Note: This document assumes that the local installation(s) are in the default directory, C:\WIN2000, and the network installation will be in F:\WIN2000. If this is not the case, please substitute the appropriate information where required.  You will lose none of the data from your reports by following these procedures!

Here the main steps this document will describe:

• Free up Apex licenses from the individual workstations
• Get WinTOTAL onto your server by either installing or copying from the station that has the best configuration
• Copy user configurations to the server
• Move over your "best" image and text databases (can't merge these!)
• Move report files to the server
• Optionally rebuild your comps and image database from your reports

Step 1 - Free up Your Legacy Apex Licenses

If you purchased a license of the legacy Apex software that was originally packaged with WinTOTAL , it's easy to move those licenses to another computer.  Just un-register your license on the old PC, then re-register it on the new.  To un-register Apex on a PC...

1. Open WinTOTAL, click the Tools menu and select Configure.
2. Scroll down the left side of shortcuts until you get to the one for sketching. Then, click that shortcut.
   
   
   
3. Click the UnRegister Apex button, and follow the onscreen instructions.

Repeat these steps for each computer that's going to be networked.  Once you've completed all the steps in this document, and are networked, Apex will prompt you to register the workstations the first time you launch it. For any further assistance with your legacy Apex software, contact Apex directly at 800-858-9958.

Step 2 - Install WinTOTAL on the Server Machine

We'll have to first assume you've already networked your computers, figured out which one will be the server and ensured all the workstations can "see" the server.  If you haven't, contact a local technician to assist you with basic Windows networking configurations. For general information on networking WinTOTAL refer to Tech Doc 4715.

WinTOTAL requires you to "map" the network server drive and give it an actual drive letter such as "F:\" instead of accessing it using the virtual pathname.  Likewise, for best results, ensure all stations are accessing WinTOTAL with the same drive letter.  (Before picking a drive letter, make sure all the stations have that one available!)  For these instructions, we'll assume the server is the "F" drive.

You have two ways to get WinTOTAL on the server

• Clone your "best" setup.  What we mean is - in most offices - you've got that one PC that has all the great text database comments and/or the image database.  You can make this the "base" of your network.  Just drag the C:\WIN2000 folder from the PC with over to F:\. (The result will be an F:\WIN2000 directory on your server.) Whatever databases that PC had, they'll all be shared on the network.  This is the easiest way.
• Or, put the Athena CD into one of the workstations and run the installation.  Point it at the F:\WIN2000 directory instead of the C:\WIN2000 directory.  After doing this, you'll need to re-enter your authorization code, get updates, enter re-enter your local office information.
   

Step 3 - Reconfigure the Workstations to Run from the Server

The following procedures will keep your workstations from running their local copies.  Do this at each workstation.  ( Replace the appropriate drive letters for your network where necessary.)

1. At the workstation, click Start, Programs, WinTOTAL, Tech Support Assistant.
2. Select Edit System Files, and click Next.
3. On the Edit System Files window, click Find/Replace.
   
   
   
4. In the Find What field, enter C:\WIN2000. In the Replace With field, enter F:\WIN2000.  Click Replace All.
5. Click Finished to exit the WinTOTAL Technical Support Assistant.
6. You must reset the icons you use to access WinTOTAL, pointing them to your server. At the workstation, click Start, Run.
7. In the Open line, enter F:\WIN2000\WINTOTAL  INSTALL, and click OK.  This will replace the icons in the WinTOTAL program group.
   
   

   		Note: If your server drive is not F:\, substitute the appropriate drive letter in the commands above.

   Delete any desktop shortcuts that could be pointing to the local WinTOTAL installation.

Repeat the above steps for each workstation on your network.
 

Step 4 - Save your User Configuration Settings to the Server

Now that you've configured the workstations to run WinTOTAL from a single copy on the server, copy your user settings from each local computer to the server. These settings include your common response database and putting your user name on the list of users.

		Note: If the same user name is set up on more than one local copy of WinTOTAL, you may overwrite user settings on the server.  This is the downside of having local copies of the program installed in a network environment

1. At the workstation, click Start, Programs, WinTOTAL, Tech Support Assistant.
2. Select WinTOTAL Utilities, and click Next.
3. In the left-hand column, double-click MS-DOS Prompt
4. At the DOS prompt, enter the following commands:
   XCOPY   C:\WIN2000\USERS  F:\WIN2000\USERS  /E /Y     
   [Press ENTER]
   XCOPY   C:\WIN2000\NETWORK  F:\WIN2000\NETWORK  /E  /Y   
   [Press ENTER]
   EXIT    
   [Press ENTER]

Repeat steps 1-4 for each workstation from which you want to transfer local user settings.

Step 5 - Select & Move the “Best” Text and/or Image Databases

If you chose to install fresh to server instead of copying the WIN2000 directory from a workstation, you'll want to grab your best text database.  We can't merge together all the station's databases, so find the one with your favorite.

Note: All users must exit WinTOTAL before moving the database to the server. These steps assume that WinTOTAL is now installed to F:\WIN2000 on the network server, and C:\WIN2000 is the old local directory for WinTOTAL. If this is not the case on your network, please, substitute the appropriate drive letters/paths.

