QwikQuote Installation Notes – Terminal Server and Citrix Server Users

QwikQuote quoting software and invoice software can be installed on Windows Terminal Server or Citrix App Server
the same way for standard Windows application install and publish process to form a neat and effective sales
quoting software and invoice software solution system

Basically, it consists of 3 installation steps

The typical Windows Terminal Server application executable start procedure.
Install and configure QwikQuote Network sales quoting software and invoice software on the Terminal Server.
Complete the typical Windows Terminal Server application executable installation.

Most of work is included on the 2^nd step. It is the same as install, configure, and test run our quoting software and invoice software
on normal office network environment. The notable difference is all install, configure, and test run work are done on the server.

If you have any idea or suggestions, encounter any difficulty or runtime error, feel free to shot an email to
support@qwikquote.com or fan_shiguo@hotmail.com, or call us at +1.248.238.8101 or +1.248.438.8653 for help.

Note: Install 3rd Party Programs before Install QwikQuote.
We strongly suggest you to install the 3rs party programs before install QwikQuote
if you plan to use them along with QwikQuote in your quoting software and invoice software system.
For example, if you plan to use Sage ACT as you contact manager along with QwikQuote
you should install your copy of ACT before install QwikQuote. This is to let QwikQuote configure
your quoting software and invoice software system according to many different ACT release versions.
If not so, you might see the following message as:

And when it happens, try to act according to the message says.
The same idea here holds true for other contact manager program and CRM applications that is to be integrated
with QwikQuote in your quoting software and invoice software solution system, such as
for GoldMine, Outlook, Outlook BCM, Maximizer, TeleMagic, SalesLogix, QuickBooks, etc…

1. Starting Procedure to Install QwikQuote on Terminal Server

In essence, QwikQuote run on Terminal Sever is the same as run on local network environment.
The key different is there is only one copy of QwikQuote program installed on the Terminal Server
and it is configured to run as network client workstation in you quoting software and invoice software system.
In practice, this is sample – when the configure the QwikQuote Server Location is completed and
asking you if you want to run QwikQuote on this computer and configure is to be a network workstation
just answer Yes by press the yes button on the popup message dialog.
There is no client install and configuration workload when you run QwikQuote the quoting software and invoice software
solution package on the Windows Terminal Server and Citrix Application Server environment as well.

The basic installation procedure for install QwikQuote on Terminal Server is the same as install it on local network
with the following 2 key differences as:

The installation must follow Windows Terminal Server application installation procedure
that is to say it must go through
Windows Control Panel, Add and Remove Program, Add New Programs, CD or Floppy
and then to install and configure your sales quoting software and invoice software as stated in the previous sections.
Such as the screenshot shown below:

Browse to the QwikQuote full setup files as:

After press the button, the QwikQuote installation will go on as normal,
and the add application dialog will display as:

When QwikQuote installation has completed, it will display as:

At this moment, you can press the button to end the installation process.
Then you can see that QwikQuote has been installed as:

Note: Try to refer Microsoft terminal server application installation procedure for details
before you start install and configure your sales quoting software and invoice software solution system.

2. Network Users Installation on the Terminal Server

Basically, install our quoting software and invoicing software solution package on Terminal Server
is the same as normal installation process on any network environment. The key difference is
all install, configure, and test run process are all done right on the terminal server.

For QwikQuote network installation, the most important thing is to have a plan first
before you start to install the quoting software and invoice software system.
The key point of a successful install, configure, and run QwikQuote your sales quoting software and
invoice software setup is to choose where you want to host your QwikQuote Server Location.
In the Windows Terminal Server case, it is a Disk and Folder selection issue right on the Terminal Server
where you are going to install, configure, and run you sales quoting software and invoice software system.

What is the QwikQuote Server?
It is a shared location at any place with the Full Control rights given to all QwikQuote users
and in some systems including computers that are to run QwikQuote professional business sales software
and invoice software client workstation in you sales quote and invoice software solution system.
This is why we talked more about QwikQuote Server Location than QwikQuote Server host computer.

