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2013Means Integrator Guide ForSageEstimating 9.8 and 12.1 NOTICE This is apublicationof SageSoftware, Inc. DocumentNumber20003048050198001/2013 ©2013SageSoftware,Inc.Allrightsreserved.Sage,theSagelogosandtheSageproductandservice namesmentionedhereinareregisteredtrademarksortrademarksofSageSoftware,Inc.,oritsaffiliated entities. All other trademarks aretheproperty of theirrespectiveowners. ® ®, ® BusinessObjects andtheBusinessObjectslogo,BusinessObjects andCrystalReports are trademarks orregisteredtrademarks of Business Objects SoftwareLtd. intheUnitedStates andinother countries. Business Objects is anSAP company ® ® ® Microsoft SQLServer ,WindowsVista andtheWindowslogoaretrademarksorregisteredtrademarks of Microsoft CorporationintheUnitedStates and/orothercountries. YouruseofthisdocumentandtheSageproduct(s)describedhereinisgovernedbythetermsand conditions of theSageEndUserLicenseAgreement(“EULA”)orotheragreementthatisprovidedwithor includedintheSageproduct. Nothinginthis document supplements, modifies oramends thoseterms and conditions. Except as expressly statedinthoseterms andconditions, theinformationinthis document is providedby Sage“ASIS”andSagedisclaimsallexpress,impliedorstatutory warranties of any kind, includingbut not limitedtothewarranties of merchantability, fitness foraparticularpurposeorof non- infringement. Noimpliedlicenseis grantedtoyouunderany Sageintellectualproperty ortradesecret right. Sagereservestheright torevise, supplement orremoveinformationinthis document at any timewithout noticetoyouorothers. Release Guide 2013 Means Release RSMeanshasupdateditsdatabasesforthe2013release.IfyouuseRSMeansdatabaseitemsinyour estimates, readthis guidetoreview thechanges andtheinstructions forupdatingthefollowingaffected databases: n MeansDatabases n ConstructionKnowledgebase n Residential Knowledgebase NewinThisRelease RSMeansdatabaseshavebeenupdatedwithcurrentpricinginformation. MasterFormat 2012 Format RSMeanshasadoptedtheConstructionSpecificationsInstitute(CSI)MasterFormat2012(MF12)data structureforall of theirdatabases. Previously, RSMeans databases usedtheMasterFormat 2004(MF04) ortheMasterFormat1995(MF95)datastructure. IMPORTANT: n If youarealready usingRSMeans databases intheMF04format, youdonotneedtoupgradeyour databases totheMF12format. n YoumustupgradetoSageEstimatingproductsversion9.8orlaterbeforeyouinstallthe2013Means Integrator. Overview TheRSMeansdatabasescorrespondtotheRSMeansCostDatabooksyoureceivewithyourshipment. WithSageEstimatingMeansIntegrator,youcancreateasingledatabaseorcombinemultipledatabases intoonecompositedatabase.Alternatively, youcanupdatethepricingonanexistingRSMeansdatabase withcurrent RSMeanspricing. 1 Install Estimating9.8orlater. 2 Insert the2013MeansIntegratorinstallationCD intotheCD driveof theworkstationorserverwhere SageEstimating9.8or12.1isinstalled. Fromtheinstallationbrowser: 2013MeansReleaseGuide Page 1 ReleaseGuide a Select toinstall theMeans IntegratorapplicationforSageTimberlineOffice9.8or12.1. b Click [Browse] andbrowsetotheserverorworkstationwhereyouwanttostoreyourRSMeans databases. c Select thecheck box next toeachRSMeansdatabaseyouwanttoinstallthenclick[Install]. 3 Start the2013MeansIntegratorby clickingthefollowing: p For Sage Estimating 9.8:Start > AllPrograms > SageSoftware>SageTimberlineOffice> Estimating>MeansIntegrator. p For Sage Estimating 12.1:Start > AllPrograms > Sage> Sage300ConstructionandRealEstate > Estimating> Means Integrator. 4 Follow thesteps throughtheMeans Integratorwizard. 2013 Means Integrator Workflows Integratingyour2013RSMeansdataisafivestepprocess. Step One: Prepare Database IntheMeansIntegratorwizardPrepare Databasewindow,youcanselectwhethertotransferdataor updatedata. Thefollowinginformationdescribes theseoptions. Transfer Data Select Transfer Dataif youareready totransferRSMeans 2013datatoanew databaseortoanexisting databasewithwhichyouhavealreadybeenworking. n Transfer Data—New Database Select this optiontocreateanew Estimatingdatabaseandpopulateit withallof theRSMeans 2013 items intheMF12format. n Transfer Data—Existing Means MF12 Database If youselect totransfertoanexistingMF12database, theIntegratorwilltransferany new RSMeans 2013itemstoyourdatabase. n Transfer Data—Non-MeansDatabase If youselect tointegratewithanon-RSMeans database, theIntegratorwilltransfertheRSMeans 2013 items toyourexistingdatabase. Theresultingdatabasewillcontainbothyourexistingphases anditems andtheRSMeansphasesanditems. NOTE: AddingRSMeans2013phasesanditemscouldcauseyourphasesorttoappeardifferently inEstimating. If youaretransferringRSMeans datatoanew database, alsoselect acompany toassociatewiththedata thenspecify thelengthof thenormalwork periods, theJobCost programyouwant toassociatewiththe database(if desired), andthedefault crew pricingmethod. 2013MeansReleaseGuide Page 2
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