====== Speed-Quote Tutorials ====== ===== How do I change from using a Stand-alone Client to connecting to a Speed-Quote Server ===== 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 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 to set up the users in our online manual: [[http://www.apptastic.com/manual/index.html]]// Speed-Quote works in 3 different ways: - **Stand-Alone** mode - the data and pictures are stored on the computer that has Speed-Quote installed. Only that copy of Speed-Quote can see the data on that computer. - **Connected** mode - the data and pictures are stored on a Speed-Quote Server computer. Any copy of Speed-Quote that is connected to that Speed-Quote Server can see the data on the Server. - **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 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.