These layouts include Typeface and formatting. Keep in mind that when you set and select a new layout, it is a system-wide setting (affects all screens) within the specific module you are working in. For example:

• If you make screen layout change within the Enterprise Manager, all screen will display the same layout.

• The screen layout changes made in the Enterprise Manager do not affect the Estimating, Change Management, and so on.


Get Started! 3

Open Layouts• Click the Layouts tab (available in most windows).

• If you have previously created any layouts, you can select the one you want to use from the list.

Manage Layouts

Go to the Layout tab, and click Manage Layouts . The Layouts window opens.

1. To add a new layout, click in the Layout pane and then click Insert Above or Insert Below . The Add Layout dialog opens.

2. Enter the new layout name in the field.

3. Click to select a layout to copy from.

Note – This provides a basis for you new layout.

4. If you want the new layout to be a global layout (available for all users), select the Save layout as Global checkbox .

5. Click OK.

Set Typeface/FormattingIn the Layouts window, you can modify typeface and formatting in the right pane of the window.

1. In the Typeface field, click to select from the list.

2. In the Point Size field, enter a size.

Note – Trimble recommends that you keep the size reasonable. Higher point sizes will make viewing data on-screen difficult.

3. Select the appropriate checkboxes for Bold, Italic, or Underline.

4. Click Close when you are done.

3 Get Started!


Restore DefaultsAt any time, you can click the Restore Layouts button to change all screens you modified to the default. This includes changes you made in Grids and Tables.

Additional FunctionalityThe Enterprise software Getting Started Guide is intended to introduce you to the functionality of the software. Please refer to the online help system for other features. The online help system provides detailed instructions on entering information in the database, as well as important information pertaining to each software module.


4C H A P T E R

Enterprise Maintenance 4

In this chapter:

Maintenance

Program Assistance

4 Enterprise Maintenance


Maintenance The following processes are created in the SQL Server to perform routine maintenance on the Enterprise software application.

Nightly• Check database integrity

• Shrink database (remove unused space)

• Update statistics

• Backup database

• Remove transaction logs older than today

• Remove full backups older than three days

• Remove history older than 1 week

DailyTransaction log backup (every 4 hours from 0600 to 2200)

WeeklyRe-organize index



Program AssistanceIf you encounter a problem while using the Enterprise software product, you can obtain assistance to resolve the problem. In addition to the comprehensive online help system provided, you can contact a Trimble MEP Client Services.

Accessing the Online HelpThe online help is easy to use and is accessible through any of the following methods:

• Press the [F1] key at any time while using the program to display help for the current screen or dialog.

• Click Menu tab in any screen and then select Help. You can scan the Table of Contents, use the Index, or the Search functionality to find the information you are looking for.

• Use the Index tab to locate key words throughout the help system.

• Use the Search tab to find specific words used in the help system; for example, you might search for the word delete for instructions on deleting certain data from your system.



Trimble MEP Client ServicesBefore calling MEP Client Services, we suggest you consult the online help. Many of the common questions are covered in this system.

Trimble MEP Client Services (Enterprise software) is available between 8:30 a.m. and 8:00 p.m. Eastern Time, Monday through Friday.

Note – We are not available on major holidays.

To benefit most from our Product Support Department, please comply with the following guidelines before making contact:

• Please be at your computer when you call, as our Support Representative may have to guide you through the instructions step by step.

• You may also be asked to provide the following information:

• The product name and version (For example, Enterprise Estimating, and the version).

• The operating system you are using (For example, Windows® Vista®, or Windows® 7).

• A detailed outline of the problem, whether you can repeat the problem, and what you were doing when the problem occurred.

North America

Toll-free Telephone

Toll-free Fax

1-800-361-3030

1-888-363-5466

Outside North America

Telephone

Fax

1-905-761-8800

1-905-761-1234

Internet e-mail [email protected]

Website mep.trimble.com



If you call our Product Support Department after regular support hours:

• Please leave a detailed message on our voice mail system. We will review your call the next business day.

• You can also fax or e-mail our support representatives. We will review your submission and contact you the next business day.

Trimble® Accubid Enterprise | Getting Started Guide...1 Introduction8 ENTERPRISE SOFTWARE GETTING...

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