Getting Started #
Make sure you have completed all of the Installation Prerequisites before continuing.
Only one individual needs to run the installer as that completes the SQL Server installation and provides the Excel add-in file. That user will be responsible for installing future updates using the “updater.exe” program that is included in the installation.
The installer connects to your SQL Server and installs Tables, Views and Stored Procedures that are used by the various functions. You will be able to manage your TAD Licenses and Setups inside the Vista User Database module.
Run the Installer #
Double-click on the Transfer All Data V#.##.exe file to start the installation
Click the Next button
Enter the Server, Username and Password.
If you are in the Cloud then this is your SQL Account and Password.
Click the Test Sql Connection button to verify your account has the correct permissions.
- If you receive an error, then your Username doesn’t have the correct permissions. Review the Installation Prequisities to see what permissions are needed.
- If everything is successful, then click the Next button.
Shared Network Location
If you have multiple users then it is recommended to place the Excel add-in file in a shared folder on the network. This makes future updates easier as you just have to replace the one file.
Serial Number
Enter the Serial Number which can be found in the TAD Client Portal and click the Next button.
The installation process can take anywhere between 15 and 120 seconds so just let it run until it finishes.
Once the installation is complete, click the Finish button.
You can view the installed files by browsing to the installation location. The default location is:
C:\Program Files (x86)\Transfer All Data\Transfer All Data
That is also where you can access the TAD Updater which will be used for all future updates.
Give Form Security Access #
Sign into Vista and go to Viewpoint Administration –> Programs –> VA Form Security
Check Global and the UD module
Either select User and find your main Vista account or select Group and find a group you are in
Click the Refresh Grid button
Check the Grouping check box and enter “TAD” into the filter bar for the Title column
Click the Initialize Access Level button
Select the Full option and click the OK button
You should see 0-Full in the Access column for all filtered records
Click the Apply button to save those changes and close the form
Assigning TAD Licenses #
On the Vista main menu, go to User Database –> Programs and you will see the TAD forms.
Open the TAD Admin – Licenses form
Select the VPUserName field and then click the Binoculars button
Find your SQL Account and click the OK button
Check Allow Saving of Password if you want to be able to save your password
Select the Security UserName field and then click the Binoculars button to select your main Vista account. The Vista security for this account will drive the TAD security access.
Click the Save button to save the record
On the right side, click the Generate All User Security button.
If you want access to every Table, Report and Template regardless of your Vista access then you can click the Generate Full Access Security button. This should be used in rare circumstances.
Repeat those steps for each additional license.
You can now Load the Excel Add-in and start using TAD!