Installation instructions
Contents
1. drive for each workstation Appraisal Studio Server Installation An Appraisal Studio network installation actually consists of two types of installations The server installation which is performed only once on the server and the workstation or client installation which is performed on each workstation intending to run Appraisal Studio To install Appraisal Studio network to the server e Choose Server Stand Alone Single or multiple users on single computer from the Configuration setup menu Figure 3 A e Click the Install This Program to start the installation process Move though the installation wizard by clicking the Next or Yes buttons It is highly recommended that you install to the default destination location which is C ProgramData United Systems Appraisal Studio 5 for a server running Vista or C Documents and Settings All Users Application Data United Systems Appraisal Studio 5 for a server running Windows 2000 or Windows XP You can cancel the Appraisal Studio installation at anytime by clicking on the Cancel button The installation process installs all the necessary shared files to the server At the end of the installation you may be prompted to reboot the computer It s always a good idea to reboot the computer to give the operating system a chance to update any system settings The server installation does not install any desktop icons or program groups Page 9 of 19 Zaio Confidential t2. Account Number Activation Code cne Trial Version Your trial period will expire in 30 days Continue Trial Evaluation Figure 5 B Page 14 of 19 Zaio Confidential te ZQ O m Configuration After you install Appraisal Studio you need to make some initial configuration settings To configure your Appraisal Studio software click on View in the menu bar and click on Options To choose the administrator features click on the Administration tab This will display Administration options Figure 6 A Quick Actions W Display Properties T a late Manager Refresh F5 When logged in as the Administrator you have additional options that govern how other users interact with Appraisal Studio These options include restricting other users from entering deleting or editing company information such as company s name and address adding and deleting users changing passwords of existing users managing digital signatures and Administration Tools To restrict users from changing such information click on the Restrict user from entering name and address box in this window Administration Tools Appraisal Studio has some tools available for the administrator Figure 6 B These tools consist of Appraisal Studio Settings Database Utilities File System Maintenance tools and Workstation Configuration Tools One of the Database tools is Synchronize Database and Document File
3. Appraisal Stuaif Installation and Support STRICTLY CONFIDENTIAL FOR APPRAISAL STUDIO LICENCEES ONLY United Systems Software Company 2008 Page 1 of 19 Zaio Confidential i CUO i Table of Contents GENO HE a Ea EE E E AEA TOE 3 PO all ell SUO UDOT ea E E 3 Appraisal Studio Requirements c ccseccccsssececcesececcessececauececeeneceeceuseecsuseececeuneceeseeeceseuneceteuecessenaeeetas 4 GEPA STO CG aea a E ENEE EEEE EE ANEO EA 5 Computer Screen CONS UF AU O sesrreirr eeren a E E EEA 5 Installation Considerations sssssssoocccccccccccccccccccessseseosoooooooocoocccccccecesssssssossooosooosocccccccceeee 6 MO O O EAEE AET 11 PTO SO a r A EEE ETR 14 Conr O erna NEATE EE OOE A A 15 Previous Appraisal Studio Data Using Data Wizard sesseseseesesescesescesescecesoecoesoecoesoeoeseeo 19 Appraisal Studio Data Wizard ssesiisiernossriisr ninn E E EEE 19 Page 2 of 19 Zaio Confidential te ZQLO m Getting Help Appraisal Studio Support User s Guide The Appraisal Studio User s Manual contains comprehensive detailed information on using the software This manual includes step by step procedures reference information and demonstrations Technical Support lf after reading the user manual you decide that you require additional training with this program there are numerous options available United Systems offers you access to high quality responsive technical support We recognize that support
4. Gere bk Cie Thee Perform Selected Task Close Figure 6 B Upgrade Control This setting allows you to restrict successful software upgrades to only those software users who have made an identical setting It should only be set by or with the permission of the owner of the software license Whenever this setting is updated by the software owner United Systems Technical Support 800 241 4756 must be contacted to have your account profile updated Mote that you must be case specific so iF you use a combination of upper and lower case letters this must be carefully explained to all authorized users as well as Technical Support Failure to have a matching setting within United System s records will cause your software to become disabled License control setting Cancel Figure 6 C Zaio Confidential te ZQ O m To Add a New User In order for a new user to begin using Appraisal Studio the administrator needs to provide a user name and password A folder will be created with this user s name and the name will automatically appear on any reports that are created by this new user Only people logged in as Administrator can see the Administration tab e Click on New User button A The New User window will appear Figure 6 D If you have received a Signature Disk from United Systems you can use it to p add all of the users it contains in one step If you are using a signatur e dis
