e-specs for revit 8.0 installation guide · e-specs client applications such as e-specs for revit,...

e-SPECS for Revit 8.0 Installation Guide

© 2013 InterSpec, Inc.

Last Updated: 6/20/2013

e-SPECS for Revit 8.0 Installation GuideI


Table of Contents

Part I Installing e-SPECS 2

................................................................................................................................... 41 Extracting the Installation Package

................................................................................................................................... 42 Installing the Server

................................................................................................................................... 133 Installing the Client

................................................................................................................................... 204 Installing the Revit Plug-in Console

................................................................................................................................... 265 Updating the Document Libraries

................................................................................................................................... 276 Configuring the e-SPECS DSN

Part II Upgrading from Previous Versions 34

................................................................................................................................... 341 Upgrading from e-SPECS v4.x or Newer

.......................................................................................................................................................... 34Upgrading the Document Libraries

.......................................................................................................................................................... 35Upgrading the Assembly Codes and Bindings

Part III Licensing e-SPECS 38

................................................................................................................................... 381 License Serial Numbers

................................................................................................................................... 392 Licensing the e-SPECS Software

................................................................................................................................... 423 Licensing the MasterSpec® Libraries

................................................................................................................................... 454 Viewing License Status

Part IV Appendix A - Databases and Directories 48

Part V Uninstalling e-SPECS 50

................................................................................................................................... 501 Uninstalling e-SPECS v8.x

Index 53

Installing e-SPECS

Part

I

e-SPECS for Revit 8.0 Installation Guide2


1 Installing e-SPECS

An e-SPECS installation consists of an e-SPECS Server and one or more e-SPECS Clients.

The e-SPECS Server:

Stores project files and MasterSpec® master databases

Manages database updates and licenses

The e-SPECS Client:

Consists of the main application program, allowing you to edit your specifications

Communicates your changes to the server via ODBC (Open Database Connectivity)

Single-Node Installation

The Server and Client can be installed together on one machine. This setup is typical when only oneuser will be using e-SPECS and from only one machine.

Multi-Node Installation

In network installations, e-SPECS Server is typically installed on a computer separate from thoserunning the e-SPECS Client application. It is OK to install the e-SPECS Server and e-SPECS Clienton the same computer and then add additional clients throughout the network, but many networkadministrators discourage this in favor of having a centralized database server.

Installing e-SPECS 3


e-SPECS Minimum System Requirements:

e-SPECS Server Application using Microsoft SQL Server or SQL Server Express

Minimum Hardware Requirements:1 GB RAM recommended4 GB available disk space

Installed Software Requirements:Microsoft Internet Explorer 6.0 or newerWindows® 2000 SP4, XP SP3, Server 2003, Server 2008, Vista, Windows 7 (32-bit and 64-bit versions supported) Windows 8 is NOT supported on the e-SPECS Server machine.Windows Installer 4.5 or newer (To see what version you have on your machine go to Start >Run, type in msiexec.exe, hit OK. If your Windows Installer is older than 4.5, you candownload 4.5 here: http://www.microsoft.com/downloads/en/details.aspx?FamilyId=5A58B56F-60B6-4412-95B9-54D056D6F9F4&displaylang=en) .Net Framework 4.0 or newer

e-SPECS Client Applications such as e-SPECS for Revit, AutoCAD, Linx, and Designer

Minimum Hardware Requirements:1 GB RAM recommended200 MB available disk space

Installed Software Requirements:Microsoft Internet Explorer 6.0 or newerWindows® 2000 SP4, XP SP3, Server 2003, Server 2008, Vista, Windows 7, or neweroperating system (32-bit and 64-bit versions supported)MS Word 2007 or newer

http://www.microsoft.com/downloads/en/details.aspx?FamilyId=5A58B56F-60B6-4412-95B9-54D056D6F9F4&displaylang=en)

http://www.microsoft.com/downloads/en/details.aspx?FamilyId=5A58B56F-60B6-4412-95B9-54D056D6F9F4&displaylang=en)



1.1 Extracting the Installation Package

e-SPECS® for Revit is distributed in a self-extracting compressed archive called e-SPECSRevit_80_Installation.exe. Double-clicking this file lets you extract the setup files to afolder on your machine. By default, setup.exe will launch automatically after the files have beenunzipped.

Note: The setup package will not work properly if run from a remote share. Copy the setup files to alocal folder on the machine on which you are installing e-SPECS. Then run the package from thelocal folder.

Note: If you are installing the e-SPECS Server on a Windows Vista machine, disable User AccountControl (UAC) before running the install. UAC can be enabled again after licensing e-SPECS.Disabling UAC is not necessary when installing e-SPECS client applications.

