QUICK START:

 

This Quick Start Sheet is designed to augment instructions provided in the Training CD and the CBM Installation CD.  Please follow the steps below:

 

We’ve had numerous questions about hardware requirements for CBM and initially we were saying that if your system was strong enough to handle a Windows based Estimating System, then it was probably enough for CBM.  We’ve come to realize that many shops are running their Estimating Programs on very minimal systems; thus here is what we recommend:

            Each Workstation/Server:

            Min.      500 Meg Processor (faster is better)

            Min.      128 Meg RAM (more is better)

                        VGA running at 800 x 600 resolution

                        CD ROM Drive in at least 1 Workstation

            Min       20 Megs free in H/D space for Workstations

            Min.      100 Megs free in H/D space for Server

                        100 MIP Network

            Highly Desirable:

            Fax/Modem card in each Workstation and available outside line.

WinFax Pro installed on each Workstation

                        A high speed Internet connection (i.e. DSL or RoadRunner)

                        And some reliable form of system backup.

 

1         Review the Training CD.  You do this by placing the CD in your CDROM Drive of any computer equipped with sound.  The movies are all menu driven, so you can be selective in what you review at this time.

2        Print out and complete the Pre-Install Questionnaire.

3        Place the CBM Install CD in a Workstation CDROM Drive.  The CD should “AutoRun” to provide you with a Menu.  If you haven’t already printed the Pre-Install Questionnaire, please do so from this Menu.  There’s a lot of good information available from this Menu; so you should plan to re-visit this CD often.

4        For now select the SERVER INSTALL.  You will be prompted for the Drive Letter that you want to install to.  If you’re running a network, it will likely be “F:”; and if you’re installing to a Standalone, it’ll likely be “C:”.  If you’re unsure about the drive letter, contact your computer support person and find out.  This Server Install creates a “\CBM_SVR” Directory and copies a number of files and Sub-Directories to that drive.

5         Upon completion of the Server Install, you may exit the Menu and remove the CD.

6        Now you will need to run the CLIENT SETUP from each workstation.  You do this by going to the “My Computer” Icon, double clicking, and then locating the Icon for the Drive that you just installed to and double clicking it.  Now, locate the Folder labeled “180d_svr” and double click it.  Locate the Folder labeled “Client Setup” and double click it.  You should now locate and double click the Icon labeled “Setup.exe”.  Just follow the prompts and Client Setup will be completed in a couple of minutes.

7        You will now need to go “START”, “PROGRAMS”, “CBM by 180”, “Configure CBM”, answer a couple of questions and CBM is installed with Icons on the Desktop.

8        You can now launch the program; but remember Steps 6 and 7 must be run from each Workstation. 

9        When prompted for a Username and Password, use “ACCESS”, “CBM”.  Be sure to run the Setup Wizard immediately and at the very least, do the following.

 

As you proceed, you’ll likely receive a couple of warning messages when you initially start to enter Vendors and Users; just click “OK” and continue to setup the item.

 

a        Setup Company Info.

b        Setup Users/Security.

c        Setup starting DR and RO numbers.  (We highly recommend that you let CBM automatically assign numbers; you just need to give it a starting point.)  If you do opt for “manual RO Numbers”, be aware that your manual numbers must be all numeric with no spaces, nor symbols.

d        Activate applicable Estimating Systems and assure your supply the proper paths to the export files.  If using Pathways, make sure you have it set to EMS 2.0.

10    For now you can “Next” through the rest of the Setup Wizard; but you’ll have to return and finish your process sometime before you actually start using CBM.

11     Assuming you have an Internet Connection now would be a good time to use the “WEB” option off the Menu Bar to go out to the 180º Web Site and check for updates.  There has been at least one major update since these CDs were made.  Downloading is simple; just follow the instructions.

 

When you try to go to the “WEB” to check for a newer version (which there is a newer version which has a dramatic speed improvement), you’ll get an error message regarding email.dbf; just ignore the message and go ahead and check for updates.  You will need to have your Internet Connection running in the background.

 

12    I know you’ve been dreading it; but you’ve got to make a decision about Accounting.  The simplest is to install the QuickBooks Pro 2000 Trial (furnished on the CBM Install CD), open QuickBooks, go to File, Import, and import the pre-defined Chart of Accounts (C of A) furnished with CBM.  The file you want to import is located in the ‘your server drive letter’:\180d_svr\help Folder and the file is named “CBM_req.iif”.  With that imported, you’ll want to modify the Company Info to include your checking account info in QuickBooks and you should be ready.  If you want to expand the core “C of A”, we recommend that you print out the entire “C of A” furnished on the CBM Install CD and manually enter the rest of the accounts.  ---Or if you’re dead set on using your own “C of A”, you should forget about importing ours, and start hammering in you own “C of A” into QuickBooks. And don’t forget you need to change all the CBM predefined “C of A” pointers in CBM to reflect your new “C of A”.

13    Now that you have everything set so far as accounting, you’re ready to go back to setting up CBM.  The first thing is to check the CBM internal Chart of Accounts (You do this under the Maintaince, Purchase Items.) to see if you find the following “Purchase Items”; if not, please enter them in the first box exactly as shown below (capitalization is important, Update CBM if you cannot put lowercase in these fields).  If you’re using your own “C of A” then the Account Numbers shown below will likely change.

A/M Parts

5053  

Supplies

5032

Storage           

5063

Towing

5062

LKQ Parts

5052

Rental  Car

5064

OEM Parts

5051

Misc. W/ Tax

5071

Paint/Matl  

5031

Misc. W/O Tax

5072

Sublet

5061

Hazardous Waste

5090

14    It’s now time to start someone hammering in your Vendors; just be sure to assign each vendor a default Purchase Type and the associated G/L Account Number.

15    While the Vendors are being entered would be a good time to enter Employees, Labor Rates, Referral Sources, and to at least type in your “Authorization Agreement”.  That Agreement is located under Utilities, Special Notes.

16    If you did not complete all items under the Setup Wizard the first time through, then now would be a good time to go back and complete them.  You’ve got to define Pay Periods; you’ve got to verify the matter of your “C of A” in CBM.  (Incidentally, some of the distribution CDs had a typo in this area.  The “Export File Directory” was typed is as “F:\189d_srv\ExpAcct\” rather than “F:\180d_svr\ExpAcct\”.)  From the Setup Wizard, go into Setup Chart of Accounts, then Update Accounts; it is from this screen that you’d have to change the CBM pointers if you used your own “C of A”

 

Please note that this document is not designed to cover all aspects of getting CBM properly configured, you should still carefully review the other information supplied. 

 

Also check our Web Site often, updates are released on the Web (free of course). 

For additional info or help getting started, call Bill at 512 587-0328; of call Bill at 719 210-8407