The basic steps involved in the Network Users Installation are the same as the Getting Start steps earlier in this document.
Herein they are in more details and considerations to help you tweak and twist how to use QwikQuote
to form up a neat and economical professional business quoting software and invoice software solution systems.

Plan and Set up your Shared QwikQuote Server Location

QwikQuote Server is in fact a Shared Location (directory or folder)
that will give FULL control rights to ALL QwikQuote users (might include computers)
on both Sharing Permission and Folder Security.
You must first of all plan carefully where your QwikQuote Server Location is.
- this is because your QwikQuote Activation Key will be bundled to your QwikQuote Server Location
when activating your QwikQuote network copy so that your sales quoting software and invoice software
will run normally after the trial or demo grace period that is 30 days normally until you applied for longer.
- If you try to move you QwikQuote Server Location after registration and apply your Activate Key,
you can see that your QwikQuote Server Machine Key has been changed to reflect the new location
and you will need a new Activate Key for your new QwikQuote Server Location so that
you can run your business sales quoting software and invoice software tools correctly.
If this is the case, please try to contact QwikQuote Sales or QwikQuote Support for a new Activation Key
so that you can run your business sales quoting software and invoice software against new Server Location.
We strongly suggest you not to use Mapped driver letter in the QwikQuote Server Location Path
instead, try to use UAC name directly. This is because the mapped driver letter is to reflect back to full UAC name,
and in a rare case, the reflected mapping might not be correct in your quoting software and invoice software system.
After you decide where to host your QwikQuote Server location and you have create the folder for it
then you need to give FULL Control rights of it to ALL QwikQuote users
who are going to use QwikQuote by run QwikQuote on QwikQuote client workstation
on both Share Permission and Folder Security.
This is required for you to run your sales quoting software and invoice software system correctly
on Vista, Windows 7, Windows Server 2008 and later released Windows editions to come.
This is supposed behavior for Windows editions before Vista, so this is the same as usual you supposed
to have all rights ready to run your sales quoting software and invoice software solution package.
For example, here we want to set my QwikQuote Server Location
on the QQServer01 D:\ driver and to use the folder name as QQ6-Server
I create the folder D:\QQ6-Serfer on my D:\ driver and make it shared
and then we give user SFan the FULL Control rights over this Shared QwikQuote Serer Location
so that the user SFan can logon and run the sales quoting software and invoice software on this computer.
Such as screenshot brief image demonstrated below:

And then give FULL Control rights to user SFan on Security
Such as:

Note: To make this rights assignment a little bit easier when you have a large QwikQuote User base
Try to set up a User Group (QwikQuote Users Group), add all needed users to the group, and
then assign the FULL Control rights for Sharing and Security to the group at one time so that
all members in the group will be able to run this quoting software and invoice software tools.

Note: Try not to use the QwikQuote default main installation folder normally at
C:\Program Files\QQ6 for 32 bit Windows computers
C:\Program Files (x86)\QQ6 for 64 bit Windows computers
as the QwikQuote Server Location in your business sales quoting software and invoice software system.
This is hold true that even your computer is to host the QwikQuote Server Location
in your business sales quoting software and invoice software system
and also to be configured to run as a QwikQuote Client workstation.
However, the 2 location (folder or directory) are supposed to host a different set of stuffs and functioned
differently in the business sales quoting software and invoice software solution system.
If it is the case, it is highly possible to mix up user settings of this computer
and the server shared setting for all other QwikQuote Network users.
Note: Though this is not a problem stopping your sales quoting software and invoice software system to work completely,
however this often causes confusion when configuring, maintaining, and moving QwikQuote Server Location
to a new computer location in the years of owning your sales quoting software and invoice software solution system.

