Getting Started Guide
Contents
1. Page 8 of 9 Appraisal Studio Support Options User s Guide The Appraisal Studio User s Manual contains comprehensive detailed information on using the software This manual includes step by step procedures reference information and demonstrations Technical Support If after reading the user s manual you decide that you require additional training with this program there are numerous options available United Systems offers you access to high quality responsive technical support We recognize that support needs vary from user to user our product support services allow you to receive the type of support that best meets your needs Telephone Training Training via telephone is available for users as well as multiple users conference call A United Systems Software Technician will walk you though all facets of Appraisal Studio Training is available in one hour increments Please contact your account representative to schedule a training session Technical Support can be reached at 1 800 241 4756 FAX You can reach the support department by facsimile at 480 449 2657 Use the fax line to send your support engineer questionable printouts or written descriptions of a problem The support department is also available to answer many questions using its automated fax service Make sure we have your current fax number to expedite your request Support via Electronic Mail You can contact the next available technical support engineer by se2. 1203 W Weatherby Way SRIP 10 94 3 Thu Jan 16 2003 10 56 184M 1203 W Weatherby Way Vacant Land 4 ThuJan 16 2003 10 56 484M In most cases you should not have to do anything except press the Import Files button to start the importing process In some cases where available disk space is limited you may want to call Technical Support for assistance in determining the best option for you Keys F1 F2 Selects Unselects all files in all folders F3 F4 Selects Unselects all files in selected folder F5 F6 Expands Collapses all folders Esc Quit Installing inRoads if you already have HighPerMAP installed If you are currently using HighPerMAP with HighPerFORM you can continue to do so You should not uninstall HighPerMAP if you want to continue using the mapping software with HighPerFORM HighPerMAP is specifically designed to integrate with HighPerFORM InRoads on the other hand is specifically designed to integrate with Appraisal Studio InRoads does not integrate with HighPerFORM and HighPerMAP does not integrate with Appraisal Studio We recommend that you leave HighPerMAP installed during an interim period when you are evaluating and converting over to Appraisal Studio Go ahead and install inRoads and use it with Appraisal Studio If disk space is limited you can call our Technical Support department to discuss what the best solution is for your situation At some point in the future when you have completely switched over to
3. network version installation jot Appraisal Studio network inCase document archiver E inHand module Integrated Products EN Apex lV single user EN Apex lY multi user WinSketch United Systems Software s premier full featured real estate appraisal software This installation is intended to establish the necessary Appraisal Studio files on your network s server including files with which to perform client installations Please refer to your user s manual regarding how to perform a client installation installations The server installation which is performed only once on the non dedicated server and the workstation or client installation which is performed on each workstation intending to run Appraisal Studio To install Appraisal Studio network to the non dedicated server choose Appraisal Studio network from the setup menu Click the Install This Program to start the installation process Move though the installation wizard by clicking the Next or Yes buttons It is highly recommended that you install to the default destination location which is C Program Files United Systems Appraisal Studio You can cancel the Appraisal activePDF Composer S Utilities T Adobe Acrobat Reader Pif System Utilities Studio installation at anytime by clicking on the Cancel button Denar The installation process installs all the necessary shared files to the non dedicated server At the
4. Appraisal Studio you may want to uninstall HighPerFORM and HighPerMAP to regain the disk space Page 4 of 9 Installing Appraisal Studio on a Stand Alone System xi Standard Installation Noy opt ke Appraisal Studio installation is easy After a few steps Appraisal Studio copies the software and creates a United Systems program erat group and desktop icon If you are a network administrator you will n This Do f E E United Systems Software Appraisal Studio standard find more information on how to install Appraisal Studio Network ps ed u Version later in this document NSE Appraisal Studio standard Stand alone version installation Sy Appraisal Studio network a f full feat inCase document archiver United Systems Software s premier full featured rea yea a Pa lial Before you begin installing Appraisal Studio on your computer make ie evi ool Michaliltet be cherraitonstormihater sure that Windows 98 2000 XP is installed on your computer and the BD Apex IV multi user Pe ee computer meets the minimum requirements stated in the Getting Help ables Appraisal Studio Requirements section activePDF Composer J Utilities Adobe Acrobat Reader Ei System Utilities Install This Progam Note Make sure all other programs are closed before installing Appraisal Studio Insert your Appraisal Studio CD into the CD ROM drive of your A informs computer This will initiate th
