Configure Exact
     
 

Configure Exact

 
     

If you use WinTOTAL to build your appraisal reports, you can use Exact to preserve your entire WinTOTAL environment.  By running through a quick configuration, you can ensure that your digital signatures, user profiles, QuickLists, contacts, and other important settings are safe regardless of whether you get a new computer or have a crash. Before you can begin uploading your software preferences, you need to configure Exact to connect to the Internet and log into your account.  The Exact utility is actually the same “program” as the Vault. It just runs in a different mode; therefore, the configuration is similar.  However, you can run it on a different schedule to suit your own needs.  If you haven’t already setup the Vault, it’s best to do so first.  For more information, see the Configure Vault section of this user’s guide.

     
  Note:  Vault Express does not include Exact. If you currently own Vault Express and want to take advantage of Exact to backup the rest of your WinTOTAL installation, visit our Vault web page to upgrade to a full version of the Vault.  
     

To configure Exact...

  1. Click Start, [All] Programs, a la mode Vault, Configure Exact
  2. On the screen that appears, click the Next button to begin the configuration process.
  3. You‘re prompted about how you connect to the Internet.  In fact, if you’ve already run through the Vault configuration, you need not change your settings as the Vault remembers them for this configuration.  Just click Next to continue.
  4. The next screen prompts you for your Username and Password.  If the information has not already been filled out, enter it in the fields provided.  Since the Exact configuration remembers the setup you specify in the Vault configuration tool, if you’ve already set up the Vault, your information will already be filled in. 
  5. Click Next to continue.
  6. Next, decide whether you want Exact to automatically upload your configuration settings or let you upload your files manually. We recommend the automated method since you never know when you may need to recover.  Exact keeps your last 7 preference archives so you don’t lose any of the settings you need.
  7. When you select Exact’s automatic scheduling features, the next screen that appears gives you the opportunity to configure how often you want to back up your configuration data (Daily, Weekly, or Monthly). 

         
      Hint: You don’t have to upload at night.  Exact, like Vault, works in the background and can be running while you work on other things.  But, if you just can’t decide on a time, click Get Time to query the Vault server for the best time to upload your preferences, based on the current system load. You do need to ensure that your PC is on and connected to the Internet at the schedule time in order for Exact to upload your preferences.  
         

    ScheduleExact
  8. Exact then begins its initial backup of your preferences.  Once it has completed the collection process, all you need to do is click Continue, to begin transferring the data immediately and click Finish when it’s done.
  9. If you want to wait and upload your preferences later, just click Finish

That’s it!  You’ve configured your Exact tools to upload your WinTOTAL configuration settings to our secure servers, and you have sent your first backup to the Exact account.  The files are still on your computer, but they are also safely backed up on our servers.



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