To extract the installation package and launch the install:

1. Double-click the installation package: e-SPECSRevit_80_Installation.exe.

2. Click OK in the confirmation dialog.

3. The WinZip Self-Extractor dialog appears. By default, the setup files will be extracted to atemporary folder on your machine. If you prefer, you can change this folder by clicking Browse.... If you do not want to automatically launch setup.exe once the files are extracted,uncheck the "When done unzipping open:" option.

4. Click Unzip to extract the setup files. Extracting the files may take a few minutes.

5. If the "When done unzipping open:" option was left checked, the e-SPECS Install screenappears automatically. If you unchecked this option, you can launch the installer manually:using Windows Explorer, browse to the folder specified in "Unzip to folder:" and double-click setup.exe.

1.2 Installing the Server

The e-SPECS Server stores your project files and MasterSpec® databases and serves as thecentral point of contact for all e-SPECS Clients. It is recommended (but not required) that you installthe e-SPECS Server on a machine separate from those that will be running e-SPECS Clientapplications.

If you already have version 4.x or newer of the e-SPECS Server installed, you will need toupgrade the server--see the below instructions. NOTE: For compatibility reasons, upgrading a previous 4.x version of e-SPECS for Revit clears outold Revit model exports. After upgrading v4.x, you will need to re-export to e-SPECS any Revitmodels being used with unfinished e-SPECS v4.x projects. This note about re-exporting to e-SPECS any Revit models only applies to version 4.x. It does not apply to versions 5.x ornewer.

Important Notes for Windows Vista users:

Disable User Account Control (UAC) before installing the e-SPECS Server on a WindowsVista machine. To do so, bring up the Control Panel and type "UAC" into the search box.Then click "Turn User Account Control (UAC) on or off". You can enable UAC again afterlicensing e-SPECS.

If the text in the e-SPECS install window is truncated, you may need to reduce yourDisplay DPI settings. To do so, right-click a blank area of your desktop and choose"Personalize."



To install the e-SPECS Server (or upgrade it from an earlier version):

1. Extract the installation package to a local folder on the server machine and launch setup.exe(see Extracting the Installation Package).

2. In the e-SPECS Install dialog, click Install e-SPECS Server.

3. If you are upgrading your e-SPECS Server from an earlier version, proceed to step 4.

The e-SPECS databases must be hosted on an instance of Microsoft SQL Server 2005 ornewer. e-SPECS comes with SQL Server Express 2008, a freely-distributable version of SQLServer designed for use with desktop applications. The installer lets you create a newinstance of SQL Server Express to host your e-SPECS databases; this is the recommendedchoice.

You also have the option of attaching the e-SPECS databases to an existing instance of SQLServer 2005 or newer. This option is recommended only for IT Administrators familiar withSQL Server installation who wish to manually create and configure the SQL Server instancethat e-SPECS uses. The instance must not be used concurrently with any e-SPECS Serverversion older than 4.0. This option might be desirable if your company owns a more advancedversion of SQL Server (such as Enterprise) that you wish to use with your e-SPECSdatabases. If you wish to use your company's existing version of SQL Server (must be SQLServer 2005 or newer), InterSpec recommends creating a new instance namedINTERSPEC40 exclusively for use with e-SPECS 8.0.



To install the e-SPECS databases on a new instance of SQL Server Express 2008(recommended):

a. Select the first option and click Next.

b. The installer shows the address of the SQL Server instance that will be installed (COMPUTERNAME\INTERSPEC40) so that you can record it for future reference.Write down the instance name or click Print to print it; you will be asked for theinstance name when installing e-SPECS Clients on your network. Then click Next andproceed to step 4 below.



To use an existing instance of SQL Server 2005 or newer (must NOT already behosting any e-SPECS databases):

a. Select the second option and click Next.



b. The dialog asks you to choose an existing SQL Server instance from the drop-downlist. The list contains all SQL Server instances detected on the machine. Do NOTchoose an instance that hosts databases from a previous installation of e-SPECS. Inaddition, the instance must be SQL Server 2005 or newer. Older versions of SQLServer such as MSDE are not supported. Be sure to write down the instance youchoose or click Print to print it; you will be asked for the instance when installing e-SPECS Clients on your network.



4. The license agreement appears. Check I Agree and click Next to proceed with theinstallation.



5. (Note: If you are upgrading your e-SPECS Server from an earlier version, proceed to step 6.)

The dialog displays the directories to which the e-SPECS Server will be installed. To ensureproper functioning of your e-SPECS applications, using the default directories is stronglyrecommended. Click Next.

6. An Installation Summary appears. Click Install to install the e-SPECS Server. Note: If youare upgrading your e-SPECS Server from an earlier version, the button will say Upgradeinstead.



The dialog shows the progress of the installation. It may take several minutes, and willcomplete automatically.