Note: Try not to use space in the name of your QwikQuote 6 Server folder.
For example, not use D:\QQ6 Server, instead, user D:\QQ6_Server, D:\QQ6-Server or D:\QQ6Server.
This is to avoid internal UAC path mapping resolve problem in some network systems.

Download QwikQuote setup Executable

Download the QwikQuote setup executable file Setup.exe from:
http://www.qwikquote.com/download_Setup.html
and save it to your QwikQuote 6 Server location above so the all network client workstation computers
in your sales quoting software and invoice software network system can find it to and start installation from there
so that they can auto-configure to run as client of your sales quoting software and invoice software Server Location
without you or any other person to do any extra work – except just waiting a few seconds the first time you run QwikQuote.

If your computer does not allow auto-link by clicking the download link above
you can put the address directly into IE browser as screenshot image shown:

When asking your action for run or save as:

You must press button
– this is because the set up executable file is not built to run from within the IE browser.
When asking you to choose the location to save the download file
we strongly suggest you to save it to a place not easily to be deleted accidentally,
in case you need to re-install your sales quoting software and invoice software setup.
Such as screenshot picture displayed below:

The desktop is most convenient, but not a very good place
– it is good for you to click and run to install your business sales quoting software and invoice software system, but easy to be removed later
Try not to be in the QwikQuote default folder C:\Program Files\QQ6
– it is high possible when you do un-install QwikQuote and it will be removed.
In this case, you will need to download again to re-install your business sales quoting software and invoice software system.
Program files folder or Windows folder is good location
– people normally not try to remove files therein.
If you prefer, you can re-name the file to the name you prefer.
The download will start when you press button
Such as the screenshot image shown below:

Note: Though you can save the downloaded Setup.exe to any place, we strongly suggest you to save it to QwikQuote Server Location
This is to prevent it is being deleted accidently, also for later use and for client workstation installation use.

Logon as built-in Administrator user on the computer to install QwikQuote.
Run the downloaded installation file Setup.exe – following the installation guided steps.

Try to close other running programs or anti-virus programs
that might make the installation process to fail while installing the sales quoting software and invoice software
– un-able to install files for they are in use or being protected.

We strongly suggest you to Logon as built-in Administrator user to run QwikQuote install.
This is because the install process involve create and modify system registry,
create/delete folders and files, install printer driver, as well as other changes to the system
- those are required actions for you to run the sales quoting software and invoice software tools

As mentioned above, in some systems, such as Windows Vista, Windows 7, and later on Windows release editions, etc.
a user in the Administrator Group does not have the same rights as the built-in Administrator user.

I an Operating system with strict user access control in place,
though you might be able to install with Administrator Group User,
however, there will be a number of message boxes asking your permission explicitly
though that is theoretically being more safe, but making the install process somehow annoying,
except you explicitly choose to use “Run as Administrator” popup menu command
to install, configure, and run your business sales quoting software and invoice software tools.

To start the QwikQuote installation, try to locate the setup executable you download and saved in above step 1 as:
you can double-click, enter, or open to run it.

In Vista and Windows 7, when asking if you allowed the setup.exe to run,
you should answer ”Yes” to allow it to run so that you can install our sales quoting software and invoice software on your computer.

The setup program will try first to prepare for install as:

Then installation process of our sales quoting software and invoice software will show up the prompt installation process,
For a typical installation, you can follow the process, such as:

On the welcome dialog, try to press button,
and then

On the welcome dialog, try to press button,
and then

On the Information dialog, try to press button,
and then

On the Customer Information, enter your Logon name and you company name
choose if you want QwikQuote to be run by other persons or only yourself,
and press button, and then,

On the Choose Destination Location dialog, you can accept the default QwikQuote installation folder
or use browse button to locate the fold you want to install Quoting software therein
such as:

Normally, we suggest you to accept the default location of C:\Program Files\QQ6\
and press button, and then,

On the Setup Type dialog, you should choose Typical – that will install all modules
and press button, and then,

On the Start Copying Files dialog, you can review your choices
If you want to change something, you can go backward by press the button
Normally, you should press to continue the install process.
Such as:

At the end of the installation, you can see:

You can press button to close the complete dialog.
This shows that you have installed successfully our sales quoting software and invoice software onto your computer
ready for you to configure while try to run the first time of our quoting software and invoice software tools.

