IntelliBid version 7 has been released to the general public for several weeks and with most customers upgrading from IntelliBid version 6, there are a few questions that come in to ConEst regarding upgrading. As with any software upgrades, there are a few simple procedural steps that have to be followed to make the transition smooth and uneventful.
For this week’s Tip, let’s take a walk through the installation and upgrade process for IntelliBid version 7. Whether you have downloaded the upgrade from the ConEst Community Center or received a CD from us in the mail, we can begin the upgrade process by launching the CD from the drive or clicking on the IntelliBid icon that was downloaded and unzipped.
Follow the prompts on the Installation screens and let IntelliBid install itself where it needs to (the Default locations) by clicking the NEXT button until the Installation is finished. Once the installation is complete a small widow pops up with this message:

  1. InstallPic_1This prompt is asking if you would like to create a NEW IntelliBid version 7 Database on your computer or on the Network. Since this is a new installation or upgrade from version 6, it’s highly unlikely that you have a version 7 database installed, so you need to create one now. Click YES.Note: If you have IntelliBid version 6 and its associated database installed on your computer (or Network), you need to create a version 7 database for the v7 software to function. The reason behind this is that, IntelliBid version 6 ran on a Microsoft Access database. With IntelliBid version 7, the platform has changed to the more robust Microsoft SQL Server 2005 platform. In order for IntelliBid version 7 to work, you need to create an SQL Database.
  2. The next step (below) is to enter the ‘sa’ (System Administrator) Password. This is the same password that was entered prior to this point of installing the software, when the SQL Server application was installed on your computer or Network . It’s always a good habit to write down passwords and keep them somewhere safe.

    Note:
    the Default Password for the SQL Server is C0nest32! (C – zero – nest32 – exclamation). What this means is, if you did not enter a Password at the time of the SQL Server installation (you elected to change it with your own) or just clicked the NEXT button in your haste (meaning you accepted the default password), the Password would now be the default C0nest32!
    (C – zero – nest32 – exclamation)
    for this input box. If you’re not sure, just type in C0nest32! and see if it works. If not, then it must be the Password you entered.Enter a Password then click NEXT
    InstallPic_2
  3. The next screen (below) will ask if you would like to import data from the version 6 database into IntelliBid version 7 or, create a brand new database with IntelliBid version 7.
    1. Check ‘YES’ to Import Data from version 6 database. This selection is good for those of you who have spent valuable time creating and/or modifying your own assemblies, adding items to the database to customize it for your business, modifying the Substitution groups, or otherwise customizing it for your business. If you decide to convert your database to version 7, it will not include extensive additions and changes made to the version 7 database, access to any new Assemblies, Substitutions, Database Items, Reports or any of the other enhancements available with the version 7 database. The two databases cannot be combined. Look for future tips on ways to import version 6 Assemblies, Database Items, Substitution groups and more.
    2. Clicking ‘NO’ will not bring over any version 6 database information. The installation process will continue and create an IntelliBid version 7 database, allowing you to enter new jobs and new information starting from scratch utilizing all new Assemblies, Substitutions, Reports and so on. There is an import function in Item Maintenance to import items from your version 6 Item Database, so you will be able to take advantage of the updates made to the IntelliBid database and retrieve work you have done in version 6.

    Make your selection and click NEXTInstallPic_3

  4. The next screen (below) simply asks you for the ‘sa’ (System Administrator) password once more (C0nest32! is the default if you didn’t choose one earlier) and also asks for a ‘ConEst’ Login Password that allows you to launch IntelliBid and for version 7 to talk to the SQL Server on your computer or Network server. It then asks you to confirm the Password for accuracy.

    Note: the ‘ConEst’ Login Password is used when performing Maintenance on the Database, creating a New Database, performing Backups and so on…. Keep it simple and keep it secure.

    When the Passwords have been entered click the CONNECT button.InstallPic_4

  5. The next screen (below) will look like this one. Most of the Input Boxes have been populated for you except for the File Repository Folder. The Repository Folder is typically located in your C: Drive (your Main Hard Drive). The illustration below indicates that a RED information button is asking where the Repository Folder can be found. Click on the small Square button to the right of the RED Info button. A new window opens allowing you to navigate to the Repository Folder. It is located in:

    My Computer -> C: Drive -> Repository.

    Click on the Repository Folder to highlight it and click OK.
    Note: If the Repository folder is not listed in your C: Drive, you can easily create a folder by clicking the Make New Folder button and naming it Repository and click OK. The Repository Folder houses the IntelliBid Dictionary, Reports, Job Vue Images, and much more.InstallPic_5

  6. The window should now look like this one below. Every Input Box is filled out with the correct locations and information. You now have two choices in the lower area called System Data.

    1. Use Default System Data will use the standard IntelliBid version 7 system data to build a new database giving you access to all new Assemblies, new items to the database, new reports and more. This option is good for those who are installing version 7 as a brand new first time install. Also, if you are upgrading from version 6 to version 7 and didn’t do much work to modify the version 6 database, use this option. If you elect the latter option you can import your version 6 jobs and any Assemblies or items over to the version 7 system after the database has been created.
    2. Import Legacy System Data will import all the Legacy (IntelliBid version 6) data such as the entire version 6 database, the Assemblies, Reports, Substitutions and more into version 7. This option is good for those of you who have created many assemblies, spent hours adding items to the database and creating your own Substitutions. The only drawback to this option is that, you will not have the new version 7 database and all the new Database items and Assemblies that were created, Substitutions and so on. Note: future tips will address importing information into the version 7 database.

    Click the CREATE DATABASE button and wait the estimated time. Depending on your computer, it could take more or less time.InstallPic_6

  7. After the Database has been created, another window will acknowledge your ‘SA’ Password and remind you to keep this Password in a safe place in case you need to perform certain database related tasks.

    Click the NEXT buttonInstallPic_7

  8. The Final screen below indicates that you have successfully installed IntelliBid version 7 ! You now have one final choice:

    1. Restart the computer
    2. Wait until later to restart the computer

    Click FINISH buttonInstallPic_8

  9. Once the installation of IntelliBid version 7 is complete, it would be a good time to launch the software and begin exploring your new V7 IntelliBid estimating software. We suggest you launch the self-paced videos from the Job Registration selection to become acclimated to the flow and operation of the new version 7 software. To launch the software, locate the IntelliBid v7 icon on your desktop and click to launch the software. An input box asks for the User ID and Password. The default name for both boxes is: (in lower case)

    User Id:admin
    Password:admin

    Note: the admin User ID and Password are for the initial setup procedure and should not be used for day-to-day login’s. To change the User Id and Password, go to the Maintenance section and within the User Access area you can create a new User ID and Password for yourself and others that will be using IntelliBid version 7. For your convenience, by placing a check in the Remember Me box, IntelliBid will remember the User ID and Password and will not display this input box again.InstallPic_9

 

 

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