If you opted to install the version of SQL Server that ships with e-SPECS, you will also see aSQL Server 2005 Setup dialog. The SQL Server install is automatic--you do not need to doanything. (Note: This dialog does not appear during server upgrades because the SQL Serverinstance is already installed.)NOTE: If you are updating SQL Server 2008, your dialog screens will reflect that.

7. Once the install completes, click Finished to return to the main install dialog. The e-SPECSServer and MasterSpec® databases are now installed.



8. You can now install the e-SPECS Client on this machine (recommended only for single-machine setups), or click Exit to close the main dialog.

1.3 Installing the Client

The e-SPECS Client is the application used to create and edit specifications.

Note: The e-SPECS Server must be installed first.

Note for Windows Vista users: If the text in the e-SPECS install window is truncated, you mayneed to reduce your Display DPI settings. To do so, right-click a blank area of your desktop andchoose "Personalize."

To install the e-SPECS Client (or upgrade it from an earlier version):

1. Extract the installation package to a local folder on the client machine and launch setup.exe(see Extracting the Installation Package).

2. In the e-SPECS Install dialog, click Install e-SPECS Client.



3. For the e-SPECS Client to work, the e-SPECS Server and the MasterSpec® Databases(installed automatically with the e-SPECS Server) must already be installed on your network.If the e-SPECS Server has been installed (either on this machine or on another machine onyour network) check the box and click Next to proceed.



4. If you are installing the e-SPECS Client on a machine other than the one used for the e-SPECS Server, the installer asks you to specify the e-SPECS Server database location. (Ifyou are installing the e-SPECS client on the same machine as the e-SPECS Server and havealready installed the e-SPECS Server, you will not receive the database location prompt andcan skip this step.) The server database location is the value of the form COMPUTERNAME\INSTANCENAME that you wrote down or printed out during the e-SPECSServer installation. To see a list of server locations on the network, click the down arrow inthe drop-down box. If you do not see the location that you recorded during the e-SPECSServer install, ensure there are no firewalls enabled on this machine and that the Servermachine is running.



5. The license agreement appears. Check I Agree and click Next to proceed with theinstallation.



6. The dialog displays the directory to which the e-SPECS Client will be installed and gives theoption to install for All Users or Current User. To ensure proper functioning of your e-SPECSapplications, using the default directory is strongly recommended. If only the current usershould have access to e-SPECS, select Current User. Otherwise, keep All Users selected.Then click Next.

7. An Installation Summary appears. Click Install to install the e-SPECS Client.

Note: If you are upgrading the e-SPECS client from an earlier version, you will see anUpgrade button rather than an Install button. Click Upgrade to upgrade the client.



Note: if you receive the below error indicating that another version of the product is alreadyinstalled, uninstall any existing e-SPECS v8.0 client on this machine. Then go back toStep 2.

8. The dialog shows the progress of the installation.



9. Once the installation completes, click Finished to return to the main dialog.



10. If Autodesk Revit® 2010 or newer is used on this machine, install the e-SPECS Revit Consoleto enable integration with Revit.

The e-SPECS Client can now be used on this machine. You may repeat the installation forother machines on your network as desired. Your e-SPECS license determines how many e-SPECS Clients can run concurrently on your network.

1.4 Installing the Revit Plug-in Console

The e-SPECS Revit Plug-in Console integrates your specifications with model data from AutodeskRevit® 2011 and newer applications.

Note: Older versions of the Revit Plug-in Console will not work with e-SPECS 8.0. Please uninstallany existing Revit Plug-in Console, then install version 8.0.

To install the e-SPECS Revit Plug-in Console (or upgrade it from an earlier version):

1. Extract the installation package to a local folder on the Revit client and launch setup.exe (seeExtracting the Installation Package).

2. In the e-SPECS Install dialog, click Install Revit Plug-in Console.

2. Click the Plug-in Console appropriate to your version of Revit.



3. Check the box indicating you have the necessary version of Autodesk Revit installed on yourmachine. Then click Install.



4. On the Plug-in Console Setup screen, click Next.

5. The license agreement appears. Check I accept the terms in the License Agreement andclick Next to proceed with the installation.



6. Using the default installation folder is recommended. However, if you wish to install the e-SPECS Plug-in Console to a different directory, you can specify it here. Then click Next.



7. Click Install to install the Plug-in Console.



8. The installer prompts you to create the ESPECS40 Data Source Name (DSN) if it does notalready exist on the machine. (If the ESPECS40 DSN already exists, this dialog does notappear.) Type the address of your e-SPECS Server SQL Instance (e.g., ServerName\INTERSPEC40) or select it from the pick list. Choose the authentication methodused to connect to your e-SPECS server (Windows authentication is the default). Then ClickOK.

Note: If you click Skip, you will need to manually create the ESPECS40 DSN before using thePlug-in Console (see Configuring the e-SPECS DSN).