5. contact Technical Support and provide proof that they are in fact the To make sure you typed the password above exactly as intended please re type it in the box below IF the two entries do not match Appraisal Studio will alert you Verify Passwokd ne registered owner The Support Technician will be able to decrypt the forgotten password There will be a charge for this service User Tab Setup After configuring the administration tab the next step is to configure the remaining tabs To configure your company information and appraiser information enter this in the Figure 6 G User tab Figure 6 H This allows for the company information to print on the top of the appraisal forms If the company name and address is grayed out the user will not be able to modify this You can control how Appraisal Studio works on your computer by changing the settings below Since you can customize many items they have been divided into the categories shown on each tab Click on OK to save your changes information To have access to this information the administrator must uncheck the Restrict users from entering company name and address box in the Administration tab Briefcase Email Forms TrackingjBiling Administration e displayed information is used in form headers and on invoices Use the inControl Office Management System for other appraiser specific data Appraiser Name Certification License Number Issui
6. desktop icon and program group To run Appraisal Studio click on the desktop icon Follow the First Time Use instructions located on page 14 to access the Appraisal Studio screen for the first time Installing Appraisal Studio to a Dedicated File Server Network Requirements Make sure that the computer meets or preferably exceeds the minimum requirements stated in the Appraisal Studio Requirements section Note If you have a previous version of Appraisal Studio installed on your computer and it is your intent to reinstall Appraisal Studio it is highly recommended that you install Appraisal Studio in the same directory as the previous version If you install it into a different directory you will not be able to access the previous version Also close all programs before running Appraisal Studio s install program Map Network Drive on each Workstation Map a network drive on each workstation to point to a hard drive on the server You can skip this step if your network administrator has already mapped a network drive To map a network drive double click on the Network Neighborhood icon on your desktop Then double click on the server and right click on the drive where you are going to install Appraisal Studio Choose Map Network Drive and select a drive letter by clicking on the drop down box Repeat this process for each workstation It is a good idea to choose the same drive letter the C drive for the server and the F
7. file names you will have to update and or replace your network operating system What is a Network Networks are one or more computers connected to each other or to a central server allowing users to share resources such as documents or printers Networks are used to coordinate connect and control data in a structured timely and robust fashion Today s networks allow users to share various resources such as files or CD ROMs even if these resources are not actually present on their computer There are two types of networks Local Area Networks LAN and Wide Area Networks WAN Appraisal Studio can make efficient use of both of these networks A LAN is a network of computers and peripherals that extends over small areas usually one building or a small campus Appraisal Studio uses LAN to connect appraisers computers together to share files A WAN is any network that covers wide areas and requires special communication devices to make the connection over long distances and the need for telephone satellite or microwave equipment to facilitate the connection An example of WAN is the Internet Appraisal Studio uses the Internet to transmit appraisal reports to lenders Network Advantages There are many advantages for setting up a network These advantages include increased productivity electronic messaging sharing of files system and file security centralized file location easy file backups sharing of printers etc Increased produ
8. i Appraisal Studio 5 Appraisal Studio Configuration Select the appropriate configuration Figure 4 D ip Appraisal Studio 5 Confirm Installation Installer now ready to install the software Figure 4 E Page 12 of 19 The software is installing If you have a previous version of Appraisal Studio and the installation finds previous Appraisal Studio Data please refer to the Previous Appraisal Studio Data section at the end of this document for additional information The software has successfully installed Page 13 of 19 A Appraisal Studios Do Pe Installing Appraisal Studio 5 Figure 4 F E Appraisal Studio 5 Installation Complete Figure 4 G Zaio Confidential fe ZOWLO i To start Appraisal Studio click on the Start button from your workstation Select Programs United Systems and then click on Appraisal Studio or double click on the Appraisal Studio icon on the main desktop Appraisal Studio Login When you are starting Appraisal Studio for the first time the Login window screen will appear and ask you for a user name Welcome to Appraisal Studio Figure 5 A From the drop down menu click on the drop down Please select your user name From the list below to load arrow at the end of the User Name text box and choose the user Your stored user settings Only the Administrator account Admini d aor aan h reguires a password because khe Administrator h
9. Configuration server e Choose Server Stand Alone Single or multiple users on single computer from the Configuration setup menu Figure 3 A e Click Next to continue the installation process Server Stand Alone Single or multiple users on single computer e Move though the rest of the installation wizard by C Client Installs program files to access data on remote computer with Server installed clicking the Next or Yes buttons e Jt is highly recommended that you install to the default destination location which is e C ProgramData United Systems Appraisal Studio 5 for a server running Vista or C Documents and Settings All Users A pplication Data United Systems A ppraisal Studio 5 for a server running Windows 2000 or Windows XP You can cancel the Appraisal Studio installation at anytime by clicking on the Cancel button The installation process installs all the necessary shared files to the non dedicated server At the end of the installation you may be prompted to reboot the computer The server installation does not install any desktop icons or program groups In order to run Appraisal Studio you will need to perform the client installation on each workstation intending to run Appraisal Studio Select configuration of Appraisal Studio you wish to install Cancel lt Back i Figure 3 A Page 8 of 19 Zaio Confidential te 7CLO m Appraisal Studio Client Installation The client
