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Getting Started
 Introduction
 Add a Staff User
 Add a Client User
 Add a Contractor User
 Add Company
 Add a Project
 Add a Task
 Client User - Introduction
 Completing a Task/Project
 Contact Manager
 Project Manager
 Tasks Manager
 Time Manager
 Track Time
 Using Show Info

How To...
 Application Settings
 Audit Log
 Autonumbering
 Default Project Settings
 Developer Settings
 Email Alerts
 Export to XML or CSV
 Extra Functions
 File Space Manager
 Look n Feel Settings
 Messaging
 My Favorites
 Project Details Page
 Project Expenses
 Recurring Tasks
 Staff Permissions
 Standard Reports
 Task Templates
 Time Management
 Time Tracker - Install
 Time Tracker - Tracking
 Usability Settings

Quotes & Invoices
 Add an Invoice
 Add a Quote
 Attach Quote to a Project
 Copy Quo/Inv Settings
 Create Project from Quote
 Discounts and Margins
 Invoice Templates
 QuickBooks Integration
 Xero Integration

Tips & Troubleshooting
 Assign a user to a task
 Change date and time
 Change your password
 Client can't see project
 I forgot my password
 Import CSV into Excel
 Import XML into Excel
 Recover Deleted Items
 Speed Tips




If you plan to purchase and download the ProWorkflow code, this page is a sample of the 'instructions.txt' file you will receive in the download file. It will allow you to see the level of setup needed to get going with ProWorkflow.



PROWORKFLOW v5.0
=============================================
INSTRUCTIONS FOR A CLEAN INSTALLATION
=============================================

STEP 1
Unzip the contents of the Proworkflow zip package to a location on your webroot.

STEP 2
Install your ProWorkflow License file (PWF_REGISTRATION_KEY.XML) to the "license" folder of your ProWorkflow installation.

STEP 3
Choose either the MS Access Database or the MSSQL database. Instructions for the MSSQL installation are included in a seperate txt file in this installation package.

STEP 4
Create a Coldfusion DSN named "proworkflow_v5.0" and have it connect to your choosen database. The database has a default user/password assigned. This combination can either be configured into the Coldfusion datasource when creating it, or can be passed to the server at request time by entering it into the specified params on the app_globals.cfm file.

The default user/password is:

User: proworkflow_sys
Password: safari

If you change the user/password combination in the database please remeber to update it in the app_globals.cfm file.

There are 2 jpg images of the Coldfusion administrator config as an example in the "_database" folder of the application.

STEP 5
Open the "app_globals.cfm" file, located in the root of the Proworkflow application hirarchy, using Notepad or a similar text editor. Change the settings to match your own webserver and database configuration.

STEP 6
Browse to your ProWorkflow installation and use the following login details to enter for the first time...

USER: demo
PASSWORD: demo

Once you have logged in, you can modify the demo user profile to match your own details.



=====================================================
UPGRADE INSTRUCTIONS
(For code updates)
=====================================================

PLEASE REFER TO THE INSTRUCTIONS EMBEDDED AT THE TOP OF YOUR UPDATER FILE



=====================================================
USING SQL ENTERPRISE MANAGER
(To setup the SQL database)
=====================================================

-----------------------------------------------------------------------------
OPTION 1 - USE THE SQL SCRIPT TO CREATE THE DATABASE
-----------------------------------------------------------------------------

1. Open the file "proworkflow_v5.0.sql" in the "_database" folder of your proworkflow application.

2. Select all the SQL code and copy it to your clipboard

3. Open SQL Enterprise Manager and select the SQL Server you want to create the database on

4. Go to menu: TOOLS / SQL Query Analyzer

5. Paste the copied SQL code in to the query window

6. Click the "Execute Query" button (or F5) to run the code and create the database


------------------------------------------------------------------------
OPTION 2 - USE THE SQL BACK-UP FILE (.bak)
------------------------------------------------------------------------

1. Add a new database called "ProWorkflow_v5.0"

2. Use the "Restore Database" task

3. Select the "From Device" option

4. Browse to the "ProWorkflow_v5.0.bak" file (found in the proworkflow/_database folder) and select it

5. Set "Restore backup set" = "Database - complete"

6. On the "Options" tab you may need to re-specify the database files paths/names to match where you just created your new "proworkflow" database on your SQL server.




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