9. The e-SPECS Revit Plug-in Console is now installed. Click Finish to close the Setup wizard.



1.5 Updating the Document Libraries

When upgrading from a previous version of e-SPECS, the MasterSpec® and Building ProductsManufacturers (BPM) specification libraries must be updated separately. Although the older librarieswill still work, having the most up-to-date content is recommended.

To check your version of the MasterSpec® libraries:

Launch e-SPECS and choose Help > License.... The version is listed under MasterSpecLicense Data.

OR check the Start Page screen that appears when launching e-SPECS. The Start Page willindicate whether there are newer libraries available.

Download link for the MasterSpec® libraries:

(Check your MasterSpec Update Notification e-mail for the latest download link .)

To check your version of the BPM libraries:

1. Launch e-SPECS.

2. Open any MasterFormat 2004 project, such as the Falling Water sample project under MYREVIT PROJECTS.

3. Choose File > New Specification Section.

4. In the Base Document List, look for Building Products Manufacturers Specifications. Right-click the library and choose Display Office Master Properties.... The version will appear nextto "Release:". Note: If you don't have the library, the BPM library update will add it.



Download Link for the Building Products Manufacturers libraries:

http://www.especs-server20.com/Customer/downloads/BPM_DB/BPM_Specifications_Update.exe

Note: You can also check a library's version on the e-SPECS Server as follows:

1. Launch e-SPECS Administrator.

2. Choose Database > dBAdmin Tool.

3. Right-click the library's database (e.g,. especs_MSFL04 for MasterSpec Full Length 2004)and choose SQL Query.

4. Enter: SELECT * FROM Properties WHERE Name = 'Version'

and press F5.

5. The version of the library is returned from the query.

To update your libraries:

1. Make sure nobody is using e-SPECS on your network. Library databases can't be updated ifthey are in use.

2. Using an administrator account, log in to the machine hosting your e-SPECS librarydatabases (your e-SPECS Server machine, in a typical configuration).

3. Download the self-extracting library package (see download links above). Save the file to alocal folder.

4. Double-click the file you downloaded to launch the update. The process may take a moment.The old libraries will be backed up to subfolders under the e-SPECS database folder.

1.6 Configuring the e-SPECS DSN

The e-SPECS Client Applications and e-SPECS Server communicate using Microsoft's OpenDatabase Connectivity (ODBC), which comes installed with Microsoft Windows operating systems.By default, e-SPECS 8.x uses a Data Source Name (DSN) called ESPECS40. This DSN is addedautomatically during installation of the e-SPECS client. If you need to add or modify the DSNmanually, you can do so using the Windows ODBC Administrator Tool. Note: Users of 32-bit e-SPECS Client Applications on 64-bit versions of Windows must launch the 32-bit-specific version ofODBC Administrator (see Step 1 below).

To manually add the ESPECS40 DSN:

1. If your version of Windows is 32-bit, or if your version of Windows is 64-bit and you are using a64-bit e-SPECS application such as the 64-bit Revit 2009 Plug-in:

Click Start > Control Panel > Administrative Tools > Data Sources (ODBC) to launch theODBC Administrator Tool.

If your version of Windows is 64-bit and you are using a 32-bit e-SPECS application such as thee-SPECS client, e-SPECS Desktop or e-SPECS Designer:

Click Start > Run and enter C:\Windows\SysWOW64\odbcad32.exeOR, in Windows Explorer, browse to the C:\Windows\SysWOW64 folder and double-clickodbcad32.exe.

Note: To see whether your version of Windows is 32-bit or 64-bit, you can click Help > AboutWindows in a Windows Explorer window.

2. Select the System DSN tab and click Add....

http://www.e-specs.com/Customer/downloads/BPM_DB/BPM_Specifications_Update.exe




3. Select SQL Server from list of drivers and click Finish.

4. Enter ESPECS40 (recommended) or another recognizable DSN name. Enter a description(optional). Enter the e-SPECS SQL Server Instance address (for example,



SERVERNAME\INTERSPEC40) or the URL of the server if you are connecting over the Internet.Then click Next.

5. Select the appropriate authentication to use - either Windows NT or SQL Server. (The defaultSQL Server login is sa and the password is e-SPECS2011). Click Next to continue and skip tostep 6, or for a remote e-SPECS Server click Client Configuration and follow step 5a.



5a. Toggle on/off Dynamically determine port depending on your network. If letting the DSNdynamically determine the port does not work, deselect that option and enter the portnumber (1433 by default, but ask your IT Manager if they have assigned a different portnumber). Then Click OK.