10. ailable floppy drives If Appraisal Studio finds a signature disk it will add the user s name automatically Appraisal Studio will set a default password for each user it adds The default password is password Figure 6 E Install a User Manually You can control how Appraisal Studio works on your computer by changing the To install a user manually you first need a properly scanned signature disk settings below Since you can customize many items they have been divided Be 99 j into the categories shown on each bab Click on OK bo save your changes Click on No Signature C The User Properties box will appear Figure 6 E The user name field will appear highlighted Type the new user s name User Briefcase Email Eorms Trackingliling Administra and press the tab key This will move the cursor to the password field Type UP EU ee le SSIPTIE AR nese giier pial Ll WPS aS yo Laer z Guide before making any changes the user s password in both password fields I Restrict users from entering company name and address T Disallow all cloning of reports Note The password should be a maximum of eight characters For security Fee ee eere ec naineieae rece 9 66 99 reasons the password should not be the user s name Use password Administration Tools _ Upgrade Control default birth date or any other easily remembered word The users authorized to use Appraisal Studio at this office
11. aisal Identify Troubleshoot Advanced nioa Tai Studio will display incorrectly Menage Ta Click on the Appearance tab to make Figure 1 B OK e r a sure the font size is set to Normal in order to display the data and the forms correctly Figure 1 C Windows and buttons windows Classic style Color scheme Once you have set the computer resolution correctly click on Apply and Deset Sooo i wha then click on OK Bea Normal Advanced Depending on how you have Windows configured you may need to Lok J ema e restart your computer again Windows may ask you if you want to keep these settings select Yes right away If you delay or do not click on Yes Windows will revert back to its original settings After you change your settings close the control panel and make sure all other programs are closed before installing Appraisal Studio Figure 1 C Page 5 of 19 Zaio Confidential te Zao m i zz Installation Considerations Installing to a Network This section discusses how to install Appraisal Studio to a Peer to Peer network and to a Dedicated Server Client Server network From the beginning Appraisal Studio was designed to function on and take full advantage of today s networks While there are many advantages to networking your computers Appraisal Studio will still work on stand alone computers Note Appraisal Studio uses long file names If your network does not support long
12. ar Appraisal Studio Data Wizard when a previous version of Appraisal Studio is detected The Appraisal Studio Data wizard will take you through the steps to Previous Appraisal Studio Data Found move your existing data to the new version If the install is a Client install only the User Settings option is displayed because all data resides on the server A Click next to the items to check the information that you would like to have available in Appraisal Studio Check User Settings to migrate settings such as email configuration default fonts etc It is recommended that you have the Appraisal Studio Data Wizard migrate the user settings Note the disk space and space available amounts B Press Next to continue or Cancel to stop the data migration process S Appraisal Studio Data Wizard Migrating Appraisal Studio Data C The Migrating Appraisal Studio Data screen will appear D Press Next to allow the wizard to process the migration S Appraisal Studio Data Wizard Migrating Appraisal Studio Data E Press Finish when the migration is complete Figure 7 C Page 19 of 19 Zaio Confidential fe
13. are listed below Each will automatically be assigned a personal workspace For storing documents Deleting a User User Mame New User Gt Administrator 11 07 07 11 30 39 If you delete a user you permanently prevent that user from accessing their account and Appraisal Studio In the Administration tab Figure 6 F highlight the user D and click on Remove User E Note This does not delete the User s folders and reports Remove this User Properties J Removing this user permanently deletes the user account but does not delete any appraisal reports Are you sure you want to remove the account Figure 6 F Page 16 of 19 Zaio Confidential te ZOO m Editing a User Account In the Administration tab highlight the user and click on Properties F The User Properties screen displays Figure 6 G This is the same screen that appears when you are adding a user manually This screen allows the administrator to change a user s password In order For this new user to begin using Appraisal Studio you need to provide a user name and password ac 4 folder will be created with this user name and the name will automatically appear on any reports created by him or her Forgotten Passwords User Name Password If a user forgets their password the Administrator can change the password at any time However if the Administrator forgets their password the registered owner of Appraisal Studio must