5. be used as the non dedicated server Note If you have a previous version of Appraisal Studio installed on your computer and it is your intent to reinstall Appraisal Studio it is highly recommended that you install Appraisal Studio in the same directory as the previous version If you install it into a different directory you will not be able to access the previous version Also close all programs before running Appraisal Studio s install program Map Network Drive on each Workstation Map a network drive on each workstation to point to a hard drive on the non dedicated server You can skip this step if your network administrator has already mapped a network drive To map a network drive double click on the Network Neighborhood icon on your desktop Then double click on the non dedicated server and right click on the drive where you are going to install Appraisal Studio Choose Map Network Drive and select a drive letter by clicking on the drop down box Repeat this process for each workstation It is a good idea to choose the same drive letter the C drive for the non dedicated server and the F drive for each workstation xj Appraisal Studio Server Installation An Appraisal Studio network installation actually consists of two types of United Systems Software Setup Menu ANNELIEN SEIA On This CD Be E E United Systems Software at Appraisal Studio network T Getting Started 5 Appraisal Studio standard
6. Appraisal Studio To accommodate this at the very end of the Appraisal Studio installation we wil automatically detect if 3 HighPerFORM is currently installed on the computer If so 7 It appears that HighPerFORM is currently installed on your system the following question will appear asking if you waht to Do you want to import HighPerFORM s configuration into Appraisal Studio import HighPerFORM s configuration into Appraisal Studio Configuration is made up of such things as signature files macro entries photo titles program settings custom dictionary changes comps database office management information etc If you answer YES to this question we will locate and import HighPerFORM s configuration into Appraisal Studio This will allow you to move from HighPerFORM to Appraisal Studio without interruption If you answer NO to this question Appraisal Studio will look and feel as though it were a new installation Importing HighPerFORM s configuration information does not import any actual appraisal report files the files from HighPerFORMS s user folders or Photo files the files from HighPerFORM s photo library or user scrapbooks We highly recommend that you import both the appraisal files and photo files if disk space permits This is done by running an import program called HPFlmport This program can be found in the Appraisal Studio folder When you start the program you will see a screen similar to the one shown
7. ations and Carry Forward Field Information Appraisal Studio updates its calculations and carry forward field information as you type and all calculation and carry forward fields can be user over ridden When you override a calculated or carry forward field the field will become outlined in red This indicates a User Overridden Field The field will remain outlined in red or user overridden until the value or text in the field returns to the Appraisal Studio calculated or carry forward value This helps you remember all the fields you ve over written To see what the calculated or carry forward value is for a user overridden field simply select the field and then rest your mouse on top of the selected field to popup the yellow tool tip showing the Calc calculated or carry forward value and the User user overridden value If you want to reset the value back to the Calc value press the F7 key The sign used to do automatic comparable adjustments has been enhanced with a new dialog allowing for more specific adjustments to be performed as well as remembering the adjustment criteria Remembering the adjustment criteria allows Appraisal Studio to automatically readjust an item s adjustment results when the item being adjusted changes The sign automatic comparable adjustment still uses the same fast keystrokes as it did before There are just too many new things to cover in this quick preview but we wanted