6. Under "Change the default database to:", select ESPECS from the list of databases. Thenclick Next.

7. Click Finish to create the new data source.



8. Click Test Data Source... to test the connection.

9. Once the tests completes successfully, click OK to close the dialog. Your e-SPECS clientapplication should now have a working connection to the e-SPECS Server. If the tests pass but



your e-SPECS application still cannot connect, check your e-SPECS application's settings tomake sure they specify the same DSN name as the one you just created (typically ESPECS40).

Upgrading from Previous Versions

Part

II



2 Upgrading from Previous Versions

2.1 Upgrading from e-SPECS v4.x or Newer

If you are using a version of e-SPECS that is older than 4.0, please contact Technical Support.

If you already have e-SPECS 4.x or newer, the server needs to be upgraded to version 8.0 alongwith the client applications. See Installing the Server and Installing the Client for completeinstructions.

Upgrading Document LibrariesUpgrading Assembly Codes

2.1.1 Upgrading the Document Libraries

When upgrading from a previous version of e-SPECS, the MasterSpec® and Building ProductsManufacturers (BPM) specification libraries must be updated separately. Although the older librarieswill still work, having the most up-to-date content is recommended.

To check your version of the MasterSpec® libraries:

Launch e-SPECS and choose Help > License.... The version is listed under MasterSpecLicense Data.

Download link for the MasterSpec® libraries:

(Check your MasterSpec Update Notification e-mail for the latest download link .)

To check your version of the BPM libraries:

1. Launch e-SPECS.

2. Open any MasterFormat 2004 project, such as the Falling Water sample project under MYREVIT PROJECTS.

3. Choose File > New Specification Section.

4. In the Base Document List, look for Building Products Manufacturers Specifications. Right-click the library and choose Display Office Master Properties.... The version will appear nextto "Release:". Note: If you don't have the library, the BPM library update will add it.

Download Link for the Building Products Manufacturers libraries:


Note: You can also check a library's version on the e-SPECS Server as follows:

1. Launch e-SPECS Administrator.

2. Choose Database > dBAdmin Tool.

3. Right-click the library's database (e.g,. especs_MSFL04 for MasterSpec Full Length 2004)and choose SQL Query.

4. Enter: SELECT * FROM Properties WHERE Name = 'Version'

and press F5.

5. The version of the library is returned from the query.

To update your libraries:


Upgrading from Previous Versions 35


1. Make sure nobody is using e-SPECS on your network. Library databases can't be updated ifthey are in use.

2. Using an administrator account, log in to the machine hosting your e-SPECS librarydatabases (your e-SPECS Server machine, in a typical configuration).

3. Download the self-extracting library package (see download links above). Save the file to alocal folder.

4. Double-click the file you downloaded to launch the update. The process may take a moment.The old libraries will be backed up to subfolders under the e-SPECS database folder.

2.1.2 Upgrading the Assembly Codes and Bindings

e-SPECS v8.0 ships with expanded lists of Assembly Codes and e-SPECS Bindings. Afterupgrading your e-SPECS v4.x Server and Clients to v8.0, perform the following steps to upgradeyour Assembly Codes and e-SPECS Bindings. (Refer to the e-SPECS User's Guide for detailedinformation on Revit Integration.)

To Upgrade your Assembly Codes and e-SPECS Bindings:

1. Import the expanded list of Assembly Codes shipped with v8.0:

a. Open a project under a Client Account whose Bindings you wish to upgrade. (For example, toupgrade the "MY REVIT PROJECTS" Client Account, you can open its "FALLING WATER"project.)

b. Choose BIM > Binding Manager....

i. Click Save Codes... to back up your current Assembly Codes.

c. Click Load Codes… and select the new v8.0 Assembly Code file, typically

C:\Users\Public\Public Documents\e-SPECS Samples\UniformatClassifications.txt on Windows7 and Windows Vista

or C:\Documents and Settings\All Users\Documents\e-SPECSSamples\UniformatClassifications.txt on Windows XP

i. Click Add to import only the new Assembly Codes preserving your existing AssemblyCodes and Descriptions.

Note: The updated assemblies are available to Revit users after copying the newUniformatClassifications.txt file into Revit's \Program\ folder and restarting Revit.

2. Import the expanded list of e-SPECS Bindings shipped with v8.0:

a. Click Export... to back up your existing Bindings.

b. Click Import… and select the v8.0 Bindings file, typically

C:\Program Files\InterSpec\e-SPECS for Revit 8.0\Binding Files\Revit Bindings MSFL04.dat

Note: This is the MasterSpec® Full Length MasterFormat 2004 set of Bindings. If you areusing Short Form or MasterFormat 1995, import the appropriate set of Bindings.

i. Click Add to import only the new Bindings, preserving your existing custom Bindings.

c. Upgrade the Bindings for additional Client Accounts by opening a project under each andrepeating steps 2a. and 2b. above.

Note: Step 1. above only needs to be performed once; you do not need to upgrade the AssemblyCodes for each Client Account because Assembly Codes are system-wide.



