1.
If you have not already done so, select Customize… | Enterprise Settings
from the Admin site menu. Pull down the Default Seed Workbook
Version dropdown and select the desktop version currently used by your
organization. This step tells SLIM-Collaborate which workbook version to use
when exporting closeout projects to the desktop. If you did not
upgrade the desktop, the current value should not need to be changed.
2.
If your site is hosted by QSM and you use SLIM-on-the-Server, all currently
supported server versions of SLIM-Estimate are provided automatically, and no
further action is needed here.
3.
If your organization self-hosts SLIM-Collaborate (and you use the
SLIM-on-the-server functionality), verify that the SLIM-Estimate version
currently installed on your Collaborate web server appears in the Default
Seed Workbook Version list of supported desktop versions. If you are not
changing the desktop version, no further action should be required (the SLIM on
the Server version already matches the SLIM desktop version used by your
organization). If you are upgrading to a new major release of
SLIM-Estimate, you will need to install the new release on your Collaborate web
server and update the Enterprise settings in SLIM-Collaborate
accordingly.
a.
On the SLIM-Collaborate web server, upgrade the installed version of
SLIM-Estimate to the new version. Contact
QSM for SLIM on the Server upgrade instructions, questions, or help with the
upgrade.
b. Select Customize… | Enterprise Settings from the Admin site menu. In the SLIM-Suite Installation section, enter the path to the newly installed version of SLIM-Estimate, then click the Save Changes button. Make sure you use the special SLIM-Estimate license codes, created for use with SLIM-Collaborate and the version of SLIM-Estimate you are upgrading to.