8. below o tment High err ore Fes eee x After the installation but before you launch Appraisal Studio Import Recommendation Information It appears that you have enough disk space to import all of the appraisal files in the folders below and all of your photo files We HighPerForm Disk Space ral for the first time you ll need to run the HPFlmport program sed by 4 Files 1 MB The HPFimport program reads and displays the appraisal folder structure and files from HighPerFORM It also counts up and displays the number of appraisal files and photo files and their disk space requirements Based on the available disk space the HPFlmport program will automatically select the appropriate import options Only the appraisal files can be individually selected to be imported into Appraisal Studio The photo files are an all or nothing option Used by 0 Photos 0 MB Drive C Disk Space Available Disk Space 2 048 MB 4 Selected Files 1 MB recommend that you import both We have automatically selected all the files for you Click the Import Files button to start the i import process Id Appraisal Files only those files selected from the folders below Id All Photos Files selecting individual photos is not an option Disk Space After Import 2 047 MB 1203 W Weatherby Way Condominium 1 ThuJan 16 2003 10 54 384M 1203 W Weatherby Way FMae 2055 2 ThuJan 16 2003 10 55 104M Sy Administrator KIKIKI
9. croll bars COMMENTS TIN i kS Si F cad l Jump or Jump to Form mode on the toolbar displays all of the pages in your report using our best fit thumbnails logic shown to the left Now you can quickly see all the pages in your report To jump to a specific page double click on top of the page As a matter of fact the location where you double click on top of the page is exactly the location where you will end up back in the Report or Edit Report mode Form Editing Modes The form editing modes on the toolbar allow you to quickly switch between the important report editing operations A H 2 2 NE Lahr Rane Freee P stern Drees QP coe rectangle is drawn around the selected mode button indicating the current mode Modes are loaded into the same screen space instead of launching in separate windows A fast way to exit any mode and return to the report mode is to press the ESC key Page 2 of 9 Forms or Manage Forms mode allows you to see all the categorized forms available in Appraisal Studio and quickly add remove reorder and rename all the forms in your report This mode supports full drag and drop capabilities meei n Led Sore ot fer 2 wl Hnida a The Photos mode allows you to quickly click and drag photos from multiple photo sources into your report The page selector arrows automatically find and scroll to the next photo page Calcul
10. e auto run feature on the CD inControl ye ie Y Note f your system does not bring up the installation screen inCase automatically when you insert the CD into your hard drive you may snide have the auto run feature disabled on your PC To bring up the installation screen follow these instructions Click on the Start button from your Workstation Select Run from the Start Menu and type the drive letter of the CD ROM followed by setup exe Then click OK Note The Adobe Acrobat software that is included with Appraisal Studio is the Acrobat Reader In order to send reports in PDF Format the full version of Adobe Acrobat must be purchases from your local software supplier or online at htto www adobe com InstallShield Wizard Choose Destination Location The United Systems Software Setup Menu will appear Click on Appraisal Studio Standard then click Install This Program Select folder where Setup will install files Setup will install Appraisal Studio in the following folder After the Install Shield Wizard prepares your computer for the installation the Appraisal Studio installation screen will appear Click on Next to continue the installation process To install to this folder click Next To install to a different folder click Browse and select another folder Once you have clicked on Next read the Software License Agreement and click on Yes to continue Destination Folder C Program Fi
11. end of the installation you may be prompted to reboot the computer Its always a good idea to reboot the computer to give the operating system a chance to update any system settings The server installation does not install any desktop icons or program groups In order to run Appraisal Studio you will need to perform the client installation on each workstation intending to run Appraisal Studio Appraisal Studio Client Installation The client installation is not started from the setup menu Instead the client installation files were installed during the server installation You will need to navigate to the Install Client folder and run the Setup exe file which is typically found at C Program Files United Systems Appraisal Studio Install Client on the non dedicated server and F Program Files United Systems Appraisal Studio Install Client on each workstation Move though the installation wizard by clicking the Next button It is highly recommended that you install to the default destination location which is C Program Files United Systems Appraisal Studio You can cancel the Appraisal Studio installation at anytime by clicking on the Cancel button Appraisal Studio is currently in trial mode To use the software after the evaluation period you will need to enter valid activation information The installation process installs all the necessary files to the workstation At the end of the installation you may be prompted