Note: Depending on your Windows System status,
a re-boot might be needed after the finish of QwikQuote installation.

Logon as built-in Administrator user on the computer to install QwikQuote.
Run the downloaded installation file Setup.exe – following the installation guided steps.

Since there is no QwikQuote Server Installation but only QwikQuote Server Location Configuration,
the QwikQuote Network Install process is to start install Quoting software on any computer
within your sales quoting software and invoice software network system you are working to build it
- that is able to access the shared QwikQuote Server Location setup earlier in step 1.
This can be the same computer hosting the shared QwikQuote Server Location
This can be a computer that is to run as QwikQuote network station
This can be a computer only used once to configure QwikQuote Server Location
(This is because the configure and re-configure process can be on any computer as long as QwikQuote has installed on it
– any QwikQuote network workstation within your quoting software and invoice software network system at later time.)

This part of the installation process is mostly the same as corresponding for Single User Installation section above.
You can refer to the Single User Download section for details above in this document.

However, this time, we know we intentionally saved the downloaded file in the QwikQuote Server Location
So, we should just user Windows Explore to browse to the QwikQuote Server Location and
and start the installation process from therein.

The detailed install process is the same as that of single user installation - refer to the above Step 2 for Single User Installation section.

Note: Though you are doing the QwikQuote server installation, you do not actually install software to the QwikQuote Server Location.
You only install QwikQuote executable program to local computer normally default to the location (folder or directory) as
C:\Program Files\QQ6 for 32 bit Widows computers
C:\Program Files (x86)\QQ6 for 64 bit Widows computers
Remember, there is no such thing as Server Installation in QwikQuote sales quoting software and invoice software solution package,
instead, we only configure a shared location to be act as QwikQuote Server Location in your sales quoting software
and invoice software solution system which holds shared data of QwikQuote License, settings, files, and databases.
Configure QwikQuote Server Location

Before you run QwikQuote Network copy, you must configure the QwikQuote Server location.

What the QwikQuote Server Location configure process does is to put the license and shared resources to the shared location,
and get it ready for other QwikQuote client workstation to start install process form therein and configure themselves to run
as client workstations in your business sales quoting software and invoice software solution network system..

If you try to run QwikQuote before configuration, a welcome dialog will inform you that the configuration is needed.
Such as the screenshot showing below:

When you press the button that is to start and run the QwikQuote Setup Wizard program.

Or you can start and run the QwikQuote Setup Wizard program manually as demonstrated below
from the Windows start menu as -> All Program Files -> QwikQuote 6 -> QwikQuote Setup Wizard
such as:

Then the setup wizard dialog will show up for you to configure your network sales quote and invoice software system
such as screenshot picture shown below

To configure QwikQuote Server Location in your quoting software and invoice software setup on this dialog:
you must first choose Configure Network Server Location as:

You must then enter your QwikQuote Server location as screenshot shown below:

If the folder name is not the one your setup in step 1 above, then try to use the browse button to find it.

If you do not have a QwikQuote Network Serial Number on hand,
try to check the check box and this will make the enabled.

If you do have a QwikQuote Network Serial Number on hand, try to un-check the checkbox
copy and paste your network Serial into the QwikQuote Serial Number box as screenshot shown below,
,
and this will make the enabled for you to configure you quoting software and invoice software system.

Then you press the button to start your QwikQuote 6 Server Location configuration process
of your sales quoting software and invoice software solution system network setup.
Such as the screenshot picture shown below:

After your QwikQuote 6 Server Location configuration finished,
it will ask you to configure this computer to be a client workstation
of your sale quoting software and invoice software solution system network setup.
Such as the screenshot image shown below:

You should answer ‘Yes’ by pressing the button
– you will find out it is very useful for test, maintenance, and management usages of your sale quoting software and
invoice software setup even you do not want to run QwikQuote as network workstation in daily works on this computer.

