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--- public:tutorials:addingserver [2012/10/17 14:20] – created dave
+++ public:tutorials:addingserver [2025/05/22 21:53] (current) – external edit 127.0.0.1
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 Question:
-I have been the only Speed-Quote user in my company and Speed-Quote is only installed on my computer.  We have just put Speed-Quote on a new computer for someone else to use and are now going to start using a Speed-Quote server to hold all of the information.  The new user cannot see my Master Entry Sheet products or and of my quotes.  How can we set Speed-Quote up so we can both share the information?
+I have been the only Speed-Quote user in my company and Speed-Quote is only installed on my computer.  We have just put Speed-Quote on a new computer for someone else to use and are now going to start using a Speed-Quote server to hold all of the information.  The new user cannot see my Master Entry Sheet products or any of my quotes.  How can we set Speed-Quote up so we can both share the information?
 Answer:
-If the Speed-Quote Server has not been installed, download and install the [[http://www.apptastic.com/enterprise_programs.html|Speed-Quote Server Software]] and follow the instructions for Server Setup in our online manual: [[http://www.apptastic.com/manual/index.html]]
+//If the Speed-Quote Server has not been installed, download and install the [[http://www.apptastic.com/enterprise_programs.html|Speed-Quote Server Software]] and follow the instructions for Server Setup to set up the users in our online manual: [[http://www.apptastic.com/manual/index.html]]//
 Speed-Quote works in 3 different ways:
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   - **Briefcase** mode - Speed-Quote usually acts like it's in Connected Mode, but if the user has to work on the data away from the office (such as at a trade show) Speed-Quote can take a copy of the data to use when it is away from the Speed-Quote Server.  When the user gets back to the office and Speed-Quote can talk to the Speed-Quote Server, any changes made while away will be sent back to the Speed-Quote Server.
-The way to move your existing information from a Stand-Alone Speed-Quote is to change Speed-Quote to Briefcase mode.  Before you do this, please back up
+The way to move your existing information from Stand-Alone Speed-Quote is to change Speed-Quote to Briefcase mode.  Before you do this, please back up your existing data just to be safe.  You can back it up by:
+  - Clicking "Start Menu -> All Programs -> Speed-Quote Enterprise -> Open Speed-Quote Folder"
+  - Copying the "Databases" and "Pictures" folder and pasting them in another location on your hard-drive outside of the SQEnterprise folder.
+Once the data has been backed-up we need to change Speed-Quote to Briefcase Mode:
+  - Start Speed-Quote and open a database
+  - Open the Preferences window (File Menu->Preferences) and go to the Networking tab.
+  - Change the "Speed-Quote Network Mode" to Briefcase.\\ {{:public:tutorials:preferences_networkmode.jpg|}}
+  - Type the name of the Speed-Quote Server computer or it's IP Address into the "Host Name" edit box.\\ {{:public:tutorials:preferences_networksettings.jpg|}}
+  - Close the Preferences window by clicking the "OK" button
+  - Restart Speed-Quote
+  - If Speed-Quote can talk to your new server, you will be asked which mode you would like to work in.  Select "Connected Mode" and Speed-Quote will synchronize the local data with the Speed-Quote Server.\\ {{:public:tutorials:selection_connection_mode.jpg|}}\\ For more information please see our online manual under the [[http://www.apptastic.com/manual/synchronizingtoserver.htm|Tutorial->Starting->Synchronizing to server]] section.
+  - Once the data has been moved to the server, you should be able to work with Speed-Quote as you normally do, but the data will now be shared with the other users.
+  - Using the Preferences -> Networking as detailed above, set Speed-Quote to work in "Connected" mode if you will always connect to the Speed-Quote Server.