12. isal Stug Getting Started Guide What s so great about Appraisal Studio sannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnne 2 Importing HighPerFORM s Configuration and Files into Appraisal Studio 4 Installing inRoads if you already have HighPerMAP installed ccesseseeees 4 Installing Appraisal Studio on a Stand Alone System ccccccceeeeeeeeeeeeeeeeeeeeeeees 5 Installing Appraisal Studio on a Peer to Peer Network ccsccsseeeeeseeeeeeneeneeenes T Installing Appraisal Studio on a Dedicated File Server Network 2c0008 8 Appraisal Studio Support Options ccececceeeeeceeeeeceeneeneeneeneeneensensenseneeasensenseneeaes 9 Appraisal Studio System Requirements ccccceceeeeeeceeeeeeeeeseeeenseneseesenseneeeesenes 9 Page 1 of 9 What s so great about Appraisal Studio Prepare to be dazzled by the new report interface in Appraisal Studio It is simply the best on the planet All the other appraisal software companies have tried but failed to provide a true WYSIWYG What You See Is What You Get report interface Appraisal Studio is the only appraisal software to display all the forms in your report in one view Just think no more having to switch back and forth between the different forms in your report We have also mastered page zooming Zoom to any percentage from 10 to 500 not to mention automatic Zooming to fit your screen width a
13. k through the options and make the desired changes Once you click Next on the Start Copying Files window Appraisal Studio will begin copying all files to your computer When copying is complete the very first screen from the beginning of the installation process will appear If you wish to install additional applications such as Apex or Acrobat Reader you can do so at this time Otherwise exit this screen and open your newly installed Appraisal Studio Once you log into Appraisal Studio for the first time you will be prompted to enter your activation Msisi diii information If you are evaluating Appraisal Studio click the Continue Trail Evaluation The Oe ae he E aate pers you wi ndio evaluation perio d lasts for 30 days enter valid activation information Activation Information Account Number Activation Code cres Trial Version Your Appraisal Studio trial period will last 60 days Begin Trial Period Page 6 of 9 Installing Appraisal Studio on a Peer to Peer Network Requirements To install Appraisal Studio on a peer based network select the most powerful computer in your peer group The most powerful computer is the one with the fastest CPU the one with the most amount of RAM and with the largest hard drive Make sure that the computer meets or preferably exceeds the minimum requirements stated in the Appraisal Studio Requirements section This is the computer that will
14. les United Systems 4ppraisal Studio Browse The Choose Destination Location screen will appear showing you the location for your Appraisal Studio installation It is recommended that you use the default location and do not change the destination folder Tstallehield Note f you need to change the destination folder click on the Browse Select Program Folder button This will bring up a directory list Choose Folder Select the Please select a program folder pa folder where you wish to install Appraisal Studio Click on the directories to the desired location Click on OK once completed This will return you to the Choose Destination Location screen Click on Next to continue Setup will add program icons to the Program Folder listed below You may type a new folder name or select one from the existing folders list Click Next to continue The Select Program Folder window will ask which Program Folder you wish to install Appraisal Studio in By default it will recommend installation in the United Systems folder We strongly recommend you leave the default folder as your selection When you have chosen your Program Folder click Next to continue lt Back Cancel A window summarizing the choices you have made regarding your installation will appear Verify that this information is correct and click Page 5 of 9 Next to begin installation If anything is incorrect in this information click Bac