Then the Client configuration will start as screenshot photo posted below:

After the client configuration, you are ready to run QwikQuote network client on this computer.
This is much the same as you do with Single User situation in your quoting software and invoice software network setup.
Configure Other Network Client Workstations

Go to other computer that is to install and run QwikQuote as a network client workstation in your quoting software and invoice software system.
Logon as the built-in Administrator user
use to find the setup executable file from the QwikQuote 6 Server Location of your
sales quoting software and invoice software setup you have done in previous step on the 1^st computer above
that is previously named as NodeInst.exe or Setup.exe you downloaded from QwikQuote web site and manually copied to there
and run the setup executable file by double-click at NodeInst.exe or Setup.exe you manually copied to there
– then following the installation guided steps the same as for Single User installation above of this document.

After installation finished, try to run QwikQuote directly
QwikQuote will inform you to wait a few seconds and configure this installation to run as client workstation automatically.
Such as screenshot picture shown:

After the auto-configuration completed, QwikQuote will then start and run normally.
This usually only takes about 10 seconds – faster than you do client configuration manually
by run the Setup Wizard in the quoting software and invoice software system you construct now.

Note: The key point here is to start the installation process from the QwikQuote Server Location
by run the NodeInst.exe or the setup file you manually copied to there (Setup.exe).
This is the way to tell QwikQuote Setup Wizard where the QwikQuote Server Location is
and then the client configuration process can find license information therein – this is the required
condition for your sale quoting software and invoice software to work properly at runtime.

Note: The QwikQuote setup file copied to the QwikQuote Server Location is the same full setup executable file
you downloaded from QwikQuote web site and renamed to be as NodeInst.exe for compatible with previous
QwikQuote versions over the years before QwikQuote 6.0. (Try to compare the file property for confirmation)
If you prefer, you can use any file name meaningful to you case.
The key point here is to start installation from QwikQuote Server Location.
If not, you need to manually find the QwikQuote Server Location
select to “Configure this computer to run as Network Client Workstation”
and the press button to start QwikQuote Network Client configuring process.
This is the same as auto-configuration that will end up with the valid running network workstation settings
ready for you to run your quoting software and invoice software solution tool on this computer.
Re-Configure a Single User copy to run as QwikQuote Network Workstation

In some cases you might need to Re-Configure a Single User copy to run as QwikQuote Network Workstation
or upgrade a group of single users to form a network working environment.
In this case, the start point for you is each computer you need to reconfigure had been configured to run as Single User
such as the screenshot image showing below:

As you can see from above screen shot that the configure section only has the Single User is enabled
This is because you have a valid Single User Serial Number in the system
Then you need to remover the Single User Serial Number so as to enable other choices
to configure your quoting software and invoice software solution system,
such as the screenshot displayed below:

There are 2 key points to configure this computer to run as Network Client Workstation
in your sales quoting software and invoice software solution system
the 1^st is to choose
the 2^nd is to enter or find QwikQuote Server Location

Such as screenshot picture displayed below:

Then you can press button to start Network Client Workstation configuration process,
- refer to previous sections for details of configuration process.

Note: Since re-configure involves system registry and printer driver operations
so that the built-in Administrator user Logon is strongly recommended.

Note: In the QwikQuote Setup Wizard dialog, the live help information is at the lower part of the screen.
When you put the mouse over an object on the screen, or you make a choice
the help information will inform you the situation and suggestion you might need to know
during the configuration of your sales quoting software and invoice software package.
For example, the live help for network client configuration read:

Note: If you do not have a QwikQuote License Serial Number,
you are free to run as in Trial or Demo mode for 30 days with all functions and features enabled
by checking the check box at: .

