QQube 5.x Re-Install (New/Failed Hardware) | CLEARIFY

Re-Installing QQube

Use these procedures for situations where there is a:

• Re-install due to a machine crash (Single-User or Multi-User)
• Purchase of a new machine (Single-User or Multi-User)
• Migration to a new server (Multi-User)

Since QQube is a read-only application, there is no need to migrate or recover existing data.

General Steps

STEP 1. 
If you are in a situation where you have installed a fresh copy of QuickBooks, please be sure to install the latest Release.  This is a MUST.

STEP 2.
Find the QQube License ID and create a ticket as shown in our support overview guide to get it reset upon installation (or you will receive error 5103 when attempting to activate). If you can't find the License ID, then post the name of the company, or the date of the original purchase, or the purchase receipt number in the ticket.

Our support team will respond quickly to the ticket by posting a url download to the latest version, entitled to under the yearly subscription - or advise on any available or necessary upgrades.  The license will also be reset for your to activate without error.

STEP 3.
Choose the correct installation type, and use the step by step instructions:

• Single User.  This is used when there is only user of QQube. All of the components - including the QQube database - will be installed on this machine. This type of installation can only be used on a desktop or laptop. You cannot install a single-user on a server or remote desktop environment.
• Multi-User (Server portion ONLY) The server is where the QQube database resides along with a CLIENT copy of QuickBooks, and is shared on the network. NOTE: Do not install the client portion on the workstations, unless the release you are installing is later than version you are replacing. If you are installing the same version as the one you are replacing, see specific instructions below for pointing the existing client installation to the new server installation.
• Remote Desktop/Terminal Services.  If anybody is logging in remotely to use QuickBooks on your server, you must use this method to avoid synch issues.

If you are in a server environment, you MUST either uninstall the old QQube, or disconnect it from the network.  Not doing so will result in problems, and reports not seeing the new database.

STEP 4.
When QQube was first installed, there were user(s) created in QuickBooks to allow automatic login of QQube to QuickBooks.  Pro and Premiere users will not need to do anything.  Enterprise Users will need to either know, or change the Custom Reporting User password, as that will be needed to connect QQube to QuickBooks.

STEP 5.
Confirm the required items in the QuickBooks Preparation Checklist

STEP 6.
Run the Configuration Wizard.  If you have Multiple Companies do NOT synch your data, but follow the Multi-Company Setup guide to add any additional companies - which includes following Step 5 for EACH company.

STEP 7. Synch your actual data - instructions here.

STEP 8 (Only for in-house server with client/workstation connections).
If you are installing a newer version of QQube than the version you are replacing, then follow the instructions for installing the CLIENT portion in this guide.

If you are installing the same version of QQube than the version your are replacing, then go to each workstation and open up the QQube Configuration Tool.  You will get an error that it can't find the server:

Click the OK button to get this window:

It should locate the QQube server you just installed on the network.

IF a server is not found, first turn off the local windows firewall, second turn off the server firewall.  This generally is not necessary, but conflicts can arise due to group policies, etc.

Then save the new engine name (it will fix the ODBC DSNs):

You will return to the Configuration Tool:

STEP 9.
Ensure that there are no synch errors before attempting to run any existing reports.  Remember that there are no manual connections to configuration steps necessary to get your Excel or similar report to talk to QQube.  The installation handles those procedures.  All that is necessary is that you have the correct subjects loaded, and that there are no synch errors.