15. nd screen height Once you have setup the screen the way you like we save your settings so your reports appear the way you like every time ee ne bi i D Dp e P Ree h Pees me on oh L ee ee ed ek e eT T O Ta ii pal iji i NEE mn Predominant Single family housing Present land use Lond ume change DOCICY PRE Wise 3 ta one tart it Leiatoki li i i ol L a oh i r 2 Lee T uta arb Br Bika Pe ven Fe Foe incor 0 E wa ra Fapid ttle Ia n a I imil Poca ty wl iert thie Do be 3 T rt Hfi Ku E bay Eam supply haly l n bal ee uy Vaal 54 tar ia es Mikena time mia 3 ire el JF a ra fal fiat her 4 Note Roce and the relal compasitien ol tha nelghberheod ara mat appraisal iactari haeeernh ibah boui ated sf ee i file j ate Se ee eee es mn fel GHEDAHOOO fits Deut The two examples above illustrate the Page Width and Whole Page options found in the zoom dropdown list You can choose from any predefined value between 10 and 500 or simply type in a new zoom value You can change the form layout from horizontal to vertical ee scrolling pages as shown to the right These options can be vi found under the View menu am Appraisal Studio now offers form panning similar to Adobe Acrobat When the mouse pointer is a hand simply click and drag the form This is often much easier to do than scrolling the form using the standard s
16. nding an e mail to support unitedsystems com Be sure your reply address is correct so that the engineer can return your message promptly Include your name account number and a detailed description of the problem you re experiencing If you need information on renewing your support contract contact your sales representative at 1 800 969 8727 Your support contract entitles you to all of the benefits listed above as well as periodic software updates Version Insurance Protection amp Support United Systems Software Company offers the comprehensive Version Insurance Protection program to provide its customers with the latest product updates new product information discount on future purchases and access to the United Systems Product Support Line The VIP program is provided on an annual basis for a fee that is price based on the size and needs of your company Helping Your Support Engineer Help You Providing product support can be challenging since practically everyone has different computer configurations To assist the support engineers in providing you with the best possible service when calling for technical support please be at your computer and have the following information ready Your account number The version of the program and operating system that you are using click the help button to get the version number The exact wording of any messages that appeared on the screen What happened and what were you doing when the problem occu
17. r network administrator has already mapped a network drive To map a network drive double click on the Network Neighborhood icon on your desktop Then double click on the server and right click on the drive where you are going to install Appraisal Studio Choose Map Network Drive and select a drive letter by clicking on the drop down box Repeat this process for each workstation It is a good idea to choose the same drive letter the C drive for the server and the F drive for each workstation United Systems Software Setup Menu E ANNELEEN SEIA On This CD United Systems Software ST Getting Started Appraisal Studio Server Installation An Appraisal Studio network installation actually consists of two types of installations The server installation which is performed only once on the server and the workstation or client installation which is performed on each workstation intending to run Appraisal Studio 5 Appraisal Studio network 5 Appraisal Studio standard network version installation ioe Appraisal Studio network inCase document archiver E inHand module Integrated Products 2 Apex lV single user ey Apex lY multi user United Systems Software s premier full featured real estate appraisal software This installation is intended to establish the necessary Appraisal Studio files on your network s server including files with which to perform client installations Please
18. refer to your user s manual To install Appraisal Studio network to the server choose Appraisal Studio network from the setup menu Click the Install This Program to start the installation process Move though the installation wizard by clicking the Next or Yes buttons It is highly recommended that you install to the default destination location which is C Program Files United en A regarding how to perform a client installation Systems Appraisal Studio You can cancel the Appraisal Studio installation Utes at anytime by clicking on the Cancel button Adobe Acrobat Reader Pif System Utilities Install This Program The installation process installs all the necessary shared files to the server At the end of the installation you may be prompted to reboot the computer It s always a good idea to reboot the computer to give the operating system a chance to update any system settings The server installation does not install any desktop icons or program groups In order to run Appraisal Studio you will need to perform the client installation on each workstation intending to run Appraisal Studio Appraisal Studio Client Installation The client installation is not started from the setup menu Instead the client installation files were installed during the server installation You will need to navigate to the Install Client folder and run the Setup exe file which is typically found at C P