Note: The above steps works fine with computers running from Win 9X to Vista, Widows 7 and later released editions.
However, for different Vista and Windows 7 editions, care must be made to built-in Administrator user.
See the previous sections in this doc for built-in Administrator user in Vista, Widows 7 and later released editions

3. Ending Procedure of Install QwikQuote on Terminal Server

After program is installed and configured to run properly on the terminal server itself
then you need to manually change the name of QwikQuote Citrix copy or terminal server copy QQuote6_Citrix.exe
into the name of QwikQuote main application QQuote6.exe
by first re-name it to another name such as QQuote6_SingleUser.exe
This trick is to allow you to run multi-instance of QwikQuote in you quoting software and invoice software system.
For example, before you renaming them, those 2 files look as:

Then you re-name the QQuote6.exe into QQuote6_SingleUser.exe.
Then you copy/paste/re-name the QQuote6_Citrix.exe into QQuote6.exe
Such as screenshot image demonstrated below

Notice that after this re-naming, when users run QQuote6.exe they actually run QQuote6_Citrix.exe that is a multi-user running copy.
This will allow more salespersons to run your sales quoting software and invoice software tools simultaneously.

Note: There are 2 points that will make your work a little bit easier in practice when you do setup, maintain, or move QwikQuote Server location
of your sales quoting software and invoice software solution network setup system.
This is especially the case when you have a large QwikQuote user’s base.

Try to put all QwikQuote uses in to the Terminal Server Remote Desktop Users Group
this will make you handle all users in your sales quoting software and invoice software system as one user
when grand access rights to the main installation folder and the server location of the quoting software and invoice software files.
Such as the screens shot picture displayed below:

And then give the Remote Desktop Users group the Full Control rights over QQ6 Sever Location for both Sharing and Security
Such as screenshot shown below:
And to the same to the QwikQuote main program installation folder
Normally at C:\Program Files\QQ6 for 32 bit windows
and C:\Program Files (x86)\QQ6 for 64 bit Windows.
Such as:

This is because all QwikQuote terminal server users will work over the same QwikQuote main installation folder.
This will save your efforts to add and remove each QwikQuote user separately with in your sales quoting software and invoice software system.
When you logon to the Terminal Server as built-in Administrator user to do QwikQuote installation and configuration
the settings you have done is not in the default location C:\Windows folder – as with none terminal server does.
However it is in the C:\Documents and Settings\Administrator\WINDOWS
as the following screenshot shows.
Also please notice that as terminal server users before they have their first time logon to the terminal server
the profiles for them are not created under Document and Settings folder
and you have no way to copy and paste you settings as administrator in the QQuote6.INI into their mapped Windows folder
so that they can have a start point for the QwikQuote settings saved in the file QQuote6.INI.
Otherwise, if the QwikQuote program cannot access the settings file QQuote6.INI it will think the program did not configured,
and then it will pop up a message box asking the user to do configuration – and you know, terminal users do not have that rights.
Such as:

The following screenshot shows the files QQuote6.INI has been copied from Administrator’s profile into QQUser_2’s profile folder:

And the following screenshot shows 2 remote users are using QwikQuote sales quoting software and invoice software on the terminal server.

Note: If you use Citrix to implement more controls over terminal server remote user’s environments
you can then apply Citrix stuff as long as the terminal server settings working fine.

Note: To install QwikQuote sales quoting software and invoice software on Citrix Application server can be done
by just follow the typical application install and publication process on Citrix Application server.
This is because QwikQuote professional sales quoting software and invoice software do not need any special handling on Citrix Application Server.

4. Reporting Installation Error

When you encounter error while install, configure, and run our quoting software and invoice software package for
either full setup or update build, try to take the screenshot of the error occurred and send an email
to support@qwikquote.com or fan_shiguo@hotmail.com for help alongside with the error screenshot as attachment.

Refer to the QwikQuote Installation Notes for reported errors in details.

Good luck and prospers business with QwikQuote your sales quoting software and invoice software solution system!