Note: For compatibility with 8.0, any existing model data exported from Revit is deleted when youupgrade the e-SPECS server to 8.0. You will need to re-export any Revit models you are currentlyusing with e-SPECS projects after upgrading the e-SPECS Server and e-SPECS Clients. The e-SPECS Revit Plug-in must also be upgraded to the latest version (see Installing the Revit Plug-in.).

Licensing e-SPECS

Part

III



3 Licensing e-SPECS

e-SPECS License Overview

The e-SPECS License Manager controls access to the e-SPECS client application software andthe MasterSpec® specification documents. To provide a more flexible and cost-effective solution,the e-SPECS client applications are licensed separately from the MasterSpec® content. You onlyhave to purchase a license to the components that you need at any given time, yet you have theflexibility to expand your configuration as necessary by simply upgrading your licenses. The e-SPECS and MasterSpec® licenses are both managed using the e-SPECS Administrator applicationon the machine hosting the e-SPECS Server.

MasterSpec® is licensed on a per-site-license basis for a fixed period of time. There are norestrictions on the number of users that can access the MasterSpec® content from any onecompany location. e-SPECS is licensed on a per-seat, concurrent-use basis, either as a time-based subscription or on a perpetual-license basis. You can install e-SPECS on an unlimitednumber of computers but the number of instances of the software that can run simultaneously will berestricted by the number of concurrent licenses purchased. For instance, if you have fiveconcurrent-use licenses, the e-SPECS License Manager will allow five instances of e-SPECS to beopened simultaneously. If a sixth instance of the program is opened, the License Manager will senda notification to the user informing them that they have exceeded the license count and to closeanother instance of the application. If additional team members need to access specificationprojects simultaneously, you will need to upgrade your e-SPECS license, not the MasterSpec®content license. If you wish to add additional MasterSpec® libraries, upgrade your MasterSpec®license and the libraries will be instantly available to all of the e-SPECS client application seats.

Trial Mode

e-SPECS client applications are installed with a 30-day-trial license. The trial starts when thesoftware is installed and includes a fully-functioning version of the application with access to alimited number of MasterSpec® sections, the MasterSpec® trial sections. There are eleven trialsections per MasterSpec® library. To access the software after the 30-day trial period expires, youwill need a license serial number obtained from your e-SPECS sales representative when youpurchase the software. Similarly, when you purchase a subscription to one or more MasterSpec®libraries, you receive a serial number with your order that lets you unlock the appropriateMasterSpec® sections.

Licensing e-SPECS and MASTERSPEC

To license e-SPECS and MasterSpec®, first obtain the necessary serial numbers from your e-SPECS sales representative. Then license e-SPECS and MASTERSPEC using the e-SPECSAdministrator application on the machine hosting the e-SPECS Server.

3.1 License Serial Numbers

Before you can license your e-SPECS software or MasterSpec® content, you will need the licenseserial numbers obtained from your e-SPECS sales representative. These serial numbers take theform of:

12345678-ABCDE-MS for MasterSpec®

12345678-ABCDE-ESR for e-SPECS for Revit

Licensing e-SPECS 39


Once you have obtained your serial numbers, you can license the e-SPECS Software and licensethe MasterSpec® content.

3.2 Licensing the e-SPECS Software

To license e-SPECS:

1. Obtain your e-SPECS license serial number from your e-SPECS sales representative if youhave not already.

2. On the computer that hosts the e-SPECS Server, launch the e-SPECS Administratorapplication by clicking Start > Program Files > e-SPECS Administrator > e-SPECSAdministrator.

3. In e-SPECS Administrator, choose License > e-SPECS. The e-SPECS LicenseManagement dialog appears.

4. If you are connected to the Internet and wish to license online (faster), proceed to step 4a.Otherwise, go to step 4b to license by phone.

4a. Under Add or Update License, click Online. In the License Registration dialog, enter your e-SPECS Serial Number, your company name and your email address. Then click OK.



The License Manager will check the validity of your serial number and set up the licenseinformation automatically. This can take several seconds. Once licensing is complete, the e-SPECS License Management fields will populate as follows:

Expiration Date: Date when the e-SPECS license will expire.Licensed: Number of concurrent seats licensed to use the software.In use: Number of seats in use.Available: Number of seats not in use.

Once the license fields populate to indicate licensing was successful, move on to Step 5.

4b. To license by phone rather than online, click By Phone under Add or Update License.