14. as access name ministrator and type in password in lower case as the to system setup and administration tools default password If you are logging in for the first time the only user name available is administrator You may select to User Mame a automatically use this name each time by checking the box in the password 88 left hand corner This will bypass the login and password screen and start Appraisal Studio Click on OK to start Appraisal Studio Automatically use this name each time ee name is not on the drop down menu contact your office Figure 5 A administrator To receive administrator privileges you must be logged in as Administrator For user access rights continue to Configuration Note Only the Administrator account requires a password to log in to Appraisal Studio Other user s passwords will only be required once those users wish to sign a report See Signing a Report later in this manual Note Only the administrator can add or remove users If your user Once you log into Appraisal Studio for the first time you will be prompted to enter your activation information Figure 5 B If you are evaluating Appraisal Studio Appraisal Studio is currently in trial mode To use z the software after the evaluation period you will click the Continue Trail Evaluation The evaluation period lasts for 30 days need to enter valid activation information Activation Information
15. censes and a network administrator Peer to Peer Network One significant difference between Peer to Peer networks and client server networks is how they implement security features Peer to Peer networks usually are less secure than Server Based networks In a Peer to Peer network the user whose computer is attached to the resource can control each particular resource and must know the password to each resource Also Peers are not optimized to share resources Users of a Peer computer may notice a significantly degraded performance when other users are accessing the resource attached to their computers Peer to Peer Networks have many advantages especially for small businesses that cannot afford to invest in expensive server hardware and software These advantages include the following e No extra investment in server hardware or server software is required Easier setup No network administrator required Ability of users to control resource sharing No reliance on other computers for their operation Lower cost for small networks Peer networks also have their disadvantages including e Additional load on computers because of resource sharing Inability of peers to handle as many network connections as servers Lack of central organization which can make data hard to find No central point of storage for file archiving Requirement that users administer their own computer Weak and intrusive security e Lack of central management which makes la
16. ctivity can be achieved by networking Appraisal Studio For example you could download pictures from your camera to one computer while you fill out the forms on another computer You can share the photo library with all appraisers on the network You can also take a picture of a subject or a comparable and use the photo by simply including that address on the primary URAR form Networks will allow you to share files These files may consist of appraisal reports appraisal orders skeleton files and macros If Appraisal Studio is set up on a network an appraisal that is done by one appraiser can be cloned and used by another appraiser in that office Quick Entries Macro Entries can be shared throughout your network Thus the Quick Entry that is entered by one appraiser can be accessed and used by all the other users You can also print to any printer attached to your network even if that printer is not connected to your computer This allows many users to share a printer saving you both money and space If your data files are stored in a central location file administration and backups are much easier Backing up your data files is extremely important Often hard drives can fail without any warning signs resulting in the tragedy of losing years of appraisal work If Appraisal Studio is networked all data files will be stored in a central location Now instead of going to several different computers to perform your backup duties it can be done from on
17. der before opening E mail Tab Setup To use the briefcase you need to specify a drive on your computer that will be used to store documents Make your selection below then click on the OK button IF you do not want to use the briefcase at this time click Cancel instead In order to be able to send and receive appraisals and appraisal orders you must be Available Drives eee connected to the Internet First you need to get information from your local Internet Service Provider ISP specifically your SMTP Server information and POP3 Server Information Enter the data in the required fields and choose your Internet Provider Figure 6 J When you sign up for the Internet access with an ISP make sure that they can provide a ma J e direct connection to the Internet Avoid network communities such as America Online Figure 6 l Zaio Confidential te Page 17 of 19 ZCO m Microsoft Network etc These networks have gateways that often corrupt Appraisal Studio s data and forms If your Internet Service Provider is listed in the dropdown list choose it by clicking on the dr opdown arrow Their POP3 and SMTP server information will You can control how Appraisal Studio works on your computer by changing the settings below Since you can customize many items they have been divided automatically be inserted If you are using a different ISP choose other from into the categories shown on each tab Click on OK
18. e ZQ O m In order to run Appraisal Studio you will need to perform the client installation on each workstation intending to run Appraisal Studio Appraisal Studio Client Installation The client installation is not started from the setup menu Instead the client installation files were installed during the server installation You will need to navigate to the Install Client folder and run the Setup exe file which is typically found at e Windows 2000 XP C Documents and Settings All Users Application Data United Systems Appraisal Studio 5 on the non dedicated server and F Documents and Settings All Users Application Data United Systems Appraisal Studio 5on each workstation e Windows Vista C ProgramData United Systems Appraisal Studio 5 on the server and F ProgramData United Systems Appraisal Studio Install Client on each workstation Move though the installation wizard by clicking the Next button It is highly recommended that you install to the default destination location which is C ProgramData United Systems Appraisal Studio 5 for Vista or C Documents and Settings All Users Application Data United Systems Appraisal Studio 5 for a server running Windows 2000 or Windows XP You can cancel the Appraisal Studio installation at anytime by clicking on the Cancel button The installation process installs all the necessary files to the workstation At the end of the installation you may be prompted to reboot th
