CCC ONE® Comp-Est

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CCC ONE® Comp-Est
CCC ONE® Comp-Est
Reference Guide for Upgrading to CCC ONE® Comp-Est
version 4.2 and above
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc. Updated 03/10/2016
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Quick Reference Guide Table of Contents
.......................................................................................................................... 1
Step One: Before you begin ........................................................................ 3
Step Two: Plan your install ............................................................................ 4
Step Three: Start the install ........................................................................... 6
Step Four: Launch the CCC ONE Install Wizard ....................................... 7
Step Five: Install CCC ONE on other network computers (optional) . 13
Step Six: Log into CCC ONE ....................................................................... 14
Step Seven: Run the First Time Use Wizard............................................... 15
Step Eight: Set Up Profile Defaults ............................................................. 16
Step Nine: Set up Alternate Parts Vendors .............................................. 17
Step Ten: Set up EMS Import and Export ................................................. 18
Step Eleven: Safely store the CCC ONE DVD ......................................... 20
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
2
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step One: Before you begin
Before you
begin
Open the CCC ONE package and make sure you have the following
items.


A DVD mailer which also contains your initial Invitation Key and
Access Code
The CCC ONE DVD or USB Flash Drive
DVD Mailer and CCC ONE DVD or USB Flash Drive.
Estimated time to complete CCC ONE installation:
55 minutes.
(The installation may take longer depending on the computer hardware and users
you have to set up.)
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
3
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Two: Plan your install
Planning your
install
For optimal performance of CCC ONE, you should complete the
following tasks before installing the program.
Estimated time:
5 minutes
Step
Action
1
Log out or close CCC Comp-Est, and reboot your
computer. This is required to ensure that any pending
Windows® updates are completed.
2
Add, delete, or update the information about your
company.
This will ensure that the CCC ONE installation correctly
converts the information to your repair facility profile.
3
Verify that you have a local account with administrator
permissions.
Make sure your primary computer is always turned on,
connected to the Internet, and not set to go in to
hibernation mode.
CCC ONE Update Manager requires this to keep your
software up-to-date by automatically downloading data
and program updates over the Internet.
4
Complete these steps on all computers you will install CCC
ONE Comp-Est.
Continued on next page
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
4
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Two: Plan your install, Continued
Planning your
install,
continued
Step
Action
5
To successfully install CCC ONE, you will need to log into
Microsoft® Windows® using a local account administrator
user name and password. If you do not have this
information, contact your Computer Systems Administrator.
If your Windows local administrator account is not
configured with a password, you can:
a. Create a separate Windows local administrator account
containing a password
b. Add a password to your existing Windows local
administrator account
As a result, it is recommended to specify an account for
which the password does not expire.
To update user account settings or create new accounts,
navigate to:
• Windows Vista, Windows 7 - Start > Control Panel >
User Accounts
• Windows 8, 8.1 - Start > Apps > PC Settings >
Accounts
•
Windows 10 – Start > Settings > Accounts
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
5
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Three: Start the install
Starting the
install
Insert the CCC ONE DVD in your primary computer’s DVD drive or
insert the USB Flash Drive into an open USB port.
The CCC ONE Welcome screen will open.
Estimated time:
1 minute
-- or -NOTE: If the CCC ONE Welcome screen does not automatically
open, type d:\setup.exe in the Search field. If your disk drive or USB
port is assigned a letter other than d: use that letter.
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
6
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Four: Launch the CCC ONE Install Wizard
Launching
the CCC
ONE Install
Wizard
From the Welcome to CCC ONE® screen, follow the prompts and
answer the questions throughout the installation program to install
CCC ONE Update Manager and CCC ONE Program, Data, and
Graphics.
Estimated time:
20 minutes, depending on the computer
hardware, and the Internet connection.
1. The Product Information
screen lists important
reminders about installing
CCC ONE.
Carefully read the information
and click Next when you are
ready to continue.
2. If you are installing CCC ONE
on your primary computer,
click No on the Confirm Prior
Installation screen.
Then click Next to continue.
Continued on next page
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
7
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Four: Launch the CCC ONE Install Wizard, Continued
Launching the
CCC ONE
Install Wizard,
continued
3. Use the Confirm Installation
Category screen to tell the
Setup Wizard how you will use
CCC ONE on this computer.
Typically, both CCC ONE and
CCC ONE Update Manager
are installed on the same
computer as a stand-alone.
However, if you are going to
use this computer to
download updates only, just
install CCC ONE Update
Manager.
4. Read the requirements listed
on this screen. If you need to
prepare your computer
before continuing with the
installation, click the Cancel
button.
Otherwise, click the Next
button.
5. The Update Manager
Location screen lets you
choose a folder on your
computer’s local hard drive
where CCC ONE Update
Manager will be installed.
NOTE: CCC ONE Update
Manager must be installed on
only one computer at your
location.
Continued on next page
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
8
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Four: Launch the CCC ONE Install Wizard, Continued
Launching the
CCC ONE
Install Wizard,
continued
6. a) If you have a network of
computers at your location,
CCC ONE Data has to be