19. rogram Files United Systems Appraisal Studio Install Client on the server and F Program Files United Systems Appraisal Studio Install Client on each workstation Move though the installation wizard by clicking the Next button It is highly recommended that you install to the default destination location which is C Program Files United Systems Appraisal Studio You can cancel the Appraisal Studio installation at anytime by clicking on the Cancel button The installation process installs all the necessary files to the workstation At the end of the installation you may be prompted to reboot the computer It s always a good idea to reboot the computer to give the operating system a chance to update any system settings The client installation installs the desktop icon and program group To run Appraisal Studio click on the desktop icon Once you log into Appraisal Studio for the first time you will be prompted to enter your activation information If you are evaluating Appraisal Studio click the Continue Trail Evaluation The evaluation period lasts for 30 days Appraisal Studio Activation X Appraisal Studio is currently in trial mode To use the software after the evaluation period you will need to enter valid activation information Activation Information Account Number Po Activation Code Cancel gt Trial Version Your ppraisal Studio trial period will last 60 days Begin Trial Period
20. rred Appraisal Studio System Requirements CATEGORY MINIMUM SPEC s RECOMMENDED SPEC s Processor CPU Pentium Il or better Pentium Ill or better Memory RAM 64 MB 128 MB or more Hard Drive 100 MB free space 1 GB free space Monitor 15 17 or larger Video Colors 8 bit 256 colors 16 bit 65 536 colors Video Resolution 800x600 1024x768 Modem 33 600 or faster DSL Cable ISDN CD ROM 8X 44X Operating System Windows 98 ME NT 2000 XP Windows 2000 XP Digital Camera TWAIN Compliant TWAIN Compliant Scanner TWAIN Compliant TWAIN Compliant Page 9 of 9
21. to reboot the computer It s always a good idea to reboot the computer to give the operating system a chance to update any system settings The client installation installs the desktop icon and program group To run Appraisal Studio click on the desktop icon Once you log into Appraisal Studio for the first time you will be prompted to enter m Activation Information Account Number Activation Code your activation information If you are evaluating Appraisal Studio click the Continue Trail Peel Bae Evaluation The evaluation period lasts for 30 days pe ot Se Your Appraisal Studio trial period will last 60 days Begin Trial Period Page 7 of 9 Installing Appraisal Studio on a Dedicated File Server Network Requirements Make sure that the computer meets or preferably exceeds the minimum requirements stated in the Appraisal Studio Requirements section Note If you have a previous version of Appraisal Studio installed on your computer and it is your intent to reinstall Appraisal Studio it is highly recommended that you install Appraisal Studio in the same directory as the previous version If you install it into a different directory you will not be able to access the previous version Also close all programs before running Appraisal Studio s install program Map Network Drive on each Workstation Map a network drive on each workstation to point to a hard drive on the server You can skip this step if you
22. you to be aware of some of the more important changes to help you get started We encourage you to take some time to explore and see all the new things that Appraisal Studio offers For instance if a warning message appears in the status bar at the bottom of the report screen just click on top of the message and the field where the message is coming from will automatically become selected or how about double clicking on any thumbnail image to see an enlarged view Automatic Comparable Adjustment Eg Type in a value by which to adjust square Foot Entering an adjustment per unit of O zero will dis continue previous automatic adjustments and Clear the adjustment values For this item Adjustment per unit Don t adjust if unit difference less than 100 Don t adjust iF amount less than 100 Round adjustment to Nearest Integer If you have any questions or suggestions please don t hesitate to call our technical support department and they will be happy help you start taking full advantage of Appraisal Studio Page 3 of 9 Importing HighPerFORM s Configuration and Files into Appraisal Studio It is important to realize that HighPerFORM and Appraisal Studio are two completely separate software packages They can both be installed on the same computer and they will operate independently With this in mind we know that most of our customers that upgrade will want to keep all the previous work done in HighPerForm and use it in
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