19. e computer As you can see there are several advantages to networking computers You can save time money space and increase your productivity by using a network While using a network is just as easy as using a stand alone computer setting up a network can be a complicated procedure It is extremely important to set up your network properly Thus it is recommended that a professional computer technician set up your network If you do not already have a competent network technician available United Systems Software Company may be able to recommend one in your area Page 6 of 19 Zaio Confidential te ZQ O m Types of Networks The two main types of PC based networks are Peer to Peer and Dedicated File Server networks A Server based network also called client server network is defined by the presence of dedicated server s on a network that provide security and administration of the network In order to operate a server based network workstations must rely on the services that the server provides such as file storage and printing The server is the central controlling computer in a Dedicated Server network and users don t usually do their work directly on that server Server Based Network Peer to Peer networks are defined by a lack of central control over the network There are no servers in a Peer to Peer network Users simply share disk space and resources such as printers as they see fit In a Peer to Peer network users work d
20. e computer The client installation installs the desktop icon and program group To run Appraisal Studio click on the desktop icon Follow the First Time Use instructions located on page 14 to access the Appraisal Studio screen for the first time Page 10 of 19 Zaio Confidential te Installation Appraisal Studio installation is easy After a few steps Appraisal Studio copies the software and creates a United Systems program group and desktop icon If you are a network administrator note figure 2 D which now allows you to select the appropriate version Zao m Before you begin installing Appraisal Studio on your computer make sure that Windows 98 2000 XP Vista is installed on your computer and the computer meets the minimum requirements stated in the Getting Help section Note Make sure all other programs are closed before installing Appraisal Studio Insert your Appraisal Studio CD into the CD ROM drive of your computer This will initiate the auto run feature on the CD Note If your system does not bring up the installation screen automatically when you insert the CD into your hard drive you may have the auto run feature disabled on your PC To bring up the installation screen follow these instructions e Click on the Start button from your Workstation e Select Run from the Start Menu and type the drive letter of the CD ROM followed by setup exe e Click OK Note The Adobe Acrobat software that is included with Appra
21. installation is not started from the setup menu Instead the client installation files were installed during the server installation You will need to navigate to the Install Client folder and run the Setup exe file which is typically found at e Windows 2000 XP C Documents and Settings All Users Application Data United Systems Appraisal Studio 5 on the non dedicated server and F Documents and Settings All Users Application Data United Systems Appraisal Studio 5on each workstation e Windows Vista C ProgramData United Systems Appraisal Studio 5 on the non dedicated server and F ProgramData United Systems Appraisal Studio 5 on each workstation Move though the installation wizard by clicking the Next button It is highly recommended that you install to the default destination location which is C ProgramData United Systems Appraisal Studio 5 for a server running Vista or C Documents and Settings All Users Application Data United Systems Appraisal Studio 5 for a server running Windows 2000 or Windows XP You can cancel the Appraisal Studio installation at anytime by clicking on the Cancel button The installation process installs all the necessary files to the workstation refer to Installation page 11 At the end of the installation you may be prompted to reboot the computer It s always a good idea to reboot the computer to give the operating system a chance to update any system settings The client installation installs the
22. irectly on all computers Server Based Networks contain a central file server that stores the data for all users on the network in a central location Usually this is a dedicated server and users do not work directly on this computer The server also controls the security of the network The server dictates which users have access to the different parts of the network and can limit the users to certain privileges The server also may perform other services such as printing Internet hosting and message transfers Server Based Networks have many advantages especially for client server networks The advantages are e server based networks are usually very reliable and offer higher performance than Peer to Peer networks e Strong central security e Central file storage which allows all users to work from the same set of data and provides back up of critical data e The ability to share expensive equipment such as laser printers optimized dedicated servers that are faster than peers at sharing network resources e Less intrusive security since a single password allows access to all shared resources on the network e Freeing users of managing resources easy manageability of large networks and a central organization that keeps data from getting lost Peer networks also have their disadvantages although they are mostly related to the cost of the server equipment including expensive dedicated hardware expensive network operation system software and client li