installed to a Shared Data
Location.
Enter or browse to the shared
folder location as shown on
the right (e.g.,
\\computername\CCC).
- Or b) For a single computer
installation, just enter the local
folder location as shown on
the right.
From there, click Next.
7. Next, select the time of day to
check for updates and install
them using the Daily Update
Schedule screen.
Select a time outside of your
normal working hours for best
results, and then click Next.
NOTE: Your computer must be
turned on, connected to the
Internet, and not set to go into
Hibernation mode for the Daily
Update to work.
Continued on next page
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
9
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Four: Launch the CCC ONE Install Wizard, Continued
Launching the
CCC ONE
Install Wizard,
continued
8. CCC ONE Update Manager
requires a password
protected Windows
administrator local account to
complete installation.
If your Windows Administrator
local account is not configured
with a password, you can:
a. Create a separate Windows
administrator local account
containing a password
b. Add a password to your
existing Windows administrator
local account
In order to download and install
updates, CCC ONE Update
Manager must always be
configured with the latest
password for the Windows local
account specified.
As a result, it is recommended to
specify an account for which the
password does not expire.
To update user account settings
or create new accounts,
navigate to:
• For Windows Vista,
Windows 7 - Start > Control
Panel > User Accounts
• For Windows 8, 8.1 - Start >
Apps > PC Settings >
Accounts
• Windows 10 -
Continued on next page
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
10
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Four: Launch the CCC ONE Install Wizard, Continued
Launching the
CCC ONE
Install Wizard,
continued
9. The CCC ONE program will be
installed to the CCC ONE
Destination Folder. Click Next.
NOTE: The CCC ONE program
must be installed on a local hard
drive, not a network drive.
10. Click the Install button on the
Ready to Install screen to
begin the installation.
Continued on next page
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
11
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Four: Launch the CCC ONE Install Wizard, Continued
Launching the
CCC ONE
Install Wizard,
continued
11. As the Setup Wizard installs the
various components of CCC
ONE, the Installing
Components screen displays
the progress of the installation
process.
NOTE: Do not allow your
computer to go into Hibernation
mode as this will stop the
installation process.
12. The Installation Complete
screen displays a Summary of
the instructions for installing
CCC ONE on other network
computers.
NOTE: Click the Print button to
print a Summary of this installation
to assist you when installing CCC
ONE on other network
computers.
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
12
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Five: Install CCC ONE on other network computers (optional)
Installing
CCC ONE on
other network
computers
This step is only necessary if you are installing CCC ONE on other
computers on the same network. Use the installation Summary that
you printed after installing CCC ONE on your primary computer as a
guide for your next installation.
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
13
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Six: Log into CCC ONE
Logging into
CCC ONE
1. Open CCC ONE by double-clicking the icon on your Microsoft®
Windows® desktop. The CCC ONE Welcome screen opens.
2. Make sure that you select the “I have never used CCC ONE”
option.
3. Enter the Invitation Key and Access Code from the DVD Mailer
(Please note that both the key and access code are casesensitive).
4. Enter your user name, password, first, and last name.
5. Click the Login button.
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
14
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Seven: Run the First Time Use Wizard
Running the
First Time Use
Wizard
You will be able to set preferences such as labor prompts, rates, and
other estimate options.
Estimated time:
5 minutes
Once the First Time use Wizard completes, you will be logged into
CCC ONE and the Workfiles screen will be displayed.
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
15
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Eight: Set Up Profile Defaults
Setting up
repair profile
defaults
You must set up the following profile options before creating workfiles.
Estimated time:
5 minutes
1. Select Configure, then
Profiles, and select your repair
facility profile. It should be the
top profile in the screen.
2. Click on the Parts link under
Rates. Check the part
categories to apply tax.
3. Click on the Refinish link under
Rules. Enter the refinish
materials thresholds for each
paint type.
4. Click on the Total Loss
Threshold link under Rules.
Enter the total loss percentage
values for Standard and Older
Models. Click OK.
5. Select Save or Save and Close
to save your changes.
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
16
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Nine: Set up Alternate Parts Vendors
Setting up
Alternate
Parts Vendors
On your primary computer, set up your Aftermarket, Optional
OEM, and Reconditioned Vendors to make sure you have the most
current Alternate Parts data.
Estimated time:
5 minutes
1. Click on New, and then
Vendor from the main
menu bar.
2. Select the Alternate Parts
Source to set up, and then
click Next.
3. Follow the prompts on the
screen to select and
activate Alternate Parts
Vendors, and then click
Next, and then Finish.
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
17
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Ten: Set up EMS Import and Export
Setting up
EMS
You will have to set up the EMS import and export directory
information in CCC ONE. This will allow you to import EMS part prices
changes and to export the EMS estimate data.
Estimated time:
EMS export
preferences,
export and
import
settings
5 minutes
1. Select Configure, Machine
Settings from the main
menu bar. The Machine
Settings screen opens.
2. Click on EMS Export
Preferences under
Import/Export in the left
panel, and then select
your Extract Preferences.
Continued on next page
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
18
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Ten: Set up EMS Import and Export, Continued
EMS export
preferences,
export and
import
settings,
continued
3. Click on File Export, and
then select the Export
Type, Insurance Company,
and Directory.
4. Click on File Import, and
then select.

