Bid To Win (B2W) Installation Process

Artera Technology Service Center Knowledge Base

Bid To Win (B2W) Estimate Installation

Introduction

B2W is a project estimation application that accesses a database within the Artera domain to store documents and details for pending job proposal estimates and is in use by multiple operating companies within Artera. This document will go over the installation process to get it installed.

Purpose

This document outlines the steps to properly install and configure B2W for approved users. The steps will cover installing the software, configuring setup, and connection to the database.

Prerequisites

The device B2W is being installed on should have Internet access and internal access to the Artera Domain (VPN or within a tunneled office).

The device should be functional and up to date, running a current version of Windows 10 or Windows 11.

The agent performing the installation should have a reliable Internet connection and authorized remote access to the device that B2W is being installed on.

The agent should have these steps accessible for efficiency

Step-by-Step Instructions

The steps below should be followed as listed and in chronological order they appear below. If steps are completed out of order, the installation may be compromised and or fail completely potentially causing data loss for the user and the project being estimated.

Step 1: Download the executable installer to the user’s device from the SharePoint link here: B2WEstimateSetupWizard20.2.7657.26937.exe
Step 2: Double click the installer icon to launch the installer
Step 3: From the WinZip Self-Extractor window, select the “Setup” button
Once the extraction completes, if prompted for additional required features, select the “OK” button
On the Welcome to the B2W Estimate Setup Wizard window, select the “Next” button
Read the License Agreement (you must scroll to the bottom to continue) then select the “Next” button
Select the “Install B2W Estimate as a 64-bit application” option on the Choose Bit Edition window and then select the “Next” button to continue

Select the “Anyone who uses this computer” option from the Destination Folder window and then select the “Next” button to continue
Select the “Mobile Client” option from the Select Installation Type window and then select the “Next” button to continue
Select the “Specify a first server and database for the user” on the Default B2W Estimate Server and Database window, then enter the following network path in the “Server and database path” input box: VOLT-B2W.powerteamservices.com\SECB2WEstimate\B2WData and then select the “Next” button to continue
Confirm the installation details on the Confirm Setup window then select the “Next” button to start the installation
Once the installer completes, the user will sign in with the credentials provided by the B2W Administrator: Jed Mercardante

Troubleshooting

Confirmed potential issues and their solutions to ensure proper installation

Issue 1: The installer fails to connect to the database or create a new database for the current user.

Solution: Ensure that the user is connected to the Artera VPN or inside of a branch office with a tunneled connection

Issue 2: The user’s credentials do not allow them to sign into the application following installation.

Solution: The user should reach out to the B2W administrator to verify their account is authorized and that their password is correct.

FAQs

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Additional Resources

Link to other relevant KB articles, external documents, or resources.

Resource 1
Resource 2
Resource 3

Revision History

Document the history of changes made to the article.

October 16, 2024: Article Creation

Contact Information

Provide contact information for process/application owner and the ATSC for further assistance.

Process Owner

Email: brandon.pace@artera.com
Phone: 470-480-2414

Artera Technology Service Center

Email: techservice@artera.com
Phone: 470-480-2414

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For inquiries, contact Brandon Pace at Artera Technology Service Center:

Brandon Pace: brandon.pace@artera.com

Artera Services 06/13/2024