Once again, if you chose to copy the Win2000 folder from the station that had the best Text Database, you don't need to do this.

1. At the workstation, click Start, Programs, WinTOTAL, Tech Support Assistant.
2. Select WinTOTAL Utilities and click Next.
3. In the left-hand column, double-click MS-DOS Prompt.
4. At the DOS prompt, enter the following commands:
   COPY C:\WIN2000\DATABASE\TEXTDB.MDB  F:\WIN2000\DATABASE /Y 
   [Press ENTER]
   EXIT
   [Press ENTER]

If you need to copy an image database over to the server - because you either installed fresh or the image database on the machine you cloned wasn't the "best" one, here's how you do it. 

First, if you're having to do this from a different machine, repeat steps 1-3 above...

1. At the DOS prompt, enter the following:
   COPY  C:\WIN2000\DATABASE\W2IMAGES.*  F:\WIN2000\DATABASE  /Y
   [Press ENTER]
2. And to grab the image files, do the following:
   COPY   C:\WIN2000\IMAGES\*.*   F:\WIN2000\IMAGES
   [Press ENTER]
3. Type EXIT and press ENTER.  Then, close the Tech Support Assistant.

Step 6 -  Copy your Report Files to the Server

Short of using the Vault to upload files from each workstation to our servers and then retrieving them on the networked copy of WinTOTAL, the safest way to move over your reports is to the following on each workstation.

• Open the Appraisal Desktop and go to the File Cabinet
• Create a new folder for your reports
• Attach an external directory to the folder that contains your reports.
• Use the Move/Copy command - folder by folder

This way, you won't overwrite reports that may have the same filename and you keep all your folder structures the same.

Again, these steps assume that WinTOTAL is now installed to F:\WIN2000 on the network server, and C:\WIN2000 is the old local directory for WinTOTAL. If this is not the case on your network, please, substitute the appropriate drive letters/paths in the following instructions.

1. Open WinTOTAL from your network installation.  The Appraisal Desktop should display.  If it doesn't, click File, Open from the WinTOTAL toolbar.
2. From the File Cabinet, click Option, Attach directory.
3. Browse to the drive or folder you wish to attach as a folder within the File Cabinet.
   Example: If your reports are on drive C:\ in the folder called REQUESTS, you'd select the C:\ drive and double-click the Win2000 folder, then the Files folder and finally, the REQUESTS.FLD directory.
   
   
    
4. Click OK to attach the directory.  You'll be asked to enter a friendly name for it.
5. After attaching the directory, figure out what folder you want to put the reports from the attached directory in.  Feel free to create a new one if you want.
6. Now, click the attached directory created in steps 1-4.  Stand by as the files load.
7. Click the first file in the list.  Then, scroll down to the bottom, hold down the shift key and click the last file.  This will select all the files in that directory.
8. While all the files are selected, click Move/Copy.
9. You'll see your list of folders.  Select the option at the top for Copy.
10. Double-click the folder you selected above, and click OK.  Then, stand by as the files copy.

Repeat these steps for each folder containing reports that need to be copied from your local hard drive to the server.   Then, repeat this for each workstation.

After copying all of these files, you should disconnect each of the attached directories to prevent any confusion.  To do this, click once on the attached directory you created in steps 1-5 to highlight it, and then click Folder and select Delete.  Note: The folder still exists, you’re simply “hiding” it from view.  Be sure that the confirmation window asks if you want to disconnect, and click Yes.
 

Step 7 - Rebuild the Comps & Images Databases from your Reports

The fastest and most effective means of transferring your images, while simultaneously updating the comps and images databases is through WinTOTAL’s Comps PowerView. The only drawback to this method is that any images/comps not currently used in reports will not be added to the databases.

To rebuild the comps/images databases, complete the following steps.

1. Start WinTOTAL – it should be running from your network drive now.
2. Open any report within WinTOTAL.
3. Click the Comps PowerView.
4. In the Comps PowerView window, click Open Database.
5. On the Comps Database screen that appears, click Import.
6. When the Import Comparables screen appears, make sure that the option labeled Import photos with comps has a check mark next to it.
   
   
7. Under the Office Manager Folders section, a list of all folders that are available in your File Cabinet appears.  For each folder that contains comps you want in the database, click it and then click Mark. You'll notice a small, red check mark applied to each folder you mark in this way.
8. Once you have marked all of the folders you need, click OK.

WinTOTAL then begins importing all of the comparables that are in each of the reports stored in the File Cabinet folders you have marked.  At the same time, it will extract a copy of each comparable’s photo form the reports and add it to your images directory and Image Database.

• During this process, you may be prompted for additional comparable information. While this information is not required, it will help to keep your Comparables Database as complete as possible.  During a mass import like this, you may want to mark the option to stop prompting you!
• You may also be presented with windows that indicate that a duplicate comparable was found.  It doesn't hurt to have duplicates.  For the sake of speed, you may just want to tell it to stop prompting.

You have now successfully completed the process to merge your local copies of WinTOTAL onto your network server.