23. isal Studio is the Acrobat Reader In order to send reports in PDF Format the full version of Adobe Acrobat must be purchased from your local software supplier or online at http www adobe com TU Appraisal Seat inForms inFocus inControl After the Install Shield Wizard prepares your computer for the installation the Appraisal Studio installation screen Figure 4 A will appear Click on Next A to continue the installation process Figure 4 i inBox B Read the information on the screen and click Next B Read the AN 8 ieni Software License Agreement Figure 4 C and click on I Agree C mm inRoac and then Next D to continue The configuration screen Figure 4 D will appear asking you to select either a Server Stand alone install or Drrwate COMPT the option where the Client installs the program files to access the data on a remote computer where the server is installed Select the desired option and press Next E The Select Installation Folder screen Figure 4 E will appear showing you the location for your Appraisal Studio installation Select Next F to continue It is recommended that you use the default location and do not sant Figure 4 A change the destination folder Follow the instructions on the rest of the s screens until the installation is complete Figure 4 H If you wish to install additional applications such as Apex or Acrobat Reader you can Welcome to the Appraisa
24. k insert the disk Mm the dr Ive and If you need to add a user who will not require an electronic signature select click on the Signature Disk button B and the user is added ths Ne Signature button automatically Signature Disk Cancel e If installing a user without a scanned in signature click on the No Signature button C o The User Properties box appears Figure 6 E o Type in the user s name and enter a user password o Choose an empty signature and click on OK User Prop xi In order for this new user to begin using Appraisal Studio you need to provide a user name and password i ac 4 Folder will be created with this user name and the name will automatically appear on any reports created Using your Signature Disk by him or her If you are using a signature disk provided by United Systems the process for User Name adding a new user and their signature is automated To receive a signature Pate e disk you must fill out sign and send in the form in Appendix A Stamps and E A See match 4ppraisal Studio will alert you Verify Password seals are required in some states If you would like to add a stamp along with your signature form include the stamp on the form you send in If the user was previously installed with an empty signature remove the user and then reinstall with signature disk Put the signature disk in a disk drive and click on the Signature Disk button Appraisal Studio will search all av
25. l Studio 5 Setup Wizad PAN do so at this time Otherwise open your newly installed Appraisal Studio The installer will guide you through the steps required to install Appraisal Studio 5 on your computer This is the Welcome page that states The installer will guide you through the steps required to install Appraisal Studio on your computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the maximum extent possible under the law D J Jik H A warning message discusses unauthorized duplication or distribution Cancel lt Back i Figure 4 B Page 11 of 19 Zaio Confidential te ji Appraisal Studio 5 License Agreement The License Agreement Screen Click on the T Agree radio button after reading the agreement The Next button will now be available Press Next to END USER LICENSE AGREEMENT FOR APPRAISAL STUDIO proceed to the next box IMPORTANT READ CAREFULLY This End User License Agreement EULA is a legal agreement between you either an individual or a single entity and United Systems Software for the software product identified above which includes computer software and associated media and printed materials and may include onliesco Figure 4 C
26. liar with these options you should refer to your User s Guide before making any changes x Disallow all cloning of reports MV Restrict users to cloning their own reports Administration Tools Upgrade Control The users authorized to use Appraisal Studio at this office are listed below Each will automatically be assigned a personal workspace For storing documents User Name R Administrator ER Sherry Last Login 117 07 07 11 30 39 Never New User Remove User Properties coc e Figure 6 A Administration Tools Ei In order to ease the administration of Appraisal Studio this dialog provides access to several tools These tools should only be used by individuals Familiar with Appraisal Studio and the Microsoft Windows operating system or with the assistance of a United Systems technical support engineer Select a task From the list and click on the Perform Selected Task button When you are Finished click on the Close button Administration Tasks j Appraisal Studio Settings Se View Network Settings Sy View Workstation Settings 2 a Database Utilities Enterprise Database Configuratior Ouick Entries Export I uo File System Maintenance E E Clean Document File Store z Workstation Configuration gt Ey Re register System Files Bev Quick Entries Import a a Synchronize Database and Document Files 5 a File System Maintenance H iy lease