The License Manager generates a Site Code from the information on the computer where youare setting up your license. You will need to call the e-SPECS license support operator onthe number listed on the screen and provide both the serial number that was provided withyour purchase and the Site Code exactly as it appears on the e-SPECS Phone Registrationdialog. The operator will verify your license and provide you with a License Key. Enter thiskey in the dialog and click Apply. The license manager will set up your e-SPECS clientlicenses on the common E-SPECS.LIC file and populate the information on the licensemanager screen for your verification as follows:

5. Click Close to close the e-SPECS License Management screen. You may now proceed tolicense the MasterSpec® libraries.



3.3 Licensing the MasterSpec® Libraries

To license the MasterSpec® libraries:

1. Obtain your MasterSpec® license serial number from your e-SPECS sales representative if youhave not already.

2. Open e-SPECS Administrator on the computer that host the e-SPECS Server by clicking Start> Program Files > e-SPECS Administrator > e-SPECS Administrator.

3. In e-SPECS Administrator, choose License > MasterSpec® from the menu.

The license expiration data and the MasterSpec® libraries that are currently under license willbe displayed in corresponding fields on the screen. If you have not yet licensed MasterSpec®,these fields are blank.

4. Under the Add or Update License panel, click the button corresponding to the mode oflicense that you would like to use (Online or By Phone). If you are connected to the Internet,move on Step 4a to set up your license automatically. Otherwise, to license by phone, go toStep 4b.

4a. Click Online and enter your serial number and contact information in the screens thatfollow:



The License Manager will check the validity of your serial number and setup the licenseinformation automatically. This may take several seconds. You will get an indication that youhave successfully licensed your documents and the Current License display will populate theinformation as follows:

Move on to Step 5.

4b. To license by phone rather than online, click By Phone and complete the information on thefollowing screens:



The License Manager generates a Site Code from the information on the computer where youare setting up your license. You will need to call the e-SPECS license support operator onthe number listed on the screen and provide both the serial number that was provided withyour purchase (as described under Step 1 above) and the Site Code exactly as it appears onthe MasterSpec® Phone Registration screen. The operator will verify your license and provideyou a corresponding Site Key that you must enter in the appropriate place on the screen.When you click Apply, the license manager will set up your MasterSpec® licenses andpopulate the information on the MasterSpec® License screen for your verification as follows:

5. Close the MasterSpec® license screen and e-SPECS Administrator. The MasterSpec®libraries are now licensed for all e-SPECS clients on your network.



3.4 Viewing License Status

The License Status dialog in the e-SPECS client application shows the status of your e-SPECS andMasterSpec® licenses, including the number of licenses in use, expiration dates, and licensedMasterSpec® libraries.

To view the current status of your e-SPECS and MasterSpec® licenses:

In e-SPECS, choose Help > License.... When you are done reviewing the license information,click Continue to return to the application.

Last Registered Information



Serial Number: The serial number used to register your e-SPECS software.Company Name: Your registered company name.Email: Your registered company email address.

e-SPECS License Data

Number in Use: Number of e-SPECS license slots currently in use (i.e., the number of licensede-SPECS application instances currently running on your network).Total Available: Number of e-SPECS license slots currently available on your network (i.e., theremaining number of e-SPECS instances that could be running at the same time without goingover the maximum for your license).Expiration Date: Date of expiration of your e-SPECS software license.Days Remaining: Number of days until your e-SPECS software license expiration date.List Users.... Lists the users currently running e-SPECS client applications on your network.

MASTERSPEC License Data

Expiration Date: Expiration date for your MasterSpec® content license.Days Remaining: Days left on your MasterSpec® content license.

Appendix A - Databases and Directories

Part

IV



4 Appendix A - Databases and Directories

System administrators may need to know which SQL databases are installed by e-SPECS, as wellas the default paths of the databases' data files and logs.

The e-SPECS Server SQL Databases

Each SQL database used by e-SPECS is listed below along with a description.

Note: Despite having the same names, e-SPECS Server v3.2 databases are NOT compatible withe-SPECS Server v8.x databases. Migrating data from v3.2 to v8.x requires special processes (see Migrating v3.2 Specification Projects in the e-SPECS Administrator User's Guide and Convertingv3.2 Custom Document Masters in the e-SPECS Installation Guide).

Database Name Database File Name Database DescriptionESPECS ESPECS_DATA.mdf e-SPECS project dataespecs_MSFL04 especs_MSFL04.mdf MasterSpec® Full Length Library - MasterFormat

2004especs_MSFL95 especs_MSFL95.mdf MasterSpec® Full Length Library - MasterFormat

1995especs_MSSF04 especs_MSSF04.mdf MasterSpec® Short Form Library - MasterFormat

2004especs_MSSF95 especs_MSSF95.mdf MasterSpec® Short Form Library - MasterFormat

1995especs_MSOT04 especs_MSOT04.mdf MasterSpec® Outline Library - MasterFormat

2004especs_MSOT95 especs_MSOT95.mdf MasterSpec® Outline Library - MasterFormat

1995especs_system especs_system.mdf Document library and version information

Note: each custom Document Master created in e-SPECS Designer has its own database andassociated MDF file. For example, a Document Master called "My Office Master" would have a SQLdatabase called MYOFFICEMASTER and its database filename would be MYOFFICEMASTER.MDF

The e-SPECS Server Data Directories

The e-SPECS v3.2 and e-SPECS v8.x database files (MDF and LDF files) are stored in separatedirectories, possibly on separate machines if you installed e-SPECS Server v8.x on a machineother than your e-SPECS v3.2 server.