(check) “Enable import
of files for estimates
supplements and part
changes on this
computer”

Select the Import Type

Select the Directory
where files are to be
imported from
5. Click OK, and then click OK again.
NOTE: You will need to close and then log back into CCC ONE for
these changes to take effect.
IMPORTANT! You must set up your CCC ONE File Import and Export
directories on all the computers where you installed CCC ONE.
Use File Import to bring in EMS part price changes on the computer.
Use File Export to send EMS estimate files to other programs.
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
19
CCC ONE® Comp-Est Estimating version 4.2 and higher – Quick Reference Guide
Step Eleven: Safely store the CCC ONE DVD
Once complete, remove your CCC ONE DVD and store it safely.
That’s it! You are now ready to write an estimate with CCC ONE.
IMPORTANT! About once a month, check the computer where you
have installed CCC ONE Update Manager for any messages on the
screen.
After downloading and installing certain updates, CCC ONE Update
Manager may ask you to restart the computer. If you do not restart
the computer, your CCC ONE program may not work correctly.
If you need help, call the dedicated CCC ONE Technical Support
team at 855-867-5404.
©2016 CCC Information Services Inc. All rights reserved. CCC ONE and the CCC ONE logo are trademarks of CCC Information
Services Inc.
Updated 03/10/2016
20

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