27. needs vary from user to user our product support services allows you to receive the type of support that best meets your needs Telephone Training Training via telephone is available for users as well as multiple users conference call A United Systems software Technician will walk you through all facets of Appraisal Studio Training is available in one hour increments Please contact your account representative to schedule a training session Technical Support can be reached at 800 241 4756 FAX You can reach the support department by facsimile at 480 449 2657 Use the fax line to send your support engineer questionable printouts or written descriptions of a problem The support department is also available to answer many questions using its automated fax service Make sure we have your current fax number to expedite your request Support via Electronic Mail You can contact the next available technical support engineer by sending an e mail to support unitedsystems com Be sure your reply address is correct so that the engineer can return your message promptly Include your name account number and a detailed description of the problem you re experiencing If you need information on renewing your support contract contact your sales representative at 800 969 8727 Your support contract entitles you to all of the benefits listed above as well as periodic software updates Version Insurance Protection amp Support United Systems Soft
28. ng State Lani Expiration Date aa Company Name To Street Address PO City sss State fd Zipcode oOo Phone Number a Fax Number Ee E mail address Tax ID Other than the company information fields the remaining fields are unique to each user This user information will be automatically added to the proper fields within each form You can edit the user information fields in each form C certified Licensed Briefcase Tab Setup The Briefcase tab Figure 6 I is intended to let you transport documents between locations such as your home and office To use the Briefcase tab you need to specify a drive on your computer that can be used to temporarily store documents First install a disk in the drive you wish to use as your briefcase Then using the drop down menu list T Automatically log in when starting Appraisal Studio Cancel Help Figure 6 H click on the drive Floppy or Zip Drive that you wish to use as your briefcase Options x You can control how Appraisal Studio works on your computer by changing the settings below Since you can customize many items they have been divided into the categories shown on each tab Click on OK to save your changes User Email Forms Tracking Billing Administration The briefcase is intended to let you transport documents between two locations such as your home and office Note You cannot open a report from Briefcase You must first move it to a fol
29. nnection Page 4 of 19 Zaio Confidential te Getting Started Computer Screen Configuration Proper configuration of your computer settings is essential If your computer resolution is not set up properly Appraisal Studio will not operate correctly Arrange Icons B l g Y To configure your computer resolution Refresh RA H n Right click on your computer screen desktop Faste e Select Properties Figure 1 A Paste Shortcut e The Display Properties window screen MERMA 21x linde Copy cee will appear Themes a Screen Saver pace l nu HHM e Click on the Settings tab Figure 1 B Drag the monitor icons to match the physical arrangement of your monitors Hew Make sure configurations are set at a minimum 800 by 600 pixels for the Desktop Area If it is less than 800x600 Appraisal Studio will not operate properly To change the Desktop Area click on the slide bar and move Display 1 SyncMaster S40N SyncMaster Magic CX915N CX916N 0X917N on Properties Figure 1 A the cursor to the correct setting Screen resolution Color quality aaa Highest 32 bi E f The Color Quality must be set to a 1280 by 1024 pixels EEN E f Themes Desktop Screen Saver Settings E PA UAR of 256 Colors 8 bit If the M Use this device as the primary monitor number for the color is set lower than 8 I Extend my Windows desktop onto this monitor bit many of the screens in Appr
30. ontrol how Appraisal Studio works on your computer by changing the settings below Since you can customize many items they have been divided od Land For m Adj ustments into the categories shown on each tab Click on OK to save your changes s Saved Neighbor hoods User Briefcase Email eee Administration e Flood Integr ation If you would like to set a default font for Appraisal Studio to use in your 3 forms you may indicate that preference by clicking on the Default Font e Signature Actions e Land Ratios I Use uppercase text when inserting data automatically I Default to overwrite mode each time a report is opened IV Default to displaying checkbox hints Tl High quality printing slower larger PDFs IV Automatically use smaller fonts to fit more text on my Forms By clicking on the check box next to the items listed you can enable or disable that window from appearing while you edit your report N Enabled Popup Windows Depreciation Calculations Site Dimensions Land Form Adjustments Saved Neighborhoods Flood Integration Signature Actions Land Ratios JEKK Tempus Sans ITC O Times New Roman O Trebuchet MS Bald 10 Bold Italic O Tw Cen MT Condensecz Sample AaBbYyZz Script Westem Figure 6 L Page 18 of 19 Zaio Confidential te Appraisal Studio Data Wizard The Previous Appraisal Studio Data Found screen will appe
31. rge peer networks hard to manage Additional equipment needed for a Peer to Peer network a Network Card one per Computer Miscellaneous cabling and a Multi port Network Hub Page 7 of 19 Zaio Confidential te ZQ O m Which network should I implement When deciding which type of network to use your primary consideration will be whether you can afford a network file server network operation system software and the cost of an administrator If you can this is the way to go If you cannot use a peer based network It is possible to organize a peer based network in a fashion similar to a server based network by using a single powerful computer to store network files and share resources such as printers Then you will be able to administer shared resources centrally and backup your network in one location Peers used in this way are called non dedicated servers Installing Appraisal Studio on a Peer to Peer Network Requirements To install Appraisal Studio on a peer based network select the most powerful computer in your peer group The most powerful computer is the one with the fastest CPU the one with the most amount of RAM and with the largest hard drive Make sure that the computer meets or preferably exceeds the minimum requirements stated in the Appraisal Studio Requirements section This is the computer that will be used as the non dedicated server Note If you have a previous version of Appraisal Studio installed on your comp