The default e-SPECS v3.2 data directory is

<Shared Application Data Folder>\InterSpec\Data\

The default e-SPECS v8.x data directory is

<Shared Application Data Folder>\InterSpec\Data40\

Where <Shared Application Data Folder> is typically

C:\Documents and Settings\All Users\Application Data\

but may vary depending on your system. (You may need to enable "Show hidden files and folders"in your Windows Explorer Folder Options in order to see this folder.)

Uninstalling e-SPECS

Part

V



5 Uninstalling e-SPECS

You can uninstall the e-SPECS Server and Client applications without affecting your project data.However, you will need to rename or remove the data directory (see Appendix A - e-SPECS ServerDatabases and Directories) before you can reinstall e-SPECS.

If there is any chance that you will reinstall e-SPECS, back up the ESPECS database beforeuninstalling so that it can be restored later (see Backing Up a Database in the e-SPECSAdministrator User's Guide).

Uninstallation Instructions:

Uninstalling e-SPECS v8.x

5.1 Uninstalling e-SPECS v8.x

To uninstall e-SPECS v8.x:

1. Exit any e-SPECS v8.x applications that might be open.

2. Using Add/Remove Programs in the Control Panel, Remove any instances of the followingapplications:

e-SPECS Administrator v8.xe-SPECS Database v8.x (note: removing this does not remove the actual data files)e-SPECS for Revit v8.xe-SPECS Desktop v8.xe-SPECS Designer v8.xe-SPECS Revit Plug-in v8.x

3. Once all e-SPECS v8.x applications have been uninstalled, you can remove the e-SPECS v8.xSQL Server Instance.

Note: Perform this step ONLY if you installed the version of SQL Server that comes withe-SPECS. If you chose to use an existing installation of SQL Server when you installede-SPECS, skip this step.

a. In Add/Remove Programs, choose Microsoft SQL Server 2005 and click Remove (you willonly be removing the e-SPECS v8.x server instance, typically called INTERSPEC40).

b. Select the INTERSPEC40 instance and click Next. Proceed through the wizard tocompletely remove your e-SPECS v8.x SQL Server instance, leaving behind the databases inyour e-SPECS v8.x Data Directory.

Uninstalling e-SPECS 51


4. Remove the ESPECS40 Open Database Connectivity Data Source Name (ODBC DSN) asfollows:

a. Choose Start > Control Panel > Administrative Tools > Data Sources (ODBC)

b. In the System DSN tab, select the ESPECS40 DSN and click Remove. (Be careful not toselect the ESPECS DSN if you have one.)



5. Repeat steps 1, 2, and 4 on any other machines on your network that host e-SPECS v8.x clientapplications.

Index 53


Index- A -Assembly Codes

Upgrading 35

- B -Bindings

Upgrading 35

BPM 26, 34

Building Products Manufacturers 26, 34

- C -Client

upgrading from e-SPECS v4.x 34

Client License Dialog 45

Connection

configuring 27

- D -Data Source Name (DSN)

configuring 27

Database names 48

Directories

e-SPECS Data 48

DSN

configuring 27

- E -e-SPECS

licensing 38, 39

e-SPECS Administrator 42

e-SPECS Client

installing 13

e-SPECS Server

installing 4

e-SPECS.LIC 39

ESPECS40 DSN

configuring 27

Extracting the e-SPECS installation package 4

- I -Installation 2

Installation Package

extracting 4

Installing

e-SPECS Client 13

e-SPECS Server 4

Revit Console 20

- L -Library Databases

Updating 26, 34

License

30-Day Trial 38

hidden file containing 39, 42

License Dialog 45

License File 39, 42

Licensing e-SPECS 38, 39

Licensing MASTERSPEC® 38, 42

- M -MASTERSPEC® 26, 34

licensing 38, 42

MSLNX.LIC 42

- O -ODBC (Open Database Connectivity) 27

- P -Password for SQL Authentication 27

Paths

e-SPECS Data 48

- R -Revit Console

installing 20



- S -Serial Number 38

Site Code 39

Site Key 39

SQL Database names 48

SQL Password 27

- U -Uninstalling 50

Uninstalling e-SPECS 50

Unzip 4

Upgrading

from e-SPECS v4.x 34

User Account Control (UAC) 4

- V -Vista 4

- W -WinZip Self-Extractor 4