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 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:

1. 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.
2. 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.
3. 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:

1. Clicking “Start Menu → All Programs → Speed-Quote Enterprise → Open Speed-Quote Folder”
2. 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:

1. Start Speed-Quote and open a database
2. Open the Preferences window (File Menu→Preferences) and go to the Networking tab.
3. Change the “Speed-Quote Network Mode” to Briefcase.
   
4. Type the name of the Speed-Quote Server computer or it's IP Address into the “Host Name” edit box.
   
5. Close the Preferences window by clicking the “OK” button
6. Restart Speed-Quote
7. 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.
   
   For more information please see our online manual under the Tutorial->Starting->Synchronizing to server section.
8. 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.
9. 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.