32. s This utility compares the database to the document files and removes the database entry for missing documents It then inserts missing reports on the main Appraisal Studio screen Appraisal Studio Settings allow the network administrator to directly edit the program s configuration files Incorrect configuration settings will result in making Appraisal Studio inoperable These setting should not be changed unless specifically instructed to do so by a United Systems Software Technician Upgrade Control By entering the License Control Setting on the Upgrade control dialog box Figure 6 C only those Appraisal Studio Software users who have entered the identical setting can receive software upgrades Only the owner of the software license should use this control The owner needs to contact United Systems technical support 1 800 241 4756 to have the account profile updated Note the entry of this information is case specific The use of upper and lower case letters must be fully explained to all authorized users as well as technical support The software could become disabled if the information is not entered correctly by the users Page 15 of 19 You can control how Appraisal Studio works on your computer by changing the settings below Since you can customize many items they have been divided into the categories shown on each tab Click on OK to save your changes User Briefcase Email Forms I Coe IF you are not Fami
33. to save your changes the drop down menu and insert their SMTP and POP3 server information in User Betas Ema Forms Tracking Biling Administration their field boxes Your Internet provider will provide this information esate lhl ln pee oboe a the network servers they use to process mail Forms Tab Se tup Incoming Mail POP3 Server Outgoing Mail SMTP Server SMTP requires authentication This screen Figure 6 K allows you to set a single font for the entire kaswal document Pressing Default Font will bring up a font dialog box Figure 6 Password U L Select the font G font style H size I and script J A sample of the verify password a selected information will appear in the middle of the Font box Once OK K is Each user can specify a default Reply To address For use with the clicked a sample of the text will also appear in the Options Forms box L wierd ocala pea moo You are also given an option regarding the format of the text that is eee automatically inserted into the report specifically using all uppercase text You cot eee can also set the program to automatically overwrite any data already in the field Figure 6 J default to display checkbox hints automatically use smaller fonts etc M Appraisal Studio provides certain popup windows that allow you to use external calculations in the following areas e Depreciation Calculator e Site dimensions Options x You can c
34. uter and it is your intent to reinstall Appraisal Studio it is highly recommended that you install Appraisal Studio in the same directory as the previous version If you install it into a different directory you will not be able to access the previous version Also close all programs before running Appraisal Studio s install program Map Network Drive on each Workstation Map a network drive on each workstation to point to a hard drive on the non dedicated server You can skip this step if your network administrator has already mapped a network drive To map a network drive double click on the Network Neighborhood icon on your desktop Then double click on the non dedicated server and right click on the drive where you are going to install Appraisal Studio Choose Map Network Drive and select a drive letter by clicking on the drop down box Repeat this process for each workstation It is a good idea to choose the same drive letter the C drive for the non dedicated server and the F drive for each workstation Appraisal Studio Server Installation An Appraisal Studio network installation actually consists of two types of installations The server installation which is performed only once on the non dedicated server and the workstation or client installation which is performed on each workstation intending to run Appraisal Studio ii Appraisal Studio 5 To install Appraisal Studio network to the non dedicated Appraisal Studio
35. ware Company offers the comprehensive Version Insurance Protection VIP program to provide its customers with the latest product updates new product information discount on future purchases and access to the United Systems Product Support Line The VIP program is provided on an annual basis for a fee that is priced based on the size and needs of your company When forms change regulations change or new features are added to the software you can ensure that you ll receive the latest update by enrolling in the Version Insurance Protection program Your account representative is prepared with the latest pricing structure and benefits included in this program Page 3 of 19 Zaio Confidential te ZCO m Helping your support Engineer Help You Providing product support can be challenging since practically everyone has different computer configurations To assist the support engineers in providing you with the best possible service when calling in for technical support please be at your computer and have the following information ready e Your account number e The version of the program and operating system you are using click the help button to get the version number e The exact wording of any messages that appeared on the screen e What happened and what you were doing when the problem occurred Appraisal Studio Requirements Category Minimum Specifications Recommended Specifications Internet Modem 33 600 or faster DSL Cable ISDN co
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